AMGENT Small Business Sale and Estate plan

Expert guidance for Australian business owners on fair succession planning and sales strategies.

The scariest thing about planning your business exit? It’s that nagging questions that keeps SME owners awake at night:

“How can I reduce Capital Gains Tax."

"How will I split the proceeds fairly among my family?"

"How can I plan to protect both wealth and my relationships?”

After years of advising Australian business owners, we’ve seen these fears and questions come up again and again.

People worry about family disputes, unequal contributions, tax implications, and whether their exit strategy will truly reflect their values.

The uncertainty can be overwhelming. Especially when you’re planning for a transition that affects both finances and family harmony.

But here’s what experience has taught us: the owners who feel most confident aren’t necessarily the ones with the biggest payout. They’re the ones who have a clear, personalised succession plan that balances fairness, transparency, and financial security.

That’s why working through a structured succession planning framework is so valuable. It takes your specific situation — your business valuation, family dynamics, ownership structures, and goals — and shows you what a fair and sustainable exit could look like.

No more guessing or losing sleep over “what ifs.”

Ready to get clarity on your exit strategy?

Complete our succession planning assessment today. In just a few minutes, you’ll gain personalised insights into how proceeds can be divided fairly, what adjustments might help, and how to move forward with confidence.

Don’t let fear and uncertainty control your business exit. Take the first step toward peace of mind. Start your succession planning journey and let’s create a roadmap for the exit you deserve.

When you request your assessment, you will be directed to a questionnaire designed to give you an accurate estimate of your current situation.

This will be emailed with a link to further tools and calculators you can use to help your decision-making process.

Our staff will review these results and provide feedback via email to you with extra tools and calculators for you to keep.

We suggest you then take the time to review these results and investigate any suggestions before accepting our invitation to book a chat to review them with our team.

Normally this would cost $1,100 but for a limited time it will be complimentary to those who provide us with the required information to make the simulations (this saves us time and saves you money)

AMGENT Small Business Sales, CGT and Estate planning tool kit.

After advising numerous Australian business owner exits over the years. We at AMGENT developed a number of proprietary calculators and roadmaps for business owners. We've modeled the probabilities of different outcomes and can show you simply how proceeds might be divided among family members down to the more complicated impacts of taxes, ownership structures and future business valuations.

Instead of leaving it to guesswork, our tools show you the likelihood of each scenario, helping you understand whether your exit plan will protect both your wealth and your family relationships.

What is the AMGENT Small Business Sale and Estate planning framework?

It’s a simple, set of easy-to-use online tools to help you see how your business, superannuation and other investments might work together for your retirement. we'll show you how to reduce CGT and how you can avoid any family disputes. It shows you different scenarios so you can plan smarter.

How accurate is the framework?

While the tool uses current market data and tax rules, it’s an estimate—not a guarantee. It’s designed to give you a clear idea of your likely retirement income and options, but for tailored advice, we recommend a chat with one of our advisers.

Shouldn't I speak to my Accountant or Lawyer about this?

Our framework of simulations, calculators and tools are perfect for Small to Medium Business owners in Australia, Aussie pre-retirees, or anyone looking to understand how transferring or managing their estate planning, super and investments can better impact their retirement.

We find both accountant and lawyers are good a specialising in their own fields, however they are often time poor and are more focused on compliance. What you require now is proper planning and proactive management

AMGENTs Small Business Specialist adviser can help you develop a plan that co-ordinates with your other trusted advisers when its required and our framework allows you to deliver results quickly.

Do I need to provide personal financial information?

You only enter information you’re comfortable sharing.

The simulation works with basic details like age and savings estimates to keep things simple and confidential.

However, as a general rule for most programs. Garbage in will always produce garbage out. We would suggest you provide the most up to date and accurate information you can in order to get the most out of this exercise.

How long does it take to get results

Once you enter your details, our staff will review and request or confirm information.

The simulator usually takes less than a minute to generate your retirement outlook. However, in the past we have found the whole process may take a week or so to complete.

Can this tool help me retire earlier?

Yes! By showing you different contribution and investment scenarios, it can highlight ways you might accelerate your retirement goals. This is why we built it.

Is my data safe?

Absolutely. Your privacy matters to us. Any information you provide stays secure and is never shared without your permission.

What if I have questions after using the framework tools?

You can easily get in touch with one of our expert advisers to discuss your unique situation and next steps.

Am I under any obligation to AMGENT Wealth Management

No, absolutely not. However, as a warning. We find once people experience how AMGENT works, more often than not they continue to work with us on an ongoing basis. This tool allows both parties to see if they can work together moving forward.

What if I have questions after using the simulation?

You can easily get in touch with one of our expert advisers to discuss your unique situation and next steps.

Simulations, Calculators and Tools

*This should not be confused with comprehensive personal financial advice taking into consideration all of your personal circumstances, goals and or objectives.

Ben Waite - Authorised Representative No. 001004141 & Amgent Wealth Management Pty Ltd, CAR No. 001318113 (‘Amgent Wealth’)
which is a Corporate Authorised Representative of Spark Advisors Australia
Pty Ltd ABN 34 122 486 935 AFSL 380552.

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Talk to us more about your personal objectives and plans

Expert guidance for Australian business owners on fair succession planning and sales strategies.

AMGENT Small Business Sales, CGT and Estate planning tool kit.

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Simulations, Calculators and Tools

*This should not be confused with comprehensive personal financial advice taking into consideration all of your personal circumstances, goals and or objectives.