Secure your clients’ legacy with expert, offshore exit strategy advisory and succession planning support tailored for CPAs. We create tax-efficient transition plans, ownership models, and leadership roadmaps that are compliant with Australian regulations.
Business exits planned with credible transition models
Success rate in achieving owner exit targets
Reduction in in-house planning workload
Upfront fees or long-term commitments
Our offshore exit strategy advisory services cover every stakeholder, all resources that may be pulled in at exit, and succession blueprints for those clear regarding exit readiness, whether small and mid-sized enterprises, family businesses, or corporate houses. One assesses valuation methods, ownership transfer possibilities or leadership succession systematically and legally within the framework of the organisation under the specified legislation ATO/ASIC.
We create tax-efficient succession planning solutions in Australia that take into account, for example, phased transfers that involve family trusts, protection of assets or creation of a pursuing objective, and eventually withdrawing from active work. Every blueprint is created with details on CF projections, CG modals, and distribution of wealth in relation to client-specific financial goals for the family, which is under the brand of your firm.
The exit strategy and succession planning solutions for CPAs in Australia are perfect for companies that want to expand their advisory services. This service stands out as the offshore succession planning does not strain the in-house capacity of the CPA, who is able to provide exit and transition strategies with a compassionate approach. We prepare and coordinate the investments, ready documents, infrastructure in the hierarchy of clients and presentation material, but adhering to specified styles of work.
Seamless guidance through every exit stage, alleviating your workload and lifting client trust. Whether it's first-time succession or generational transition, our plans are built for decision-making clarity and continuity.
Our offshore team delivers a full suite of succession and transition services to empower your clients and your firm’s advisory reach. All outputs are branded, detailed, and ready for boardroom use.
Outsourced exit and transition planning services crafted to enhance your CPA firm’s value offering without stretching existing staff. Enable next-generation planning while we manage the technical and administrative groundwork.
Our offshore advisory embeds within your client workflows, syncing with internal analysis, board discussions, and client engagements. With Globus Prosourcing, CPAs can confidently deliver outsourced business exit planning solutions and tax-efficient succession strategies, all branded under your firm.
We support CPAs with everything from succession readiness assessments and tax-efficient structuring to owner transition planning and documentation. By partnering with us, you gain access to experienced professionals who work behind the scenes—allowing you to stay focused on client strategy and relationships. Whether it's generational succession or a strategic exit, we help you deliver value-driven outcomes, faster.
Specialists in exit planning, asset transition, and leadership succession for Australian businesses
Custom-brand reports, timelines, and models ready for client presentation
One-off exit blueprints or ongoing strategy retainer packages
Clear cost structures tied to scope and deliverables
Reports and plans sync with Excel, Xero, BI dashboards, and your firm’s documentation style