Get out
Getting out
The financial file for a sale, a family handover, or a deliberate scale back. Built before you need it.
Get out is a season, not a failure
You might be selling. You might be handing the counter to a child. You might be keeping the property and stopping the trade. Each one needs a different tax conversation and the same underlying file: years that balance, tax that is filed, and related-party balances that can be explained without a family argument.
Budget 2026 proposed a higher capital gains exclusion for qualifying small business disposals, moving the figure discussed from R1.8 million to R2.7 million. Do not sign on the back of a blog. We check the exclusion that applies to your year, your shareholding and the asset before anyone negotiates as if it is guaranteed.
What “ready” looks like
Three years of financials that match the returns. Management accounts to a recent month. A tax compliance status you have actually opened. An asset list. Payroll that is current. Contracts a buyer is allowed to see. The guide on this site is the longer checklist. The service is us building it with you.
What is included
- A gap review of the existing file
- Catch-up of the years a buyer will read
- Related party and loan account clean up
- A pack you can hand to an attorney, a banker or a buyer
- Coordination with the tax effects of the route you choose
Questions on this service
Two to three years before a likely sale is comfortable. A year is workable if the books were already kept. Six weeks before a buyer’s due diligence is a reconstruction, and buyers can tell. If you are only thinking, start the monthly pack now and let the file accumulate.