Expert Exit Planning & Business Sale Advisory for Successful Transitions
Access expert exit planning and business sale advisory services to develop successful exit strategies, maximise business value, and ensure a smooth transition.
Small firm. Strategic advisory. Value-focused solutions.
Diverse experience working with businesses and investors of all sizes and industries
Small to medium sized businesses
High net wealth individuals and family groups
Portfolio companies of private equity funds
Who we are
Tullastone provides expert exit planning and business sale advisory services to business owners across Australia.
Our mission is to deliver accessible and reliable strategies that help business owners plan successful exits, maximise business value, and ensure a smooth transition. We are committed to building long-term, meaningful relationships with our clients, ensuring they have the right strategies in place to achieve their desired outcomes and secure their financial future.
We appreciate the trust our clients place in us and are proud to be part of their business journey.
What we do
We partner with businesses across diverse industries, providing tailored exit planning and business sale advisory services to ensure a successful transition, maximise business value, and support long-term financial goals.
Leveraging our deep industry expertise and strategic approach, we go beyond basic exit planning—offering proactive sale strategies, risk management, and valuation insights that empower business owners to navigate the complexities of the sale process, optimise outcomes, and secure a prosperous future.
Exit Strategy Development
Creating tailored exit plans to align with business owners’ personal and financial goals, including succession planning and sale options.
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Bookkeeping and Xero management
Cloud accounting set up, transition and App integrations
Accounts payable & receivable reconciliations
Payroll processing (Xero Payroll) and Single Touch Payroll
Financial Statements
ASIC company secretarial matters
Business Valuation & Maximisation
Assessing business value and identifying strategies to enhance profitability and marketability to achieve the best sale price.
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Tax returns (companies, trusts and individuals for family groups)
Business activity statements and GST compliance
Structuring, entity set ups and implementation
R&D tax concession assistance
Tax advice
Transaction Structuring & Negotiation
Advising on optimal deal structures, tax implications, and facilitating negotiations to ensure a smooth transaction process.
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Customised monthly management & board reporting
Assistance with budgeting and cash flow forecasting
Assistance with preparing for capital raising and debt financing
Post-Sale Transition & Wealth Management
Supporting business owners through the post-sale process, including wealth management, tax planning, and reinvestment strategies for long-term financial success.
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Project work for M&A transactions and other initiatives
Tax-effect accounting and reporting assistance for portfolio companies
Assistance with ATO reviews and audit matters
Hear from some of our clients
“It’s been great to have Lewis and his team on board to help manage the accounting and tax for our group. We appreciate Lewis’ skillset and responsiveness. We would happily continue to recommend Tullastone to other business owners looking for a different approach with their accountant.”
Nicole and David Dowsett
Founders, PRS Support
“Tullastone’s support over the last few years has been fantastic and made a big difference in how we keep on top of our finances. We are grateful to have Lewis and his team working with us!”
Dr Mahi Paquette, CEO and
Executive Environmental Manager Seabin Foundation
Get in touch with us today
Contact us to discuss how we can provide you with the right accounting and finance support to drive your business forward.
Level 3, 47 York Street, Sydney NSW 2000
