3 BEARS TRUST

Investment & growth

Business sales, exits & valuations

Preparation, financial normalisation, business valuation, and confidential buyer negotiation to maximise your payout when selling a business.

How we can help

Cleans up financials, recasts owner earnings (EBITDA), prepares information memorandums, and accesses active buyers to achieve top market valuation.

  • Identify and fix valuation detractors months before going to market to increase exit multiple
  • Structured deal terms to minimise Capital Gains Tax (CGT) utilising Small Business CGT Concessions
  • Confidentiality deeds ensuring staff, suppliers, and competitors do not disrupt operations

Fees and scope

$0

Zero upfront discovery · confidential valuation & success-based business sale

These are indicative fees for the stated scope. We confirm the work, applicable charges and timing with you before proceeding.

What happens next

  1. 1. Tell us what you need

    Submit your enquiry with the services you have selected and any relevant context.

  2. 2. Agree the scope

    We review your circumstances and confirm the appropriate service, information needed and fees.

  3. 3. Plan the work

    Your adviser explains the next steps and agrees a suitable timetable with you.

Related services

Direct Practice Engagement

Your numbers tell a story. Let's write the next chapter.

Direct Phone(02) 4708 9955
Practice LocationBay 5-7, 2 Locomotive St, Eveleigh NSW 2015
Working Hours9am – 6pm, Mon to Fri