Where BLG is involved
Structuring for growth and reinvestment. Restructuring ownership before a transaction. Managing tax position as circumstances change. Aligning structure with succession timing. Protecting assets without creating friction.
These aren’t different conversations. They’re decisions that connect to business direction, personal wealth, and what comes next.
What BLG's involvement looks like here
An owner-director operating through a structure set up fifteen years ago. A proposed sale surfaces the problem: the arrangement reduces what they walk away with, forces an all-or-nothing exit, and prevents a staged handover to the next generation.
BLG works through the structure while there’s still room to move: what needs to change to support a partial exit, how the ownership split affects the tax position on sale, and whether a restructure now creates options that don’t exist if you wait until a buyer is at the table.
The restructure happens before the deal. Not during. Not after.
The adviser who built it is the one testing it
The structure was set up for good reasons. Those reasons may no longer hold.
The adviser who helped design it ten years ago already knows what it was meant to do. They see where the business has outgrown it. Where the family situation has changed. Where the assumptions about timing, control, and ownership no longer fit.
When a transaction surfaces, the conversation doesn’t start from scratch.
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Business advisory
Connected advice for business decisions
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Wealth alignment
Connecting business wealth with personal outcomes
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Succession and exit planning
Planning for the decision that changes everything
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SMSF and superannuation
Superannuation advice with structure and oversight
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Accounting and tax compliance
Accurate reporting that supports better decisions
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