Straight answers · No obligation
The standards I work to
These are the commitments behind the process, and they are the reason accountants and solicitors are generally comfortable dealing with a broker on their client's behalf.
Nothing on this page is a sales pitch and nothing here is charged for. Last updated 15 September 2026.
Get my free appraisal, in writingCall 0431 124 128
No obligation. Nothing is published. Nobody is contacted.
The standards I work to
These are the commitments behind the process, and they are the reason accountants and solicitors are generally comfortable dealing with a broker on their client's behalf.
Candid, honest and ethical
Straight answers, even when they are not the ones you were hoping for. If your business is not ready, or now is not the moment, you will be told.
Accuracy and thoroughness
Detail matters in a sale. Financials that reconcile, documentation that holds up, and nothing glossed over that a buyer's accountant will find later.
Specialist sector knowledge
Working with someone who understands your industry means advice based on facts rather than guesswork, and buyers who get spoken to in their own language.
Protecting your privacy
Every enquiry about your business is carefully vetted. No information that could identify your business is released without your approval and a signed confidentiality agreement.
With you at every step
Many business sales fail during due diligence. That is exactly where a broker earns their keep, managing issues as they arise and keeping negotiations moving to a result.
You are always in the loop
Progress insights the whole way through: marketing activity, level of enquiry, buyer profiles and feedback, with regular reporting rather than radio silence.
Which question goes to which adviser, and the law that draws the line
| The question you have | Who may answer it for a fee | The law that draws the line |
|---|---|---|
| “What will my tax bill be on this sale, and do I qualify for the small business concessions?” | A registered tax agent, or a lawyer practising in tax. Check the name on the Tax Practitioners Board register at tpb.gov.au, which holds registered, suspended and deregistered agents and is free to search. | Tax Agent Services Act 2009 (Cth). TPB(I) 39/2023 treats advice that applies or interprets a taxation law to your own circumstances, where you can reasonably be expected to rely on it, as a tax agent service. Charging for one while unregistered is up to 250 penalty units for an individual, $91,000 at the Commonwealth penalty unit of $364 from 1 July 2026. |
| “What does this special condition, restraint or vendor finance clause actually do to my position?” | An Australian legal practitioner. The Queensland Law Society Register of Solicitors is free at qls.com.au, although the Society directs practising certificate enquiries to its records team rather than answering them through the public search. | Legal Profession Act 2007 (Qld) section 24(1), maximum 300 penalty units or 2 years imprisonment, $51,810 at $172.70 from 1 July 2026. Sections 24(3A) to (3E) let a licensee complete an approved or lawyer prepared contract by “inserting information, crossing alternatives, or using precedents previously prepared by lawyers”, and no further. |
| “The buyer wants the shares in my company rather than the assets. Who handles that?” | A holder of, or an authorised representative of, an Australian financial services licence, working with your solicitor and your tax agent. ASIC’s professional registers at service.asic.gov.au list AFS licensees and authorised representatives. If the name is not there, they do not hold it. | Shares are a financial product under Corporations Act 2001 (Cth) section 764A(1). Arranging their acquisition or disposal is dealing under section 766C, and dealing is a financial service. ASIC RG 36.43 asks whether the intermediary was necessary to the transaction, added value, and was paid depending on the outcome. On a broked share sale all three point the same way. |
| “What is my business likely to fetch, and how do I take it to market without the wrong people finding out?” | A licensed agent holding a Queensland Office of Fair Trading licence, or you, running it yourself. | Property Occupations Act 2014 (Qld) section 26. Appraising, marketing, finding the buyer and negotiating is the licensed activity. An appraisal is not a valuation report, it is not tax advice and it is not legal advice, and no licence turns it into any of those. |
| “Is this appointment form fair to me, before I sign it?” | An Australian legal practitioner. The agent handing you the form is the counterparty to it. | Part 9 of the PO Form 6A carries the line “THE CLIENT IS ADVISED TO SEEK INDEPENDENT LEGAL ADVICE” immediately above the signatures. That warning is printed on the regulator’s own approved form, which tells you how seriously to take it. |
Tax Agent Services Act 2009 (Cth) with TPB(I) 39/2023 and the Tax Practitioners Board civil penalty provisions page; Legal Profession Act 2007 (Qld) section 24; Corporations Act 2001 (Cth) sections 764A and 766C with ASIC Regulatory Guide 36, published 8 June 2016, version current 28 March 2022; Property Occupations Act 2014 (Qld) section 26; PO Form 6A version 1, May 2024. All read in August 2026. General information only.
Ask what it is worth
Free, in writing, and nobody finds out you asked. Tell me the trade and the suburb and I will do the rest.
Nobody finds out you are selling. This goes to me only, into my own database in Sydney. I will not contact your accountant, your landlord, your bank or your staff, ever, unless you ask me to.
If you would rather not put anything in writing yet, ring 0431 124 128. Prefer to pick a time yourself? Book a time in my diary.
Find out where you actually stand
Before you decide to do it alone, have the conversation that tells you what the alternative actually looks like. Thirty minutes, no cost, no obligation, and nothing said in it goes anywhere.