A step-by-step guide to exiting your business

Our Next Step workbook (PDF, 2MB)  is a guide to help you transition from your business, providing insights and practical advice.

Thinking about retiring or selling?

Making a plan to sell your business

A guide to how to sell a business, or pass one on.

Retirement planning for small business owners

Early retirement planning is your key to success.

Valuing a business: find out what it's worth

Learn what influences viability and company valuation methods.

Tax options for farmers planning to retire

How to plan for retirement: considerations for farmers at tax time.

Getting the best price when selling a business

Find out how to negotiate a better business purchase price.

How to save for retirement throughout your life

Keep your retirement plan on track for your age and business stage.

Selling a company you built

How to sell a business you’ve poured your lifetime and energy into.

It’s never too soon to plan your business transition

Succession planning, begin sooner rather than later.

How to plan a successful business transition

Learn how to plan a successful business transition.

Succession planning: Keeping your assets in the family

How to pass on your business and other assets to your family.

Charitable donations when exiting your business

Effective ways to donate proceeds from your business.

Related products and tools

Financial planning and advice

Get a strong partner supporting your business. NAB can refer you to an adviser from Bridges Financial Services or JB Were.

NAB Retirement Account

An everyday account for retirees. Earn interest and access your money with no monthly account fees.

Loans and finance

Starting a business or looking to expand? Our range of business loans, overdrafts, equipment and trade finance options can help you achieve your goals.

Get in touch

Contact us

Visit our business banking contact page for how-to-guides and FAQs, as well as contact numbers.

View all business banking contacts

Visit a NAB branch

Let our business banking specialists help you in person.

Find a NAB business banking centre

Terms and Conditions

Target Market Determinations for these products are available at nab.com.au/TMD.
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Any advice on our website has been prepared without considering your objectives, financial situation or needs. Before acting on any advice, consider whether it is appropriate for your circumstances and view the Product Disclosure Statement or Terms and Conditions available online or by contacting us. Credit applications are subject to credit assessment criteria. Interest rates, fees and charges are subject to change. Target Market Determinations for our products are available at nab.com.au/TMD. Products issued by NAB unless stated otherwise.

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