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Planning to Sell Your Dental Clinic? Start with Smart CGT Planning

Planning to Sell Your Dental Clinic? Start with Smart CGT Planning

Planning to Sell Your Dental Clinic? Start with Smart CGT Planning

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24/10/2025
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When it comes to selling a dental clinic, most owners focus on revenue, lease terms, and patient retention. But one area that can make a major difference to your final net return — and is often overlooked — is Capital Gains Tax (CGT) planning.

Without a well-thought-out strategy, CGT can significantly reduce the proceeds you take home after the sale. That’s why early preparation is essential.

At Sinosmart Business Brokers, we’ve partnered with a trusted accounting firm specialising in the healthcare sector to help clinic owners navigate CGT confidently. Their team provides tailored advice designed to maximise available concessions, exemptions, and tax efficiencies.

Why Early CGT Planning Matters

Maximise your after-tax return by leveraging small business CGT concessions.
Strategically time your sale to qualify for the 50% CGT discount (for assets held longer than 12 months).
Offset capital gains using prior-year losses or eligible deductions.
Structure your sale smartly to meet the criteria for the 15-year exemption, retirement exemption, or active asset reduction.
Avoid unexpected surprises by understanding your CGT position before signing a contract.

Real Insight

One of our clients, a dental clinic owner, nearly missed out on the $500,000 retirement exemption simply because they weren’t aware of their eligibility.
With the guidance of our accounting partner, they restructured the sale and saved over $120,000 in tax — all thanks to proactive planning.

If you’re considering selling your dental clinic within the next 6 to 18 months, now is the ideal time to review your CGT position.
Our team at Sinosmart Business Brokers can help you prepare strategically and connect you with our specialist accounting partner for a confidential consultation — so you can sell with confidence and keep more of your hard-earned value.

Contact Sinosmart Business Brokers
📞 02 8007 6820
📫 info@sinosmart.com.au

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Confidentiality Agreement

In considering for information on business(es) offered for sale by Sinosmart Business Brokering Pty Ltd trading as Sinosmart Business Brokering (herein after called Sinosmart), I/We, being the people named in the Agreement set out below, acknowledge that we are prospective Buyers of the business described in the Agreement and in consideration of you and the Seller allowing us to inspect a business profile and other material relating to the business and/or the Seller’s agreement and your arrangement on the Seller’s behalf to allow us to inspect the business, we acknowledge and agree as follows:

In relation to this listing: -

The business profile and material may include: i. non-verified and unaudited trading results and/or profit and loss reports; ii.related industry averages and/or approximate costs/expenses, projected trading estimates.

That the profile and its information are to be used and accepted as a guide only. All information contained in it is our responsibility to verify and confirm, and we agree not to hold Sinosmart and/or its salespersons and authorised personnel responsible for its accuracy, liability, or loss suffered by us in relation to the information contained in the profile.

The business profile and material and all things connected and related to this material are confidential and we agree not to disclose them to any other person except our legal, accounting, financial advisers and bankers but then only on the basis that they have to provide to us their agreement, prior to receipt of the material, to keep this information confidential unless the Seller’s prior written consent is first obtained to allow disclosure of this material to that party.

I/We acknowledge that, as a result of perusing the business profile and material, and during the course of the inspection of the business, we will become aware of information regarding the operation of the business and in particular the marketing of the business which is personal to the seller and which has real financial value to the Seller. We acknowledge that, should such information become known to the Seller’s competitors or other parties interested in setting up a similar business in opposition to the Seller, or used by ourselves in the operation of a similar business, these actions could cause financial hardship to the Seller and therefore the Seller might seek compensation.

All inspections of the business are to be by appointment, arranged through Sinosmart only, and we agree not to attempt to inspect the business or the premises upon which the business is carried on, or contact the Seller direct other than through and with Sinosmart. I/We have been introduced to the business(es) by Sinosmart and/or its personnel.

I/We confirm that we have not and will not make any approaches, or attempt to contact the owner or staff of the business and at all times will maintain the confidentiality of the business and all information provided by Sinosmart.

I/We further understand that if this agreement is breached, it may result in legal action being commenced to recover all losses caused by a breach of this agreement.I/We understand that Sinosmart, its agents and/or its personnel are not Investment or Financial advisors. Its role in this matter is to simply relay information, on the below mentioned business(es) as provided by the Sellers, in its capacity as a representative of the Seller. Furthermore, I/we acknowledge that we agree to the above conditions.

In considering for information on business(es) offered for sale by Sinosmart Business Brokering Pty Ltd trading as Sinosmart Business Brokers (herein after called Sinosmart), I/We, being the people named in the Agreement set out below, acknowledge that we are prospective Buyers of the business described in the Agreement and in consideration of you and the Seller allowing us to inspect a business profile and other material relating to the business and/or the Seller’s agreement and your arrangement on the Seller’s behalf to allow us to inspect the business, we acknowledge and agree as follows:

The business profile and material may include:
i. non-verified and unaudited trading results and/or profit and loss reports;
ii.related industry averages and/or approximate costs/expenses, projected trading estimates.
That the profile and its information are to be used and accepted as a guide only. All information contained in it is our responsibility to verify and confirm, and we agree not to hold Sinosmart and/or its salespersons and authorised personnel responsible for its accuracy, liability, or loss suffered by us in relation to the information contained in the profile.
The business profile and material and all things connected and related to this material are confidential and we agree not to disclose them to any other person except our legal, accounting, financial advisers and bankers but then only on the basis that they have to provide to us their agreement, prior to receipt of the material, to keep this information confidential unless the Seller’s prior written consent is first obtained to allow disclosure of this material to that party.
I/We acknowledge that, as a result of perusing the business profile and material, and during the course of the inspection of the business, we will become aware of information regarding the operation of the business and in particular the marketing of the business which is personal to the seller and which has real financial value to the Seller. We acknowledge that, should such information become known to the Seller’s competitors or other parties interested in setting up a similar business in opposition to the Seller, or used by ourselves in the operation of a similar business, these actions could cause financial hardship to the Seller and therefore the Seller might seek compensation.
All inspections of the business are to be by appointment, arranged through Sinosmart only, and we agree not to attempt to inspect the business or the premises upon which the business is carried on, or contact the Seller direct other than through and with Sinosmart. I/We have been introduced to the business(es) by Sinosmart and/or its personnel.
I/We confirm that we have not and will not make any approaches, or attempt to contact the owner or staff of the business and at all times will maintain the confidentiality of the business and all information provided by Sinosmart.
I/We further understand that if this agreement is breached, it may result in legal action being commenced to recover all losses caused by a breach of this agreement.I/We understand that Sinosmart, its agents and/or its personnel are not Investment or Financial advisors. Its role in this matter is to simply relay information, on the below mentioned business(es) as provided by the Sellers, in its capacity as a representative of the Seller. Furthermore, I/we acknowledge that we agree to the above conditions.

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