Nancy Davidson
SLS Advisory
Tax | Structuring | Succession Planning
About Nancy
Corporate Finance | M&A | Strategic Growth

Nancy Davidson is a Director at SLS Advisory and a Chartered Accountant with more than 25 years’ experience advising business owners, high net wealth individuals and professionals.

Nancy specialises in complex tax matters and works closely with clients to bring clarity to decisions that can have significant long-term financial consequences. Her experience working with SMEs and high net wealth individuals gives her a practical understanding of the connection between business decisions, tax outcomes and personal wealth.

She is known for taking a steady, solutions-focused approach — helping clients understand their options, anticipate potential issues and make informed decisions with confidence.

The Work

For business owners, an exit is not simply about the price someone is prepared to pay for the business.

The structure of the business, ownership arrangements and tax implications can all influence how much of that value ultimately makes its way into the owner's hands.

Nancy helps business owners understand these considerations before a transaction is underway, when there is still time to make meaningful decisions.

Her focus is not simply on reducing tax. It is on helping owners make better-informed decisions about their business and personal financial affairs so they can maximise the value they ultimately retain.

At Get Exit Ready

Nancy presents The Tax.
She explores one of the questions business owners often leave too late:

“How much of my exit proceeds will I actually keep?”

Nancy explains the tax and structuring considerations owners need to think about well before a sale — and why waiting until a buyer is already at the table can leave expensive opportunities behind.

The objective is simple: create value, protect value and maximise what the owner ultimately keeps.