As a Partner at Advivo Business Advisors & Accountants, Dale’s main responsibility is working closely with clients in mentoring and assisting their growth and development. He ensures that all financial opportunities are maximised, commercial risks are understood and managed, and that his clients receive the best outcomes for their business.
Advivo Partner Dale Edwards explains why your business needs a 3 way forecast to ensure you are headed for growth. As a business owner, maintaining a clear and comprehensive view of your company’s financial health is crucial for making informed decisions and ensuring long-term success. One of the most effective ways to achieve this is…
Advivo Partner, Dale Edwards, shares tips on how to align employee benefits with your goals for the new financial year Running a business comes with unique challenges and opportunities. One of the most impactful ways to boost your business’s success is by aligning employee benefits with your business goals. This isn’t about ticking boxes…
Advivo Partner, Dale Edwards shares insights into whether it’s worth the effort of chasing overdue invoices before the EOFY. This question and variations around the timing of invoicing are ones that we get asked often. Commercially, our answer is always that you’d rather get paid sooner than later (or not at all), so yes,…
Advivo partner, Dale Edwards, outlines practical steps that small business owners can undertake to support the financial well-being of their employees. As a small business owner, your employees’ financial well-being plays a huge role in the overall health of your business. A financially stressed employee is less focused, less productive, and more likely to seek other…
Advivo Partner, Dale Edwards, breaks down the benefits of setting up an advisory board, especially for family businesses. Nowadays, businesses are increasingly seeking to expand their leadership team with an external board or advisory board to grow and protect their business. We are particularly seeing this with family businesses, who may seek advice from an external team due to the outside perspective they can provide. Generally, an emerging business owner will manage…
Advivo Partner, Dale Edwards, explains how to navigate when your children aren’t interested in being part of your business’s succession plan. For many entrepreneurs, the dream isn’t just about building a successful business; it’s about creating a lasting legacy that can be passed down through generations. However, what happens when the next generation doesn’t…
Advivo Partner, Dale Edwards, explains how you can effectively protect your business’s interests during a merger. Mergers and acquisitions are a frequent strategy for companies looking to expand their market reach, drive growth, and gain a competitive edge. As we often say, a good way to achieve a 1+1 = 3, 4, 5 or…
Advivo Partner, Dale Edwards, outlines the basics of cash flow forecasting to ensure your business is set up for success. Cashflow is the lifeblood of every business. Without it, businesses fail. With it, businesses can plan and work towards their expansion goals. So, how do business owners ensure that they know their cashflow,…
Advivo shares efficient estate planning strategies to help you get it right and don’t leave a mess for your loved ones. Many people mistakenly hold a simplistic understanding of their Estate and what will happen with their assets when they are no longer with us. There is a frequent misconception that assets will automatically…
Advivo Partner, Dale Edwards, shares insights into why you need to make estate planning considerations even if you don’t have a family business. In this blog, we are talking about the relevance of estate planning to businesses that have several, unrelated owners. These are common and have two or more owners who have worked together…