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.

Why Every FY2026 Strategy Needs a 3-Way Forecast

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…

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Does Your Business Need a Board?

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…

What if My Kids Don’t Want to Continue My Family Business?

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…

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How to Forecast Your Business Cashflow

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,…

Efficient Estate Planning Strategies

Efficient Estate Planning Strategies

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…