FAMILY BUSINESSES

Anyone operating a family business will understand it can be very different from other types of businesses. There are many different factors that make up the dynamics central to a successful family business.

When a business is in the family then it’s personal, so that’s why we offer a personal service to match. Our team has extensive experience working with family businesses, particularly when it comes to growth and improvement, succession or estate planning and business restructuring.

Advivo will work with you to manage the unique challenges that come with running a family business, starting with a strategic plan ensuring your goals, growth and success build a business culture that works. We can help you ensure your family business is running successfully and help preserve its financial future for generations to come.

Bar graph - Business Growth

WE WILL:

  • Provide ongoing hands-on support with all aspects of your family business.
  • Introduce you to corporate governance and enhance your family constitution.
  • Assist with the transitioning of ownership/management.

Get in touch with us at ADVIVO to discuss a tailored solution that would work for you and for your business.

We are located at Level 12, 300 Ann Street, Brisbane City QLD. Contact us on 07 3226 1800 or send us a message.

Hear what our clients have to say…

“Leon Stephan has been my trusted business advisor for several years. During this time, Leon and the Advivo team, has helped me and my wife manage the bookkeeping and finances of my business Mascotbridge Pty Ltd. Leon and I are now in the beginning stage of developing a transition plan for my business. I am very impressed with the process as Leon’s approach is sensible and logical. I am already seeing positive outcomes in terms of sourcing a potential buyer and revaluing the business’ assets.”

Eric Lease, Managing Director Mascotbridge Pty Ltd

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"Advivo has helped me manage the finance side of my business so I can focus on other aspects of the business. With Advivo’s assistance, my books are tidy and controlled and it is comforting knowing that I have the full support of the entire Advivo office."

Concut Pty Ltd

"We are very happy with Advivo – they have exceeded our expectations and it really has started changing our way of thinking about the business. From an operational side, we are now being innovative where we once weren’t. Advivo has fine tuned our business in every aspect and this has improved our product development."

Xtra Insights

"My favourite thing about Advivo is how approachable they are. They’re very easy to talk to and really know my business. Also, their fixed fees make a huge difference as a small business owner – with other firms, you’re always afraid to call as it might cost you a fortune, but the team at Advivo make me very comfortable to reach out whenever I need help or advice.”

Marie WarrenFlexitray Australia.

We engaged with Advivo to work through a business insights workshop, to understand our sales process and how best to take the business to the next level. Working with Leon was a joy. He was easy to talk to, and he very quickly comprehended what the business was all about. He came up with some great ideas, aspects I hadn’t thought of, and new ways of looking at things. Our business service is new to the market, and now I understand how best to articulate our competitive advantage, the value the business offers our clients and have the confidence to charge the right price.

Sharon Musker, FounderWiseUp Energy Solutions

We have grown a much-improved understanding of our business as a direct result of the involved and genuine interest shown by the Advivo team. The many varied challenges that we have experienced would not have been overcome without the ongoing expert business and financial advice which is always promptly and efficiently available to us.

Geoff Thomas, Managing DirectorAustral Battery Distributors Pty Ltd

As a start-up about to go-to-market, our research and development has been quite expensive, and funding has come from many different places. Chris helped up ‘clean up’ and restructure, so now we are very neatly presented which makes us stand out from the start-up crowd looking for investors. Chris is our go-to advisor and helped us make better use of our resources and always comes up with great creative ways to help us attract new investors. He has been nothing short of excellent.

Phil Croft, Managing DirectorBox Dark Industries

Contact Us

Advivo has a team of highly skilled accountants and business advisors to help you take your business to the next level. CONTACT US TODAY!