FAMILY BUSINESSES

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. Our experienced team of accountants and advisors will work with you to plan your growth and success. 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 to discuss a tailored solution that would work for you and for your business. CONTACT US TODAY

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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"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 Warren, Flexitray Australia.

Flexitray Australia


"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

"We were given the opportunity to work with Advivo in completing their 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.
He helped me understand how best to present our unique proposition to our clients and gave me the confidence to say exactly how it is.
Our business service is new to the market, and I now understand how best to articulate our competitive advantage and the value the business offers our clients, and the confidence to charge the right price." - Sharon Musker, WiseUp Energy Solutions

WiseUp Energy Solutions

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!