Impressed with Advivo’s Business Transition Planning Approach

Dale Edwards has been my personal accountant and 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.

What I appreciate most about Advivo is the added value they provide. For example, they offer free seminars that are aimed at exposing different ways of thinking and managing a business. I just recently attended a seminar that had speakers who discussed the importance of developing a business transition plan and the way to begin the process.

I found this seminar very helpful as it gave me the confidence I needed to proceed with developing a transition plan. I learnt that there are logical processes you can take to exit a business and it does not have to be left to the last minute. Essentially, Advivo has made this entire process more manageable and approachable.

Dale introduced Leon and we are now in the beginning stage of developing a transition plan for my business. I am very impressed with the process thus far as Advivo’s approach is sensible and logical. I am already seeing positive outcomes in terms of sourcing a potential buyer and revaluing the business’s assets.

As a whole, I am very impressed with Advivo’s wide ranging services. They are not just a one stop shop, the team will always go the extra mile to ensure you and your business are on the right to path to success.



CONTACT US at ADVIVO to discuss a tailored business improvement plan that will help you take your business to the next level.

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