We'll help design a strategic Business Succession Planning that ensures an optimal transition for you and your business.

We recognise that you’ve spent a lifetime building and growing your business, and are likely deeply attached to it. Making a decision to sell that business can be very difficult and emotional. At Advivo, we are committed to making succession planning a prominent part of our service offering as your future is important to you and us. We understand that succession planning in businesses can seem overwhelming and that is why we want to make it as painless as possible for you. 

The future of your business is important to us

A good succession plan will allow your business to smoothly transition to the new owner. This includes identifying who the future owner may be, whether it be family, key staff, other market participants, or another currently unidentified opportunity.

More importantly, by planning your exit early and constructing a staged exit plan, you can maximise the value of your business and use it to meet your future needs. In this respect, succession planning is a lifesaver, and we urge you to chat with us about this so that we can support you and your business’s future.

We have a specialised team of business advisors to ensure that all aspects of your succession plan are covered. This includes:

Preparing for the business sale or transition.

Ensuring that your needs are met post-retirement.

And addressing any concerns you and your family may have regarding any impending changes to the business.

This combined approach is what sets us apart from other business advisory and accounting firms, and allows us to deliver greater results for you, your business and your family.

The future of your business is important to us. Let us support you by designing a strategic exit plan that ensures an optimal transition.

To discuss a tailored solution that would work for you and how business succession planning will help your business, contact us today or call us on 07 3226 1800.

Our business succession planning products include:

  • Corporate Exit Strategies 
  • Developing and implementing a Business Succession Plan 
  • Business and Asset Valuation – Assisting with the deregistration of redundant entities 
  • Restructuring to achieve optimal taxation concessions in business succession 
  • Ensuring the Business Owners have a clear and fulfilling Retirement Plan


Secure Your Legacy with Business Succession Planning at Advivo

Ready to safeguard your business’s legacy? Contact us today to learn how Advivo can create a business succession plan that is tailored to your specific vision.