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.
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.
- 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
“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.”
“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.”
“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”
“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 that our business offers our clients, and have confidence to charge the right price.”
“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 me ‘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. He helped us make better use of our resources and always comes up with great creative ways to helps us attract new investors. He has been nothing short of excellent.”
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.