Family business

Typically, family businesses face a range of challenges:

• Succession planning.
• Wealth accumulation and preservation.
• Increasing the value of the business.
• Managing change.
• Professionalising the business and keeping pace with customer and staff expectations.
• Resolving family conflicts.
• The prospect of a business sale.

For many family businesses, retaining independence and ongoing family ownership is a vital concern. Lifestyle considerations are also important. Financial planning is key to satisfying family expectations and ambitions.

How we can help

3A-Strategy's professional advisers understand the needs and ambitions of family business. We take a holistic approach to the growth and development of the business. We respect the business owner’s wishes and what the business stands for.

We offer a comprehensive suite of professional services that can be tailored to the unique needs of family businesses.

Family business governance:

• Family councils.
• Board structures and appointments.
• Delineating roles of board, family and management.
• Business decision making.
• Assurance frameworks.

Business advisory

• Family business ‘health-check’.
• Business plan preparation.
• Trading structures.
• Establishing new operations locally, interstate or overseas.
• Business purchases and sales.
• Pre-deal evaluations.
• Acquisition due diligence.
• Vendor assistance.
• Structuring advice.
• Contract assistance.
• Corporate secretarial services.

Improving efficiency and supplementing resources:

• Outsourcing business processes e.g. payrolls.
• Short and long term professional secondments.

Why select us?

It makes sense to work with professional advisers who really understand your ambitions from both a business and family perspective.

Local knowledge, global strength

3A-Strategy has family business professionals on the ground, that translates to genuine local knowledge and understanding.

Value for money

At 3A-Strategy we always seek to deliver value to the client business beyond the fee that is charged. We are committed to delivering exceptional client value through quality service at a competitive price.

Industry knowledge

An in-depth understanding of family business issues supported by our experience in areas such as manufacturing, communications and technology, services, farming and banking.

Culture and values

We value our integrity and independence above all else. We look to build long-term client relationships based on mutual respect and trust - values that are reflected in many successful family businesses.

People

Our professional advisers combine strong technical capabilities with business insight and experience. They’re people who are proactive in raising ideas and issues and who know the importance of getting results.

Clear, actionable advice

We work with clients to make sense of the complex and isolate the key business issues. Our advisers speak your language, avoiding jargon. We enjoy close working relationships with business academics, experienced family business facilitators, lawyers, investment advisers and business coaches and mentors. We can draw on this network of contacts when assisting family businesses.