Family business services

Family businesses are unique and require specialist advice to help protect their legacy, as well as support designing and implementing effective succession plans for the long term.

At Forvis Mazars, we understand that no two family businesses are alike and will have their individual needs. Our team of specialists will work with you to understand your needs and offer proactive advice to ensure you achieve your specific business and personal goals.

Our approach

If your business comprises of a number of generations, motivations and end goals, we know the value of a clear understanding of the dynamics involved.

We champion an awareness of stakeholder’s values, vision and commitment to the company, and whether family members are aligned or enjoy a healthy range of ambitions for the future. We listen to your goals as an entrepreneur and family member, ask the right questions to identify challenges and then design solutions that work for everyone.

We are passionate about working with family businesses and provide a sensitive and flexible approach to planning that suits the specific needs of our clients to ensure your business and personal goals are aligned. We do this by getting to know you and your family, to fully understand both the history and your future plans.

Our services

How we can help:

  • Digital strategy and cyber security
  • Tax efficient remuneration planning
  • Profit extraction
  • International expansion
  • Strategic business planning
  • Mergers & acquisition
  • Superannuation guarantee guidance
  • HR and IR advice
  • Business coaching
  • Finance reviews

Get in touch

If you would like to find out more about how we can help you as a family business, please do not hesitate to get in touch by clicking the button below. 

Get in touch

Contact