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Services > Family Businesses

CFO Strategic understands the key needs of Family businesses. Working as part of the business we support the family to achieve the business and family goals. We have broad experience and are experts at ensuring the proper corporatising of the business. Our expertise and customized tools ensure rapid implementation of processes, policies, procedures, modelling, and reporting. This enables family companies to seize opportunities for change and success.


  • Strategic plans
  • Growth alternatives evaluation
  • Structure and resourcing

Corporate Structure and Setup:

  • Entity rationalisation or strategies
  • Separation of personal and company business and structures
  • Tax compliance work and manging tax strategies
  • Establish accounting and business system processes

Business Model Development:

  • Devise and analyse business plans
  • Create budgets
  • Create forecasts and scenarios

Develop Reporting Framework:

  • Develop and build tailored reporting framework
  • Management accounts (monthly / year to date / key performance indicators)
  • Cash flow and forecasts


  • Company secretarial role
  • Public Officer Role
  • Compliance
  • Risk management
  • Audit preparation

Succession Planning:

  • Corporatising the business
  • Implementing robust processes
  • Protecting intellectual capital and relationships (employee, customer, supplier)
  • Set up due diligence, prepare disclosure packs
  • Change management - cultural & operational

Preparation for Exit Strategies:

  • Generational, management or third party transition
  • Business ready action plan
  • Information memorandum preparation
  • Financial modelling to support valuations
  • Establish a physical and (or) electronic data room for future investment or sale


  • Relationships and introductions to professional service providers and facilitators - private equity and investors, auditors, tax advisers, bankers, legal advisers, facilities and infrastructure, insurers etc

6 Reasons You Need A Family Office CFO



If there are any questions don't hesitate to contact us.
Phone: +61 2 8901 0217. Email:

Liability limited by a scheme approved under Professional Standards Legislation.