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Family businesses & succession planning

70% of all Australian businesses are family businesses who collectively employ over 50% of the Australian workforce.

Sadly, over 70% of second and third generation businesses fail.

Many of CFO Advisory’s clients are family businesses and we specialise in steering our clients through the complex issues that face family businesses. These include:

  • Succession planning between parent and child
  • Ongoing management of family business with siblings, spouses and other family relations

Below are some testimonials of our clients who have benefited from our family business and succession planning services.

To benefit from our experience in succession planning and to avoid being one of the 70% that fail, call us today on 1800 919 321 or email us at

“David and his wide network has so far provided my business expertise in HR, Sales Training, Stock and finance. With David’s help we have driven significant cost out of our business, far more than the fees paid. David has also introduced a CRMs, Specific Call Cycles, Client Rating Systems, Margin Management and an extensive results pack each month to help manage the business. I have no hesitation in recommending David Dowling to any business.”

Tony Petrucelli, Emjay Products

“David Dowling and CFO have been working with Screencorp for 15 months. David’s participation has been enlightening, effective and greatly appreciated by all of us. We had issues of management transition for which he showed us a path and of financial direction and brought a new understanding of financial planning and management that is serving us very well. David is a quiet achiever and is well versed in marketing and accounting and has brought a level of pragmatism to our team in areas that we have unknowingly overlooked in the past. I strongly commend David and CFO and would be happy to speak directly with you in support of them should you wish to call.”

Clive Potter, Executive Chairman, Screencorp

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Matt Jenson of MJ Bale

Stephen Giderson of JimJam

more testimonials


Our money back guarantee

We guarantee that if you accept and follow our advice your business will increase in value by at least 10% each year, otherwise we will refund to you the difference between the increase in valuation of your business and our fees for the year.

In addition, if you are not happy with our services provided in any given month, you can tell us within the month and you decide our fee that month.