Case Studies

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Achieving Wealth Extraction in a Brisbane Family Business


Background

Our client is a very established business. Family-owned, the niche manufacturer located in Brisbane, employs 15 team members. As is the case with many family owned operations, the business employs the entire family, Tracey, Phil and their sons Michael and Dean*, the fate of their livelihoods riding on the back of the business remaining profitable. Director of q4 financial, Grant Titman began working with the family in 1995. At that time, the family had bought-out a business partner and were making plans for the future. At Grant’s insistence, these plans included shoring-up each of their individual financial futures, outside of the business…

*Clients’ names have been changed to respect their privacy.

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