Summary & Profiles 2010

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1 Summary & Profiles 2010

2 What we are about. Family Business Support is a newly created North Queensland consulting and training business, using local knowledge and extensive advisory experience to help your family business take the next step to reach its profit and growth goals. Angelo Coco has 30 years experience as a public accountant, consulting to prominent enterprises both overseas and local, to a extensive variety of business sectors and capacities. Townsville raised and enthusiastic, Danielle Breitenstein has 20 years experience in the banking, retail and accounting sectors, in owning her own business and specializes in strategic planning and analysis. Family Business Support, recognizes the particular challenges Family Businesses face and specializes in providing a holistic service from inception to expansion, addressing family business issues, including: Achieving work and life balance The tug of war between family and business perspectives Achieving your goals in your family and business A smooth path to Succession By addressing these issues, families in business can achieve: stronger and happier families, both at home and within the business; move from principally working in the business to become working on the business ; Facilitate solid achievable goals around profit, growth and in appropriate circumstances, succession to the next generation or key managers!

3 Family Business Support principal areas of specialization include: Strategic Plans for Growth & Profit Succession Plans for Family Prosperity Transition to Retirement Family Business Charters Employee Incentive Plans Estate Planning Marketing Strategies New Business Development Strategies Family Business Support s Strategic and Succession products are approved by Enterprise Connect and Dept. of Employment, Economic Development and Innovation, and as such can be partially funded, in certain circumstances. Please contact us for details 1300 FAMBIZ

4 Angelo Coco Principal Family Business Support Level Charters Towers Road Hermit Park Qld fam biz Fax: Mobile: North Queensland born, Angelo Coco has 30 years experience as a public accountant, consulting to prominent family business enterprises both local and overseas, to an extensive variety of business sectors and capacities. Angelo is caring and passionate about business entrepreneurs achieving their goals both in family and business spheres, and particularly in having owners get the recognized value for their businesses, for the amount of effort that they put in! Our clients have described him as: well prepared and organized presentations of a high standard researched our business sector appropriately passionate about business performance kept us informed of the process from start to finish well known to North Queenslanders and he is well regarded in public and business circles Qualifications Bachelor of Economics FCA FBA Member FBA Accredited Adviser Licensed Real Estate Agent Specialisation Succession Planning Profit & Growth Planning Strategic Planning Employee Incentive Plans Property Development Feasibility Tax and Estate Planning Client Wealth Creation and Mentoring Superannuation Memberships Fellow, The Institute of Chartered Accountants in Australia Accredited Family Business Advisor Member, The Taxation Institute of Australia Member, The National Tax Agents Association Member, Australian Institute of Company Directors Justice of the Peace

5 Danielle Breitenstein Associate Family Business Support Level Charters Towers Road Hermit Park Qld fam biz Fax: Mobile: Townsville raised Danielle Breitenstein has 20 years experience in the banking, retail and accounting sectors, in owning and managing her own business and now specializes in assisting family businesses in their planning and analysis requirements. Since beginning work with Angelo Coco in Nov 07, her focus has been primarily on administration Employee Incentive Programmes and the development of Strategic and Succession Planning for Small to Medium Enterprises. Danielle enjoys entrepreneurial challenges and thrives in giving businesses the best tools to succeed. Danielle has been described as: Competent & Independent Innovative and value adding Excellent work ethic & attitude Goes the extra yard Team player & positive influence Qualifications: Associate Diploma of Business, RMIT 1998 Area of Specialisation: Financial modeling budgeting cash flow forecasting Strategic & Succession Planning Industry Experience: Retail Corporate Banking Accounting Agribusiness Mining Achievements: Owning own business & increasing sales 20% Selling business at a profit

6 Testimonials. John Bradley, John Bradley Retravision During the process I found Angelo was: Well prepared and organized; Had researched our type of businesses; Always gave presentations of a high standard; Communicated in terms that my team understood; Took extra care to assist any Team members who required additional help; Presented financial information and data in a format that the team was able to understand; Followed up any outstanding issues. Angelo is very experienced and has a strong understanding of how business operates and the importance of planning. The feedback from my management Team was very positive. Terry Moore, Townsville Office Furniture I found Angelo to be very passionate about the performance of businesses, particularly family businesses and has a wealth of knowledge which he is eager to pass on in a development program which can be implemented easily by very busy operators Giovanna Gabiola Roncato Agribusiness Family Business Plan Angelo made it all happen. I welcomed the opportunity of working with Angelo as he is our Accountant and Friend. We all trust Angelo, we value his professional approach in getting things done and he proved that by the way he kept us always in touch throughout the whole process from start to finish. The key to the success of our Family Business Plan is measured on all our information and also about business improvements eg making changes. Angelo made this happen. This is my testimonial that I believed in Angelo Coco and that is why the Family business Plan of Roncato Agribusiness worked. Just think of what he can do for you! Ray Valdeter, Morley s Funerals Angelo has impressed me with his professional ability, knowledge and sincerity in wishing to assist families in the very important area of succession planning and goal setting. He is well known to North Queenslanders and he is well regarded in all public and business circles; I would highly recommend him to any family business that is desirous of using his services. I would be pleased to expand on these matters if required. Elizabeth Lyons, Agribusiness Owner Our family is involved in several different agribusinesses across different locations. We now encompass 3 generations with all members and spouses directly involved in working on and in the business. We approached Angelo to work with us on our family succession plan. We found Angelo and his Staff to be totally committed to helping us set and achieve goals and guidelines. He was able to give all family members equal opportunity and encouragement in expressing their views and opinions. Angelo could also empathise across the generations and with his accounting background, could contribute to business analysis. We appreciated Angelo s genuine desire to see our family and business succeed.

7 Industry Experience. After School Care Services Agricultural Goods & Services Retail Agricultural Produce Wholesale & Retail Aircraft Charter Aircraft Hire & Freight & Training Services Architectural Services Art & Framing Services Banking Services National & International Beef Cattle Beef Cattle & Share Investments Beef Cattle & Sugar Cane Car & Truck Battery Manufacture Carpets & Curtains Retail Civil Engineers Club Facilities with Gaming Machines Coco& Stanton Client Industries Cold Storage Services Commercial Builders Commercial, Industrial & Residential Plumbing Services Commonwealth & State Housing Credit Union Crop Seed Importation & Distribution Disability Services Electricians - Commercial, Industrial & Residential Services Electricity Generation & Transmission Fruit Processing Fuel & Oil & Food Fuel & Oil Distributors, Commercial & Residential Property Investment & Managed Funds Investments General Drilling Contractor Gift & Linen Shop, Small Crops, Harvester Haulout & Residential Investment Gold Mining Tailings Heaps & Alluvial Mining Haberdashery & Sewing Machines Hairdressing Salon Hardware Retail Hotel Hotel & Ongoing Trading Hotel Resort Accommodation Hotels & Nightclubs Indigenous Arts & Crafts Manufacture & Distribution Indigenous Housing Services Indigenous Land Council Industrial Tyre Importation & Distribution Insurance Broking Services National & International Insurance Services International Financing of Aircraft Engines, Frames & Industrial Equipment Investment Institution & Register Ladies Fashion - Retail Landscaping Contractors Lawyer Lawyers - Taxation & Trust Account Audit Mechanical Repair Services Medical Services - Laser & Skincare Mining Coal, Copper, Silver, Lead, Zinc Mining Equipment Fabrication Mining of Coal, Silver, Lead & Zinc Motel Motor Vehicle Dearlership Newsagency & Red Rooster Store Nursery & Flower Growers Office Premises Personal Injury Claims Personal Injury Claims & Forensic Investigations Personal Injury Claims, Insolvency & Liquidations Plumbing - Commercial, Industrial & Residential Quilting & Curtain Manufacturing Real Estate Agency Real Estate Services Refridgerated Meat Delivery Refridgerated Display Cabinet Manufacture Residential Housing Construction Retail Furniture Retail Goods & Services & Farming Supplies Scientific & Technical Instrumentation Retail Services Service Station & Caravan Park Shipping & Stevedoring Services Shopping Centre Investment & Administration Small Crops -Tomatoes Softdrink Manufacturing Sports Club with Poker Machines Subway Franchises Sugar Cane & Commercial/ Residential Property Investment & Managed Funds Portfolio Sugar Cane & Small Crops - Watermelons, Corn, Pumpkins Sugar Cane Farming Sugar Cane Farming & Small Crops- Mangoes Sugar Cane Farming & Small Crops- Mangoes & Hairdressing Salon Sugar Cane Growing & Harvesting & Prawn Farming Sugar Cane Harvesting Contractors Superannuation Benefits Tavern & Nightclub Television & Radio Production & Broadcasting Television Broadcasting Tourist Resort & Aquarium Transport Services Travel Agency & Migrant Services Travel Services Turf Club Vineyard Water Drilling Contractor White Goods, Music Distribution, Office Furniture, Real Estate Agency Wine Distribution Services Electronics Importation Employment Agency Services Exhibition Contractors & Supplies Farm Machinery Engineering Fencing & Landscaping Services Financial Plans & Systems Training Financial Systems Training Food Manufacturing Legal Services Lightglobe Manufacturing Live Cattle Export Services Local Government Services Mangoes & Small Crops Manufacturers' Agent Marine Providoring Services Shopping Centres, Commercial & Residential Rental Properties, Restaurant, Swimming Pool Building & Share Portfolio Small Crops - Seeds & Corn Small Crops - Tomatoes Small Crops - Tomatoes & Beans Small Crops -Tomato, Capsicum & Beans

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