What We Do 

This specialist discipline requires in-depth knowledge of relationship property law and the New Zealand legal fraternity recognises our proven abilities in this area, identifying us as providers of high-quality, impartial relationship property valuation advice.

Our abilities are highly flexible and may range from developing bid prices to supporting price negotiations for vendors or purchasers. We have successfully assisted our vendor clients to negotiate higher prices for their businesses on the back of research and valuation work undertaken by us and can help you to be satisfied that you are not paying too much for a business acquisition.

Businesses need capital to grow and we can assist you in the raising of capital to fund future activity across a wide spectrum, including both debt and equity. We have expertise in raising senior debt, mezzanine funding, venture capital and private equity.

It is said that the time to consider an exit strategy is right from the day you enter the business. We have assisted clients seeking to exit their businesses whether it is on a complete or staged basis. We can help to facilitate management buy-outs, trade sales or transitioning the business to the next generation.

Disagreements over money can often escalate into full blown litigation. We have extensive experience in valuing monetary claims for economic loss compensation purposes objectively and in providing expert witness support in such cases. We can assist in providing credible, empirically-based loss calculations.

We have been involved in many mergers, from the mechanics of calculation of merger ratios, to conducting due diligence and even the rather more challenging area of managing individual - sometimes competing - personalities involved in a transaction, as well as helping to bed-down the business post-merger.

Whether we are acting as liquidators, receivers, administrators or restructuring advisors we always combine the highest level of expertise, integrity and experience into an innovative approach that is impartial and will achieve an optimal result for all stakeholders. Our collective years of experience in this area will provide you with a first rate business recovery solution.

Before undertaking any significant business decision or strategy it is advisable to consider the implications by building a model to simulate the real-world likely outcomes. Using proven, fail-safe methodologies we are able to assist your analysis by building three-way integrated Excel-based models to suit a range of needs from simple to very complex.

Whether your concern is centred around fraud, irregularity or simply to ensure that your money is being properly looked after, we can apply our extensive expertise in carrying out forensic or investigative reviews culminating in confidential reports of our findings and constructive recommendations. These services extend to banks or financiers who require an independent oversight of their exposures.

Our expert witness experience frequently sees us called upon to assist the legal profession through the preparation of expert briefs of evidence and presentation of them in Court. Our proven expertise makes us recognised providers of a service that is typically intellectually challenging and deadline-driven.

A well-worn adage is that business people expend too much effort working in the business and not enough working on it. Sometimes you spend so much time at the coal face that you lose sight of the wider issues. An independent director can provide objective input and direction to your business without involvement in the daily operations. We can provide such objectivity with integrity, business acumen and decades of governance experience.

Through globalisation and free trade arrangements the business world has come to New Zealand’s doorstep. Whether you are considering taking your business global or are contemplating setting up shop in New Zealand, we can help with structuring advice, taxation planning and other relevant services to ensure you reduce your risks of engaging in a different market place.

New Zealand is fast being recognised as a great place to do business. Whether you want to set up a local presence for your international operations or to acquire business interests in New Zealand we are well placed to assist. See our guide to doing business in New Zealand.

A great business planning process gets to the heart and soul of your business. The outcome of this service is to identify and prioritise goals, both short term and long term, create strategies to achieve your goals and to establish a 90 day action plan to address immediate and critical issues. Any time is a good time to complete a business plan or to review your current strategies.

As a business owner you can at times feel alone and unsupported, spending little time working on your business and trapped in the day to day technical aspects. The purpose of business coaching is to provide you with accountability and support to keep you moving towards your desired target. We will ensure that your business objectives and strategies remain in the frame when decisions are made.

Key performance indicators, (KPIs) enable you to have a greater understanding of your business and its key drivers. The better you understand your business, the easier it will be to increase your profits and free up cash flow. KPIs need to reflect your objectives and strategies. We are able to assist with establishing these key drivers, how they are measured and then reported so that they provide a good understanding of the business for your key decisions and making improvements.

Many businesses do not have absolute clarity around their team’s defined roles and responsibilities. This often results in owners wearing too many ‘hats’, meaning they have precious little time to spend on high-level activities that create real value for the business. An Organisation Review will help you to build a functional organisation chart, visually defining departments, functions, roles and responsibilities. We will help you to structure your business so that it is more sustainable, scalable, and, ultimately, saleable.

They say that cash is like oxygen and profit is like food to a business. You cannot survive without either so keeping track of each is important especially for decision making. We are able to assist you in developing an annual budget, reporting on this on a regular basis to project your future forecasted cash and profit position using rolling budgets & forecasts.

Having an understanding of your financials and what they mean is critical to operating a business. We run group seminars to go through the basics of; a Balance Sheet, Profit & Loss Statement, the difference between cash and profit and terms like gross margin etc. If you are after something more advanced we offer one on one personal training sessions.

Cloud computing is on the rise especially in the business sector. The cloud lets you use computers, laptops, tablets, smartphones to access your business information – seamlessly, securely and in real time. It allows you to access your data and operate at anytime from anywhere. We can help you to review your current processes and offer solutions on how cloud computing could assist you to deliver efficiencies in your operations.

Xero is a cloud based accounting package that allows you to track your financial data on a real time basis anywhere, anytime. It provides solutions for payroll, inventory, invoicing, creditors, bank reconciliations and instant reporting. We have a team of Xero experts who can assist you with the implementation and integration of Xero into your business. For more information on Xero check out www.xero.com.

With today’s technology, reports can be generated more quickly allowing for up-to-date information on which to base management decisions. We can assist you in making the most of your management information with our Virtual CFO offering. You get top-notch financial analysis without the cost of a full time CFO.