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Compliance and audit reviews
From mandates, best practice procedures or accreditations, to simply gaining peace of mind, our technical and industry experts have you covered.
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External audit
Strengthen business and stakeholder confidence with professionally verified results and insights.
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Financial reporting advisory
Deep expertise to help you navigate New Zealand’s constantly evolving regulatory environment.
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Corporate tax
Identify tax issues, risks and opportunities in your organisation, and implement strategies to improve your bottom line.
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Indirect tax
Stay on top of the indirect taxes that can impact your business at any given time.
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Individual tax
Preparing today to help you invest in tomorrow.
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Private business tax structuring
Find the best tax structure for your business.
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Tax disputes
In a dispute with Inland Revenue or facing an audit? Don’t go it alone.
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Research & development
R&D tax incentives are often underused and misunderstood – is your business maximising opportunities for making claims?
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Management reporting
You’re doing well, but could you be doing even better? Discover the power of management reporting.
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Financial reporting advisory
Deep expertise to help you navigate New Zealand’s constantly evolving regulatory environment.
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Succession planning
When it comes to a business strategy that’s as important as succession planning, you can’t afford to leave things to chance.
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Trust management
Fresh perspectives, practical solutions and flexible support for trusts and estate planning.
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Forecasting and budgeting
Prepare for every likely situation with robust budgeting and forecasting models.
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Outsourced accounting services
An extension of your team when you need us, so you can focus your time, energy and passion on your business.
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Setting up in New Zealand
Looking to set up a business in New Zealand? You’ve come to the right place.
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Policy reviews & development
Turn your risks into strengths with tailored policies that protect, guide and empower your business.
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Performance improvement
Every business has untapped potential. Unlock yours.
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Programme & project management
Successfully execute mission-critical changes to your organisation.
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Strategy
Make a choice about your vision and purpose, where you will play and how you will win – now and into the future.
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Risk
Manage risks with confidence to support your strategy.
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Cloud services
Leverage the cloud to keep your data safe, operate more efficiently, reduce costs and create a better experience for your employees and clients.
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Data analytics
Use your data to make better business decisions.
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IT assurance
Are your IT systems reliable, safe and compliant?
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Cyber resilience
As the benefits technology can deliver to your business increases, so too do the opportunities for cybercriminals.
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Virtual asset advisory
Helping you navigate the world of virtual currencies and decentralised financial systems.
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Virtual CSO
Security leadership and expertise when you need it.
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Debt advisory
Raise, refinance, restructure or manage debt to achieve the optimal funding structure for your organisation.
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Financial modelling
Understand the impact of your decisions before you make them.
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Raising finance
Access the best source of funding for your business with a sound business strategy and rigorous planning.
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Business valuations
Valuable decisions require valued insights.
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Complex and international services
Navigate the complexities of multi-jurisdictional insolvencies.
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Corporate insolvency
Achieve fair and orderly outcomes if your business – or part of it - is facing insolvency.
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Independent business review
Is your business viable today? Will it be viable tomorrow? Give your business a health check to find out.
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Litigation support
Straight forward advice from trusted advisors to support litigation and arbitration matters, expert determinations and other specialist hearings.
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Business valuations
Valuable decisions require valued insights.
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Forensic accounting & dispute advisory
Understand the true values, numbers and dollars at stake, as well as your obligations and rights to ensure value is preserved and complexities are managed.
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Expert witness
Our expert witnesses analyse, interpret, summarise and present complex financial and business-related issues which are understandable and properly supported.
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Investigation services
A fast and customised response when misconduct occurs in your business.
To achieve a successful sale of a business and extract its maximum value, it’s critical that the planning process begins well in advance. Companies that hope to maximise value upon succession should consider planning at least two to three years before a transition.
Even if selling the business isn’t in your long or short term plans, it always pays to be prepared so that you’re agile enough to contemplate a sale if an opportunity arises, or your circumstances suddenly change.
There are various internal and external factors that should be identified in the early stages of the process to optimise business value. This could include a pre-sale review (sell side due diligence) to identify areas that may need to be worked on. Effective planning and preparation enables a seller to better anticipate, understand, and actively manage unforeseen events and keep the sale process on track.
The following diagnostic overview should be undertaken a few years before a sale; it pinpoints the key areas of focus that aren’t limited to, but include:
- cleaning up the balance sheet
- ensuring the right management is in place
- trimming expenses
- strengthening internal processes
- introducing new products
- expanding to new markets
- investing in other strategies to drive profits, growth and sales.
The financial information is often the first metric that a potential buyer will use to establish their interest levels. Value perceptions are influenced by a business’s historical and projected financial results, as well as anticipated future events – good or bad. Ensuring the financial information is accurate, compliant and ‘clean’ is critical in the sales process to ensure the maximum value can be extracted.
Surprises can quickly derail the buyer-seller momentum and deflate perceptions of worth. If the substance and form of the financial statements lack the quality that would be expected, or if doubts exist over the reliability of the information presented, it can create uncertainties which may impact value perception or even potentially alter the purchaser’s willingness to progress with the deal.
I have seen numerous examples where money has been ‘left on the table’ due to lack of planning, inadequate financial records, insufficient internal processes and a poorly executed approach to the exit event. Given the business will likely represent the biggest asset of the owner, and in the majority of cases the ‘retirement fund’, it shouldn’t be underestimated how important it is to ensure your business is prepared for sale.