About you.

If any of these people sound like you, we’ve got you covered.

Kicking off a small business.

Sally is super enthusiastic to get her business started. She has a real passion for what she does and that’s contagious, but she feels she needs to improve her general business knowledge. She needs help with all of the IRD compliance stuff and wants to get that right from the get-go, so she doesn’t have to fix any costly mistakes. She wants an ongoing relationship with experts so she can ask for advice at any time – like if her family circumstances change or the business grows. Her budget is small, but she knows the value of getting the right guidance at the right time.

Signs your small business could benefit from a little support:

You’re not confident filling out IRD forms
You want an easier way to generate and track invoices
You want to keep a close eye on your expenses
You want to know your legal and tax obligations
You want an advisor you can call at any time with a question

You’re amped to get your business started and need to make sure you’re ticking all the right boxes. Align with an advisor who understands you and get your business really cranking.

If you are looking to tomorrow, we can help you build a thriving future. That starting point can be all-consuming, stressful and exhausting and we’re with you for the long haul. What you need is what you get, so if you need help with setting up the structure, financing, recruiting, marketing, selecting a location, or having a strategic plan in place, then we’re here for you.

We can do a lot – and we will scale this to suit your needs. Let’s grab a coffee and talk about how we can help.

We can help with:

Accounting
End-to-end tax and compliance preparation and advice
Xero
Business advisory
Strategy
Systems
People
Sales & marketing

Need a little help.

Steve runs a fairly well established and, on the face of it, successful business. However, the reality is that his business is not in the best financial shape, he has square pegs for round holes, his people aren’t entirely happy – and neither is he. He is spending far too much time in the business dealing with problems, than he is on the business, ensuring its growth.

Signs you might be struggling:

You feel like you’ve lost control of your business
You don’t fully understand your financial situation
You feel stressed and anxious about your business
You’re plagued by “people” issues and negative behaviours
You’re doing too much in your business
High customer turnover

Admitting you need help isn’t easy, but we’re here to make the next steps with you. Get back on track, de-stress, reduce costs and gain control of your cash flow.

When you feel like the wheels are falling off or you can’t find that guiding star, we sit with you and seek to understand. You talk and we listen. When you need to get to the crux of the issues, or when you can’t quite put your finger on it, we are here every step of the way finding insights and solutions to get your business out of its rut.

And when it’s time to move to the next phase or the solution calls for some really big changes, we have that covered too, bringing together best-in-class smarts from multiple industries to get you that competitive edge.

We can help with:

Accounting
End-to-end tax and compliance preparation and advice
Forensic accounting
Cost accounting
Finance & funding
Business advisory
Strategy & governance
Sales & marketing
Systems
People
Matrimonial and forensics
Business sales
Business valuations
Data analytics and dashboards

On the rise.

Gareth is very successful at his existing business (or businesses) and is looking for more – whether that is to grow his current business, look at other investment opportunities to increase his market share or diversify his income across different industries. He is looking for advice on the best way forward and how to strategise and plan that growth. He wants to know he has a plan with regards to finances, resources and measures in place to keep things on track. Gareth is very open to ideas, but he wants the evidence that this will work and how it will work.

Signs you might benefit from help with your growth strategy:

You need to meet the right people
You’re looking for banks willing to finance your growth
You want to know what level of growth is realistic and achievable
You want help predicting the future
You’re looking for all the options available to you
You want to see the big picture
You want clear next steps

This is your opportunity to associate with like-minded people who can help with your business and investment future. We can guide and mentor you through this phase, and refer you to the people and organisations who will help realise your goals. Expand your current business, look for investment opportunities, or diversify into a new industry.

We can help with:

Mentoring
Business advisory
Strategy & governance
Sale & purchase
Business valuations
Data analytics
Accounting
End-to-end tax and compliance preparation and advice

Requesting tactical support.

Tessa is running a very successful and well-established business. Now she has hit this scale, the original plan for the business has come a little unstuck. She needs help with moving her successful model to the next phase in its growth. Tessa is looking for solutions that will help her continue to grow and be successful, and wants to work with experts in a range of fields. She wants a structured plan of attack that covers all areas of the business, with timelines and team members who will support her through this.

Signs you’re ready for tactical support:

You know things need to change for your business to grow successfully
You’re not quite sure where to begin the next phase
You want help with systems and processes, technology, and people
You want live reporting on what’s happening in your business
You want the tools to move forward, and a team that moves with you
You’re facing external issues and want a hand tackling them

You might just be realising you’re too close to your business to identify the barriers and how to overcome them, and you’re ready to bring in the experts. Use systems, processes, technology and good people to get to know your business, then take it up a notch.

It’s time to look at your business: systems, processes, suppliers, team, equipment, management structure. We will do this, side by side, partnering with you to understand the future. We collaborate closely with you, offering our expertise and guidance.

Are you ready?

We can help with:

Systems review
Data analytics
Business advisory
Strategy & governance
People
Sales & marketing
Accounting
Cost accounting
End-to-end tax and compliance preparation and advice

Working on my exit strategy.

Erica has come to the point in her business where she wants to exit. She may have family members that she wants to pass the business on to, or she may be in a position to put it on the market. Whichever situation she is in, she wants to maximise the return on her investment, she wants to get something back from the business that somewhat equates to what she put into it. Whether she knows it or not, this process may take some time.

Signs you may need help with your exit strategy:

You want to know what your life’s work is worth
You want to help the new owner with the transition
You want your business to be the best it can be when you sell it
You need a succession plan
You’re looking for the next opportunity, or are ready to retire

When you know, you know. And when you spend years building your business to where it is today, emotions can run high when looking for succession or when you are determined to sell.

You’re very close to your business, and it can be hard to let go. We’ll help you find out what it’s worth and get a fair price for your baby, then set an exit plan in motion. Prepare to securely pass your business on to family or put it on the market and get the best return on investment.

We believe in the strength that comes from legacy and history. We take this and support your exit so you depart knowing your business falls into the right hands at the right time and that it retains its strong roots.

We support you by leading with confidence and working together to maximise your value.

We can help with:

Sale & purchase
Business valuations
Matrimonial & forensics
Business advisory
Strategy & governance
Systems
Accounting
Cost accounting
End-to-end tax and compliance preparation and advice