STRATEGY

Identify opportunities and minimise risk with strategic planning tailored to the needs of the commercial and rural sector.

Our strategic business advice and planning services can provide you with invaluable insight and analysis and in turn give you the confidence to make better business decisions.

Our strategic planning services include:

  • Specialist Business Advice and Planning - analysis of liabilities, funding, equity and the overall financial health of your business.

  • Cashflow Forecasting based on current economic and banking-related pressures and projections.

  • Strategic Business Evaluation - identify skills, strengths and weaknesses, pathways and plans for your business and its future.

  • Organisational Structure and Governance - reviewing all aspects of your business from Company structure and strategy, accounting systems evaluation and implementation, debt management, business analysis and forecasting, compliance and tax reporting.

  • Leadership and Accountability - developing integrity within your business team, empowering accountability within roles, business mentoring and continuing professional development.

  • Governance - evaluating systems and mechanisms within your organisation including ethics, risk management, compliance and administration.

  • Asset and Wealth Protection - helping to protect your assets in event of unforeseen circumstances, enabling maintenance of lifestyle and financial stability. Company / Trust formation and business structure review.

  • Risk Management - assessing the risks and opportunities associated with a potential transaction, carrying out due diligence to accurately verify risk and reward, informing decision making, negotiating pricing/terms and mitigating risk.

  • Succession Planing & Restructuring - Tools and advice to take a proactive and strategic approach to ensure smooth transition into retirement or business sale.

  • Rural Mental Health Strategies - taking supportive action with financial planning and strategy to ensure the wellbeing of our clients during the good times and the bad.

Our other accounting services include:

Helping South Island businesses to grow and thrive is our purpose.

As your specialist commercial and rural accountants, we drive success through a unique and local understanding of your needs.