Ownership Complexities

Gain guidance, expertise, and support in navigating the complexities of transactions, succession, due diligence and capital raising for leaders and owners of a business from one generation to the next.

"They have my back, look out for me, take a genuine effort to deeply understand our business, always available to bounce ideas off... great advice ... saved us a lot of money" - Supply Chain Solutions

We're Right Here

Gain guidance, expertise, and support in navigating the complexities of transactions, succession, due diligence and capital raising.

Let's Talk

Our Latest Insights

Understanding the Shareholder's Current Account

The shareholder’s current account is often one of the most important financial accounts in a company, yet many business owners are unsure of how it works. This guide simplifies the key concepts and provides clarity on how to manage your account effectively, especially in cases where the company owes you money or you’ve withdrawn funds.

Read More »

Using KPIs to Drive Financial Success

Key performance indicators (KPIs) give business owners a clear view of financial health and direction. This article explores how tracking the right KPIs can simplify decisions, prevent costly mistakes, and drive lasting success.

Read More »

Provisional Tax Due 28 August – Are You Prepared?

Is your business ready for the 28 August provisional tax deadline? Here’s what you need to know to avoid penalties, manage cashflow, and explore flexible options like tax pooling.

Read More »

Cancelled Land Sales and GST – What Happens to the Deposit?

Cancelled a land sale before settlement? Inland Revenue’s latest guidance confirms that GST is not payable on forfeited deposits. Here’s what vendors, purchasers, and advisers need to know.

Read More »