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  allanfell@xtra.co.nz      09 298 8705

Specialist Services

Buying and Selling a Business

Buying and selling a business can be a difficult and stressful time. I am able to give advice and take over some of the tasks to relieve that stress for you. I will also help you in identifying the questions that need to be answered - Are you getting a good deal? Is the business right for you? Can you afford it? Have all avenues for future growth been investigated? and assist you in getting the answers.

The services we provide in relation to the buying or selling of a business include:

  • Business evaluations
  • Valuations - establishing a realistic sale price
  • Taking the business to the market
  • Negotiating with potential purchasers
  • Advice on financing
  • Drafting a contract

Major transactions such as sale or purchase of a business, or business restructure usually have tax implications which must be considered.

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Company Formation and Secretarial Duties

Company legislation requires businesses to perform many administration tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you are complying with the Companies Act 1993.

The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.

My office is able to relieve this burden from you. Our services include:

  • General advice on company law
  • Company formations
  • Filing of annual returns on your behalf
  • Preparation of all documentation related to minutes and resolutions
  • Maintenance of statutory books
  • Assistance in changes of directors, shareholders, addresses, and office details
  • Bonus Issues
  • Share transfers
  • Registered Office Facility

Please contact us for further information on how we can help you to get back to the task of running your business.

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Estate Planning

As unpleasant as the task is, estate planning is one of the necessities in life. It allows peace of mind knowing that your hard earned assets will be dealt with in the manner you choose.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

All estate plans require carefully prepared and structured documentation to ensure your needs are met. We are experienced in estate planning, and can guarantee that your succession plan for your assets will be held to.

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Rental Property

I have the necessary expertise to assist in a variety of areas in relation to residential and commercial property.

The services we offer our clients include:

  • Advice on the purchasing of a property
  • Reviews of lease agreements
  • Advice on funding
  • Guidance in tax minimisation
  • Advice on ownership structure
  • Periodic reviews to ensure Income Returns are maximised

The importance of forecasts in making a residential investment cannot be emphasised enough. We are able to provide for you:

  • Forecasts of revenue returns
  • Forecasts of financial position
  • Forecasts of potential growth

Contact us today for more information on how we are able to assist you in the business of rental properties.

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Retirement Planning

Achieving a comfortable retirement requires forward planning. Things such as when you will retire, how much income will be required to allow the retirement you desire, how to acquire that income, and what role the government will play all need to be considered.

I can help you answer these questions and plan for the relaxing retirement that you've earned.

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Succession Planning

In ensuring the long term success of your business, it is critical to establish a well-designed succession plan. Coordination of the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, taking the stress off your shoulders.

Contact us for more information on forming a plan that allows for a hassle free continuation of your business.

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Trusts

A trust provides a valuable way of protecting the assets that you have accumulated for the benefit of others.

We have extensive experience and so are able to offer specialist advice on Trust formation, ensuring that all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in Trust administration will also be invaluable.

We are able to:

  • Prepare and execute the vital documentation involved in Trust formation
  • Attend to the special requirements involved in reporting for Trusts
  • Provide a minute keeping service

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Services

We specialise in giving expert advice to family businesses including contractors, farmers, retailers and clients with investment properties.

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Resources

We offer a range of free, easy to use online resources including calculators, links to useful websites and key financial dates.

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Contact Us

If you have an enquiry or would like to book an appointment, please feel free to get in touch with us. We're more than happy to help out.

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