Most business plans are too complicated and don’t attract the attention of investors or prospective buyers of your business.
We understand what drives financial and business value, and we work with our clients to prepare business plans that are sound both strategically and financially.
We love helping clients grow their business, tell their story better, and achieve best practice.
Each plan is handcrafted to reflect the client’s specific circumstances, and they provide clarity and context which appeals to their readers.
We look beyond the numbers and consider the non-financial outputs and outcomes.
This ensures that financial projections are based on a holistic understanding of your business, customers and team members.
Our team has been involved in a lot of local and international projects which enables us to share best practices that help you to achieve your business goals.
Every situation is unique. However, some fairly common steps include the following:
Depending on how we structure the project, you should expect to spend anywhere from 10-30 hours on the process over the course of a simple engagement.
Complex projects could involve significantly more time.
For a typical engagement, consisting of a business plan, financial forecast, valuation, and presentation for the target audience, the typical time to completion is 6 to 8 weeks.
The actual time spent can be influenced by the quality of your existing materials, the level of your participation, the complexity of your market and business model, and our current workload.
Yes. If required, we can conduct the project under urgency rates and submit the deliverables in a much shorter timeframe.
The scope of the work may need to be tailored to match what is realistically possible in the shorter timeframe.
We typically work on multiple projects at any point in time.
Urgent projects can impact our staffing schedules, but we are committed to helping clients meet their tight deadlines.
Yes. Our team members and consultants have global experience across a range of industries.
This enables us to bring global and industry best practice insights to solve the challenges your business may face at each stage of its growth.
We have a great team of auditors who have previously worked in Big 4 firms.
We use industry best practice approaches to our audits, and we are an award winning team.
Yes, if you are based in New Zealand, we can act as your tax agent and advocate on your behalf.
For other jurisdictions, we can’t provide specific tax advice but we can provide consulting services to develop a plan for how you can quickly get back to a compliant state with the tax department.
No. We only provide general tax compliance services.
This is because tax requirements change a lot, and each country, region, state, or territory may have its own specific requirements.
If you need this type of specific tax advice, it’s best to find a specialist tax practitioner in your area.