Due diligence

Due diligence

We work with you to help you in your decision making processes by identifying the issues and giving you greater visibility around the financial and commercial outcomes of alternative solutions, whether you are looking at buying a business or selling your own.

We have the flexibility to respond to tight deadlines and can draw on the expertise of auditors and dedicated taxation consultants, as required.

The ultimate outcome of a due diligence engagement is a report detailing our findings, recommendations and guidance on whether to proceed with a proposed acquisition.

Supporting decision making

  • We can help you to understand the risks and benefits of a business acquisition before you commit to the purchase.
  • We will work with you to understand and define the scope of an engagement, which allows you to focus on the key issues, within your budget and timeframes.
  • We can help you with cash flow modelling and forecasting to determine whether the transaction under review is capable of providing the outcome you are expecting.
  • We can perform various sensitivity analyses to provide additional comfort around the financial consequences of macro-economic changes.

Providing piece of mind

  • Where you are looking at buying the assets of a business, we can help with a thorough review of inventory, fixed assets and working capital requirements to highlight any areas that may assist in your negotiations on price.
  • The purchase of shares in a company requires a wider scope, as you will be taking on all of the assets and liabilities of the Company, irrespective of whether these are disclosed in associated financial statements.
  • If you are selling a business, we can work with you on a ‘vendor due diligence’ program to ensure that you are fully prepared for purchaser inquiry when they undertake their due diligence process.
  • We can help you to determine and secure your funding requirements for a proposed transaction; and can review the draft sale and purchase agreement to determine consistency with our due diligence findings.
Services

News

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Baker Tilly APAC regional conference in Auckland

Last week it was our great pleasure to bring together 65 delegates from 15 countries for the 2023 Baker Tilly APAC Regional Conference in Auckland.  The three days were full of engaging content and networking opportunities.

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Tax freedom is arriving two days later this year

New Zealanders will be paying an extra two days’ worth of taxes in 2023 than last year, according to our Tax Freedom Day calculations.

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2023 Budget: Trustee tax rate will increase to 39%

Finance Minister Grant Robertson has released his sixth budget. The government had indicated there would be no real surprises in today’s budget and Robertson has not disappointed. We highlight the key items for business.

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Kiwis short-changed by wasteful tax spend

Normally, tax policy isn’t a topic the average Kiwi talks about. But over the past month it appears that everyday New Zealanders have been vigorously debating our tax settings.

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Yes, you can have your PIE and eat it too

Do you have spare cash that you’re contemplating locking into a term investment to generate some interest income?  You should consider the benefits of a PIE Fund, says Baker Tilly Staples Rodway Auckland Business Advisory Services senior manager Sonia Gaskin.

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10 May 2023

Tax Talk | Tax relief for flood-hit businesses

The government has announced tax relief for North Island businesses hit by flood damage. The relief comes in the form of a deferral of tax on insurance receipts, allowing time for the business to rebuild or purchase replacement assets.

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09 May 2023

FBT exclusions transport employers to better place

Employers who embrace public or “green” transport, or have felt there were certain FBT imbalances, will be pleased to know a new range of transport is now exempt from FBT.  

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04 May 2023

A brief look at business recovery and insolvency

Every business owner starts out with dreams of success and wealth. Unfortunately, it’s not as easy as it seems and many businesses run into trouble at some stage in their life cycle.

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01 May 2023

Hawke’s Bay after the cyclone: 'It's still raw to us'

It was the literal calm before the storm at Baker Tilly Staples Rodway Hawke’s Bay on Monday, 13 February 2023.

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