Whether you’re a corporate entity, private equity firm or high-net-worth individual, it’s important to ensure your acquisition delivers strategic and/or enhanced profitability while minimising financial and tax risks.
Our due diligence process is designed to help you interrogate financial, commercial and operational assumptions, rate the level of risk involved in the transaction, explore strategies to address risks or make adjustments, as well as suggesting when to walk away from an unsuitable deal.
Due diligence clarifies the strengths and weaknesses of the company you’re thinking of buying, or your own company for that matter. This could affect the purchase price, or negotiations concerning guarantees or indemnities. At Baker Tilly Staples Rodway, we offer you due diligence support in the following areas:
We have the flexibility to respond to tight deadlines and can draw on the expertise of auditors, dedicated tax consultants, HR specialists and other experts as required.
If you are looking at buying the assets of a business, we can help you assess the quality of working capital, fixed assets and unreported capital expenditure requirements.
The ultimate outcome of a due diligence engagement is an insightful report detailing the quality of earnings and assets as part of our findings, providing recommendations for post-acquisition improvements, suggesting potential purchase price adjustments, identifying key risk areas that should be ring-fenced, and highlighting issues that could be deal breakers.
We can assist and shepherd you through the full deal process, including reviewing sale and purchase agreements, and structuring the purchase entity (including the debt and equity mix) ensuring tax efficiency and compliance with thin capitalisation requirements.
Choose your location for better results
Assistance with company governance and administration, including providing professional and...
Obtain greater clarity and control over Business performance now, and for the future.
Support for all stages of the process when you are looking to expand by acquisition.
New Zealand’s foreign investment fund (FIF) rules have created much angst for Kiwis over the decades of their existence. These rules apply primarily to tax New Zealand tax residents who directly own shares, costing more than $50,000, in foreign companies (excluding Australian listed shares).
Amid macroeconomic pressures, geopolitical tensions and technological disruptions, businesses are reassessing their models and strategies. Those with a clear vision for growth will be best positioned to thrive.
From our whānau to yours as the year draws to an end, a sincere thank you for the opportunity to do business in 2024. We wish you an enjoyable, well-earned break over the festive season, whenever your holiday begins. See you in 2025!
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It’s the 25-year anniversary of our Staples Rodway New Zealand network. Today we look back on our history and the moment of serendipity that led to what one director describes as “the strangest bit of due diligence” he’s ever been involved in.
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