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.
We’ve been named Number 22 on a list of New Zealand’s top 100 grad employers. The recognition comes from Prosple – an international job platform for university students.
The Government and Inland Revenue have made a roaring start in 2025, having been busy with myriad tax policy announcements and documents towards the end of last year. Let’s touch on these in brief…
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Last month Marise shared her thoughts on past changes and future challenges within the dairy industry and they’re worth hearing because she’s spent most of her 38-year career as an agribusiness advisor.
Recent changes to the bright-line test, interest deductibility and ownership transfer rules may make this a suitable time for property owners to review how ownership of their residential investment properties is structured. If you haven’t assessed your holdings recently, restructuring could provide you with some benefits.
Over the past few years there has been a shift in the investment property market with more owners offering their investment property as a short-term holiday rental.
Ryan Verney illustrates a day in his life as an Auckland business advisory graduate. A keen football player, he loves the work-life balance and says, “every day brings something new”.
Many New Zealanders breathed a collective sigh of relief when the bright-line tax on residential property sales was reinstated to two years in July last year.
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!
As a small business owner, maintaining a positive relationship with your bank can be a cornerstone of your business’ success.
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