NZ Business Review - Achieve Future Business Goals

Why we developed this service.

It’s extremely important to work on your business, not just in it.

Taking time out to discuss what’s happening in your business is essential to give you clarity about your future and vision to enable us to support you in the most appropriate ways.

A Business Review is an ideal opportunity to meet us to discuss any of the following:

Your goals for your business and how you plan to achieve them
How your business goals tie in with your personal and lifestyle goals
Issues and challenges you are facing in your business, e.g. growth, profitability, cashflow, asset protection, or your planned exit from, or sale of, your business
How you can work with us to address these issues and plans.

Who should have a review?

If you want to improve your business performance and financial results, and minimise any risk in your investments, schedule a Business Review.

We’re not just advisors on your rear-facing tax matters - we want to help you achieve your future business goals.

We’ll review and discuss your current situation at no cost. It’s an opportunity for us to check in with you, that we are giving you all of the assistance that you need. For example, we might be able to help you with some strategies to help you grow and protect your assets or improve your efficiency and effectiveness.

What is involved?

You’ll meet with us for a 60 minute session, reviewing your current situation, and discussing how we can support you to resolve your burning issues.

We will send you a copy of the meeting minutes documenting your business and lifestyle goals and all agreed actions.

If required we will also prepare a proposal for you including upfront prices of our services for any additional support work that we identify during the meeting.

Benefits of a Business Planning Session

Clearly discuss and document your business and lifestyle goals
Gain clarity of the actions you need to take to achieve your goals
Stimulate strategic discussion around the current and future direction of your business and investments
Identify your burning issues, opportunities and challenges so you can set actions to respond effectively
Gain a better understanding of your business
Access the collective wisdom of our firm
Assess the current structure of your business
Potentially identify greater tax efficiencies
Gain a better understanding of the ways we can support you.

When should I get a review?

We want to stay in touch regularly to ensure your business and personal goals are being met.

We have set aside time for this meeting to happen after your financial statements have been completed. Of course you don’t have to wait until then; you can contact us any time to set up a catch up.