Buying a Business or Franchise

Ensure Success with Thorough Due Diligence and Informed Decisions

Thinking of buying?

As a business owner, and also a franchise owner in Wellington, our founding director brings unmatched accounting expertise. For the past 16 years, we’ve proudly supported numerous franchises and businesses across various sectors, providing expert accounting, taxation, and business advisory services. Trust us to leverage our deep industry knowledge to help your business thrive.

Make Informed Decisions

DUE DILIGENCE FOR POTENTIAL PURCHASES

Buying a business or franchise is a significant decision. We conduct thorough due diligence, providing you with the information needed to make informed and confident investment choices.

Our due diligence process includes:

In-depth review of financial statements including balance sheet, profit & loss statements, notes to the accounts and asset ledger. Analysis of financial performance, profitability, liquidity, solvency, and key financial ratios.
Liaise with the vendor’ accountant on the proposed offer of buying into the business.
Liaise with the financier and provide financial information required for the loan applications
Liaise with you on queries, business & personal goals etc.
Review tax records and consider if there are any risks buying the shares or future tax implications (where you are buying into a business)
Preparing a Profit & Loss and Cashflow Forecasts, so you can determine financial viability and whether it will meet your financial goals.
Operational overview including considering major contracts and potential impact, guarantees, key staff etc., including consideration of lease agreements etc
Consider ownership structure
Meeting with you to discuss key issues and implications from due diligence

Obtain Business Loans

Financial reporting Assistance for Finance applications

Securing financing is crucial for franchise and business success. We assist you in obtaining business loans by providing cashflow forecasts and other necessary financial information, making your loan application process seamless.

Streamline Business Setup and Reporting

Expert Support for business set up and IRD registrations

Setting up a business involves multiple steps. We offer comprehensive support for setup and IRD registrations, ensuring a smooth and compliant start to your journey.

For franchisors, regular reporting is often required. We help you meet these requirements and understand your results, ensuring compliance and operational efficiency.