Is your business performing how you would like it to? Do you have your preferred work/life balance? Is your business sale ready? Are you prepared for unexpected business and life events?
Through business coaching at Strawbridge we try and help you answer the important business and life questions.
Our business coaching takes many forms but usually starts by asking our clients how they think their business and life is going and what they would like to do better. We then usually work with them to develop an ongoing plan to meet their goals.
If you have a good idea for a new business venture but don’t have expertise in the legal or financial aspects, we can help you:
- Decide on the most suitable structure for your business – Sole trader, partnership, or limited company
- Prepare a business plan, cash flow projections, budgets, and trading forecasts
- Assess your finance requirements, advise on the best sources of finance, and draw up the necessary proposals
- Establish a good working relationship with your bank
- Complete any registration procedures with the New Zealand Companies Office and Inland Revenue
- Deal with company secretarial issues
- Set up a recording system for your internal use and for complying with statutory requirements
Let us help you turn your business idea into a reality!
Buying a Business
There are several scenarios where you might wish to attain a business enterprise. Whatever the situation, Strawbridge & Associates Limited can remove the stress from the process and maximise the opportunity for you.
Whether you are considering buying a business or merging with another business, we have the experience and expertise required. Are you getting a good deal? Is the business right for you? Can you afford it? Have all avenues for future growth been investigated? We ask the right questions and find the required answers.
The services we provide incorporate every stage of the process – From identifying potential acquisitions and negotiating the commercial elements of the transaction to forecasting the future of the business. Our services include:
- A review of your goals and objectives
- Due diligence services
- Preparation of financial forecasts
- Advice on potential pitfalls and rewards involved in a merger
- Assistance with purchase negotiations
- Advice on financing
- Assistance with preparing a business plan
Drawing on the skills of professionals reduces your chances of purchasing an unsuitable business. Let Strawbridge & Associates Limited show you how our experience can save you stress and provide you with the great opportunity a business acquisition or merger can be!
A good budget is a necessity for a good business plan. It is one of the best business tools you can have, enabling you to set financial targets and measure your performance.
The techniques we utilise to form financial projections enable you to consider future scenarios and provide you with goals to strive for in your business.
In addition to goal-setting value, budgets will often improve your chances of acquiring funding. Financiers often require forecasts as a prerequisite for funding approval.
The techniques we utilise to form financial projections enable you to consider future scenarios and provide you with goals to strive for in your business. There are many types of budgets. We can help you design the right budget for your requirements.
Let us show you how a budget can provide feedback that helps you prepare for the future of your business!
Have you ever wondered how your business performs compared to your competitors? What is their average bottom line? Are you spending enough on advertising? Are you paying too much rent? Are your staff costs too high? Surviving in today’s business climate requires you to spend more time working on your business rather than in it. We can provide you with accurate, timely, informative benchmarking reports that enable you to:
- See how your business compares to your competitors
- Understand more about how the rest of your industry works
- Analyse the key performance indicators in your industry
Equipped with this information, we’ll work with you to develop action strategies that improve your bottom line.
Cash Flow Forecasting and Management
Are you holding too much inventory? Is this the right time to expand your business? Are you going to have enough cash to pay all expenses every month? Surviving in today’s business climate requires you to spend more time working on your business than in it.
We can provide you with accurate, timely, informative cash flow forecasting reports that enable you to:
Realise and understand when cash is available
Plan and prepare for expansion, stock control, and taxes
Analyse and anticipate key expenses
Equipped with this information, we’ll work with you to develop action strategies that improve your bottom line.
Company legislation requires businesses to perform several administration tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you comply with the 1993 Companies Act. The potential threat of penalties for failing to keep up with the changing rules is too great a risk to take.
At Strawbridge & Associates Limited we can relieve you of this burden. Our services include:
- General advice on company law
- Company formations
- Filing annual returns on your behalf
- Preparing all documentation related to minutes and resolutions
- Maintaining statutory books
- Assistance with changes of directors, shareholders, addresses, and office details
- Bonus issues
- Share transfers
- Registered office facility
Please contact us for further information on how we can help you get back to running your business.
As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.
For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.
The executor and trustee of a will is required to perform a number of duties. At Strawbridge & Associates Limited we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.
The areas of estate administration we can assist with include:
- Meeting to discuss objectives for your estate
- Confirming assets – Valuations, inventories, and appraisals
- Court approval for a grant of administration
- Documentation involved in estate planning
- Protecting the assets
- Paying taxes and debts
- Estate distribution
- Administration Act
Farm accounting involves specific business, financial, and taxation issues, and a specialist understanding of the industry. At Strawbridge & Associates Limited we keep abreast of the developments in both the farming and accounting industries, ensuring we are uniquely placed to provide up-to-date, accurate advice.
Our services include:
- Farm budgeting and cash flows
- Farm sales and purchases
- Ownership structures
- Preparation of financial statements
- Seasonal planning
- Succession planning
A wide range of financing options exist, each with their pros and cons. At Strawbridge & Associates Limited we know the financial market and have the experience to assist you in securing the best financing option for your personal and business goals. Our experience in the market means we can also structure debt upon acquisition to maximise tax advantages.
Let our experienced team explore the best financing options with you an get your business closer to its goals!
Forensic accounting is the use of accounting techniques to assess the financial implications of legal disputes. In a dispute over money it is imperative to obtain accurate, timely advice.
At Strawbridge & Associates Limited we offer assistance in legal disputes to swiftly make those headaches over money disappear. Often with our intervention the dispute can be settled without a court case. However, in the event that a court case is necessary, we can provide the information and documentation required for your case, and act as an expert witness in court.
Our specialists possess a sound understanding of legal concepts and procedures and have years of relevant experience. They are ready and able to guide you through the treacherous territory of the legal industry!
The key to avoiding insolvency is to seek professional help as soon as the first signs of difficulty appear. The experienced professionals at Strawbridge & Associates Limited can assist in identifying problem areas and suggest solutions to improve the position of your company. Timely, expert advice can save your business from liquidation or receivership.
Receivership entails someone being appointed to raise funds within the company to repay a financier. Liquidation becomes necessary when so many of the company assets are sold that it cannot continue its daily business. A liquidator disposes of all the company assets, repays the creditors, and the company ceases to exist.
In the event that liquidation or receivership become necessary, Strawbridge & Associates Limited have the required skills and experience to assist. If your business is struggling under financial and operational difficulties, proactive and insightful action is vital to avoid or at least minimise the ramifications. Contact us today for an appointment and expert advice and assistance with your situation.
We aim to ensure your business achieves the potential it is capable of. We have the know-how and experience to offer advice that helps you run your business more effectively.
We are practiced in acting as a sounding board for management, bringing years of experience in business growth to the relationship. Our professional consultants identify the key performance indicators in your business and help you bring about the required changes.
We check your business is as competitive, focused, and profitable as it can be, then offer flexible strategies designed to address the issues affecting your business.
Let us give your business a health check! Take the practical advice we can provide and ensure the ongoing success of your venture.
Strawbridge & Associates Limited is knowledgeable on the industry-specific orchard regulations and has the accounting expertise to provide you with the basis for an efficiently-run business.
We not only assist with completing the accounting requirements for your orchard, but provide expert advice to ensure your business increases profits and makes informed financial decisions.
At Strawbridge & Associates Limited we have the expertise required to assist you in a variety of areas relating to residential and commercial property. The services we offer our include:
- Advice on purchasing a property
- Reviews of lease agreements
- Advice on funding
- Guidance on tax minimisation
- Advice on ownership structure
- Periodic reviews to ensure returns are maximised
The importance of forecasts in making a residential investment cannot be emphasised enough. We can provide you with forecasts for:
- Revenue returns
- Financial position
- Potential growth
Contact us today for more information on how we can assist you in the business of rental properties!
Achieving a comfortable retirement requires forward planning. You need to consider when you will retire, how much income you need for the retirement you desire, how to acquire that income, what role the government will play, and more.
The friendly team at Strawbridge & Associates Limited can help you answer these questions and plan for the relaxing retirement you’ve earned.
A multitude of risks exist in today’s business environment. At Strawbridge & Associates Limited we pride ourselves in our proven ability to accurately assess risk and protect you from vulnerabilities inherent in your enterprise. An effective risk management strategy improves the performance of your business, enables you to complete goals, and protects the value of your business.
A risk assessment includes:
- Assembling relevant information about your business and market
- Identifying the major risks facing your organisation
- Developing a risk strategy
- Implementing the risk management procedures
Selling a Business
Selling a business can be a difficult, disheartening time, and the tasks involved can seem particularly arduous. At Strawbridge & Associates Limited we remove the stress from the process.
The services we provide for preparing to sell a business include:
- Obtaining comparative results
- Establishing a realistic sale price
- Taking the business to the market
- Negotiating with potential purchasers
- Drafting a contract
Our friendly, professional staff can help you obtain a maximum return for your business.
The pressures of daily business can often mean strategic planning takes a back seat, but to have a successful business, it is vital to plan ahead. We’ll help you establish a strategic plan that examines where you want your business to be in the next 3-5 years and exactly how you and your team can achieve these aims and objectives.
Your strategic plan will:
- Define the characteristics of your company in three to five years
- Identify your competitors
- Define your objectives and financial goals
- Include an effective implementation strategy to achieve your goals
We can help you with all your business and personal structure needs including:
- Assistance with business / investment acquisitions
- Assistance with business / investment sales/divestment
- Estate planning
- Risk management
- Asset protection
- Tax optimisation
To ensure the long-term success of your business, it is critical to establish a well-designed succession plan. Coordinating the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, removing the stress from your shoulders.
Contact us for more information on forming a plan that facilitates a hassle-free continuation of your business!
A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable.
We can assist with:
- Preparing and executing the vital documentation required for trust formation
- Attending to the special requirements involved in reporting for trusts
- Trust administration
- Minute-keeping service
- Annual accounts
- Asset management
- Investment monitoring
- Income distribution
Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfil its purpose!
Am I getting the best price for the sale of my business? Is the asking price too much? An independent valuation provides you with answers to the questions you often need to ask about the value of a business or property.
We are trained and experienced in business valuations and can provide you with simple guidelines and formulae to determine the value of your business or property. We can also appear in court or for arbitration as expert witnesses in relation to business valuations.
Choose Strawbridge & Associates Limited for a professional, accurate valuation service!
We can provide a professional financial team without the cost of a full time employee.
Contact us today to find out how we can help you.
We are much more than just number crunchers and would love to assist you and your business to reach its potential.