Register for free preliminary assessment


With one piece missing the big picture is incomplete

Did you know that only 17% of privately owned NZ businesses have a formal plan in place to guide them to exit their business in their own time, at their own price!

What about you? Have you planned:

  • How to exit or sell your company,
  • When to sell your company, and
  • How you will maximise the value of your company?

Don’t Think That Succession or Exit Planning Applies to You?

You will be surprised! Register here and see if you can answer our easy-to-complete self assessment check-list.

Register for free preliminary assessment
Key planning

Key Planning

Exit your business on your terms, on your schedule, and at your price.

Read morearrow
Value realisation

Value Realisation

You want to receive the maximum amount of money to accomplish personal, financial, income, and estate planning goals.

Read morearrow
Succession planning

Succession Planning

We will give you cost-effective advice, tailored to ensure you are well prepared in advance, for seamless succession.

Read morearrow


Contact us for client testimonials. See who we have helped and the results they gained

Contact Usarrow