07 347 0579

Specialist Services

Acquisitions and Mergers

We can guide you through this tricky topic.

BWTL advisory can assist with due diligence, review your goals and objectives, offers and purchase negotiations to get the best from your business purchase or merger. We can assist with funding, financial forecasts, business plan, future potential, commercial transactions.

Company Secretary

Company legislation requires businesses to perform many administration tasks under the Companies Act 1993.

  • General advice on company law
  • Company formations
  • Filing of annual returns on your behalf
  • Preparation of all documentation related to minutes and resolutions
  • Maintenance of statutory books
  • Assistance in changes of directors, shareholders, addresses, and office details
  • Bonus Issues
  • Share transfers
  • Registered Office Facility

Estate Planning

Estate planning allows peace of mind knowing your hard earned assets will be dealt with in the manner you choose.

For business owners, a succession plan is essential. Look at business continuity. Appointing executor and trustee of a will.

  • Discuss objectives for your estate
  • Confirming assets - valuations
  • Inventories
  • Appraisals
  • Protecting the assets
  • Paying taxes and debts

Farm Accounting

BWTL advisory keep abreast of the developments in both the farming and accounting industries.

That puts us in a position to provide up-to-date and accurate advice

  • Farm budgeting and cash flows
  • Farm sales and purchases
  • Ownership structures
  • Preparation of financial statements
  • Taxation
  • Seasonal planning
  • Succession planning

Rental & Commercial Property

Do you understand the ins and outs of rental or commercial property?

  • Advice on the purchasing
  • Reviews of lease agreements
  • Funding
  • Tax minimisation
  • Ownership structure
  • Periodic reviews
  • Forecasts of revenue returns
  • Financial position and potential growth

Succession Planning

Establish a well-designed succession plan.

The transition of your business to your successors can be an arduous process. With years of experience we can address the complex issues of business continuation, taking out the stress.


Valuations

An independent valuation provides you with answers about the value of a business or property.

We are trained and experienced in business valuations and are able to provide you with simple guidelines and formulae for evaluating the worth of a business. We are also able to appear in court and in arbitration as expert witnesses in relation to business valuations.



1168 Amohia Street
Rotorua
New Zealand
Email Us
Ph 07 347 0579
Fax 07 347 0576