The Business Advisory Blog

Insight, news and updates from Alliott NZ Chartered Accountants, Auckland New Zealand. The views expressed here are the views of the author and should be discussed in further detail should an article be relevant to your individual circumstances.

While every effort has been made to provide valuable, useful information in this publication, this firm and any related suppliers or associated companies accept no responsibility or any form of liability from reliance upon or use of its contents. Any suggestions should be considered carefully within your own particular circumstances, as they are intended as general information only.

diversification

Sharesies Launches US500 Fund for KiwiSaver Members

While this offers new investment opportunities, carefully consider the implications of your retirement savings.

due diligence

Management Buyout

Most businesses experience significant events such as acquisition, merger, liquidation, IPO, etc. A Management Buy-out (MBO) can be attractive to buyers and sellers who know each other well before the transaction. There are risks and careful planning is required. Our article explores these issues and why having a competent advisor is important.

employees

Succession planning

We understand the complexity and nuances of succession planning. We work with you to create a customised approach, unique to your business and your goals for retirement. And, while succession may be far in the future for you, the time to start building the systems to facilitate a successful handover is right now.

housing

Financial issues to consider for succession and estate planning

If you have a desire to maintain wealth and pass it on to future generations it needs to be considered sooner rather than later. Here are some salient points and key questions to help your planning process.

The Business Advisory Blog

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