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Consultancy

Deal Advisory & Specialist Consultancy

Services designed to give SMEs the tools and advice they need to raise capital and move their business forward. From independent valuations to hands-on M&A guidance, restructures, and financial modelling.

Valuations

Independent business valuations for raising capital, acquisitions, exit & succession, lender-purpose, and shareholder disputes. ACCA-certified. Audit-ready.

  • Pre-money equity valuations
  • Acquisition fair-value analysis
  • Exit & succession planning
  • Lender-purpose (IFRS 9-aware)
  • Shareholder dispute support
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M&A Advisory

Buy-side M&A support with real transaction experience. We guide owners through the full acquisition process from target identification to settlement.

  • Buy-side deal guidance
  • Due diligence co-ordination
  • Deal structuring
  • Vendor & buyer negotiation support
  • Settlement & integration planning
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Restructures

Capital restructures for growth and turnaround situations. We advise on complex refinancing, pivot strategies, and debt renegotiation.

  • Capital structure review
  • Debt refinancing strategy
  • Turnaround advisory
  • Creditor negotiation
  • Pivot and adaptation planning
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Financial Modelling

Custom financial models including P&L, balance sheet, and cashflow with multi-scenario analysis, giving businesses clarity on their financial levers.

  • 3-statement financial models
  • Multi-scenario analysis
  • Cashflow forecasting
  • Investor-ready output
  • Sensitivity tables
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Capability Voucher

50% co-funded capital raising training for NZ businesses through the Regional Business Partners network. Get investor-ready with expert coaching on IM preparation, valuation, and financial modelling.

  • IM feedback & investor roleplay
  • Valuation workshop
  • Financial modelling crash course
  • RBP registered provider
  • From $3,000 with 50% co-funding
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