Services

Ways to work with us.

Each engagement has its own shape, its own deliverables, and its own pace. What they share is simple: we explain what we find in plain language, and we show you the evidence behind it.

01 · Engagement type

Standard Advisory

Where most journeys start.

We get to know your whole business - the numbers, the people, the day-to-day, and where you want to take it - then give you a clear, honest picture of where you stand. Together we agree the handful of moves that will make the biggest difference, explained in plain language, with the reasoning shown. You will always know why we are recommending something.

Who it’s for: Established New Zealand SMEs who want a straight, well-grounded read on the business and a practical plan for what to tackle first.

What you receive

A friendly, whole-of-business review
Clear findings in plain English, with the thinking behind them
A prioritised plan you can actually act on
A written report you can share with your team

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02 · Engagement type

Due Diligence

Know what you are really buying.

Thinking about buying a business? We look under the bonnet for you - the finances, the contracts, the people, the risks, and how much it leans on a handful of customers. If something does not add up, we tell you plainly and show you where we saw it. You walk into the deal with your eyes open.

Who it’s for: Owners and investors weighing up an acquisition, merger, or sizeable investment.

What you receive

A guided, secure review of the target’s documents
A ranked register of risks and red flags
Findings across finance and operations
A due-diligence report you can rely on

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03 · Engagement type

Post-acquisition Advisory

The first 100 days, mapped out.

The deal is done - now the real work starts. We help you close the gaps the diligence uncovered, line up the early wins, and settle into a steady advisory rhythm, so the business you bought becomes the business you wanted.

Who it’s for: Buyers who have just settled and want to turn diligence findings into real momentum.

What you receive

A gap assessment against your diligence findings
A sequenced plan of early priorities and quick wins
A clear report for your stakeholders
An ongoing advisory relationship

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04 · Engagement type

Entrepreneur Module

From first idea to ready-to-go.

Building something new? We walk alongside you from the first idea through to launch - pressure-testing the concept, shaping the plan, and giving you an honest read on whether it is ready. You will hear the encouraging parts and the hard parts, because both matter when it is your time and money on the line.

Who it’s for: Founders and early-stage operators getting something off the ground in New Zealand.

What you receive

A readiness and idea-validation review
A staged build plan with regular mentoring
An honest assessment of where the idea stands
A natural path into Standard Advisory once you are trading

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05 · Engagement type

Not-for-Profits & Social Enterprises

Mission first, with the evidence to back it.

For New Zealand charities, community organisations, and social enterprises. We look at the health of the whole organisation - from mission and services through to governance, funding, and the difference you make - and frame everything around your impact, not commercial profit. Where we estimate value, we keep it mission-based and we are upfront about the range.

Who it’s for: Charities, incorporated societies, community groups, and social enterprises right across Aotearoa New Zealand.

What you receive

An organisation-wide health review
An impact summary for your board and supporters
Funder-ready accountability reporting
Findings written plainly for boards and trustees

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Three ways we can help

Standard NPO

A full health review across eight areas: mission and strategy, service delivery, governance and compliance, financial sustainability, people and capability, impact measurement, funding resilience, and Te Tiriti o Waitangi.

Social Enterprise

A dual scorecard for organisations balancing a commercial engine with a social mission - so both sides get an honest read, side by side.

Governance Review

An independent look at governance and compliance for your board, with findings, supporting notes, and clear source references. Informational - it does not replace legal advice.

Te Tiriti o Waitangi is one of the eight areas we look at, and it can be woven through the whole review or considered on its own. Governance reviews are informational and are not a substitute for legal advice.

Beyond the advice

Sometimes the fix is a tool.

Every so often, while we are inside your business, we spot a job that a small piece of software could do better than a spreadsheet or a manual routine - an approval that keeps stalling, a report that eats half a day, the same data typed into two systems. When that happens we will say so, show you the numbers, and - if it genuinely pays off - quote and build a custom tool to take the work off your plate. And if what you need turns out to be bigger than a small tool, the approach does not change - we scope it carefully, quote it honestly, and build it in stages you can see working. It is not a separate pitch; it is part of helping your business run better.

Not sure which one fits?

Start with a discovery call. We will listen, ask, and tell you honestly which path makes sense - or if another provider would serve you better.

Book a discovery call