Specialist Services



Acquisitions and Mergers

There are many scenarios in which you may wish to attain a business enterprise. Whatever the situation, Marshall and Heaphy are able to take the stress out and maximise the opportunity for you.

Whether you are considering buying a business or merging with another business, we have the experience and the expertise you need. We ask the right questions, and find the necessary answers. Are you getting a good deal? Is the business right for you? Can you afford it? Have all avenues for future growth been investigated?

The services we provide incorporate every stage of the process - from identifying potential acquisitions, through to the negotiations of the commercial elements of the transaction, through to forecasting the future of the business. Incorporated in this is: 

  • A review of your goals and objectives
  • Due diligence services
  • Preparation of financial forecasts
  • Advice on potential pitfalls and rewards involved in a merger
  • Assistance with purchase negotiations
  • Advice on financing
  • Assistance with preparation of a business plan

Calling on the skills of professionals' means you will be far less likely to purchase an unsuitable business. Let Marshall and Heaphy show you how their experience can save you from stress, and provide you with the great opportunity a business acquisition or merger can be.

 



Charitable Trusts

Charitable trusts are trusts set up to hold money or assets and carry out activities for the benefit of the community. They may be formed for the purpose of: 

  • the promotion of education
  • the relief of poverty
  • the promotion of religion
  • other purposes of benefit to the community

A charitable trust as registered by the Registrar of Incorporated Societies gains tax benefits when approved by the IRD. These tax breaks include the absence of gift duty on gifts to the trust and the absence of tax on income earned by the trust.

At Marshall and Heaphy we know the practicalities of charitable trusts. Our experience in this area enables us to assist you in both setting up the trust and in using the trust to most effectively reach your charitable goals.

 



Company Secretary

Company legislation requires businesses to perform many administration tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you are complying with the Companies Act 1993.

The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.

At Marshall and Heaphy we are able to relieve this burden for you. Our services include: 

  • 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

Please contact us for further information on how we can help you to get back to the task of running your business. 

 



Estate Planning

As unpleasant as the task is, estate planning is one of the necessities in life. It allows peace of mind knowing your hard earned assets will be dealt with in the manner you choose.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will is required to perform a number of duties. At Marshall and Heaphy we are experienced in estate planning, and can guarantee the succession plan for your assets will be held to.

The areas involved in estate administration we are able to assist with include: 

  • Meeting to discuss objectives for your estate
  • Confirming assets - valuations, inventories, appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution
  • Administration Act



Farm Accounting

Farm accounting involves specific business, financial, and taxation issues, and as such requires a specialist understanding of the industry. At Marshall and Heaphy we keep abreast of the developments in both the farming and accounting industries, putting us in a position to provide up-to-date and accurate advice.

Our services include: 

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



Rental Property

At Marshall and Heaphy we have the necessary expertise to assist in a variety of areas in relation to residential and commercial property.

The services we offer our clients include: 

  • Advice on the purchasing of a property
  • Reviews of lease agreements
  • Advice on funding
  • Guidance in tax minimisation
  • Advice on ownership structure
  • Periodic reviews to ensure returns are maximised

The importance of forecasts in making a residential investment cannot be emphasised enough. We are able to provide for you: 

  • Forecasts of revenue returns
  • Forecasts of financial position
  • Forecasts of potential growth

Contact us today for more information on how we are able to assist you in the business of rental properties.

 



Retirement Planning

To achieve a comfortable retirement requires forward planning. You need to consider such things as when you will retire, how much income will be required to allow the retirement you desire, how to acquire that income, and what role the government will play.

The friendly team at Marshall and Heaphy can help you answer these questions and plan for the relaxing retirement that you've earned.



Selling a Business

Selling a business can be a difficult, disheartening time, and the tasks involved can seem particularly arduous. At Marshall and Heaphy we remove the stress from the process.

The services we provide for preparing to sell a business include:

  • Obtaining comparative results
  • Establishing a realistic sale price
  • Taking the business to the market
  • Negotiating with potential purchasers
  • Drafting a contract

Our friendly, professional staff can help you obtain a maximum return for your business.



Succession Planning

In ensuring the long term success of your business, it is critical to establish a well-designed succession plan. Coordination of the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, taking the stress off your shoulders.

Contact us for more information on forming a plan that facilitates a hassle-free continuation of your business!



Trusts

A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others.

We have extensive experience and so are able to offer specialist advice on Trusts, ensuring all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in Trust administration will be invaluable.

We are able to: 

  • Prepare and execute the vital documentation involved in Trust formation
  • Attend to the special requirements involved in reporting for Trusts
  • Trust administration
    • Minute keeping service
    • Annual accounts
    • Taxation
    • Asset management
    • Investment monitoring
    • Income distribution

Contact us today to ensure your trust is as formed and administered as effectively as possible, covering all legal requirements and so allowing it to fulfil its purpose.



Valuations

An independent valuation provides you with answers to the questions you often need to ask about the value of a business or property. Am I getting the best price for the sale of my business? Is the asking price too much?

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.

Choose Marshall and Heaphy for a professional and accurate valuation service.



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Specialist Services

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Tax Services

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Meet The Team

Sue Merriman
Partner
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Fergal O'Gara
Partner
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Phil Dittmer
Senior Accountant
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