Specialist Services

Acquisitions & Mergers

There are several scenarios where you might wish to attain a business enterprise. Whatever the situation, Davis & Co can remove the stress from the process and maximise the opportunity for you.

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

The services we provide incorporate every stage of the process - From identifying potential acquisitions and negotiating the commercial elements of the transaction to forecasting the future of the business. Our services include:

• 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 preparing a business plan

Drawing on the skills of professionals reduces your chances of purchasing an unsuitable business. Let Davis & Co show you how our experience can save you stress and provide you with the great opportunity a business acquisition or merger can be!

Charitable Trusts

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

• Promoting education
• Poverty relief
• Promoting religion
• Miscellaneous 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 duty on gifts to the trust and the absence of tax on income earned by the trust.

At Davis & Co we understand the practicalities of charitable trusts. Our experience in this area enables us to assist you with setting up a trust and using the trust in the most effective way to reach your charitable goals.

Company Administration

Company legislation requires businesses to perform several 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 comply with the 1993 Companies Act. The potential threat of penalties for failing to keep up with the changing rules is too great a risk to take.

At Davis & Co we can relieve you of this burden. Our services include:

• General advice on company law
• Company formations
• Filing annual returns on your behalf
• Preparing all documentation related to minutes and resolutions
• Maintaining statutory books
• Assistance with 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 get back to running your business.

Farm Accounting

Farm accounting involves specific business, financial, and taxation issues, and a specialist understanding of the industry. At Davis & Co we keep abreast of the developments in both the farming and accounting industries, ensuring we are uniquely placed to provide up-to-date, 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

Forensic

Forensic accounting is the use of accounting techniques to assess the financial implications of legal disputes. In a dispute over money it is imperative to obtain accurate, timely advice.

At Davis & Co we offer assistance in legal disputes to swiftly make those headaches over money disappear. Often with our intervention the dispute can be settled without a court case. However, in the event that a court case is necessary, we can provide the information and documentation required for your case, and act as an expert witness in court. 

Human Resources

Your most valuable business asset is your staff. In recognition of this, and in line with our aim to help you make the most of your business, we provide an HR consulting service. By providing you with the best HR team, we guide you into getting the best from your team.

We can assist in the following key areas:

• Employment Relations:
• Advice on employment agreements, employment legislation, and employee policies and procedures
• Health and Safety:
• Assistance with implementing systems to ensure compliance with legislation
• Training on health and safety
• Assistance with ACC audits
• Recruitment and Selection:
• Assistance with advertising for employees
• Shortlisting and interviewing
• Reference checking
• Psychometric testing
• Remuneration:
• Support in administering the payroll
• Advice on remuneration levels
• Guidance with incentive and bonus schemes
• Performance Management:
• Assistance in identifying performance measurement criteria
• Training on carrying out performance appraisals
• Guidance for managers in dealing with performance problems
• Strategic HR:
• Aligning HR strategies with business objectives to ensure the development of a team drives the improvement of business performance
• Team Building:
• Implementing personality tests to aid resolution of communication problems
• Team building workshops
• Change Management:
• Implementing plans to achieve change in the workplace
• Training managers to guide their team throughout the transition phase
• Counselling, interview coaching, and other outplacement services

Information Technology

We live in a computerised age where technology enables us to enhance a wide variety of business processes. Use software and hardware effectively can provide enormous benefit to your business.

Here at Davis & Co we have embraced computerised systems, ensuring our trained, experienced professionals can:

• Discuss the best system to further your business
• Install and configure software to suit your purposes
• Recommend processes to make your computer system more secure
• Suggest accounting software applications suitable for your business
• Train clients to be self-sufficient users of a range of software applications 
• Offer advice on electronic banking

Whether you are thinking about obtaining new computer hardware, or looking at completely changing your business systems, our team is willing and able to assist you.

Rental Property

At Davis & Co we have the expertise required to assist you in a variety of areas relating to residential and commercial property. The services we offer our include:

• Advice on purchasing a property
• Reviews of lease agreements
• Advice on funding
• Guidance on 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 can provide you with forecasts for:

• Revenue returns
• Financial position
• Potential growth

Contact us today for more information on how we can assist you in the business of rental properties!

Retirement Planning

Achieving a comfortable retirement requires forward planning. You need to consider when you will retire, how much income you need for the retirement you desire, how to acquire that income, what role the government will play, and more.

The friendly team at Davis & Co can help you answer these questions and plan for the relaxing retirement you've earned.

Selling a Business

Selling a business can be a difficult, disheartening time, and the tasks involved can seem particularly arduous. At Davis & Co 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.