Business Advisory Services
Growth is every business’s best friend. And from
strategy reviews to in-depth workshops, our
business advisors can help make sure your
business and growth are like two peas in a pod.
Reliable insights, trusted assurance.
And we’re here to guide you every step of the way. At PFK Kendons, we help businesses thrive with tailored planning, strategy , and expert advice.
Whether you need a short-term plan to tackle immediate challenges or a long-term strategy to shape your future, our experienced advisors are
ready to support you.
From strategic planning to hands-on workshops, we’ll work with you to align your goals with practical steps for growth. And when big decisions feel
overwhelming, we’ll be your trusted sounding board – offering clear, financial advice to help you move forward with confidence.
Provides your business with direction, sets priorities, aligns
stakeholders, and optimizes resource allocation.
Key Inclusions:
- Discovery Meeting: Understand client vision, mission,
values, and goals. - Strategic Needs Assessment: SWOT analysis, market position,
and current challenges. - Data Collection: Request historical financials, org charts,
industry reports. - Facilitation Session: conduct planning workshops with
key stakeholders. - Deliverables Defined: Timeline for strategy plan, KPIs,
and review checkpoints.
Equip yourself with informed decision-making via structured, timely insights into financial performance.
Key Inclusions:
- Systems Review: Assess accounting software setup (e.g., Xero, MYOB).
- Data Validation: Ensure chart of accounts is consistent and clean.
- Customisation: Design reporting templates tailored to client KPIs.
- Cash Flow Model Setup: Prepare 3–12 month rolling forecasts.
- First Reporting Cycle: Test reporting cadence and finalise monthly reporting structure.
Helps owners transition smoothly while maximising business value and ensuring continuity.
Key Inclusions:
- Initial Owner Interview: Discuss goals, timelines, and ideal successors.
- Business Valuation: Conduct formal valuation to assess current worth.
- Gap Analysis: Identify changes needed to maximise value.
- Transition Roadmap: Build a timeline for handover or sale.
- Legal & Tax Review: Coordinate with legal and tax advisors for compliance and structuring.
Protect your assets, reduce liabilities, and ensures compliance with NZ tax laws.
Key Inclusions:
- Structure Review: Analyse current entities and ownership.
- Tax Position Analysis: Review past returns, identify inefficiencies. Asset Protection Review: Assess personal/business risk exposure. Structure
- Recommendations: Outline optimal structure options.
- Implementation Plan: Coordinate restructuring steps with legal and IRD compliance.
Boost the bottom-line performance and financial sustainability of your business.
Key Inclusions:
- Current State Review: Assess current profitability and cash flow cycles.
- Margin Analysis: Review pricing, product/service margins.
- Cost Review: Identify cost-saving opportunities.
- Cash Flow Diagnostic: Build working capital benchmarks and models.
- Improvement Plan: Define quick wins and longer-term initiatives.
Brings structure, accountability, and external expertise to strategic decision-making.
Key Inclusions:
- Governance Needs Review: Determine maturity level and governance gaps.
- Board Charter Setup: Define scope, responsibilities, and cadence.
- Recruitment Support: Assist in identifying board members or advisors.
- Meeting Framework Design: Define reporting pack content and meeting flow.
- Board Induction: Hold inaugural meeting and align on board expectations.
Book a consultation
As your business advisor, PKF Kendons will provide strategic insight and practical guidance to help your business grow and succeed.