Oscar Rodwell · Principal
Oscar Rodwell. Sale preparation from experience.
I've owned, operated and sold businesses, and helped other owners think through their own sales informally. Rodara Advisory applies that operating experience to the preparation: the numbers, the documents and how a business runs without its owner.
Queenstown · part of my owner-operator background.
Background
Where the method comes from.
I studied property development and business management at Bond University, then spent the years since as an owner and operator: property sales and development, property technology, hotel and resort management, retail operations, apparel and furniture manufacturing, and business development across many categories. Along the way I've managed staff, sat on boards, and governed businesses I didn't run day to day.
I've owned and sold a group spanning retail, manufacturing and property, and a resort business. Those sales made the preparation practical for me: answering questions about the earnings, the people, the premises and how the business would operate after I left.
The eight tests come from those sales and from the ones I've sat beside informally, as the person other owners rang before they signed anything. The framework is a way to organise those questions; the priorities vary by business.
The rules
Paid by you. Not by the deal.
Four rules, in every engagement letter.
I never advertise your business
Your licensed broker handles the marketing.
I never introduce a buyer
The engagement letter carries a conflicts rule covering Rodara Holdings, its principal and associated persons. Read it in full below.
I never negotiate with a buyer
My work ends at hand-over. Your broker handles the sale and buyer questions.
No fee is linked to a sale
No fee depends on a sale, its timing or its price. No fee from a buyer or broker.
The conflicts rule
Rodara Holdings Limited, its principal and their associated persons (including the principal's family and any trust, family office or company they control, including Rodara Capital and Rodara Ventures) will not buy or invest in a client's business, will not act for or hold any interest in a buyer of it, and will not take any fee, commission or benefit from a buyer or a broker. If a conflict arises we will tell you in writing and, if it cannot be managed, withdraw.
My family also runs Rodara Capital, a private investment office. The rule above is included in every engagement.
Rodara Advisory is the trading name of Rodara Holdings Limited, a New Zealand company.
Rodara Advisory is not a real estate agent or business broker and holds no licence under the Real Estate Agents Act 2008. It does not advertise or market a business for sale, introduce a buyer or negotiate with one, and takes no part in a sale; its work ends when the business is handed to a licensed broker. It is paid only for advisory work: no fee is linked to a sale, its timing or its price, and it takes no fee from a buyer or a broker. It does not give legal, employment or tax advice.
Owner-operator experience
Experience that shapes the preparation.
Retail, manufacturing and property
Owning and selling a group of businesses together meant explaining how the operations, earnings and property arrangements fitted together. It informs how I help an owner prepare the records and agreements a buyer will need to understand.
Resort and hospitality operations
Owning and selling a resort brought people, premises and daily service into the same handover. That experience informs the preparation of staff responsibilities, operating procedures and the practical steps that help a business run after its owner leaves.
My own sales are part of my background; the report sample on this site is illustrative, not a client result. If you would like to discuss experience relevant to your business, ask me on the first call.
Working with owners across New Zealand
The preparation sits alongside your existing advisers. My Queenstown experience informs the work; the practice serves owners throughout New Zealand.
A conversation first
A clear next step starts with a conversation.
Twenty minutes: what the business does, roughly what it earns, when you'd like to have sold. I'll tell you plainly whether a review is worth your money.