For accountants, brokers, bankers and lawyers
Sale preparation support for your NZ clients.
Send me the owner who wants to sell but isn't ready — before they call a broker. A ten-working-day Review identifies the indicative value range, buyer questions and preparation. The professional work on the fix list goes back to you.
Oscar Rodwell, principal
In thirty seconds
- Not a broker, not an accountant, not a valuer. Fixed fees paid by the owner; no fee depends on a sale.
- An owner-operator who has owned and sold businesses in retail, manufacturing, property and hospitality. That experience informs the preparation of earnings, people, contracts and handovers. Oscar's background.
- The Review: NZD 6,000 ex GST, or NZD 5,500 when introduced. Ten working days, an indicative value range, eight tests, conditions of sale and a fix list. What it covers.
- No agency work, no buyers introduced, no negotiation. No referral fee, paid or taken.
How the roles fit together.
Accountants
You keep the client and the professional work
The review works from the accounts and adjustments you've prepared. Anything a buyer's accountant would challenge comes back to you, with the tax, structure and reporting work the fix list calls for. If your firm offers exit planning, the review sits alongside it.
Brokers
Send the enquiry you turn away
The owner who wants to sell but needs preparation can work through the gaps before listing. I shortlist two licensed brokers, at least one outside any referral arrangement; the owner chooses and appoints one. The briefing pack, data room and disclosure schedule go to that broker at hand-over.
Bankers and lawyers
The forced exits and the lease problems
Retirement mentioned at a lending review. Illness, a partnership falling over, a lease the bank won't lend against. With six months or more to work with, a review gives the owner a range and a plan inside two weeks. With less, I'll say so and point them to a broker.
What you get back
For every owner you send.
Introduced owners pay NZD 5,500 excluding GST for the Review, with the introducer named on the engagement letter and invoice. No referral fee is paid or taken.
- A note that I've made contact
Within one working day. That's all it says, unless the owner asks me to tell you more.
- The fix list, if the owner wants you to have it
So the professional work it calls for comes to you. The owner decides what you see; the default is nothing.
- The four rules in writing
Never advertise a business, never introduce a buyer, never negotiate with one, never a fee that depends on the sale. In every engagement letter, and available to your lawyer before an engagement starts.
Something to say
If you'd rather forward than introduce.
A paragraph you can paste into an email to a client, in your own words or these.
I've come across an adviser who does one specific thing: a two-week review of what a business is worth and what a buyer would pick apart, for owners ready to sell in the next six to twelve months. The Review is six thousand dollars, or five thousand five hundred when introduced, excluding GST. No fee is linked to a sale, and the work ends at hand-over to your licensed broker. He's sold his own businesses, he isn't a broker, and I stay your adviser throughout. If it's useful, his site is rodaraadvisory.com; there's a free readiness check on it and he does a free first call. Happy to introduce you if you'd like.
A conversation first
Got an owner in mind?
A one-line introduction by email is enough, or forward them the paragraph above. Either way you'll hear from me within one working day that I've made contact.
