The Business Advisory Blog

The Business Advisory Blog

Insight, news and updates from Alliott NZ Chartered Accountants, Auckland New Zealand. The views expressed here are the views of the author and should be discussed in further detail should an article be relevant to your individual circumstances.

While every effort has been made to provide valuable, useful information in this publication, this firm and any related suppliers or associated companies accept no responsibility or any form of liability from reliance upon or use of its contents. Any suggestions should be considered carefully within your own particular circumstances, as they are intended as general information only.

Greg Millar
Published on

How accountants make business sales smoother, smarter and more successful

If you're a business owner thinking about retirement or your next chapter, selling your business might be on your radar. But who do you turn to when it’s time to make the move?

Your accountant may be your most valuable advisor when preparing to sell. While many see accountants as “number crunchers,” the reality is that experienced firms provide deep insights, strategies and guidance that can significantly improve the outcome of a business sale.

Here’s how we help.

Structuring the Business for Sale

Before a buyer enters the picture, accountants help ensure the business is sale-ready. This includes:

  • Cleaning up financial records
  • Resolving shareholder or structural issues
  • Identifying non-core assets and liabilities
  • Benchmarking the business against industry standards
  • Preparing financials that appeal to buyers and financiers

We help paint the picture that makes your business attractive — and valuable — to the right buyer.

Identifying the Right Buyer

Not all buyers are created equal. Whether you're looking at a trade sale, family succession, or selling to private equity, accountants can:

  • Assist with buyer profiling and targeting
  • Provide data for valuing the business
  • Help negotiate the deal
  • Protect your interests throughout

Our experience means we’ve seen what works — and what pitfalls to avoid.

Supporting the Transaction from Start to Finish

From initial preparation to post-sale handover, accountants are often involved in:

  • Managing due diligence processes
  • Liaising with lawyers and advisors
  • Reviewing terms and financial implications
  • Assisting with tax-effective structuring of the sale
  • Ensuring the seller’s personal and financial goals are met

With our guidance, you’re not going it alone — you have a team ensuring the sale is both smooth and profitable.

Thinking of Selling? Let’s Talk.

If you’re considering selling your business now or in the next few years, it’s never too early to start planning. As accountants and trusted advisors, we help business owners like you prepare for successful exits — financially, strategically and personally.

Ready to start the conversation? Get in touch with Alliott NZ in Newmarket Auckland today and let’s explore how we can support your next big move. Read more »

Topics: business owners business sale or succession due diligence exit planning retirement strategy structure transaction services