SPECIALIST SERVICES

Audit

We view Audits not as an overhead or a necessary evil but rather as a great opportunity to review your business.

Our audit team will work closely with you to get to know your business. We use the latest computerised systems, based around a detailed analytical review of the accounts. This allows us to offer an objective view of your business so we can advise you of any potential problem areas.

Estate Planning

We view estate planning is one of the necessities in life. It allows peace of mind knowing your hard earned assets will be dealt with in the manner you choose.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will is required to perform a number of duties. At Millar Partners we are experienced in estate planning, and can guarantee the succession plan for your assets will be held to.

The areas involved in estate administration we are able to assist in include:

  • Meeting to discuss objectives for your estate
  • Confirming assets - valuations, inventories, appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

Rental Property

We have the necessary expertise to assist in a variety of areas in relation to residential and commercial property.

The services we offer our clients include:

  • Advice on the purchasing of a property
  • Guidance in taxation
  • Advice on ownership structure
  • Periodic reviews to ensure returns are maximised
  • GST implications on acquisition and sale of rental properties

Selling a Business

Selling a business can be a difficult. Millar Partners can provide the following services in relation to organising the selling of a business :

  • Obtaining comparative results
  • Establishing a realistic sale price
  • Taking the business to the market
  • Negotiating with potential purchasers
  • Liaising with solicitors in drafting a contract
  • Taxation implications and obligations

Sucession Planning

In ensuring the long term success of your business, it is critical to establish a well-designed succession plan. Coordination of the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, taking the stress off your shoulders.

Contact us for more information on forming a plan that allows for continuation of your business.

Trusts

A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others.

We have extensive experience and so are able to offer specialist advice on Trust formation, ensuring that all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in Trust administration will also be invaluable.

We are able to attend to administration which includes:

  • Minute keeping service
  • Annual financial statements
  • Taxation
  • Investment monitoring
  • Income distribution

Valuations

An independent valuation provides you with answers to the questions you often need to ask about the value of a business. Am I getting the best price for the sale of my business? Is the asking price too much?

We are experienced in business valuations and are able to provide you with simple guidelines and formulae for evaluating the worth of a business.