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Valuation of a business

There is no topic about which greater differences of informed opinion may exist than the value of a business or shares in a private company.

This guide contains the following topics:

  • Overview
  • Valuation Methods
  • Developing the succession plan
  • Valuing the business
  • Valuation methods summarised
  • Goodwill


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Business Systemisation Guide cover


Business Systemisation

Good systems are key in the successful day-to-day operation of businesses. Having robust systems in place makes it easier for a business to expand or set up multiple locations. It also makes it easier for a business owner to work on, rather than in, their business


This guide contains the following topics:

  1. What does ‘systemisation’ mean?
  2. How to write procedures?
  3. Where to keep your procedures


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Key Traits of a Successful Business cover


Key Traits of a Successful Business

What’s the secret to success in business? Here are 16 things to start you thinking.

This guide contains the following topics:

    • Effective leadership
    • Outstanding customer service
    • Strong product and industry knowledge
    • Strong management capability
    • etc



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Marketing Guide cover


Marketing Guide

Marketing is the art of ‘getting yourself out there’. It is the way you let your customers and prospective customers know what you do, how you do it and where you are. Marketing can be broken into three general areas: branding and promotion, advertising, and direct marketing. If done well, these steps will naturally lead the customer into the sales process. This guide contains the following topics:

    • What is Marketing?
    • Marketing vs Customer Service vs Sales
    • E-marketing
    • Points to consider for new businesses
    • Marketing Plans
    • Marketing Research and Analysis
    • Writing a Promotion Plan

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Pricing Guide cover


Pricing Guide

How to Develop a Profit Improvement Strategy

This guide contains the following topics:

    • What is profit?
    • How to increase profit
    • Developing a profit improvement strategy
    • Should you be discounting your price?
    • Should you be increasing your prices?
    • Adding value
    • A case study
    • Estimating your profit improvement potential

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Recruitment Guide cover


Recruitment Guide

The recruitment process is one of the key factors underpinning the success of your business.

This guide contains the following topics and tools:

    • Writing Position Descriptions
    • Tasks Review Form
    • Using a Recruitment Agency or Doing it Yourself
    • Placing an Ad
    • Selection



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Selling Your Business Guide cover


Selling Your Business Guide


Overview on how to sell your business







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Succession Planning Guide cover


Succession Planning Guide


In New Zealand it is estimated 24% of small business owners are now over 60 years of age. A further 25% are between 50 and 60.

Why is advance succession planning so important?

    • Developing the succession plan
    • Valuing the business
    • Preparing the business for sale
    • The four key drivers of business value
    • Generated succession
    • Employee buyouts

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Customer Service Guide cover


Customer Service Guide

Good customer service is easy.
Once you have been through the hard work of attracting customers, and have successfully sold them something, you will want to encourage repeat business. It is far easier to sell more to your existing customers than it is to find new ones.
One of the keys to attracting new customers and keeping existing customers is your customer service.

This guide contains the following topics:

  • Set your service up right
  • Planning your customer service style
  • Top tips for great customer service
  • Delivering great service

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Business Structures Guide cover


Business Structures Guide

If you intend to start a small business, discuss it with your chartered accountant and solicitor before business operations commence, prior to signing any contracts. It is essential to choose the most suitable type of entity to suit the personal circumstances of the business operators.

This guide contains the following topics:

  1. Sole Trader
  2. Partnership
  3. Family Trusts
  4. Discretionary Family Trust Diagram
  5. Example: Minute distributing Trust Income for the year and approving Financial Reports
  6. Company

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