M&A Adviser and Authorised Financial Adviser

Business Exit

Exit Strategy to maximise wealth
Retirement goal setting
Investment planning based on goals and risk profile
Business appraisal or valuation
Analysing whether business value will achieve retirement goals
Providing options to close the gap
Selling the business
Structuring vendor assistance period or consultant contract

Find out more about Business Exit Strategy...

Regulatory license: Authorised Financial Adviser (FMA) for financial advice. M&A/Broker (REA) for business sale.Company: Sole Trader while we are in the

Financial Services Legislation Amendment Act transition period. Mandanex Capital for a business sale.

I'm a M&A Adviser and Authorised Financial Adviser.

My expertise comes from decades working industries across manufacturing, tourism, beverages, hospitality, digital and creative industries. I started off in Fletcher Challenge New Ventures in 1994, before moving into sales and marketing in DB Breweries, Vodafone, Cardrona, M&P Consulting and Manadanex Capital. I have been and am a company director as well as a board adviser.

I have a Masters of Entrepreneurship (Otago, with Distinction, 2010) with particular expertise in company valuation and fundraising. I also have a Bachelor of Commerce and Administration (Victoria, Accounting, 1991), and a Diploma in Japanese Studies (Keio, Japan, 1994).

I grew up in Wellington and live here with my wife and two kids, and have also lived in Tokyo, Auckland and Central Otago for many years and spent many months in the US. I have an extensive Asian, American and Australian network.