ACUMEN

What I Do

I provide exceptional service to drive valuable outcomes across three primary offerings:

Cross border international, and New Zealand corporate taxation

Private business issues and performance

Directorships

Cross border and New Zealand corporate taxation

Cross border and New Zealand corporate taxation

  • In country set up vehicles, and establishment, including Limited Partnerships and Look Through Companies
  • Optimal capital mix – debt / equity
  • M&A business acquisition; business sale; re-organisations, and transaction structures & solutions
  • Company migrations, and wind up
  • Repatriation options
  • Outbound CFC & FIF planning
  • Treaty relief / planning
  • NZ source rules, and permanent establishment
  • Capital (non-taxable) vs revenue (taxable)
  • Real estate and property
  • Financial arrangements, and asset management
  • The corporate-shareholder value paradigm, and imputation
  • Inland Revenue rulings, and applications
  • Inland Revenue management and dispute resolution

Private business issues and performance

  • The consolidated balance sheet shaping family business and private assets
  • Organisation structuring for the family / business empire
  • Ownership vehicles, trusts, and charitable foundations
  • Growth, expansion and capital
  • Governance, risk management, and family agreements
  • Asset protection; succession planning; and intergenerational wealth
Private business issues and performance

Directorships

I am a chartered member of the New Zealand Institute of Directors with considerable governance experience. I bring an engaging and proactive approach to ensure that Board meetings have momentum and are productive.

  • Corporate finance, corporate capital, shareholder returns
  • M&A transactions (IPO / buy side & sell side due diligence
  • Organisational strategy and business transformation
  • Market strategies; brand, and innovation
  • Project management
  • Banking and financial services
  • Risk management identification and processes
  • Business disruption; digital processes, and automation
  • Health service sector
  • Energy, property, agri-business and distribution sector
  • Private and family business issues;e resolution

"Cross border and New Zealand corporate taxation is the next killer app."

05 – Broderic R.

"Acumen is the most valuable business resource we have EVER purchased. Buy this now. I love Acumen. Dude, your stuff is the bomb!"

008
 Annalena R.

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