SERVICES 

Business Advisory

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Business Sales

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  • The best businesses are often owned by passionate people who are operational masters in their field but know little about optimizing the value at the time of exit.

  • While other advisers may seek a fast transaction (with fast fees and commissions), my primary goal is to improve the balance of power between business owners and the hungry deal advisers.

  •  Given my vast experience in buying, transforming and selling business, I’m a safe set of hands to guide you through the process.

  • If you can afford the time to plan and execute a  well-structured exit under my close guidance, this will almost always deliver you a better financial outcome.

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Business Acquisition

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  • When looking to buy a standalone or bolt-on business, many advisers assign their junior staff to crunch the numbers and tick some boxes. With a strong affinity with strategy, operations and financial modelling, I provide a more holistic view. 

  • Extensive experience with M&A  legal documentation  and common mechanisms to indirectly impact purchase price.

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Business Transformation

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  • With decades of General Management and executive experience in both private and publicly listed companies, I have led transformations in numerous companies.  From SME to companies valued in excess of $100m. 

  • Transformation comes in many forms with my vast experience exposing me to most  (if not all) of the strategies that exist in NZ

  • With the world in commercial turmoil post COVID-19, businesses need to adapt to survive. This is where I excel.

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Business Roll up/Integration

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  • Companies often require scale to attract buyers with deeper pockets. Let my experience with rolling together aligned businesses (companies or products) open the door to the next level of investor. 

  • When companies come together,  fresh eyes are often required to augment and align processes and reporting and/or seek new complimentary business streams.

 

Speaking Engagements

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  • With an entertaining and down to earth delivery, Karen is available to speak to small or large groups. Given her vast experience she can tailor her session to ensure its relevant to qualify for Continuous Professional Development (CPD hours) in a variety of professions.

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See Speaking tab to learn more about the tailored speaking engagements Lattis offers.