Providing trusted advice to NZ business owners and operators.
With more than 20 years of private equity and business consulting experience, John Oldfield provides trusted advice to NZ business owners and operators looking to:
- buy a business
- grow their existing business
- sell their business
Alongside this he also:
- Helps businesses build budgets and financial dashboards
- Provides financial analysis and data insights
- Offers supply chain and inventory management expertise
- Provides CEO mentoring and business governance
Transaction Support
Whether you are looking to buy or looking to sell, experience is vital in securing the best outcome. I support business owners in the following aspects of buying and selling businesses:
Buying a Business
- Investment thesis and transaction rationale
- Financial modelling and valuation guidance
- Non binding indicative offer and structuring advice
- Negotiating a "Term Sheet" outlining the intended transaction
- Financial and commercial due diligence
- Negotiating a binding "Sale and Purchase Agreement"
- Transaction completion including working capital matters
Selling a Business
- Preparing and positioning advice to maxise the outcome
- Strategic buyer identification and approaches
- Development of information memorandums and presentations
- Preparing data room and/or managing buyer Q&A
- Deal negotiation through to completion
Growing your Business
I work with business owners and leaders on a long term basis to help them realise the potential of their business. This starts by understanding the competitive landscape that it operates in and assessing its strengths, weaknesses, opportunities and threats.
From there, I work with senior leadership to develop a Value Adding Plan for the business spanning four key pillars: product, sales channels, brand and supply chain.
Finally, I support execution of the Value Adding Plan by:
- Developing financial budgets that align with plans
- Building dashboard reporting that helps track progress against plans
- Providing governance and senior leadership mentoring to help keep plans on track
Data Analysis
Complementing other services, I also offer:
- Sales and margin analysis to help grow sales and margins
- Inventory analysis to help improve inventory management
- Overhead analysis to help reduces costs
- Other bespoke data set analysis to help provide clarity and inform strategy