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Commercial Business

At Unlimit, we’re passionate about working with business owners, supporting them to achieve their business and personal goals, and providing guidance to make decisions in an ever-changing business landscape.

Our Commercial Services

Trust and Purpose Based Planning

Trust and Purpose Based Planning

We help you define your personal purpose, aligning your values with actionable strategies that guide every decision.

Strategic Planning

Strategic Planning

We help you set clear, measurable goals while identifying the key actions needed to achieve them, ensuring your business stays well-positioned to adapt to future opportunities and challenges.

Annual Business Planning

Annual Business Planning

We’ll work with you to set realistic targets, create a roadmap for success, and monitor your progress.

Strategy and Business Plan Implementation

Strategy and Business Plan Implementation

Support and accountability for the implementation of your business plans.

Plan Polisher: Test and Enhance

Plan Polisher: Test and Enhance

We’ll work with you to test and challenge your existing business plan, ensuring it’s fit for purpose.

Budgeting & Where Does Cash Go Analysis

Budgeting & Where Does Cash Go Analysis

We’ll help you create practical budgets while analysing cash flow, so you can make smarter financial decisions and ensure resources are allocated where they matter most.

Customer Analytics

Customer Analytics

Get to know your customers like never before, we’ll help you gather valuable insights that drive smarter decision making, improve customer retention, and ultimately boost your bottom line.

Profit Improvement

Profit Improvement

We’ll focus on supporting you to optimise your operations to increase profitability, identifying areas for improvement and offering solutions that help you achieve better financial results without sacrificing quality.

Advisory Boards

Advisory Boards

Support to establish or facilitate your advisory board.

Business Sale and Purchase

Business Sale and Purchase

Whether you’re buying or selling, we provide clear, expert guidance to ensure the process is smooth and you achieve the best possible outcome.

Business Exit and Succession Planning

Business Exit and Succession Planning

We’ll work with you to develop a tailored succession plan, ensuring a smooth transition when the time comes. Our approach focuses on protecting the value of your business and securing your legacy, whether you're selling, transitioning to family, or preparing for retirement.

Software and Process Improvement

Software and Process Improvement

We help you identify roadblocks in your finance function and can guide you on implementing the right technology and processes to save you time and improve efficiency.

Training

Training

We will provide you with support and training to get the most out of the tools and information at your disposal – from Xero, to understanding financial reports.

Taxation Research and Advice

Taxation Research and Advice

We provide in-depth tax research and guidance. We’re here to simplify the complexities and ensure your business stays on the right track.

Annual Accounting and Compliance Services

Annual Accounting and Compliance Services

Including Annual Financial Statements, Annual Tax Returns, Individual Tax Returns, Tax Planning & Year End Tax Reviews, GST and Payroll.

Who We Work With

To support our clients in achieving the best outcomes possible, we work with business owners who have the following attributes:
Business Type

5+ employees

$1M – $30M Sales

Operating within regional New Zealand

Industries we typically work with
  • Construction

  • Agriculture

  • Manufacturing

  • Infrastructure

  • Engineering

  • Wholesale Trade

  • Healthcare

  • Professional Services 

  • Trades

Business Owner Attributes
Future focused

Open to working alongside us to focus on the future performance of their business

Values and purpose alignment

Business owners who share our purpose and values

Commitment to action

Willing to implement recommendations and take necessary actions based on the advisory services provided

Mutual trust and respect

Willing to establish a relationship based on mutual trust and respect that will foster a productive and collaborative working relationship

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How We Work With Our Clients

All businesses are unique, so we tailor our services to meet your needs, avoiding a cookie cutter approach, to ensure we are delivering a service that supports you to achieve your desired outcomes.
 

We do this by working closely with you to understand the nuances of your business and provide a range of business advisory services that are continually adapted to meet the ever-changing opportunities and challenges of the business environment.

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