We Know Business

& We Care

Trusted Chartered Accountants and Business Advisors Since 1964

Acquisitions & Mergers 

Buying or merging a business is a significant decision, and at Chatfield Co. Limited, we aim to make the process as smooth and rewarding as possible.   Whether yo are acquiring a business or merging with another, our experienced business advisory team will guide you every step of the way.  We focus on asking the right questions and providing clear, practical answers:  Is the business a good fit for you?  Are you getting fair value?  Can the purchase be comfortably financed?  does the business have strong growth potential?   

Our acquisition and merger services include:

  • Reviewing your business goals and objectives
  • Conducting due diligence
  • Preparing financial forecasts
  • Advising on potential risks and rewards
  • Assisting with negotiations
  • Advising on financing
  • Preparing business plans

With our expertise, you’ll minimise risk and maximise opportunity. Let Chatfield & Co. show you how professional guidance can make all the difference.

Company Secretarial Services 

Stay compliant and save time with expert company secretarial support.

Business owners are required to meet numerous administrative and compliance obligations under the Companies Act 1993. failing to stay on top of these responsibilities can lead unnecessary stress, costly penalties, and potential legal risks.  At Chatfield & Co., we take the worry off your shoulders by managing your compliance obligations efficiently and accurately, ensuring your business remain fully compliant and protected. 

Our company secretarial services include:

  • Company formations
  • Annual return filings
  • General advice on company law
  • Preparing minutes and resolutions
  • Maintaining statutory books
  • Managing director, shareholder, and office changes
  • Assisting with share transfers and bonus issues
  • Providing a Registered Office facility

Contact us today to streamline your company compliance and free up time to focus on your business.

Estate Planning 

Ensure your assets are protected and your wishes are honoured.

Estate planning gives you peace of mind, knowing your hard-earned assets are managed and will be handled according to your wishes. For business owners, having a clear succession plan is especially important to safeguard the future of your business and protect the interest of your family and stakeholders.  At Chatfield & Co. we work closely with your to develop practical, tailored plans that address both personal and business considerations, helping you make informed decisions and secure your legacy with confidence.

Our estate planning services include:

  • Defining your estate objectives
  • Confirming and valuing assets
  • Documenting estate plans
  • Protecting assets
  • Managing taxes and debts
  • Distributing estate assets
  • Ensuring compliance with the Administration Act

Let Chatfield & Co. Ltd. guide you through the estate and succession planning process with confidence.

Farm Accounting 

Specialised accounting for farmers and agribusiness owners.

Farm accounting requires a deep understanding of both the agriculture and finance industries. At Chatfield & Co., we combine years of hands-on experience with a genuine passion for the farming industry, keeping abreast of the latest developments and regulations to provide accurate, practical, and insightful advice.  We understand the vital role that farms and primary produce play in New Zealand's economy, and we are committed to supporting farmers in making informed financial decisions that sustain and grow their operations. 

Our farm accounting services include:

  • Farm budgeting and cash flow management
  • Farm sales and purchases
  • Ownership structures
  • Financial statements preparation
  • Taxation advice
  • Seasonal planning
  • Succession planning

Contact us for tailored farm accounting solutions to support your agricultural business.

Forensic Accounting 

Clear, accurate financial insight for legal disputes.

Forensic accounting uses specialised techniques to assess the financial impact of legal disputes. Whether settling out of court or appearing in court, our experts can assist.

Our forensic accounting services include:

  • Dispute resolution advice
  • Financial documentation preparation
  • Expert witness services

With years of experience and strong legal knowledge, our forensic accountants can help resolve disputes swiftly and effectively.

Due-Diligence

Due diligence is the process a thorough review of a business before acquiring it or taking over shares in an existing company.  It is a critical step that helps you gain confidence in the business's potential, understand its true assets and liabilities, and assess the overall position of the business before making a final decision.


The process is carried out within a agreed timeframe, and having the right experience and understanding is essential to ensure it is completed effectively and fairly. Our approach to due diligence is to provide clear and objective insights that help you make well-informed decisions with confidence.

Rental Property Advisory 

Maximise returns on your residential and commercial property investments.

Our rental property services include:

  • Property purchase advice
  • Lease agreement reviews
  • Funding and tax minimisation advice
  • Ownership structure guidance
  • Performance reviews to maximise returns
  • Forecasting revenue, financial position, and growth potential

Contact us today to make informed decisions on your property investments.

Retirement Planning 

Plan today for the retirement you deserve.

Retirement planning is often complex, involving many decisions-when to retire, how much income you'll need, and where that income will come from.  It requires time and careful consideration, and the guidance of an experienced advisor can be beneficial in understanding your financial position and achieving your retirement goals.

Chatfield & Co. can help you achieve a financially secure and comfortable retirement.

Selling a Business 

Achieve the best result when selling your business.

Selling a business can be complex —we’re here to assist the process and maximize your returns.  We can assist with:

  • Assessing comparative results
  • Setting a realistic sale price
  • Negotiating with purchasers
  • Providing assistance in drafting contracts

Leverage our experience and expertise to ensure a smooth and profitable sale.

Succession Planning 

Succession planning is vital for the long-term success of your business and is a process every business owner should face at some stage. Chatfield & Co. has the experience to help you transition your business seamlessly to the next generatio.

Our succession planning services help you:

  • Prepare for leadership transitions
  • Ensure business continuity
  • Minimise disruption and stress

Contact us today to start building a strong succession plan for your business.

Trusts

Trusts are an effective way to protect your hard earned assets for both future generations and yourself.  In New Zealand, a family trust is commonly used to hold and manage assets on behalf of beneficiaries, offering both protection and flexibility.  At Chatfield & Co., We have a deep understanding of how the trusts work and extensive experience in providing practical and reliable administration and taxation services, helping you establish and manage trust with confidence. 

Our trust services include:

  • Trust compliance
  • Trust administration and minute-keeping
  • Preparation of annual accounts and tax returns
  • Asset management and income distribution

Ensure your trust is properly structured and managed with our specialist support.

Business Valuations 

Accurate valuations are critical when buying, selling, or restructuring a business. Understanding valuations typically requires substantial business experience and a sound knowledge to interpret the financial information.  Chatfield & Co., has extensive experience and a deep understanding on the New Zealand market gained through numerous business sales and purchases over the years.  Our  professional  services include:

Our valuation services help you determine:

  • The fair market value of businesses or property
  • Sale and purchase price assessments
  • Assessment on tax implications

Choose Chatfield & Co. Ltd. for reliable and objective valuation expertise.

Call 09 303-2200 (Auckland) or 09 238-8077 (Pukekohe) for expert business advice and support.