家族服务

业务和股票估值

企业估值有多种类型,我们可以准备高层次的专业报告,可用于法律诉讼的专家级。因为每种情况都不同,当不需要评估报告时,我们也可以为您提供更具成本效益的解决方案。

  • 配偶/伴侣关系财产纠纷
  • 股东保险的估值
  • 企业出售、购买、重组或筹集资金
  • 诉讼支持估值
  • 评估业务损失
  • 员工、继任和 ESOP

公司和信托的组建/管理

如果您不确定您的新企业需要什么,无论是注册公司、银行服务、保险,甚至是职位描述和雇佣承包商,我们可以为您提供帮助,帮助您确定下一步开始做什么。

建立信托是一个重大决定。因此,如果您要建立信托,请确保其按照正确的理由以正确的方式建立,并加以正确管理。

专家诉讼证据

在诉讼过程中,您可能需要收集很多证据。您可能还没有进行诉讼,但有上法庭或试图与律师自己解决的风险。我们在以下领域提供专家建议:

  • 估值—业务估值、股票估值、损失和损害估值
  • 治理—包括董事的职责和其他治理流程
  • 取证—在需要识别资金流动的任何地方
  • 会计原则—评估交易处理方式是否正确

关系财产纠纷

如果您正在经历关系财产纠纷,您就会知道即使您正在为金钱(或其他资产)而战,但要考虑的不仅仅是金钱。当涉及到企业时,情况会变得更加复杂。

如果您需要一些帮助来整理关于如何让自己与配偶或伴侣解开隔阂,我们将乐意提供保密和免费的碰面会议看我们是否合适能为你解决问题。我们可以评估各种情况和价值帮助您达成一项适用于所有人的协议。

股东纠纷

您是否需要帮助谈判和消除情绪?通常金钱并不是最重要的事情,您只需要高水平的估值意见。如果事情已经太过分了,而且不能庭外和解,我们可以为您收集证据。这包括商业估值,帮助权衡商业定义,和/或评估另一方的估值。

继任计划

您有多种选择决定谁将成为继任者和哪种方式。家族成员、高级管理人员或企业内其他可信赖的人员、生意出售或并购。该过程可能会需要很长一段时间,因此最好尽早开始计划。创业区别于上班的美妙之处在于,当你想停下来的时候,收入回报不需要停下来。如果您有提前计划好,就可以退休后继续通过被动所有权享受收益成果。

如果您想与我们交谈,请填写本页底部的咨询表,或点击此处联系我们。

财富管理服务

富人和渴望拥有财富的人对财富的理解是不同的。 创造财富的过程也因寻求财富的人认为有价值的东西而异。 我们提供财富视角和战略支持、治理流程和治理执行、家族后台支持和报告,以及产品和机会的产生和评估。 在我们广泛的人脉网络中, 我们可以提供因继任和代际过渡问题造成的创伤支持、资金管理和法律支持。 作为拥有全球网络的成员,我们还能够有效地执行国际性全球投资。

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Yi Ping Ge

Partner and
Senior Accountant.
Read Yi Ping’s profile.

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As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. xero logo It’s small business accounting software that’s simple, smart and occasionally magical. Log in online anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. 
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. tax traders logo Tax Traders allows you to buy someone else’s tax to settle your account with Inland Revenue, as well as save on interest and late payment penalty charges.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. smart ar logo Astute cash flow management is essential for operating a small business.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. myob logo Trusted by 1.2 million businesses, myob is New Zealand’s largest accounting solutions provider. The platform is equipped to support the needs of New Zealand organisations.
As a client at Gilligan Sheppard you will access to international networks and resources to enable optimal outcomes for your business/trust/transaction.  accountancy insurance logo Tax Audit Insurance specifically designed for accountants in public practice. This provides cost effective protection and peace of mind against the substantial cost that may be incurred should IR or other government authorities conduct a random review, investigation or audit.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. cpa logo A CPA is a finance, accounting and business professional with a specific qualification. It indicates a soundness in depth, breadth and quality of accountancy knowledge and gives you competitive advantage over your peers.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. agn international logo AGN International is a worldwide asociation, composed of four regions, of independent accounting and advisory businesses.
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Richard Ashby (our tax specialist) provides advice, comments and updates on what’s been happening in the world of tax each week.