All Testimonials

My wife & I purchased our business in 2003 in the North Island, employing 5 people. A business that had considerable potential for growth within New Zealand. We expanded into other regions including the South Island in both and grew the business. Our son came on board in 2009 bringing his owned capital into the business from some successful property transactions. The business has grown to be employing over 100 people. We have also ventured into agriculture to provide diversity and land ownership.

In 2018 we were looking at the possibility of selling the business, or at least look at our options towards the future. As a family business, we needed an open mind and the right person to assist with this.

We heard about Tim through word of mouth. Our son approached Tim, and our first meeting was in mid-2018. As it has turned out since then Tim has provided us with regular business consultancy and we have further grown our business. We have been approached by others to look at selling, however we continue to utilise Tim more as a consultant to help us with our future overall business direction.

Tim,

We wanted to thank you for your help and sage advice with our recent shareholding changes. These are now finalised – and everyone is happy – which is exactly what we wanted.

Huge thanks.”

“Dear Tim,
I wanted to thank you for your service and expertise in the sale of my transport business.
I appreciated your professionalism and knowledge in explaining and keeping me informed throughout the process.
On our initial first meetings I expressed that confidentiality was the most important factor in the process for me. I appreciated that all parties were background checked by yourself before proceeding. I did not need to get involved in early stages if I was not required and all queries I had could be transitioned through you. This kept most of the process in the background so I was able to concentrate on staff and day to day running of the business which was important to me. It made it easier that you quickly grasped our business and what we did and how we operated.
Again, thank you for your assistance in helping me obtain the ultimate goal that I was wanting to achieve and all the best in your business.”

“We appointed Tim Herbert to act as our business advisor for the sale of an operating business with annual revenues in excess of $20 million per annum. Tim was professional, comprehensive and timely in all his dealings with us, his advice during the negotiations of the sale and purchase agreement was crucial, and we achieved a good commercial outcome from having him as our business advisor. I would not hesitate to recommend Tim as a business advisor for the sale of your business.”

As a Company Director selling a 50% shareholding in a $10 million company, I am indebted to Tim who was invaluable with managing the different components of the company ‘Sell Down”, while guiding me through a satisfactory valuation and a subsequent quick resolution of the agreed sum.
Tim’s skills of professional yet very personable interaction with his client (me) and other legal professionals enabled the whole ‘process’ (which was challenging at times) to proceed amicably.
In an atmosphere which required working outside normal routines, Tim made himself available 24/7 to ensure all parties worked towards an overall positive outcome.”

“I was introduced to Tim, just as I was looking at selling my shares in my transport business. At the time, I thought it was all going to be relatively simple and wouldn’t need any outside help, but as time went by and the situation changed, I realised that having an outside perspective would be helpful. Tim was very helpful for bouncing ideas and comments off and giving the experience he had in dealing with issues that I had not thought would be relevant. “

“It was a pleasure to meet with you and avail ourselves of your extensive experience in assisting us with the establishment of a shareholders buy / sell agreement for our company. The manner in which you mediated our meeting allowed for non-confrontational open and frank discussions.
You provide a great service for small business to deal with big issues.
We wish you well deserved success in the future.”

“We recently decided to exit a joint venture business partnership that we felt had run it’s course. The business was profitable and the other party were willing buyers so I was confident we could strike a fair deal quickly and amicably. Unfortunately this was not the case, the discussions weren’t going anywhere and it all became “too hard”. At this point we asked Tim to take over the negotiation for us. Tim has a balanced and thoughtful approach and was always calm, professional and available to discuss matters as they unfolded. I’m not sure you could find someone better than Tim to diffuse this kind of situation or provide business ownership advice.”

“We approached Carwardin on the recommendation of our business strategy service provider. Selling a small – medium sized professional based business, such as ours, is not something we had ever done before and nor do we anticipate doing it again – so for us it was a really significant and important once in a lifetime opportunity. We felt very exposed, especially in the early stages of the process, and found the experience to be intensely personal. Tim’s thoroughly professional approach, extensive and relevant knowledge and confident advice put us more at ease with the process, and he soon won our trust.
We appreciated his attention to detail and his guidance throughout the process: he seemed to know when to push, when to slow down, and what was the right thing to do. Further, in negotiating a successful outcome, he was careful to ensure that we were comfortable at all times with the steps and decisions made along the way, including in relation to the scope and provision of confidential information, the selection of and approach to potential purchasers, and meetings. We were very happy to have worked with Tim and would recommend him to anyone thinking of selling their business.”

“Tim was referred to us due to his wealth of experience and background with working with businesses. We had been approached by a buyer, and needed expert advice. Tim was great to deal with, knew what he was talking about, and guided us to a great result. All through the sale process he was reassuring, encouraging and explained every step along the way. We would recommend Tim – he knows his stuff”.