WE Advisory - Auckland Business Advisory Services
WE Outsourcing - Auckland Accounting Outsource Services
Only 1 in 10 businesses are truly sale-ready. 

Leave a Legacy, not a headache

Let's leave a legacy

Succession Is Not an Event - It Is a Strategy

Value | Succession | Exit

Most founders delay succession planning until:

• Burnout forces the conversation
• An unexpected event creates urgency
• A buyer appears before the business is ready

For Indigenous businesses, the stakes are higher.

We are not just transitioning income.
We are transitioning responsibility, whānau, staff and community impact.

Legacy deserves structure - not hope.

Let's leave a legacy

What Legacy really means

Legacy is not about exiting tomorrow.

It is about:

• Reducing founder dependency
• Protecting enterprise value
• Strengthening governance
• Preparing next-generation leadership
• Closing value gap risks
• Creating optionality

Optionality is power.

When your business can run without you - you choose whether you stay, scale, step back or sell.

Let's leave a Legacy

The Value Gap

What value do you actually need to retire, step back or protect whānau? Most founders discover too late their business is not worth what they need it to be.

Value gaps are often caused by:

• Concentration risk
• Key-person dependency
• Weak structural governance
• Limited documented systems
• Underdeveloped non-financial drivers

Without measurement, these risks stay hidden.

Remove seller remorse!

This is where data matters.

Let's leave a Legacy
Legacy Program

Is this service for you?

You're already successful and profitable - now you're thinking ahead. The Legacy Programme is for business owners who:

• Plan to exit or transition within 3–5 years
• Want to protect staff and whānau
• Need clarity on true business value
• Want to strengthen leadership and reduce dependency on themselves
• Either want to sell shares internally to a partner or key team member or
• Are preparing for an external sale or succession event
 • Want to remove Sellers Remorse

This is not a one-off session.

It is a structured pathway designed to strengthen value before transition.

The WE Mana Difference

WE Mana brings together:

• 15+ years of Indigenous enterprise leadership
• Real-world experience building, scaling and exiting businesses
• Structured Risk-Profit-Value Driver analysis
• Access to 1.77 million - growing to 5 million - financial and non-financial benchmarks
• Nationally recognised advisory excellence

We do not approach succession from theory.

We approach it from lived experience and measurable drivers of value.

Let's leave a Legacy

What we do together

VALUATION & VALUE GAP ANALYSIS
We start by determining what your business is worth today – and what it needs to be worth to fund your goals after exit.
We’ll identify your value gap and create a clear roadmap to close it.
BUSINESS IMPROVEMENT PLAN
Using our proven framework, we’ll design a tailored plan to bridge that gap.
This includes strategies for profit, cash flow, governance, risk, and leadership succession.
ANNUAL BUDGET & QUARTERLY REPORTING
We’ll complete your annual budget and quarterly management reports to monitor performance and growth.
ACCOUNTABILITY & BOARD OF ADVICE
We meet regularly to review progress and hold you accountable for execution.
Our approach mirrors a Board of Advice (BoA) structure – giving you strategic direction, expert input, and independent perspective to stay on track.
SUCCESSION, EXIT & WEALTH ALIGNMENT
We’ll help you develop internal capability and structure your business to operate without you – maximising sale value, minimising disruption, and protecting your legacy.
BUSINESS REVALUATION
Each year, we will revalue your business on the anniversary of our engagement, to track your progress and quantify your gains.

Our growth programmes

He Kākano

 
$5,000 +GST
He Kākano (meaning the ‘Seed’) conveys growth, development, and expansion.
Enquire now

Mahi Kotahitanga

 
$250/mo +GST
Being in business can be a lonely journey; but it doesn’t have to be.
Enquire Now

Business planning

Group Sessions
$2,500 +GST
Nothing can be achieved without a plan, workforce and a way of doing things
Enquire Now

Budget Cash Flows

From
$1,750 +GST
“Cash is King”. But when it’s flowing, you don’t always stop to plan...
Enquire Now

One on One Coaching Sessions

POA
Enquire Now
envelopephone-handset