RSM New Zealand
Biography

Carl has a strong passion for helping people succeed through achieving their personal and business aspirations. He enjoys having an active part in all his clients’ journeys as he strives to develop long, trusting and prosperous relationships which he finds extremely rewarding.

Carl joined RSM NZ in 2011 as part of the business advisory service team in Albany where he became a partner in 2020 off the back of the great success of his clients. His time at the firm has brought a focused approach to providing clients with value in improvement to business operations and processes as well as a great understanding of client needs which drive growth.

Carl heads up the Better Business, CFO and Board of Advice offerings within the team. A commercial outlook and focused approach to business means he is well balanced and well connected throughout NZ CA and internationally via the RSM network to partner with you in achieving your business aspirations. He also has a passion for succession planning, business structuring and taxation across a number of industries whereby he services a number of his clients.

When he is not helping clients he enjoys spending time boating, golfing and traveling with family and friends. Carl is a father of two and believes in continuous self-improvement and a balanced focus outside of work.

He enjoyed a prior career as a professional first class cricketer representing NZ A, Central Districts and Auckland. As a result of this he has strong problem solving skills and strategic thinking, which he leverages to bring a better understanding to what business owners are trying to achieve in their competitive industries.

Regardless of the size of your business, Carl is well positioned within our firm with an amazing team behind him to provide your business with a full service offering and to partner with you to assist in taking your business to new heights.

Carl has a Bachelor of Accountancy degree at Massey University.  He is a qualified Chartered Accountant and is a member of Chartered Accountants Australia and New Zealand (CAANZ).

 

 

News articles

Succession planning | Shaping up for Sale

17 February 2020
To extract maximum value from your business it is critical that it is firing on all cylinders and in its best shape before heading for sale. In our second article “Succession Planning: Your Best Exit Strategy”, we stressed that having an understanding of your best exit option(s) allows for better planning and greater control towards a succe...

Succession planning | Your best exit strategy

18 July 2019
It can be daunting to consider exiting a business that you’ve invested into, where you’ve spent significant time, effort, money and emotion to get it to where it is. From sole traders through to large closely held private companies, forming an exit strategy in advance enables better control for success of the owner’s future and the future...

Protecting & future proofing your business and your retirement - when & how to start succession planning

1 May 2019
Retirement has become a grey issue (excuse the pun) for business owners.   There's no longer a straight line to, or finish line, in the sand. A growing proportion of the New Zealanders are living and working longer than ever before. Statistics New Zealand numbers suggest that over a quarter of New Zealand business owners are o...

Financial advice for professional sportspeople

29 September 2017
Being an international sportsperson has become an extremely lucrative career especially over the last decade.  We have seen more movement than ever before from sportspeople becoming part of the global business of sport. The landscape for the global business of sport is ever changing; from endorsements to contracts to the field, to fan e...

RSM World Day 2017

19 September 2017
A day when the independent member firms of the RSM network celebrate our shared values of Understanding, Collaboration and Ideas and Insight – this year, with an innovative twist. September marks ‘Innovation month’ internationally across all RSM member firms, in line with this, RSM New Zealand took the opportunity to mark our global day by...

RSM sponsors the LPGA New Zealand Tour

29 August 2017
Audit, tax and consulting specialists RSM New Zealand have joined the family of sponsors to support next month’s MCKAYSON New Zealand Women’s Open. The event, New Zealand’s richest golf tournament with NZ$1.85 million in prizemoney, will be staged at the new Windross Farm golf course in Auckland from 28 September to 1 October and will ...
Publications

COVID-19 - Essential Business Cash Flow Tips

23 March 2020
The impacts of Covid-19 on the world and our economy is predicted to be long lasting and as business owners there is little doubt that having cash in your business is the life blood that will get it through! It is therefore more important than ever to monitor your finances and manage your cash flow! Here are some practical tips to consider in t...
Events

Complimentary Seminar | Planning for Business Success: Exit & Succession

Wednesday 23 October 2019, 4:45PM
RSM and Hesketh Henry warmly invite you to join them for part one of their three part series: “An Introduction to Business Succession and Exit Options”.  Presenters: RSM's Carl Cachopa (Principal, Auckland North) will examine the key issues affecting business succession and the pros and cons of the most commonly used exit me...

Complimentary Seminar | Preparing a Business for Sale

Wed, 19 February 2020 - 5:00 PM – 7:00 PM
RSM and Hesketh Henry warmly invite you to join them for Part 2 of their series on planning for Exits and Succession. RSM's Carl Cachopa, will provide an overview of valuing a typical SME business together with ways to improve the drivers behind making a business more valuable and attractive. RSM's Don Aue, will share his experience on fi...