Analyse the current BEE Ownership landscape

  • This would include an analysis of the business environment;
  • Consider anticipated changes legislation;
  • Determine the required points to achieve the optimal BEE Level required.
Determine optimal BEE transaction

Determine optimal BEE transaction

  • Present financial models for
    1. Strategic Partner;
    2. Sale of assets;
    3. Employee Share or Broad Based Trust.
High Level Financial Valuation of the company

High Level Financial Valuation of the company

  • This will include Balance Sheet Optimisation;
  • Valuation of Land and Buildings to be considered if we consider a sale and leaseback transaction;
  • Analysis of employee profile for possible ESOP.
Execution of the chosen transaction

Execution of the chosen transaction

  • Providing you with a short list of potential partners Strategic Partners or BEE Property buyers;
  • Set up potential funding structures for the transaction;
  • Set up commercial terms of trust and financial models if a ESOP or BBOS is selected.
Closing

Closing

  • Working with attorneys to finalise the legal;
  • BEE commissioner approval;
  • Accounting;
  • Tax.

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