• We specialise in assisting multinationals to understand the various BEE ownership options available to them in the context of South African BEE legislation and the socio-political environment.
• We know how to prepare communication material to help your parent company understand and evaluate the options.
• Our goal is to identify and, ultimately, implement the optimal solution that will enable our multinational clients to grow their businesses in South Africa.

We work with your team to evaluate and communicate the BEE Ownership options in terms of:

• BEE points
• Tax
• Legal
• Accounting
• Risk
• Governance 

We help you decide which of the following solutions best meets your business needs:

• Employee shareholding (ESOP)
• Strategic partners
• Broad-based schemes
• Sale of Assets (sale and leaseback)
  
  

We have implemented more than 150 transactions and we specialise in assisting multinational companies. We provide a turnkey solution for optimal BEE financial structuring to ensure that the company implements a sustainable Black Ownership transaction that delivers value to all parties.

Our process includes the following:

1. Full transaction structuring.
2. BEE partner selection, where applicable.
3. ESOP modelling.
4. Liaising and briefing tax, legal, accounting and competition law advisors.
5. Negotiating the transaction.
6. Project management to completion.

We integrate and problem solve BEE, legal, technical accounting and tax for a sustainable solution - we simplify and drive value

The South African government’s Department of Trade, Industry and Competition (the dtic) has introduced the Equity Equivalent Investment Programme, which allows eligible multinationals to recognise BEE Ownership without diluting existing shareholders. It can however be costly, lengthy and complex to design and receive governmental approval for an Equity Equivalent Programme. The successful implementation of such a programme requires experience in dealing with key stakeholders, including the dtic, as well as detailed technical knowledge of the process.

We help you to:

• Assess feasibility
• Understand the implementation path
• Design a comprehensive Equity Equivalent Programme
• Value your business
• Engage with and garner support from internal and external stakeholders
• Seek the necessary governmental approvals at various phases