Introducing Our Comprehensive Ownership Transactions Design Service 

Our Two-Phased Approach

​

At the core of our Technical Compliance Team's expertise is the evaluation of the key factors that influence Ownership score: Voting Rights, Economic Interest, and Net Value. Our model for Ownership transactions has a two-phased approach and is designed to adapt and incorporate your unique needs, taking into account your overall performance against your B-BBEE strategy.

 

Phase 1:

• Engage with your stakeholders to share knowledge on the requirements and how to make claims on the Ownership scorecard.

• Analyze your existing structure to ascertain your current Ownership score.

• Identify any potential risk areas associated with the current Ownership strategy and or Structure.

• Outline areas for consideration and any remedial action available to benefit the Ownership score.

• Present Ownership Transaction design structures and vehicles available.  

 

Phase 2:

• Engage with all parties involved in the ‘Black’ Ownership transaction to ensure that all areas align with
  the requirements of the Ownership scorecard. Such parties include, but are not limited to:

• Legal advisory team;

• Taxation professionals;

• Accounting services.

• Engage, project manage and document all interactions between all relevant parties. 

• If necessary, engage with the B-BBEE Commission on your behalf.  

• Ensure all elements of the ‘Black’ Ownership transaction align with the Code relevant to you.

• Present you with a comprehensive scorecard analysis on the Ownership transaction highlighting
  the impact on your Ownership scorecard in real-time, including a forecast.

​