Business

Advisory

Our Business Advisory division partners with business owners as an outsourced CFO and strategic advisor, helping to manage, structure, and grow their operations with precision and foresight.

We provide end-to-end guidance across every phase of a company’s lifecycle — from initial structuring to expansion, succession, and beyond. Our goal is to protect value, minimise tax leakage, and ensure long-term continuity for shareholders and their families.

Core Focus Areas

Outsourced
CFO Services

Ongoing financial oversight, cash-flow management, management reporting, budgeting, forecasting, and strategic financial planning without the cost of a full-time CFO.

Business Structuring (Local & Offshore)

Advising on optimal corporate, trust, and investment structures to manage liabilities, protect assets, and achieve tax efficiency — both domestically and internationally.

Tax and Compliance Strategy

Integrating business, personal, and family-trust planning to reduce tax exposure while ensuring full compliance with South African and cross-border regulations.

Continuity & Succession Planning

Designing structures that ensure business continuity and shareholder protection through ownership transitions, buy-sell agreements, and estate integration.

Capital & Funding Solutions

Assisting with debt structuring, equity raises, or internal shareholder funding arrangements to optimise growth and liquidity.

Valuations & Due Diligence

Independent valuations, financial modelling, and due-diligence reviews for acquisitions, disposals, or internal restructuring.

We’re Waiting To Help You

Get in touch with us today and let us help you manage your risks.