BUSINESS VALUATIONS

Business valuations are required for a number of reasons including acquisition, restructuring, sale, merger, estate duty, litigation, collateral for loans and forced shareholder exits etc. Many business people can apply a Price/Equity ratio to a business or a turnover factor for an industry and determine a corporate value. We however believe that the valuation process demands a far more in depth and scientific approach. Our valuation model has been designed and tested by experts in the field of valuations, and is based on projected sustainable free cash flows.

In essence this means that the company results are reviewed and adjusted to determined what could be expected (based on history and future projects) as a sustainable profit flow. Various risks and growth factors are considered, and using this sustainable profit, the company cash flows are projected into the future to an expected survival date.

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Risk

Management

We aim to add value and improve operations through a systematic and disciplined approach to evaluating and improving effectiveness of risk management, control and governance processes.

. It is vital that management understand all the risks associated with the business and have considered the consequences of these risks.

It is management responsibility to implement a good risk management system that will ensure your system of internal controls is effective and efficient

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Trusts

A Trust can be a very effective tool in ensuring your assets are protected against future attack from creditors as well as a tool to minimize Estate Duty. It is essential however that the trust deed is properly formulated and takes into account all current tax legislation.

This will ensure that all the potential benefits of a trust are exploited. When considering the appropriateness of a trust, a review of the individuals’ unique position and assets concerned is essential. We make use of highly qualified specialist to advise clients on the most appropriate methods and vehicles to achieve efficient estate planning.

Registration of local trusts

Administration of Deceased Estates

Portfolio analysis and investment risk assessment

Portfolio Restructuring

The most important characteristic of a trust is the protection of its assets from creditors As trustees it is imperative that you do your utmost to protect this status by maintaining the required records to establish the trust as a separate legal entity. This does not only mean adequate accounting records, Annual Financial Statements and Tax returns but also a register of minutes and resolutions

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Company

Secretarial

There is an increasing need for South African companies to improve their corporate governance practices. High quality company secretarial practices and records are fundamental to this process. Outsourcing the onerous administrative and para-legal responsibilities of a company secretary is often more time and cost-effective for the entity than appointing an in-house secretary.

As registered agents with CIPC, we are able to affect fast and efficient company registrations and statutory amendments. Our office liaises directly with the CIPC office on a daily basis. Our company secretarial staff has the expertise and experience to manage the administrative process as well as advise on corporate governance procedures.

Consulting on required procedures for various company secretarial transactions

Lodgement of annual CIPC returns

Audit review of company secretarial records

External confirmations of shareholding and other secretarial records

Company Registrations

Preparation of documentation for shareholder meetings

Attendance and minute taking at shareholder meetings

Appointment of directors and company officers

All other company statutory amendments

Change of registered names

Share Transactions

Changes to company statutory documentation