Transaction structuring that survives the tax and the negotiation.

How a deal is built changes its tax, its risk and its odds of closing. We model the alternatives before you commit to one.

Free basic valuation returned within 24 hours. Formal engagements scoped and fixed-fee quoted up front.

Indicative rangeIllustrative
R8.4mR11.2m

Midpoint R9.8m · Manufacturing · R24m turnover

R6mR9.8mR14m
Free cash flow
R10.6m
Excess earnings
R8.9m
Market comparables
R9.7m
Why it matters

The same price, structured two ways, is two different deals.

How a transaction is built significantly affects its tax consequences, how risk is allocated and whether it closes at all.

Tax

What you actually keep

Structure determines what is taxed, when, and in whose hands. The gap between a well-structured and a poorly structured deal at the same headline price is routinely the largest single number in the transaction.

Risk

Who carries the unknowns

Structure decides which historic liabilities travel with the business and which stay behind. That allocation is far easier to negotiate before terms are agreed than after.

Certainty

Whether it closes

Payment terms, conditions and funding structure determine whether a deal survives due diligence and financing. Many transactions fail on structure long after both sides agreed on price.

Our approach

Model the alternatives before you commit.

We build out the options, assess the implications of each, and help you choose the one offering the best business, financial and tax outcome.

01

Scenario analysis

We model share purchase, asset purchase, negotiated merger, two-step merger and hybrid structures, and evaluate the advantages and drawbacks of each against your objectives, the regulatory environment and the tax position.

02

Tax and legal optimisation

Working with tax advisers and lawyers, we design structures that limit tax exposure while complying fully with South African legislation. Aggressive structures that do not survive review are worth less than none.

03

Negotiation of payment terms

In privately held company sales, how the price is paid frequently matters more than what it is. We design earn-outs, staggered payments and seller-financing terms that align both parties' interests while balancing risk and reward.

Advisory team working through transaction scenarios
Buyer and seller rarely disagree about the past. They disagree about the future — and structure is how you settle that without either side guessing.
Pravata
Bridging the gap

Three ways to close a valuation gap.

When buyer and seller cannot agree on a number, the structure of the payment is usually where the deal is found.

Earn-outs

Link part of the price to performance

Tying a portion of the purchase price to results after closing motivates a seller to support a genuine handover, and protects the buyer against overpaying for a forecast that does not materialise. The metric must be one the seller can still influence, and one the buyer cannot quietly suppress.

Staggered payments

Spread the consideration over time

Deferring payments helps a buyer manage cash flow and signals commitment, while giving the seller continued income. Security over the deferred amount is what turns this from a risk into a term.

Seller financing

Fund part of the price yourself

Financing a portion of the purchase price closes deals where conventional funding falls short, and can earn the seller interest on money they would otherwise have received in full at closing. Pricing the credit risk properly is the whole exercise.

Combinations

Most real deals mix all three

A deposit, a deferred tranche and an earn-out on the balance is a common shape. What matters is that each component is defined precisely enough that nobody is arguing about it two years later.

Structures

The structures we model.

01

Share purchase

Acquisition of the target's outstanding shares, carrying the company's full history with it.

02

Asset purchase

Acquisition of specified assets and liabilities, leaving unwanted exposure behind.

03

Negotiated merger

Two businesses combined by agreement, with the consideration and control split negotiated up front.

04

Two-step merger

A staged combination, typically used where approvals, funding or integration risk require sequencing.

05

Hybrid structures

Combinations of the above where no single standard structure fits the commercial intent.

06

Management buy-outs

Acquisition by the existing team, where funding structure and continuity carry equal weight.

After closing

Our role doesn't end at signature.

Integration planning

The operational sequencing that determines whether the value modelled in the deal is actually realised.

Regulatory filings

The post-completion filings and consents that keep the structure valid and the transaction defensible.

Post-transaction adjustments

Working capital true-ups, completion accounts and earn-out measurement handled against what the agreement actually says.

Advisor at a modern office
Common questions

Questions we're asked most.

What is the difference between a share sale and an asset sale?

In a share sale the buyer acquires the company itself, and with it every liability, contract and history the company carries. In an asset sale the buyer takes specified assets and leaves the rest behind. Buyers usually prefer assets, sellers usually prefer shares, and the tax outcomes differ sharply. The choice is negotiated, and it is worth modelling before it is conceded.

What is an earn-out and when does it make sense?

An earn-out links part of the purchase price to the business's performance after closing. It works when buyer and seller genuinely disagree about future prospects rather than about past results, and when the seller will stay close enough to influence the outcome. It works badly when the buyer controls the metric and the seller has left.

How does deal structure affect tax?

Structure determines what is taxed, in whose hands and when — capital versus revenue treatment, the availability of relief, VAT on a going concern, and securities transfer tax among them. Two deals at the same headline price can leave a seller with materially different proceeds.

Can structuring help when the buyer cannot raise the full price?

Often, yes. Staggered payments and seller financing bridge funding gaps that would otherwise end a deal, while giving the seller continued income and, usually, interest. The trade-off is credit risk, so the security package matters more than the headline number.

Do you work outside the Western Cape?

Yes — we advise on transactions in Cape Town, Pretoria, Durban, Johannesburg and nationally.

Free basic valuation

An indicative range, back within 24 hours.

Give us your sector, last year's turnover and your rough operating profit. We'll come back with a range and the assumptions we used to get there.

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