Strategic Advisory and Corporate Finance Services

Welcome to Baker Tilly Advisory, where innovative expertise aligns with bespoke financial strategies. Our specialties encompass Corporate and Tax Structuring, Mergers and Acquisitions, Lead Advisory, Valuations, Strategic Business Consulting, and crafting customised Memorandum of Incorporation’s (MOIs) and Shareholders’ Agreements. We are dedicated to propelling your business forward with tailored solutions that transcend traditional success metrics.

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  ✓ Transaction Services   ✓ M&A – Buy and sell Side Support   ✓ Debt Advisory and refinancing   ✓ Lead Advisory   ✓ Financial Modeling   ✓ Tax structuring   ✓ Corporate Structuring   ✓ BEE Consulting   ✓ Due Diligence   ✓ Negotiation Assistance   ✓ Phantom Share Scheme Structuring   ✓ Working Capital Management and Optimisation 

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Guiding Your Vision: Expert Advisory Insights

Delve into a wealth of expert knowledge and insights meticulously curated to empower your business endeavours.

Our team of seasoned professionals offers unparalleled expertise in Business Consulting, BEE Consulting, Mergers & Acquisitions, and Valuations, ensuring you make informed decisions and achieve sustainable growth in today’s dynamic market landscape.

Advisory Services

Advisory Expertise

Navigate the complexities of finance effortlessly with our expert Advisory Services.

Transaction Services

Enhance your strategic decisions with our Transaction Services. Gain deep insights and comprehensive support throughout your transaction lifecycle for a seamless and effective execution.

Transaction Services

M&A – Buy and Sell Side Support

Navigate your business's growth with our adept Mergers & Acquisitions team. We specialise in orchestrating smooth transitions, building strategic partnerships, and engineering profitable deals. Our hands-on approach leverages a deep understanding of market trends and transaction dynamics, ensuring every deal maximises value for our clients.

Mergers & Acquisitions

BEE Consulting

At the forefront of economic transformation, our BEE Consulting service is your compass in the intricate landscape of BEE. We guide your business beyond mere compliance to true empowerment, enhancing your BEE rating through actionable strategies and meaningful partnerships. Our expertise provides comprehensive navigation through BEE complexities, driving tangible impact and aligning your organisational goals with South Africa’s economic empowerment objectives.

BEE Consulting

Valuations

Ascertain the intrinsic value of equity stakes within companies with our expert Valuations service. We combine a profound understanding of industry dynamics and market trends with specialised valuation methodologies. Our approach is meticulous, ensuring that every analysis reflects the true potential of your investments.

Valuations

Tax and Corporate Restructuring

Optimise your corporate architecture with our Tax and Corporate Restructuring services. Our expertise lies in designing structures that are not only efficient and effective in achieving your strategic objectives, but also meticulously compliant with tax regulations. We navigate the complexities of tax law to create robust frameworks, enabling your business to capitalise on opportunities while upholding fiscal responsibility.

Tax and Corporate Restructuring

Business Consulting

Elevate your business operations with our strategic Business Consulting services. We provide actionable insights and tailored solutions to enhance efficiency, drive growth, and ensure you stay ahead in a competitive market. Our approach is focused on maximising profitability and maintaining agility, so your business can excel in today's dynamic landscape.

Business Consulting

Due Diligence

Uncover hidden risks and opportunities; our due diligence service conducts a comprehensive investigation, empowering investors and businesses with essential insights to make informed decisions and navigate complexities successfully.

Due Diligence
Business Consulting

Business Consulting: Customised Strategies & Measurable Growth

Baker Tilly Greenwoods’ Business Consulting service is dedicated to delivering customised, actionable strategies that directly confront your unique business challenges. With a keen focus on financial and operational efficiency, our expert consultants draw upon a wealth of data-driven insights and in-depth market analyses to enhance your operational framework, thereby driving profitability and customer satisfaction.

We combine this with our comprehensive understanding of mergers and acquisitions support, debt advisory, and refinancing strategies to provide a holistic approach that ensures your business is agile, competitive, and poised for measurable growth.

Collaborate with us for strategic solutions that are as precise as they are practical, culminating in real value and sustained, scalable success for your business.

  • Bespoke consulting tailored to your market position and goals.
  • Strategic efficiency enhancements for financial and operational growth.
  • Comprehensive M&A, debt, and refinancing support.
  • Measurable outcomes for long-term enterprise success.
  • Transformative business insights for enduring market competitiveness.
Ready for Proactive Business Consulting Solutions? We're Here to Assist!
business consulting
BEE Consulting

BEE Consulting: Strategic Empowerment, Meaningful Impact

Chart a transformative path with our BEE Consulting services, dedicated to advancing economic empowerment and social development. We provide expert guidance and strategies to master the nuances of BEE compliance, steering your business toward higher performance and impactful contributions to South Africa’s empowerment agenda.

Our expertise facilitates the establishment of significant partnerships and the achievement of superior procurement scores, enhancing your BEE rating and positioning you as a leader in transformation.

  • Expertise in BEE compliance and strategic optimisation.
  • Proactive measures for improved BEE ratings and procurement performance.
  • Foster meaningful partnerships that drive economic and social advancement.
  • Make a significant impact aligned with South Africa’s empowerment goals.
  • Navigate BEE intricacies with our comprehensive, informed guidance.
Questions About BBEEE? We Have Answers. Contact Us!
Mergers & Acquisitions

Mergers & Acquisitions: Strategic Excellence, Enduring Value

Navigate the M&A terrain with precision and foresight with our specialised Mergers & Acquisitions services. We facilitate seamless transitions, meticulously orchestrated to minimise disruption and maximise deal value. Our strategy centres on pinpointing prime opportunities, performing rigorous due diligence, and steering negotiations towards successful, profitable partnerships.

Leverage our expertise to proficiently manage the complexities of M&A, attenuate risks, and exploit synergies. We are committed to fostering alliances that are not only beneficial in the immediate term but also seed the ground for lasting organisational growth.

  • Strategic guidance through the intricacies of M&A for enduring value.
  • Rigorous due diligence to unearth high-potential opportunities.
  • Risk mitigation via detailed analysis and savvy negotiations.
  • Synergy optimisation for enhanced mutual benefits.
  • Long-term growth fuelled by astute M&A execution.
Ready for Proactive Merger & Acquisition Solutions? We're Here to Assist!
Valuations

Valuation Services: Precision Insight & Strategic Foresight

Experience bespoke valuation services crafted to meet your exact financial needs. Our approach marries meticulous precision with expansive expertise, delivering a clear-eyed appraisal of your assets’ true value. From comprehensive business assessments to nuanced evaluations of real estate, intellectual property, and diversified financial portfolios, our seasoned professionals utilise leading-edge methodologies and deep market intelligence. Depend on our valuations to guide pivotal financial decisions. We offer a spectrum of specialised services:

  • Business Valuation: Illuminate the economic stature of your company.
  • Real Estate Appraisal: Precise assessments of property investments.
  • Intellectual Property Valuation: Gauge the worth of your innovative assets.
  • Financial Portfolio Valuation: In-depth analysis for informed asset management.
  • Mergers and Acquisitions Valuation: Strategic valuations for transactional clarity.
  • Tax Compliance Valuation: Ensure accuracy and adherence to fiscal regulations.

Partner with us for valuation services that not only quantify but also clarify, enabling strategic decision-making and financial robustness.

Questions About Valuations? We Have Answers. Contact Us!
Transaction Services

Transaction Services: Navigating Complexity, Delivering Clarity

Master the intricacies of financial transactions with our comprehensive Transaction Services. Designed to cut through the complexity of today’s financial landscape, we offer a suite of services that provide clarity and confidence in your business dealings. Our experts are dedicated to ensuring that every financial touchpoint — from due diligence to deal closure — is handled with the utmost precision and care.

We specialise in financial and tax due diligence, ensuring that the most pertinent issues are brought to light, enabling you to make decisions with a full understanding of the financial implications. Our service extends to assisting both buyers and sellers in M&A transactions, providing them with the support needed to navigate these waters smoothly and efficiently.

Our transaction support is all-encompassing, including debt advisory and refinancing, which ensures optimal structuring for financial sustainability. We meticulously evaluate each transaction to tailor our advice to the specific needs of your business, aligning with your strategic objectives.

  • Financial and Tax Due Diligence: Unveiling the financial health and tax position of your transactions.
  • M&A Support: Expert guidance for both buyers and sellers to maximise value and synergies in deals.
  • Debt Advisory and Refinancing: Strategic counsel for debt structuring and refinancing to bolster financial standing.
  • Focused Analysis: Concentrated examination of the issues that matter most to you for informed decision-making.

With our Transaction Services, you gain a partner who stands by your side, ensuring that every transaction is a step towards your greater business vision. Trust us to provide the insights and strategies that lead to successful outcomes and enhanced financial prowess.

Ready for Proactive Transaction Service Solutions? We're Here to Assist!
Due Diligence

Due Diligence: Uncover Hidden Risks and Opportunities

Our service provides a comprehensive approach to evaluating potential transactions or investments, incorporating various critical aspects:

  • Comprehensive Risk Assessment: We meticulously identify and assess potential red flags that could impact transactions or investments, ensuring clients are fully informed before proceeding.
  • Financial Health Analysis: We delve into the financial statements, cash flow, debt structure, and projections of the target entity to ensure fiscal robustness and provide a solid financial basis for decision-making.
  • Legal and Regulatory Compliance Verification: Our due diligence process checks for compliance with relevant laws and regulations, including past or potential litigation and regulatory issues, to safeguard clients’ interests.
  • Operational Effectiveness Review: We evaluate the efficiency and performance of the target entity’s operations, including its supply chain, production processes, and technology systems, to identify areas for improvement.
  • Strategic Positioning and Market Analysis: Our service offers insight into the target’s market position, competitive landscape, and growth prospects, providing a strategic view to help clients understand potential future success.
  • Post-Acquisition Integration Planning: We emphasise the importance of planning for seamless post-acquisition integration, facilitating a smooth transition by preparing for cultural, system, and process integration in advance.
Questions About Due Diligence? We Have Answers. Contact Us!

Frequently Asked Questions

Need to ask your own questions? Speak to a Consultant.

What strategic advantages does your Business Consulting service provide to my company?

Our Business Consulting service equips your company with strategic insights to enhance operational efficiency, drive growth, and maintain a competitive edge in your market. We tailor our solutions to meet your specific business challenges and objectives.

How can your BEE Consulting help my business align with South Africa's empowerment objectives?

Our BEE Consulting service offers comprehensive strategies and guidance to ensure your business not only meets the BEE compliance requirements but also benefits from higher procurement scores and an enhanced BEE rating, contributing meaningfully to South Africa’s economic empowerment goals.

In what ways do your Mergers & Acquisitions services add value during a transaction?

Our M&A services add value by providing expert guidance through due diligence, identifying synergistic opportunities, and facilitating strategic negotiations to ensure profitable and sustainable partnerships.

How do you ensure accuracy and reliability in your Valuations service?

We utilise industry-leading methodologies and in-depth market analysis, conducted by experienced professionals, to provide accurate, reliable, and insightful valuations for a diverse range of assets.

Can you describe the process of your Tax and Corporate Restructuring services?

Our Tax and Corporate Restructuring services involve a comprehensive analysis of your current structures, followed by strategic planning to reorganise your corporate framework for tax efficiency, compliance, and alignment with your business objectives.

What differentiates your Transaction Services from other advisory firms?

Our Transaction Services stand out due to our personalised approach, deep industry expertise, and commitment to delivering clarity and insight throughout the transaction process. We focus on minimising risk and maximising value for your business.

Let’s get started

Connect with our expert consultants now and take the first step towards sustainable business growth.

Speak to a Consultant
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Baker Tilly Greenwoods is a member of the global network of Baker Tilly International Ltd, and the local network of Baker Tilly South Africa Proprietary Limited, the members of which are separate and independent legal entities.