What Are Transaction Services?
Transaction services refer to a suite of specialised advisory solutions that support businesses, investors and stakeholders throughout the lifecycle of a transaction. This includes buying, selling, merging, or restructuring a business. These services focus on ensuring that each deal is well-structured, financially sound, compliant and aligned with your strategic goals.
Whether you’re acquiring a company, disposing of an asset, raising capital, or entering a joint venture, transaction services provide critical insight, due diligence and financial clarity to help you make informed decisions and secure successful outcomes.
- What Our Transaction Services Cover
A deep dive into the financial health of a target business to assess its sustainability, risk, and value.
Includes:
• Quality of earnings analysis
• Working capital assessment
• Historical and projected financial performance review
• Debt and cash position analysis
• Identification of red flags and deal risks
• Post-transaction impact insights
Evaluating the tax posture of a target business and structuring deals for tax efficiency.
Includes:
• Review of tax compliance and liabilities
• Identification of tax risks and exposures
• Optimal structuring for capital gains, VAT and dividend tax
• Group reorganisation strategies
• SARS negotiation support if required
Supporting buyers or sellers with an independent, well-supported view of the business’s worth.
Includes:
• Independent business or asset valuations
• Valuation of synergies or goodwill
• Valuation critiques of third-party reports
• Buyer-seller valuation alignment advisory
Helping you shape the deal in a way that balances financial, legal and operational priorities.
Includes:
• Advice on optimal transaction format (sale of shares vs assets)
• Purchase price allocation and deal funding models
• Negotiation support and stakeholder coordination
• SPA (Sale and Purchase Agreement) financial input and review
• Earn-out and post-deal mechanism structuring
Preparing a business for sale by presenting a clean, transparent and defensible financial story to potential buyers.
Includes:
• Pre-sale financial clean-up
• Preparation of vendor due diligence packs
• Anticipation and mitigation of buyer concerns
• Assistance with data rooms and buyer Q&A processes
Helping integrate or transition the business after a deal to preserve value and ensure operational continuity.
Includes:
• Integration planning and execution support
• Financial systems alignment
• KPI and reporting alignment
• Post-deal compliance and governance setup
- Professional and Direct:
Who Benefits from Transaction Services
Who Needs Transaction Services
• Businesses buying or acquiring another company
• Business owners preparing to sell
• Private equity firms and investors conducting acquisitions or exits
• Companies undergoing restructures, spin-offs or divestments
• Startups negotiating equity sales or capital raises
