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BEE Transaction Advisory
BEE ownership is a key element of an entity’s overall BEE status, and as a Priority Element is critical to BEE success.

Transcend Capital specialises in BEE transaction advisory, and since 2005 has assisted a multitude of multinationals and SA corporates structure and implement sustainable BEE transactions.
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Employee Ownership (ESOPs)

Employee Share Ownership Plans (ESOPs) promote employee engagement, attract and retain talent, and achieve BEE ownership recognition. Often structured as trusts, it is crucial they meet the ESOP requirements set out in the BEE Codes.

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Strategic Black Investor

In South Africa’s competitive and dynamic business climate, having a strategic BEE partner is often crucial for success. Such partner can add value by stimulating growth, introducing new business, or retaining existing clients. Transcend Capital has an extensive network of qualified Black investors that are able to add value.

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Broad-Based Ownership Schemes and Charitable Trusts

Broad-based ownership schemes are a great way of improving your BEE scorecard while enabling broad-based empowerment at grass roots level. These schemes are typically charitable, educational, or developmental trusts or NPCs that typically support company bursary schemes, emerging Black entrepreneurs, or employees and their dependents. In 2021 the DTIC issued a Practice Note clarifying the structural requirements of BBOS’s.

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Black Private Equity Funds

Black private equity funds are set up to invest in and grow businesses, providing capital and strategic input while transforming investee companies. If structured to meet BEE Codes requirements, private equity funds can enable BEE Ownership recognition.

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Sale of Assets

Sale of Assets allows you to improve your BEE Ownership by selling a business asset such as commercial property (sale and leaseback), a business division or a subsidiary to a Black investor. BEE ownership points are linked to relative valuation of asset sold and the selling entity, and are locked in after 3 years.

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Equity Equivalent Investment Programme

Multinationals unable to address BEE ownership through traditional routes can earn BEE ownership credits through the DTIC Equity Equivalent Investment Programme. This involves contributions to approved Enterprise Development or Socio-Economic Development initiatives, measured against 25% of business value or 4% of revenue.

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