Employee Share Ownership Plans (ESOPs)

Our expertise in implementing ESOPs for multinational and listed companies allows us to create structures that align employees and shareholders. ESOPs enhance business performance, boost talent retention, and enable BEE Ownership recognition.

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Our ESOP Clients

Our ESOP Transaction Advisory Approach

Since 2005, as leading ESOP transaction advisors, we have structured and implemented ESOPs within a range of industries and for various listed and unlisted businesses. Our track record of success for multinational companies and SA corporates has delivered increased employee engagement, improved attraction and retention of top talent and optimal BEE ownership recognition.

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Drive value for company

A well-structured ESOP ensures optimal BEE points, secures employee buy-in, and is robust in tax, legal, and accounting aspects. It enhances staff attraction and retention, withstands business cycles, and positions the company as a responsible corporate citizen.

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Align employee interests

We aim to align employees with the company’s success and to create a shared-growth mentality. It is important to implement an ESOP which facilitates meaningful benefit for employees.

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Manage ESOP risks

Our extensive experience in implementing and winding up numerous ESOPs enables us to identify design and implementation risks, and provide practical risk mitigation strategies.

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Drive value for company

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Align employee interests

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Manage ESOP risks

Turnkey ESOP implementation

Our expert team will support you through scheme design and internal communication; legal implementation; BEE verification; BEE Commission engagement; and ESOP communication and training.

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Strategically assess scheme options

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Target an optimal ESOP structure for your business

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Engage unions

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Drive legal implementation

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Engage with your BEE verification agency

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Support liaison with the BEE Commission

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Design and facilitate ESOP communication and trustee training

Build trust and manage employee expectations

Our extensive experience allows us to provide you with the ideal channels and communication collateral to ensure ESOP success. 

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Programme conceptualisation and theming

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Agreement of key messaging and alignment with company values

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Design and development of communication material for employee communication and trustee training

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Facilitation of employee and ESOP trustee training sessions - in English and/or a vernacular

Let’s set up a call to discuss how we can help you.

Insights

Understanding BEE Ownership: Your Top Questions Answered

Understanding BEE Ownership: Your Top Questions Answered

Transcend Capital’s client base mostly consists of multinationals that are or wish to operate in South Africa. Many are familiar with Broad-based Black Economic Empowerment (B-BBEE) however I frequently get asked questions about B-BBEE. Below I have set out some of...

Trade tensions: Can employee ownership schemes create common ground?

Trade tensions: Can employee ownership schemes create common ground?

The current tensions between the United States and South Africa run far deeper than any single issue. Disagreements over South Africa’s stance on Gaza and other foreign policy elements have strained diplomatic relations and stirred trade conflicts. Despite these...

Why senior leaders must be on board to drive a successful ESOP

Why senior leaders must be on board to drive a successful ESOP

Employee Share Ownership Plans (ESOPs) are a powerful way for businesses to engage staff, boost retention, and meet Black Economic Empowerment (BEE) objectives. Achieving ESOP success needs the full commitment and expertise of senior leaders. Working together, they...