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.
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.
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.
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.
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.
- Strategically assess scheme options
- Target an optimal ESOP structure for your business
- Engage unions
- Drive legal implementation
- Engage with your BEE verification agency
- Support liaison with the BEE Commission
- 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.
Programme conceptualisation and theming
Agreement of key messaging and alignment with company values
Design and development of communication material for employee communication and trustee training
Facilitation of employee and ESOP trustee training sessions - in English and/or a vernacular
