Maximise your organisational capabilities

A business is analogous and tantamount to birthing and raising a child.

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Maximising your workforce stability and organisational capabilities

All businesses will go through similar phases, typically a start-up venture that morphs and evolves into a “real business” with employees, premises, customers / clients and eventually the business grows into adolescence when it is no longer in survival mode but actually can pay its own way.

The next step in the adventure is when the business can exist without the founders, this is when business succession planning is critical. There are many famous family businesses. E.g. The Oppenheimers and the Ackermans etc. They continue to exist because of smart planning.

We are all mortal and at some juncture you may wish to exit your business or hand over the reins to the next generation or to incentivise key people in the business to take over and run the show to continue your legacy.

It is vital that the necessary structures and plans are in place to address the following crucial issues, namely:

Dividend policies.
Exit strategy on death, retirement, sale or listing of the business.

We have been a client of Chanelle and her team for the past two years and I honestly cannot recommend them enough. They are extremely professional, and their work of the highest standards. Chanelle always gives her full attention and commitment to anything she takes on and will go out of her way to ensure we as clients are satisfied. Thank you Chanelle and team for your great work.

Marzelle Newman

Succession planning made simple

In order to achieve a managed tax efficient succession plan for the business, the appropriate steps must be implemented.

iProtect has vast experience in assisting family and general businesses from executing a robust strategy to ensure proper and tax efficient succession planning through the use of trust owned companies that have the appropriate memorandum of incorporation coupled with shareholder agreements, key personnel structures and exit strategies to achieve same in anticipation of your retirement and exit from the business or on the event of a premature or inevitable death.

Long live your legacy.

Our fixed fees vs the incumbents



An executor can take a huge portion of your estate.

Value = R20m
Executor’s fee @ 3.5% = R 700K

Succession Planning



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Banks use variable costs and hourly rates, leaving you vulnerable to hidden costs.

Value = R20m
Bank executor’s fee @ 4.025% = R805K

Get a personal consultation.

We will take care of your accounting, administrative and legal requirements.

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Our simple Succession Planning Process :

Request a callback from us :

We will call you and after a couple of minutes answering questions we’ll have everything we need to schedule a FREE consultation.

Get paired with a professional :

You’ll be matched with a dedicated professional that best suits your needs. We can meet virtually or in-person and tailor a solution that fits your needs.

We take care of the rest :

Sit back while we do it all for you. All the admin and paperwork. We will present you with a suitable structure tailored to your requirements.