In this episode of Advisory Explained, host Kosie Kritzinger sits down once again with Bobby Wessels from AJM to explore what he calls the true superpower of a great advisor: weaving commercial rationale into a transaction while keeping it tax efficient. Their conversation covers three key aspects: 1. Why advisors aren’t “one-size-fits-all” - and how choosing the right advisor at the right stage makes all the difference. 2. How to balance commercial soundness with tax efficiency, avoiding unnecessary tax leakage. 3. The value of a well-drafted tax opinion in safeguarding a transaction. This episode is packed with practical insights for advisors and clients navigating complex deals. bakertillygreenwoods.co.za

In this episode of Advisory Explained, host Kosie Kritzinger is joined by Johan Bashford and Rudolph de Jager from Baker Tilly Greenwoods’ Financial & Tax Due Diligence team. They break down what due diligence really means, why it’s such a critical part of mergers and acquisitions, and how it shapes deal readiness. The discussion goes beyond the basics, diving into common red flags, key triggers, and industry-specific nuances that advisors and clients should look out for. Whether you’re on the buy-side or sell-side, this episode highlights how proper due diligence can make or break a transaction. bakertillygreenwoods.co.za

In this episode of Advisory Explained, host Kosie Kritzinger sits down again with Irma Lategan from Investec’s tax and fiduciary team to demystify the world of offshore trusts. Irma and Kosie discuss the primary advantages of offshore trusts, when individuals and families should start considering them, and the common pitfalls to avoid when setting up offshore structures. They also unpack the main ways to fund an offshore trust, weighing up the pros and cons of each approach. This episode offers valuable insights for anyone looking to understand how offshore trusts fit into a holistic wealth and legacy strategy. bakertillygreenwoods.co.za

In this episode of Advisory Explained, host Kosie Kritzinger is joined again by Bobby Wessels from AJM, where they delve into two big tools in SARS’s toolkit to take on interesting transactions. Their discussion unpacks the nuances of GAAR, exploring its place within the Income Tax Act, providing a practical example, and outlining the key elements to consider. Bobby and Kosie shift to the Simulation Doctrine, where they explain how courts strip away form to reveal substance. Listeners will gain valuable insights into the General Anti-Avoidance Rule, the Simulation Doctrine, and how to navigate these SARS tools. bakertillygreenwoods.co.za

In this episode of Advisory Explained, host Kosie Kritzinger sits down with Driaan Byleveldt, the Xero Director at Baker Tilly Greenwoods, to discuss the benefits of Xero cloud accounting for both accountants and business owners. Their discussion explores Xero's applicability in today's digital landscape, and they delve into how maintaining clean numbers can make a business M&A or sale-ready. Listeners will gain concrete steps to leverage Xero, build robust financial records, and prepare for their next major transaction. bakertillygreenwoods.co.za

In this episode of Advisory Explained, host Kosie Kritzinger sits down with Irma Lategan, a specialist from Investec’s tax and fiduciary team, to unpack the complexities around South African residency. The discussion explores the different types of residency, how they differ and why the distinctions matter. They also delve into the role of Double Tax Agreements (DTAs) in cross-border planning, and examine Section 6quat, which deals with foreign tax credits and relief. Listeners will come away with a clearer understanding of how residency impacts tax obligations, offshore structuring, and exchange control. bakertillygreenwoods.co.za

In this episode of Advisory Explained, host Kosie Kritzinger is joined by Bobby Wessels from AJM Tax to unpack the complexities of specific anti-avoidance provisions in South African tax law. Their discussion centres on two key provisions: Paragraph 43A of the Eighth Schedule and Section 8E of the Income Tax Act. Together, they explore how these rules function, when they apply, and the implications for taxpayers and advisors navigating transactions that may fall within their scope. Listeners will gain insights into the purpose behind these anti-avoidance measures and how to approach them in practice. www.bakertillygreenwoods.co.za

This episode of Advisory Explained delves into the intricate world of mergers and acquisitions (M&A), exploring the essential components that contribute to successful transactions. Host Kosie Kritzinger outlines the types of M&A, key terminology, necessary documentation, team building, and the importance of planning for both the transaction and post-merger integration. The discussion emphasizes that M&A is not just about financial gains but also about strategic alignment, cultural integration, and long-term success. www.bakertillygreenwoods.co.za

In this episode of Advisory Explained, host Kosie Kritzinger delves into the critical topic of business valuations, exploring their importance in making informed business decisions. The discussion covers three primary valuation methods: Net Asset Value (NAV), EBITDA multiples, and Discounted Cash Flow (DCF). Each method is examined in detail, highlighting their applications, advantages, and the contexts in which they are most effective. The episode also emphasizes the role of valuations as strategic tools for long-term planning and performance tracking, concluding with key takeaways for listeners. www.bakertillygreenwoods.co.za

In this episode of Advisory Explained, host Kosie Kritzinger engages with legal expert Robert De Rooy to explore the critical role of legal advisors in complex business transactions. They discuss the importance of building strong relationships with legal counsel, the necessity of early involvement in deals, and the distinction between transactional and relational agreements. Robert introduces the innovative concept of comic contracts, which aim to make legal agreements more accessible and understandable for all parties involved. The conversation emphasizes the need for clear communication, defining success in agreements, and the value of having legal advisors integrated into business strategies. www.bakertillygreenwoods.co.za

In this episode, Kosie Kritzinger speaks with PR Nel from KUDA FX. Together they delve into foreign exchange (forex) risk management, focusing on South African businesses and individuals involved in cross-border transactions. The discussion covers the volatility of the South African rand, the importance of tailored risk mitigation strategies, and the value of personalized advisory services. www.bakertillygreenwoods.co.za

In this episode, Kosie Kritzinger delves into the complexities of corporate restructuring. The discussion covers the reasons behind restructuring, key considerations, the steps involved, and the essential tools and techniques used in the process. Emphasizing the importance of having the right advisors, the episode highlights that restructuring is not merely about change but about strategically positioning a business for future growth and resilience www.bakertillygreenwoods.co.za

In the first episode of Advisory Explained, Kosie Kritzinger introduces the podcast, produced by Baker Tilly Greenwood, an independent auditing, accounting, and advisory firm based in Cape Town. The podcast aims to simplify complex business concepts such as transactions, tax structuring, and valuations. Kosie highlights Baker Tilly Greenwood's commitment to understanding client needs and providing tailored solutions. The episode also discusses the firm's affiliation with Baker Tilly International, emphasizing their role as a trusted advisor dedicated to helping clients navigate the complexities of today's business landscape. www.bakertillygreenwoods.co.za

Welcome to Advisory Explained. Whether you're a business owner navigating complex decisions or a professional looking to align with a forward-thinking firm, this podcast is your go-to resource for expert insights. From tax structuring, mergers & acquisitions, valuations, and business consulting, Advisory Explained, hosted by Kosie Kritzinger will help you understand the fine print. Our first season will help you navigate the complexities of today’s business landscape with confidence. Take my advice and subscribe to Advisory Explained, a trusted perspective on now. https://bakertillygreenwoods.co.za/