Advisory Services
Business owners • Buyers and sellers • Investors • Boards and management teams
Understand the deal. Know the value. See your options.
Buying a business, planning a shareholder exit or improving performance calls for clear financial analysis. HLB CMA SA Inc. supports SMEs, investors and large groups with valuations, due diligence and practical advice on local and cross-border decisions.
When to speak to us
- You are considering an acquisition, sale, investment or shareholder transaction.
- You need a business valuation for a defined purpose, including succession planning.
- You want to understand earnings, cash flow, margins or the financial detail behind a complex matter.
What we can do for you
Financial due diligence
We investigate the financial information behind a proposed transaction. Depending on scope, we examine earnings quality, working capital, cash flow, commitments and financial exposures, supported by tax and compliance input where agreed.
What you receive
A findings report highlighting financial risks, questions and matters to consider in the transaction.
Business valuations
We clarify the purpose of the valuation, assess the available information and develop an analysis using appropriate methods and assumptions. We distinguish the interests being valued from other balances or funding arrangements.
What you receive
A valuation report and supporting analysis explaining the basis, key assumptions and limitations.
Transaction and shareholder support
We assist with transaction readiness, buy-side and sell-side financial analysis and consideration of key deal assumptions. We can work alongside your legal and other advisers on the agreed financial aspects.
What you receive
Decision-focused analysis and reporting for owners, investors or the board.
Performance, budgets and forecasts
We help you understand profitability and margins, develop budgets or forecasts and improve management reporting. We can also review KPIs and recommend process or control improvements.
What you receive
Reporting tools, financial analysis and practical recommendations for management action.
Financial administration in complex disputes
We bring structure to financial records in private disputes, including asset and liability reconciliations, liquidation and distribution accounts, allocation calculations and payment administration where mandated. Legal input is provided by appropriately appointed legal advisers.
What you receive
Reconciled schedules, allocation calculations and administration within the agreed mandate.
Public sector and development advisory
We draw on a global pool of advisers, including former United Nations advisers, to support public bodies, development programmes and implementing partners with financial management, procurement, programme management (PMO) and assurance.
What you receive
Experienced advisers matched to your programme, with practical support on financial management, procurement and reporting.
Health and safety consulting
Our local health and safety consultants help businesses assess workplace health and safety risks, understand their obligations and put practical policies and controls in place.
What you receive
A clear view of your health and safety risks and practical recommendations to address them.
Cyber security consulting
Our local cyber security consultants help you understand how exposed your systems and data are, and what to put right first, working alongside your IT team or provider.
What you receive
A practical view of your cyber risks and prioritised recommendations for reducing them.
Local understanding. Cross-border coordination.
A cross-border deal needs a joined-up view of the commercial facts and the requirements in each country. We help define the financial questions, scope the South African work and discuss coordination with relevant HLB member firms and your other advisers where needed.
For public sector and development work, we also draw on a global pool of advisers, including former United Nations advisers, alongside our local consultants.
Our work in practice
Explore anonymous examples of how we have supported clients.
Business valuation for succession planning →Financial administration of a complex private settlement →
Start with your needs
Tell us the decision you need to make, the businesses and countries involved, the purpose of the work and your transaction or reporting deadline.
We discuss your requirements, confirm the team and agree the scope, responsibilities, deliverables, timing and fees before work starts.
We agree the scope, information basis, intended users and limitations before starting. Legal and specialist input is separately scoped where needed.
Talk to us about your next business decision
Contact our Midrand head office for support across South Africa and to discuss work involving other jurisdictions.