Business advice

Safeguarding and Sustaining Growth


IPPFA is on hand as a trusted adviser and business partner that you can turn to for Advice and Guidance

When business is going well, it is easy to ride on success. However, if a major change occurred outside your control, it is likely that your business’ sustainability would be threatened. It only takes the loss of a key person, a recession or a change in government policy to alter the picture considerably.

IPPFA is on hand as a trusted adviser and business partner that you can turn to for Advice and Guidance, especially as you expand your business both locally and overseas. We specialise in the areas of risk anticipation and mitigation, and venture financing, and create networking opportunities to help your business expansion plans materialise.

We work alongside Business Owners, Directors, CEOs and Members of Senior management from professional practices large, medium and small, and provide advice through the Business Advisory Services.

Business advisory services

We may not tell you what you want to hear or have all the answers. But, sometimes we just need to help you ask the right questions, and drawing on our experience we can help you reach the right answers for your business.

Working as an extension of your team we will talk you through your business dilemmas or more specifically we can advise on:

Business Continuation Planning



Planning for the continuation of business upon the demise or permanent disability or illness of business partners can be daunting for the surviving partner(s) if the transfer of shares is not handled properly. Disagreement on the method used for the valuation of shares can be a major obstacle and the inexperience of surviving family members of the deceased partner may result in undervaluation of the shares sold. This delicate and complex process requires the expertise and experience of a trusted adviser. At IPPFA, we will counsel and advise you on business succession planning, covering areas such as keyman/keyowner life insurance coverage as a funding vehicle; sale and purchase agreement; corporatisation and professional management for business sustainability.

Employee Benefit Planning



Employees are the key assets of your company. But as every business knows, talented staff are hard to come by, and retaining the right people can be a challenge when other organisations are able to provide a more attractive remuneration package. Reward systems and remuneration schemes should be considered carefully if your business intends to retain its pool of talents. IPPFA assists in the development of a comprehensive employee benefit plan that includes group life, disability, health and medical insurance. We will also advise you in the areas of efficient tax and gratuitous compensation planning as well as on share schemes and options for key employees and senior management.

Investment Planning



Profitable companies have cash reserves that may be left idle for long periods before being deployed for the purpose of growth and expansion. IPPFA provides advice on investment alternatives that could generate returns above the standard banking rate.

Regionalisation and Networking



We have an excellent network of partners, specialists and consultants located locally and regionally with diverse capabilities and resources to help you grow your business beyond local shores. Take advantage of our regional network also to source for the right funding for your business expansion plans.

Macroeconomic Analysis



It is wise for businesses to assess the economic environment when executing their business strategies. Disastrous venture or investment decisions can be avoided if industry-related adverse macroeconomic issues are anticipated. With IPPFA supporting you and providing these valuable insights so that you can deploy your hard-earned funds in a favourable economic environment, no painful lessons have to be learnt.


Ready to redefine your financial horizon? Speak to us today and experience financial planning as it should be.

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