Deserves a Bespoke Approach To Selling
Johannesburg | Cape Town | Durban
Port Elizabeth | East London
ABOUT US
Kaplan Charteris is a strategic partnership between two reputable, professional practices – law firm Bax Kaplan Russell Inc. and accounting firm Charteris and Barnes CC, together offering 208 years of combined experience in commercial transactions.
An extensive national footprint (Johannesburg, Cape Town, Durban, Port Elizabeth and East London) and global reach; a strong client base and extensive network for sourcing of potential acquirers; as well as access to conventional and non-conventional funding lines, brings Kaplan Charteris to the fore in executing the entire merger or acquisition process.
Our preferred partners:
LIST OF SERVICES
Kaplan Charteris deals exclusively in small to medium size businesses including family-owned businesses and specialises in intelligent, strategic and mutually beneficial transactions exceeding R10m in value.
To pre-screened potential acquirers, Kaplan Charteris offers the following services:
- Off market marketing to pre-screened potential acquirers
- Facilitation of B-BBEE acquisitions
- Valuations
- Commercial finance
- Access to an exclusive list of vetted, high-net-worth acquirers
- Tax structuring
- Due diligence
- Expertise in ‘finding the right fit’ between acquirers and sellers
- Access to the combined, established client base
- Negotiations
- Package finance origination
- Confidentiality and integrity
- Drafting and conclusion of legal agreements
TEAM
Director: Bradley Sparg
BCom LLB
Bradley is a Director at Bax Kaplan Russell Inc., whose key area of focus is the area of commercial law, including the drafting of various legal agreements.
Involved in numerous mergers and acquisitions in various sectors, Bradley has a sound understanding of both the legal and accounting requirements of such transactions.
Director: Gary Mclean
CA (SA), RA
Gary is a Chartered Accountant and partner at leading accounting and auditing firm, Charteris & Barnes. The firm has offices throughout the Eastern Cape. Gary maintains a portfolio of niche clientele offering support services such as tax structuring, accounting, internal and external auditing.
Gary has a particular interest in business valuations and the facilitation of corporate restructuring.
Director: Craig Schenk
MBA, H.Cert. Accounting, BCom Accounting
Craig is an experienced and versatile leader with a history of working in the public and private accounting and advisory industry.
Craig joined Charteris & Barnes in 1996 as an articled clerk and has accumulated 24 years experience in the advisory, audit and accounting sector, including two years experience in the United Kingdom. Craig currently heads the advisory division and has accumulated over 15 years of in-depth knowledge in the public sector environment.
Craig’s area of specialisation includes business valuations, due diligence, financial forecasting and analysis, fixed asset management (public and private sector), revenue enhancement, CFO support and accounting.
Director: Luxolo Tom
BCom Accounting
Luxolo is currently an Associate at Charteris & Barnes with over ten years of experience in accounting and providing audit and assurance services to businesses in a variety of industries, including manufacturing, automotive, retail, real estate and construction.
Managing a diverse client base throughout the Eastern Cape, Luxolo’s areas of expertise include accounting and taxation services, assurance, due diligence, financial forecasting and analysis and funding applications.
CHARTERIS
& BARNES CC
Charteris & Barnes CC is a well established Eastern Cape accounting firm, having started as Sampson, Ryder & Co. in Queenstown in 1928. In 1990, Charteris & Barnes opened an office in East London and, over time, has grown into one of the leading independent firms in the country with offices in Port Alfred, King William’s Town, Queenstown and East London. With 8 Chartered Accountant partners, 2 professional consultants, 3 associates and 200 members of staff, Charteris & Barnes offers the best in:
Accounting services
Auditing services
Management Services (Public and Private Sector)
Estate Planning
Administration (Deceased and Insolvent Estates)
Trusts (Formation and Administration)
Formation of Close Corporations
Tax Planning
Business Consulting
BAX KAPLAN RUSSELL INC
Since 1880, Bax Kaplan Russell Incorporated has offered clients a unique combination of the professional legal expertise of a large law firm, combined with the individualised service and personal touch you expect from a smaller firm.
The firm practices in all areas of law but specialises in:
Conveyancing and Property Transactions
Commercial Law and Law of Contracts
A full range of advice and services relating to commercial agreements, sale agreements, establishment of Companies and Trusts and building contracts
THE HUB
Bonza Bay Road,
Beacon Bay, East London,
5241
079 872 7850 | 083 272 3723