The Legacy Wealth Club | Powered by Hereditas Wealth Advisory (Pty) Ltd | Authorised Financial Services Provider (FSP 55893)
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Business succession disclaimer
This calculator provides a simplified illustration based on the business value and ownership information entered by the user. It does not constitute a professional business valuation, insurance quotation, tax calculation or legal recommendation. Actual ownership values and funding requirements depend on the business structure, valuation methodology, shareholder agreements, liabilities, shareholder loan accounts, tax consequences and other circumstances. Any buy-and-sell arrangement and related insurance funding should be reviewed by appropriately qualified professionals.
What this page does not do
The website does not draft a buy-and-sell agreement, issue an insurance policy, or value a business. Buy-and-sell proceeds are not automatically excluded from estate duty. Any agreement and any related insurance should be reviewed by appropriately qualified professionals.