Citadel Investment Services Proprietary Limited is an authorised financial services provider.




 As a business owner, there is a good chance that the bulk of your wealth is tied up in your business. In uncertain economic times, it is wise to consider de-risking your asset base to ensure your wealth is protected during the ups and downs of local and global economic cycles. One way to do this is to consider the full or partial sale of your business. 

The best place to start is with expert advice. Citadel has the knowhow to help you understand all of your options when it comes to planning the future of your business. Whether you want to sell your business outright, diversify your assets, or merely take a step back, we can help you make the right decisions to ensure you reach your remarkable. 

Not only can we help you with the full or partial sale of your business by ensuring you have your financial and administrative house in order, we can also guide you in how to invest the proceeds from your sale to maximise your wealth well into the future. 


Good businesses sell. With the right advice you can ensure that you have a business that is good to go to market. We will help you tick all the administrative and financial boxes, making your business attractive to buyers.


Although entrepreneurs may believe they have well-diversified portfolios, their business is usually their biggest asset, meaning they have a high degree of concentrated risk. We can advise you on ways de-risk your asset base, and if you decide to sell or bring in partners, we can help you invest your cash into global investment solutions.


Entrepreneurs often confess to running out of steam and lack the energy and drive to take their businesses to the next level. We can advise you on the best option to inject new expertise and enthusiasm into your business ensuring its future success and long-term sustainability. We can also advise you on how to start exiting your business, and what investments to make, in preparation for retirement.


Planning who will take over the business is essential and in today’s world, children are not always the obvious successors. We can help you plan for the future to ensure all stakeholders are well looked after into the future.


Emigration is becoming a fairly routine occurrence in South Africa. Business owners wanting to leave have to consider how they will manage their businesses in the future. We can help you decide whether to sell up and take your capital overseas or keep running your business and use your dividends to fund your international lifestyle.


The decision to bring in a BEE partner is a strategic one and to get the right person who can bring in contacts, expertise and deliver synergies, needs careful consideration and a network of people who can introduce you to the right partners.


Every day we face risks. This is even more true for business owners. You need to consider company risk, industry risk, and country risk. In South Africa, country risk currently poses the biggest threat to South African entrepreneurs. For a more in-depth look at the risks facing you, as an South African business owner, Citadel is hosting a series of events across the country where experts will be on hand to share their insights around how to, not only survive, but thrive in a South Africa’s demanding entrepreneurial environment.

Durban 5 March 2020 | Johannesburg 10 March 2020 | Cape Town 21 April 2020

Select a location below:
Cape Town