The Recruitment Council specializes in facilitating seamless book transactions, mergers, acquisitions, and succession
plans for Financial Service Providers (FSPs) across South Africa. Our expertise benefits those who are:

• Immigrating from South Africa
• Retiring from the Insurance & Wealth Industry
• Seeking a robust succession plan
• Closing down or winding down an FSP
• Rebranding to become an independent provider
• Moving a team of advisors, brokers, and wealth specialists to a new practice
• Selling assets in Investments, Medical Aid, Risk, Employee Benefits, Commercial Lines, Personal Lines, and Gap Cover

  Succession:
  

  Succession planning is vital for the success, growth, and long-term stability of FSPs, as mandated by Section 37(2)(e) of Board Notice 194 of 2017 by the FSCA.
  Effective succession planning ensures business continuity, maintains client relationships, and leaves a legacy of professionalism. It is crucial for the operational
  effectiveness of an FSP when a Key Individual or Principal retires, passes away, becomes disabled, or when key staff members move on

Why Succession Planning Matters

• Ensures seamless leadership transition
• Maintains operational effectiveness
• Meets clients’ needs consistently
• Preserves the legacy and goodwill of your business

Consultation:

Book your Consultation with our Mergers & Acquisitions Team and fill out this brief questionnaire to provide us with the requisite information needed to get
the process started.