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Ready-to-Go BBOS Model — Fully managed by SolveSA

Add real B-BBEE Ownership points in weeks — not months of legal drafting.

The Ready-to-Go BBOS Model plugs your company straight into a pre-structured, fully compliant Broad-Based Ownership Scheme. SolveSA has already done the hard part — the trust deed, the trustees, the compliance framework — so you get verifiable Ownership points without building anything from scratch.

No structuring fee on the Ready-to-Go route. Compliance, administration and governance handled entirely by SolveSA.

A South African business leader reviewing an ownership transformation plan
Weeksto implement,
not months
0structuring fee on
the Ready-to-Go trust

A pre-built path to genuine, verifiable Ownership transformation — managed end to end by SolveSA

Pre-structuredtrust deed & MOI already drafted Independenttrustees in place Codes-alignedscored under the Ownership element Single partnerfor structuring & ongoing admin
The challenge

Ownership is the heaviest-weighted element on the scorecard — and the slowest to fix.

Most companies know a BEE ownership transaction can materially move their scorecard. Far fewer have the appetite to build a trust, appoint independent trustees, run an IFRS 2 valuation and negotiate a partner from a blank page. That process routinely takes six to twelve months — before a single Ownership point is scored.

Ownership carries the most weight

It's the single largest priority element on the scorecord — and the one most companies are furthest behind on.

Building a trust from scratch is slow

Drafting a trust deed, amending your MOI, sourcing independent trustees and getting sign-off can stretch a transaction out for months.

Get the codes wrong, lose the points

Voting interest, economic interest, designated groups and black new entrant status all have to be scored correctly — and verified.

No spare deal capacity

You need corporate finance, legal, tax and BEE verification input all at once — and few internal teams have all four on tap.

A SolveSA transformation advisor
Why SolveSA

We've already built the trust. You just plug in.

SolveSA has spent years helping South African businesses turn B-BBEE obligations into real, defensible outcomes. For Ownership specifically, we've done the groundwork most companies never get past — a compliant, broad-based trust structure with independent trustees and a proven compliance framework already in place.

Instead of starting a transaction from zero, you start from a structure that's ready to receive your shareholding today.

Ready-madetrust deed, MOI wording & governance
Single partnerfrom structuring to verification
Full transparencyon how benefits are deployed
Bespoke optionstill available if you need your own trust
How it's structured

A simple, proven ownership mechanism.

A portion of your company's shareholding is issued to the SolveSA BBOS Trust — a broad-based ownership vehicle that already qualifies as a compliant scheme under the B-BBEE codes. Your existing shareholders retain full economic protection through a call option, while your business immediately reflects a materially improved Ownership score.

The one thing to remember

Ownership points are earned for voting interest, economic interest, participation as a broad-based scheme, and recognition as a black new entrant — all four are already built into the SolveSA BBOS Trust structure.

Your existing shareholders
49%
Ordinary shares (plus capitalisation shares, where used)
SolveSA BBOS Trust
51%
Ordinary shares — broad-based, independently governed
Your Company Ownership score reflects the new shareholding immediately

Illustrative structure only — the exact split, use of capitalisation shares and any underlying asset or IP arrangements are tailored to your business. Your company retains a call option to repurchase the Trust's shares at market value at any time.

The solution

SolveSA runs the entire Ownership transaction — end to end.

Whichever path you choose, SolveSA project-manages the deal from first conversation to verified points, coordinating every advisor involved.

Structuring advice

We understand your requirements, present structure alternatives and explain the accounting and regulatory implications, including IFRS 2 considerations.

Ready-made trust vehicle

Skip the months of drafting a new trust — the SolveSA BBOS Trust is already established, governed and ready to take up shares.

Legal & agreement drafting

Subscription agreements, MOI amendments and call-option terms drafted and reviewed, with negotiation support throughout.

BEE codes & scoring

Correct application of the ownership codes and scoring, liaising directly with your BEE verification agent.

Ongoing trust administration

Compliance, statutory filings and audited accounts for the Trust managed by SolveSA for the life of the structure.

Transparent benefit reporting

Open, documented reporting on how dividends and value flowing to the Trust are deployed against your chosen upliftment mandate.

Choose which pre-approved socio-economic initiatives benefit from Trust dividends — or nominate your own, subject to vetting — giving you a genuine, reportable social-impact story alongside the scorecard gain.
How it works

The SolveSA BBOS Pathway

A clear, five-step route from "what could our Ownership score look like?" to verified points at your next B-BBEE verification.

1

Understand requirements

We assess your current scorecard, shareholding and objectives, then model the Ownership uplift available to you.

2

Choose your path

Plug into the Ready-to-Go BBOS Trust for speed, or commission a fully bespoke trust built around your business.

3

Structure & document

Share issuance, MOI amendments and subscription agreements drafted, reviewed and signed.

4

Implement

Regulatory approvals actioned and the transaction executed, with the BEE verification agent engaged throughout.

5

Verified points

Documented, verification-ready evidence so your improved Ownership score holds up at audit.

Two paths

Build your own trust, or plug into ours.

Both are legitimate broad-based ownership routes. The difference is speed, cost and where the administrative burden sits once the deal is done.

Bespoke ownership structure

Your own broad-based trust, built from scratch

  • SolveSA structures the transaction and creates a new client-specific trust
  • Full control over trustees, mandate and beneficiaries from day one
  • Compliance, administration and management reside with your business
  • Can be time-consuming and uneconomical for smaller transactions
  • Typically six to twelve months to implement

Ready-to-Go BBOS Trust

Plug straight into a structure that already exists

  • The SolveSA BBOS Trust is introduced into your ownership structure
  • Trust deed, trustees and governance already established and compliant
  • Compliance, administration and management stay with SolveSA
  • No structuring fee — only implementation and admin costs apply
  • Typically weeks, not months, to implement

Not sure which fits your business? Both routes score identically under the codes when structured correctly — the right choice depends on your appetite for running your own trust long-term.

Fees

Straightforward, disclosed pricing.

Indicative fees for the Ready-to-Go BBOS Trust route. A bespoke ownership structure is quoted individually once we understand your requirements.

Bespoke route

Your own trust, from scratch

  • ScopeStructuring, trust creation, drafting and implementation
  • FeeDetailed proposal presented once requirements are understood
  • AdminResides with your business post-implementation
Ready-to-Go BBOS Trust

Fast, disclosed, no surprises

  • Structuring feeNone
  • Legal feesFrom R4,000 per hour (excl. VAT) for agreements drafted, dependent on structure
  • Administration feeFrom R8,500 per month (excl. VAT), escalating annually with CPI
  • Additional costs to your accountNone

All dividends and value received by the SolveSA BBOS Trust are applied to the upliftment mandate agreed with you. Fees shown are indicative and confirmed in writing before any engagement begins.

Live oversight

Full visibility, none of the workload.

You always know exactly where your Ownership transaction and Trust stand — scoring, compliance and impact — without managing any of it. Illustrative views of the oversight SolveSA gives you.

SolveSA BBOS Trust Dashboard Measurement period 2026/27
Trust shareholding
51 %
Voting interest
51 %
Economic interest
51 %
Ownership score
Full points

Ownership score progress by quarter

Q1
Structuring
Q2
Drafting
Q3
Implement
Q4
Verified
Goal
Target

Shareholding split

51%Trust-held
SolveSA BBOS Trust Cap shares (if used) Existing shareholders
Compliance Tracker Verification-ready evidence
Compliance requirementDetailStatus
Trust deed & MOI amendmentsFiled and effectiveComplete
Subscription agreementSigned by all partiesComplete
Independent trustees appointedMeets 50% independence requirementConfirmed
Management fee capBelow 15% of economic interestCompliant
Annual audited financialsTrust accounts signed off by auditorsTracking
Verification evidence packCompiled for your BEE verification agentIn progress
Benefit deployment reportingOpen, transparent reporting to your businessClean
Impact Report Your social-impact story
51%ownership held broad-based
85%+of benefits accrue to black people
50%+independent trustees
25%+black women trustees
100%transparent benefit reporting
Openchoice of upliftment mandate

Board-ready metrics for the "S" in your ESG reporting — evidencing a genuine transformation outcome alongside your Ownership score gain. Figures shown are illustrative of the qualifying-criteria thresholds under the codes.

Compliance & BEE codes

Built to qualify as a genuine broad-based scheme — not just on paper.

The SolveSA BBOS Trust is structured against the qualifying criteria for broad-based ownership schemes set out in the B-BBEE codes, so the points it earns you are defensible at verification.

Governance & compliance

  • Management fees capped at 15% of economic interest
  • At least 50% independent trustees, at least 25% black women
  • Independent chairperson of the scheme
  • Annual accounts signed off by independent auditors
  • Open, transparent reporting on benefit deployment

Scorecard impact

  • Ownership points achieved for voting interest
  • Ownership points achieved for economic interest
  • Recognition as a broad-based ownership scheme
  • Recognition of black new entrant status
  • At least 85% of allocated benefits accrue to black people
Governance & trust

A trust structure you and your stakeholders can rely on.

An ownership scheme is only as good as its governance. SolveSA treats the Trust's compliance with the same discipline we bring to your Ownership transaction.

Independent trustees

The Trust is governed by trustees who meet the codes' independence and diversity requirements — not appointees of any single party.

Audited & transparent

Annual financials signed off by independent auditors, with open reporting on exactly how benefits are deployed.

Full compliance administration

Statutory filings, CIPC updates and codes compliance managed by SolveSA for the life of the structure.

Single accountable partner

One point of ownership for the whole transaction — SolveSA stands behind every recommendation we make.

Turn your Ownership obligation into a real transformation outcome.

Book a call to see how the Ready-to-Go BBOS Model works for your business — or request a tailored proposal for a bespoke structure. We'll start by modelling the Ownership uplift available to you, no obligation.

Mike Manson mike@solvesa.co.za