Real Estate Investor Magazine South Africa October 2014 | Page 15

UPFRONT

Jacques says that successfully listing a business on a stock
exchange, you need to know how your business fits into
international best practice trends. This strategy of using
research, due diligence and financial strategies has led
Jacques to list multiple companies on the JSE.
THE BCI FOUR PHASES OF
CORPORATE FINANCE

PHASE 1: RESEARCH & DUE
DILIGENCE
• Global, regional and African research enables BCI to advise the
client as to the route it needs to take to achieve its business
targets.
• Due diligence is conducted on the organisation in relation to
research, i.e. what needs to be changed in the business before
targets can be met?
• The research is also the ultimate basis for analytical forecasts

PHASE 2: STRATEGY & OPTION
DETERMINATION
• Through research, BCI is able to establish the path that the
organisation needs to take to achieve its desired corporate
objectives.
• This leads to determining which options are available to
the client: can such current options change if corporate
restructuring takes place?
• The aim is to develop strategic plans: financial and operational
strategies.

PHASE 3: THE BUSINESS PLAN
& VALUATION
• Set out a business plan to include research, strategy and
objectives.
• The plan is written on the assumption that phase two decisions
have been carried out.
• The methodology for the valuation of unlisted companies
developed by BCI is accepted by the JSE AltX and the
universities of Pretoria and Cape Town.
www.reimag.co.za

PHASE 4:FINAL DOCUMENTATION
AND IMPLEMENTATION
• Carry out required legal, accounting and corporate work
needed to achieve targets as per Phases 1 to 3.
• Once the above tasks are completed, a presentation is made to
the client.
• Once approval is granted from the client, BCI will assist in
carrying out the plans as set out in the strategic consulting
conclusions.
Jacques the real estate guy
Jacques has a local franchise of the Group First Property
Group based in the UK and has signed an agency
agreement. He has been directly involved in property
listings since 2004 including researching the controversial
Pinnacle Property Group, and advising the unlisted
company e-Vista, who will launch a billion rand property
commercial fund in the next two years. He has identified
the nodes of property that would become highly soughtafter and evaluated the need to develop the land with
infrastructure to offer a distribution node.
Jacques is also launching a new company, called BCI
Venture Capital, and is looking for new investors and
partners.

JACQUES’S TIPS FOR
INVESTMENT SUCCESS
1. Invest with your mind and not with your heart.
2. Once you have established a broader strategy, stay within your
own pre-determined and established set of rules.
3. Stay within your sphere of knowledge - if you are skilled in
trading equities, don’t risk your capital in futures until you
have gained sufficient knowledge.
4. Be controlled and measured in your approach to making
money.
5. Be patient and disciplined.
6. Never lose sight of the fact that investment is a long-term
strategy.
7. Remember: it is OK to make mistakes, but don’t make the same
mistake again.
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October 2014 SA Real Estate Investor

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