Tax Opinions, Commercial Rationale & Choosing the Right Advisor
Update: 2025-10-30
Description
In this episode of Advisory Explained, host Kosie Kritzinger sits down once again with Bobby Wessels from AJM to explore what he calls the true superpower of a great advisor: weaving commercial rationale into a transaction while keeping it tax efficient.
Their conversation covers three key aspects:
1. Why advisors aren’t “one-size-fits-all” - and how choosing the right advisor at the right stage makes all the difference.
2. How to balance commercial soundness with tax efficiency, avoiding unnecessary tax leakage.
3. The value of a well-drafted tax opinion in safeguarding a transaction.
This episode is packed with practical insights for advisors and clients navigating complex deals.
bakertillygreenwoods.co.za
Their conversation covers three key aspects:
1. Why advisors aren’t “one-size-fits-all” - and how choosing the right advisor at the right stage makes all the difference.
2. How to balance commercial soundness with tax efficiency, avoiding unnecessary tax leakage.
3. The value of a well-drafted tax opinion in safeguarding a transaction.
This episode is packed with practical insights for advisors and clients navigating complex deals.
bakertillygreenwoods.co.za
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