Planning to transfer assets offshore, restructure ownership, or exit South Africa? You’ll likely need an independent valuation approved for South African Reserve Bank (SARB) exchange control reporting. At Alpha Valuations, we deliver compliant, expert valuations tailored to meet SARB and authorised dealer requirements.

Whether you’re an individual, business, or advisory firm, our team ensures your valuation meets the standards required for cross-border transactions, emigration, and investment structuring, avoiding delays or regulatory issues.

Book a call with a SARB exchange control valuation specialist

When Do You Need SARB Exchange Control Valuation?

SARB requires formal valuations in a variety of scenarios where asset or share ownership is transferred across borders.

Common use cases include:

  • Financial emigration (formal or informal)
  • Offshore restructuring or foreign investment
  • Share transfers involving non-residents
  • Exiting or liquidating South African interests
  • Dividends or distributions to non-residents
  • Trust or estate planning with offshore beneficiaries

What Do We Value for SARB Exchange Control Purposes?

Shares in private companies

Loans, financial instruments, or intergroup assets

Business interests and subsidiaries

Fixed property (in collaboration with property valuers)

Intellectual property (IP)

Trust assets being externalised

SARB, LEGAL AND STATUTORY VALUATIONS

This service is aimed at clients who need the opinion of an expert valuer for statutory, regulatory, or legal purposes or for arriving at negotiated settlements of disputes.

Our SARB, Legal and Statutory Valuations experience includes:

  • Expert Witness Services
  • Intellectual Property Valuations
  • Divorce Proceedings
  • Exchange Control Approvals
  • Companies Act Section 38 Requirements
  • Taxation Valuations

To find out more about our these services, get in touch.

Frequently Asked Questions

A SARB exchange control valuation determines the fair market value of assets (such as shares or business interests) being transferred offshore, for regulatory reporting.

It’s needed when South African assets are sold or transferred to non-residents, during emigration, or when restructuring businesses involving offshore entities or trusts.

Anyone transferring assets or shares out of South Africa, including individuals emigrating, businesses restructuring cross-border holdings, or investors moving capital.

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