Tech startups & scale-ups
Specialized For: SaaS, AI, Fintech, tech-enabled businesses
Our Industry Expertise:
- SaaS metrics improvement (MRR, ARR, CAC, LTV, churn)
- Revenue recognition guidance
- Subscription model advancement
- Fundraising & investor relations
- International expansion planning
Growth Challenges We Navigate:
- Unit economics improvement for sustainable growth
- Fundraising preparation and investor readiness
- Scale-up financial systems and automation
- Real-time investor reporting and KPI tracking
Relevant Services: Growth CFO + SmartSuite + Wealth Protection
Case Study:Tech startup secured R25M Series B funding after implementing our Growth CFO package, with 40% improvement in unit economics and investor-ready financial systems deployed in 30 days.
Professional services
Case Study:Healthcare practice scaled from 5 to 12 practitioners with 40% margin improvement using SmartSuite practice management implementation and strategic cost optimisation.
Specialized For: Accounting, legal, consulting, healthcare practices
Our Industry Expertise:
- Practice management advancement
- Partner equity structuring
- Billing efficiency improvement
- Exit value improvement
- Succession wealth planning
Practice Challenges We Navigate:
- Manual process automation and technology advancement
- Profitability analysis by client/matter/practitioner
- Scaling beyond founder capacity constraints
- Practice value improvement for eventual sale
Relevant Services: Transformation CFO + SmartSuite + Exit Planning
Solar & renewable energy
Specialized For: Solar installers, renewable energy developers, green technology companies
Our Unique Industry Leadership: Led R400M+ business model transformation from EPC to asset ownership using S12B tax strategy, achieving 15%+ project returns while maintaining adequate cash reserves.
Specialized Navigation:
- Section 12B Tax Strategy: Complete incentive structuring and compliance
- Project IRR Modeling: Feasibility assessments and financial projections
- PPA Structuring: Power Purchase Agreement advancement
- Business Model Transitions: Asset ownership vs EPC strategies
Solar Industry Challenges We Navigate:
- S12B tax strategy implementation and compliance
- Transition from project-based to recurring revenue models
- Complex project financing and cash flow management
- Asset ownership structuring and advancement
Our Unique Industry Leadership:Led R600M+ business model transformation from EPC to asset ownership using S12B tax strategy, achieving 15%+ project returns while maintaining adequate cash reserves.
Relevant Services: Transformation CFO + VENA + Specialized Solar Financial Toolkit
Established SMEs
Specialized For: Manufacturing, retail, services, family businesses
Our Industry Expertise:
- Multi-entity consolidation and reporting
- Cost reduction strategies and margin improvement
- Technology advancement and automation
- Succession & exit planning for family businesses
- Working capital improvement and cash conversion
Growth Challenges We Navigate:
- Breaking through growth plateau barriers
- Operational efficiency improvements through technology
- Technology modernization without disruption
- Generational transitions and wealth preservation
Case Study:Family manufacturing business achieved 35% cost reduction and prepared for successful exit using VENA budgeting platform and comprehensive succession planning.
Relevant Services: Transformation CFO + VENA/Workiva + Exit Planning + Wealth Integration
Professional CFO consultancy combining CA(SA) expertise, enterprise technology partnerships and licensed financial services for comprehensive business guidance.
Contact
Strategic Finance. Smart Technology. Integrated Wealth.
Gauteng, RSA
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