Services: An Overview
SPECIAL ADVISORS-INTEGRATED THINKING & VALUE CREATION
Acting at a strategic executive level, will be involved with the advising and assisting the CEO, CFO, CSO as well as senior managers, to enhance or build up their organisation’s Integrated Thinking <IT> and Integrated Reporting <IR> capabilities - especially with regard to the, multi-capital / 6 Capitals context, thereby creating value for the long term.
This includes:
<IT>, <IR> & CSR Sustainability advisory
Corporate Governance & Sustainability
Identifying and evaluating key and material stakeholders
Board evaluations with regards to sustainability, governance and related matters
Awarenesses and Training of <IT> & <IR> to Board members, and all levels of management
Assisting key role-players become drivers and enablers of these new parameters
<IT> & <IR> communication to stakeholders - regarding aspects of value creation
Assistance with <IR> Assurance
Combined Assurance and assurance readiness
AdVisory, BUSINESS COACHING, Training & DIRECTORSHIPS
Advisory
Specialised Accountancy, including IFRS and sustainability reporting
Governance, Risk and Compliance (GRC)
Due Diligence, valuation and assessment of current state
Valuations
Strategic Scenario Planning
Business Plans
Business Continuity Planning (BCP)
Corporate Social responsibility*
Internal controls - including review of systems
Audit assistance and preparation
Foreign Exchange strategy*
Digital transformation - new tools and capabilities*
* With strategic alliance partners
Business Coaching, Training & Upskilling
Individual 1-on-1 & 1-to-many
Independent Non-Executive Directorships
Strategic Fund & CAPITAL Raising
Assist and arrange, broker and introduce the following:
Sustainability finance & Green Bonds
Trade & Supply Chain Finance
Working Capital
Asset-Based Finance
Private Placement CLNs
Bond Structuring
Mezzanine Finance
Private Equity
Specialised Structured Finance
Securitisation
Credit Insurance
Independent Credit Ratings (Institutional Rating Agency in Zurich)
Pillar 1: SPECIAL ADVISOR - INTEGRATED THINKING & VALUE CREATION
Providing specific value-adding services and support to executive management in enhancing their value creation capabilities for the long-term as envisaged by the Value Reporting Foundation and SASB, as well as other frameworks and standards. eg TCFD.
The advice is intended to result in major savings and should enable the organisation to face this new multi-capital disclosure and reporting frontier with confidence. This will help build up a sustainability premium in the value of the organisation.
The objectives include:
· Creating resilience, sustainability and build capacity;
· Deploying all resources efficiently and effectively;
· Reconfigure business models and revise / update Business Plans;
· Preventing a ‘Trust Void / Deficit’ and building up Trust in the new reporting paradigm.
Compensation:
Agreed upon rate and can include retainer. Payable upfront or on presentation of invoice.
Pillar 2: Advisory, BUSINESS coaching, TRAINING & DIRECTORSHIPS
Compensation:
Agreed upon rate and can include retainer. Payable upfront or on presentation of invoice.
Pillar 3: Strategic Fund & Capital raising
For short, medium and long-term finance, including mezzanine finance, private placements and bonds.
Compensation:
Part 1 - Upfront pre-agreed fee paid to cover initial reasonable time to prepare proposal.
Part 2 - Percentage of amount raised on success of application - paid upfront on receipt of funding raised.