From pre‑seed planning to cross‑border expansion, our service lines are designed to solve the financial puzzles that matter most to South African founders, CFOs and investors. Explore how each engagement area can unlock measurable value for your organisation.
1. Capital Advisory
What we do:
- Structure debt, mezzanine and equity instruments that align with your cash‑flow realities and strategic vision.
- Prepare investor‑grade financial models, teaser decks and data rooms that stand up to Big‑Four scrutiny.
- Negotiate deal terms, covenants and warranties, safeguarding founders while satisfying institutional mandates.
Why it matters:
In a funding environment where term sheets arrive with ESG clauses, FX hedging requirements and waterfall preferences, you need a partner who can optimise price and probability simultaneously. Our Monte‑Carlo‑driven capital stack analysis pinpoints the sweet spot between dilution, leverage and control—before you sign.
2. Regulatory & Compliance Solutions
What we do:
- Secure or renew FSCA licences for discretionary, hedge‑fund and CIS managers.
- Draft POPIA compliance frameworks and cybersecurity controls that satisfy both auditors and insurers.
- Liaise with SARB for exchange‑control approvals, inward listings and loop‑structure clearances.
Why it matters:
Regulatory slip‑ups can derail fundraising, delay product launches and erode reputational capital overnight. We maintain real‑time watchlists of every pending gazette and board notice, ensuring your operating model remains bulletproof—no matter how the goalposts shift.
3. Tax Strategy & Structuring
What we do:
- Design cross‑border holding companies that minimise withholding taxes and protect IP.
- Obtain advanced tax rulings to lock in certainty on contentious issues like transfer‑pricing margins.
- Engineer Section 12B, 12J and 11D strategies that turn tax liabilities into growth capital.
Why it matters:
In South Africa, effective tax planning can raise post‑tax IRR by double‑digit percentages. Whether you’re repatriating dividends from Botswana or ring‑fencing R&D costs in the Western Cape, our chartered tax advisers find the shortest legal route from revenue to retained earnings.
4. Performance Analytics & Decision Science
What we do:
- Build real‑time dashboards that integrate ERP, CRM and banking data into a single source of truth.
- Deploy margin‑sensitivity engines that flag profit‑erosion risks before they surface in month‑end packs.
- Run rolling cash‑flow forecasts with scenario branches for load‑shedding, FX shocks and interest‑rate pivots.
Why it matters:
In an economy where rolling blackouts can wipe out a week’s production, reactive reporting is not an option. Our analytics layer turns lagging indicators into live ones, empowering executives to course‑correct in minutes, not quarters.
5. ESG & Sustainability Advisory
What we do:
- Map material ESG risks and opportunities using SASB and GRI benchmarks customised for South African context.
- Structure green, social and sustainability‑linked bonds—including second‑party opinions and post‑issuance reporting.
- Design carbon‑credit monetisation strategies under Article 6 and local carbon‑tax legislation.
Why it matters:
Access to international capital increasingly depends on measurable impact credentials. Whether you’re aiming for IFC alignment or a higher B‑BBEE score without sacrificing control, we turn sustainability into a profit centre rather than a regulatory checkbox.
6. M&A Integration & Restructuring
What we do:
- Conduct end‑to‑end buy‑side and sell‑side financial due diligence, including earn‑out stress tests.
- Design post‑merger integration roadmaps covering systems, people and culture.
- Orchestrate carve‑outs, management buyouts and creditor negotiations to keep distressed assets alive.
Why it matters:
Value is created—or destroyed—during the 100 days after a transaction closes. Our integration playbooks focus on quick‑win synergies while installing governance that endures far beyond the honeymoon period, ensuring your deal thesis translates into headline EPS.
Advisory Engagement Models
| Model | Ideal For | Mechanics | Typical Timeline |
|---|---|---|---|
| Project‑Based | One‑off licence applications, financial models, tax opinions | Fixed scope & fee | 4–12 weeks |
| Retainer | High‑growth scale‑ups needing on‑call CFO expertise | Monthly SLA, rolling 90‑day outlook | 6–24 months |
| Success‑Linked | Capital raises, M&A mandates | Base retainer + success fee on closing | Deal‑dependent |
Frequently Asked Questions
Do you only work with South African clients?
No. Roughly 35 % of our mandates involve cross‑border elements, from SADC expansions to US venture capital syndicates.
Can you collaborate with my existing auditors?
Absolutely. We often co‑source projects, providing specialised expertise while your auditors focus on assurance.
How are your fees structured?
Transparency is non‑negotiable. Every proposal includes a fixed cap, milestone schedule and defined deliverables—no surprise overruns.
Ready for a deeper conversation?
Book your strategy call or download our full capability statement at workkey.uno/services—and let’s architect the next chapter of your growth story.