Services
THE FOUNDER TO STEWARD PARTNERSHIP

A private, structured founder advisory relationship focused on:

  • Reducing key-person dependency
  • Strengthening enterprise value
  • Building succession credibility
  •  Improving capital readiness
  • Creating long-term strategic optionality

This is not a fixed curriculum.
It is deliberate enterprise architecture implemented over time.

Engagement Horizon

Minimum commitment: 6 months
Typical engagement duration: 6–24 months, depending on enterprise complexity and transition timeline.
Most founders we partner with are 3–5 years from succession, partnership, or liquidity.
This is serious transition work — not tactical optimisation.

How the Work Is Structured

The partnership operates through a disciplined advisory cadence:
• Bi-weekly one-on-one strategic advisory sessions (60–90 minutes)
• Ongoing decision-level access between sessions
• Monthly review of management reporting and financial performance
• Quarterly board-style strategy, governance, and capital reviews
• Select participation in leadership or board discussions when appropriate
Execution remains the responsibility of the leadership team.
This engagement strengthens structure, decision quality, and capital credibility.

Founder & Succession Architecture

Role evolution and leverage

Authority transition

Successor readiness

Key-person risk reduction

Psychological readiness for long-term transition

Enterprise Value Architecture

Strategy clarity and competitive positioning

Margin discipline and revenue quality

Business model durability

Capital allocation decisions

Leadership bench depth

Financial & Capital Readiness

Reporting maturity aligned with investor standards

Cash flow forecasting discipline

Capital structure evaluation

Governance-lite implementation

Private equity and lender positioning readiness

How the Work Is Structured

Engagements are selective and relationship-led.
Investment begins from: R20,000 per month 
Minimum 6-month commitment

The practice works with a limited number of founders at any given time to ensure depth, discretion, and disciplined scope.Transaction advisory, capital raising, or M&A mandates are structured separately

STRATEGIC & CAPITAL ADVISORY (Primera Capital)

Transaction mandates are distinct from the Founder-to-Steward Partnership.
Minimum transaction size: R20 million+

Services Include

  • Private equity transactions
  • Debt capital raising
  • Capital restructuring
  • Buy-side advisory
  • Strategic partner negotiations
  • Financial modelling and valuation
  • Due diligence coordination
  • Full transaction process oversight

Advisory mandates are selective and aligned with long-term enterprise value creation.

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Request the Founder Briefing Pack 

This partnership is designed for established founder-led businesses:

  • Revenue typically R75m+
  • Profitable and structurally complex
  • 3–5 years from meaningful transition
  • Seeking enterprise value enhancement and capital readiness

Complete the short qualification form below to receive the Founder Briefing Pack and details of next steps.

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