For Owner-Managed Businesses

Financial advisory built for the SME growth stage

Most SME financial problems are cash-flow timing problems wearing a strategy costume. We fix the timing first, then build the strategy on top of it.

Wealth Pathway advisory office facade on Kloof Street, Cape Town
01

Three levers, worked together

Cash flow, funding readiness and owner structuring are treated as one engagement, not three separate invoices.

Cash flow charts displayed on a laptop screen during a client review

Cash Flow Structuring

We rebuild your 13-week cash flow model around actual payment behaviour, not invoice terms — most clients recover 15-20 days of working capital within the first quarter.

Avg. +18 days working capital

Advisor reviewing funding documents together with an SME client

Funding Readiness

Before you approach a bank or investor, we run the same risk-scoring model they'll implicitly apply, so you walk in with weaknesses already addressed, not discovered.

Avg. 6 weeks to funding-ready

Hands annotating figures in a financial ledger

Owner Drawings & Structuring

We separate personal and business exposure cleanly — director loan accounts, drawings policy, and tax structuring reviewed together, not in isolation.

Reviewed against FPI standard

02

What's included in the SME Advisory engagement

A fixed, named scope — nothing billed by surprise, nothing left to interpretation.

13-week rolling cash flow model, rebuilt from actual bank data
Supplier and customer payment-term audit
Director loan account and drawings policy review
Working capital facility comparison across three lenders
Funding-readiness score against our 5-criteria model
Quarterly check-in for the first two quarters post-review
Written remediation plan with named owners and dates
Direct line to your assigned consultant, not a call centre
03

What clients found once they could see it

Real numbers, from owner-managed businesses across South Africa.

"They found R400,000 sitting in overdue receivables we'd written off as slow-payers. Six weeks later it was in the bank."

Nomvula Dlamini
Founder, Cape Coastal Logistics

"The funding-readiness score gave us a number to work toward instead of a vague list of 'improve your books' advice."

Riaan Botha
MD, Botha Fabrication CC

"First advisor who explained the working capital gap in days, not paragraphs. We knew exactly what to fix."

Farah Adams
Director, Adams & Co Retail Group

Ready to see your working capital number?

A 30-minute discovery call is enough to tell you whether this engagement fits your stage.

Email info@lembrio.pro