About Charter-Advisory & Corporate Education  

CharterAdvisory working closely with our  Case Study Center is our Corporate Advisory arm and is the brand sponsor of  CharterCapital Advisory TeamSA.  We add value to our clients by combining years of start-up and strategic change management experience, cutting edge strategic models, techniques and experience gleaned from researching into, compiling and solving multiple case studies in different sectors and industries to provide trusted corporate facilitation, strategic change advisory solutions and corporate education to our corporate clients . 

5 Key Questions for C-Suite Executives!
  1. Do you need an expert and objective voice to steer your strategic plan and budgeting sessions?  
  2. Do you seek to craft and implement a corporate turnaround strategy? 
  3. Do you need an experienced financially qualified business leader to assist with interim CFO services whilst finding your right candidate?  
  4. Have your negotiations or any crucial deal deadlocked and you need a skilled facilitator?  
  5. Do your teams need in-house management development skills training in specific competency areas?

Strategic Plan Facilitation

Key Question for C-Suite Executives!

Do you need an expert and objective voice to steer your strategic plan and budgeting sessions?   

Savvy C-suite executives deliberately look to outside assistance when formulating their business strategy not because they lack confidence in their team’s ability to develop the right strategy, but rather as an acknowledgment of the significant benefits of utilising a proven methodology and having an objective outside perspective to help them secure better outcomes.    Why choose Charter Advisory?

5 Good Reasons!
  1. Subject matter expertise withstrong  mastery of strategic planning tools such as Scenario planning, PESTEL, SWOT, Value Chain, Porters 5 Forces, Ansoff Vector, McFarlan grid, etc.
  2. Skilled facilitators with over 15 years experience.
  3. Implementation experience with tools such as Balanced scorecard, Performance prism.
  4. Trusted Advisor with credibility, objectivity and integrity.
  5. Industry knowledge and/or research expertise through our  Case Study Center.
5-Step Collaborative Process Methodology!
  1. Assess current needs and desired state including needs, capabilities and responsibilities.
  2. Develop a plan including meeting agenda, venue sourcing, action plans, follow-up, and support.
  3. Implement and facilitate meeting(s) professionally and responsibly.
  4. Evaluate the process and results via participant appraisals.
  5. Reporting on the outcomes including follow-up and support to full benefit realisation.

Contact us at  [email protected] should you need to discuss how we could help and obtain our detailed proposal including fees.

Corporate Turnaround Facilitation

Key Question for C-Suite Executives!

Do you seek to craft and implement a corporate turnaround strategy?  

With the full support of our experienced, interdisciplinary team of consultants, our restructuring and turnaround services integrates the capacity to implement change by securing the vital short-term survival of your company with long-term viability initiatives.  We work with our clients and all stakeholders to reverse any decline and ensure the company emerges from the crisis stronger than before! 

Our 5-Step turnaround methodology!
  • Immediate due diligence to  confirm the capacity and suitability for turnaround. 
  • Rapid execution of working capital management control measures.
  • A detailed root cause analysis and of turnaround plan with operational measures.
  • Turnaround negotiations and coordination of stakeholder groups (creditors, investors, suppliers and customers, employees, general public).
  • Implementation support by providing an experienced turnaround team and, if desired, a temporary turnaround manager.

Contact us at  [email protected] should you need to discuss how we could help and obtain our detailed proposal including fees.

Interim CFO Services

Key Question for C-Suite Executives!

Do you need an experienced financially qualified business leader to assist with interim CFO services whilst finding your right candidate?    

We have specific expertise in start-ups and what it takes to engineer and scale for growth. As your interim CFO, we become an integral part of your team working 3-4 hours a month or a day putting our expertise at your disposal. Entrepreneurs are often a group of product designers, engineers and marketers. Finance-related strategy, accounting and reporting, and other back-office tasks are forgotten but these are essential to stay funded and grow at speed.   Why hire our interim CFO Services?

5 Good Reasons!
  1. Add   experienced senior management to the team.
  2. Optimize cash management, install risk and process controls for rapid growth.
  3. Build credibility with the board & investors and increase success in raising capital.
  4. Ensure legal and standards compliance and increase the probability of successful exit.
  5. Help with finding a suitable candidate based on our firsthand knowledge of the role.
5 Key Functions!
  1. Leadership, structure, accountability and financial discipline.
  2. Oversight of contract administration, accounting, banking and treasury, investor relations, budgeting, forecasting & business development, etc.
  3. Strategic and tactical support for fund raising, analysis of new markets, and M & A activities.
  4. Develop and implement a financial/operational reporting package to support business needs.
  5. Retained search + mentorship of your current CFO plus finance team.

Contact us at  [email protected] should you need to discuss how we could help and obtain our detailed proposal including fees.

Bosberaad (Negotiations) Facilitation

Key Question for C-Suite Executives!

Have your negotiations or any crucial deal deadlocked and you need a skilled facilitator?  

Striving to settle a dispute without further expense and damage to relationships? Entering a new business deal? Getting ready to sign an important contract? We hone into our experience in agreement dynamics to help our clients forge successful relationships, agreements and results using proven collaborative techniques. 

Contact us at      [email protected]   s   hould you need to discuss how we could help and obtain our detailed proposal including fees.    


Center for Corporate Education

Key Question for C-Suite Executives!

Do your teams need in-house management development skills training in specific competency areas?  

Our Center for Corporate Education partners with clients to understand their talent needs and develop tailored learning solutions that combine theory (new ideas), illustration (case studies), and practical application (tools to personalise the ideas). Our expert tutors deliver these learning solutions (short courses) in a variety of formats suited to your busy schedules using techniques such as face-to-face classes, mentorships, executive coaching etc. These are run as Credit, Non-Credit, Workshops, Seminars, Customised Professional Development or NQF/unit standard aligned or SAQA accredited at our clients' preferred site.

5 Broad Focus Areas!
  1. Supervisory, Management and Leadership Development
  2. Strategic Planning & Management.
  3. Management Accounting and Financial Management.
  4. Risk Management & Corporate Governance.
  5. Project Management for Strategy Execution.

Contact us at  [email protected] should you need to discuss how we could help and obtain our detailed proposal including fees.