Corporate Finance Advisory · Malaysia

Corporate Finance and Equity Readiness Retainer for Growing Businesses

This And That Associates Consultancy helps SMEs, founders and business owners understand their numbers, manage cash flow, prepare for funding, structure equity and make better business decisions through a practical monthly advisory model.

Advisory Brief
Q3 Boardroom Review
Operating cash flow
+18.4%
Working capital cycle
42 days
Funding readiness
Stage 3 of 4
Equity dilution model
Drafted
Refine 90-day cash flow forecast
Prepare SME financing proposal pack
Confirm founder cap table assumptions
Corporate Finance AdvisoryFunding ReadinessEquity ReadinessCash Flow ReviewStrategic Business Advisory
The Reality

Your business needs more than accounting reports.

Many business owners receive accounts, statements and reports, but still struggle to make clear decisions. The real issue is not whether the numbers exist — it is whether the business understands what they mean, what risks are building up and what should be decided next.

01

Cash flow is unclear

Owners see balances but not the underlying movement, timing or risk in working capital.

02

Funding preparation is weak

Companies approach financiers without the financial story, documents or repayment narrative they need.

03

Decisions are made without visibility

Pricing, hiring and expansion choices happen before the numbers are properly interpreted.

04

Equity is not properly structured

Founders bring in partners or investors before reviewing shareholding, control and dilution.

The Engagement

Monthly financial leadership without hiring a full time CFO.

Our retainer gives business owners structured corporate finance advisory every month — reviewing position, surfacing risk, supporting funding decisions and writing the advisory notes management actually acts on.

Pillar 01

Monthly financial review

Structured review of performance, margin, cost and working capital — translated into decisions.

Pillar 02

Cash flow and working capital advisory

Forecasts, scenarios and discipline around the cycle that actually funds the business.

Pillar 03

Funding and financing readiness

Preparation for SME financing, working capital lines, Islamic financing and bank discussions.

Pillar 04

Equity and investor readiness

Cap table, shareholding and commercial preparation before raising or admitting partners.

What We Help You With

Advisory built for the decisions that move the business.

View all services →

Corporate Finance Advisory

Monthly financial review, cash flow discussion, budget review, cost structure analysis, profitability discussion and financial decision support.

Funding and Financing Readiness

Preparation for SME financing, working capital facilities, Islamic financing, bank discussion, funding requirement analysis and document readiness.

Equity Readiness Advisory

Founder shareholding review, cap table planning, investor readiness, equity structure discussion and fundraising preparation for private companies.

Strategic Business Advisory

Business model review, pricing discussion, cost control, stakeholder strategy, management reporting and growth planning.

Shariah Compliant Financial Solutions

Islamic financing discussion, zakat planning, takaful protection review, wasiat coordination, halal investment access and gold advisory through suitable channels.

NGO and Social Impact Advisory

Funding proposal advisory, CSR programme structure, stakeholder communication, budget planning, donor presentation and impact reporting.

Why Choose Us

Built for business owners who need practical financial decisions.

This And That Associates Consultancy combines corporate finance advisory, banking exposure, Shariah compliant financial planning, business strategy and equity readiness support to help SMEs and growing companies make better decisions.

  • 01

    Practical understanding of SME financing and working capital needs

  • 02

    Advisory experience across financial consultation, Islamic financing, zakat, tax coordination, takaful and business planning

  • 03

    Ability to support funding preparation and business growth decisions

  • 04

    Equity readiness support for founders and private companies

  • 05

    Monthly advisory model designed for Malaysian SMEs and business owners

Retainer Packages

Choose the advisory level that fits your business.

See full comparison →
Retainer

Finance Clarity Retainer

From RM3,000 / month

Small SMEs that need financial review and monthly decision support.

Start With Finance Clarity
Retainer

Corporate Finance Retainer

From RM5,000 / month

Active SMEs that need structured monthly financial leadership.

Request Corporate Finance Proposal
Retainer

Equity Readiness Retainer

From RM8,000 / month

Founders and companies preparing for investors, shareholders or funding.

Prepare for Equity Readiness
Retainer

Boardroom Finance Retainer

From RM15,000 / month

Established companies that need external CFO style support.

Speak to an Advisor
Equity Readiness

Prepare your company before you raise funds or bring in partners.

Equity decisions affect ownership, control, valuation, dilution and long term business direction. Before raising funds, issuing shares, admitting new partners or restructuring ownership, founders need a clear view of their current position and the possible impact of each decision.

This And That Associates Consultancy helps private companies prepare for equity discussions through shareholding review, cap table planning, investor readiness and commercial deal preparation.

Funding Advisory

Make your business more funding ready.

Funding approval is not only about submitting an application. It depends on financial records, cash flow, repayment ability, business model, documentation and how clearly the company presents its case.

01SME financing readiness
02Working capital planning
03Islamic financing discussion
04Bank comparison support
05Cash flow requirement analysis
06Document readiness checklist
Strategic Collaboration

Coordinated support for legal and corporate risk matters.

This And That Associates Consultancy may collaborate with Nur Zahra & Co where clients require legal advisory, contract review, legal opinion, shareholder agreement, corporate governance or legal risk support.

Legal advisory services are provided independently by Nur Zahra & Co through a separate legal engagement. Each entity is responsible for its own professional services, scope and engagement terms.

Contract review
Corporate governance
Shareholder agreements
Legal risk support
The Process

How the retainer works.

  1. 01

    Initial Consultation

    We understand your business, current challenges and advisory needs.

  2. 02

    Financial and Business Review

    We review your financial position, business model, funding needs and growth direction.

  3. 03

    Advisory Scope Confirmation

    We recommend the most suitable retainer level and confirm the monthly advisory scope.

  4. 04

    Monthly Advisory Cycle

    We conduct structured reviews, advisory sessions and action planning.

  5. 05

    Management Action Summary

    You receive clear advisory notes, priorities and next steps.

Who This Is For

Companies we work with.

SMEs
Founders
Contractors
NGOs
Clinics
Professional firms
F&B businesses
Training providers
Property businesses
Growing companies preparing for funding
Next Step

Ready to strengthen your financial decisions?

Speak to This And That Associates Consultancy and explore a monthly advisory retainer that supports your cash flow, funding readiness, equity structure and business growth.