Skip to content

Service · Financial advisory

Decide with the right figures

Forecasts, financing, business valuation: we shed light on the decisions that shape your company.

Your questions as a business owner

The decisions that shape your company

Reliable figures to decide

We start from your actual accounts to build credible projections, and help you present them to your banks and partners.

Can I hire?

The impact of a new hire on your costs, margin and cash.

Borrow or self-finance?

The real cost of credit, repayment capacity, alternatives.

Will my cash hold up?

A 6- to 12-month cash plan, with scenarios.

Salary or dividends?

The most suitable director’s pay, tax included.

What is my company worth?

A reasoned valuation before a sale or a fundraising.

Our services

Our advisory assignments

Business plan and forecasts

Forecast income statement, financing plan and cash plan.

Financing file

Preparation and presentation of your loan or leasing applications.

Business valuation

Valuation of your company or your shares, before a sale or a new shareholder.

Strategic operations

Acquisition, sale, restructuring, merger: end-to-end support.

Director’s pay

Choosing between salary and dividends, taking tax into account.

Dashboards

Margin, profitability and cash indicators tracked regularly.

Financial advisory meeting around charts and a laptop

Our method

From your figures to the decision

Understand

Your goals, your constraints, your time horizon.

Model

Projections and costed scenarios based on your actual data.

Recommend

A clear presentation of the options and their consequences.

Support

Implementation, bank meetings and monitoring of results.

Our approach

No hundred-page report: readable figures, a few well-chosen indicators and a clear recommendation. And an expert who takes the time to explain them to you.

Frequently asked questions

Financial advisory: your questions

Can’t find your question? Write to us

My banker is asking for forecasts. Can you prepare them?

Yes. We draw up forecasts consistent with your accounts and your project, and help you present and defend them.

Do you work with companies whose accounts you don’t keep?

Yes, for a one-off assignment. We then work from the accounts produced by your current firm.

How is my company valued?

We combine several methods (profitability, assets, comparables) to arrive at a reasoned range, useful for negotiating.

Can you help me prepare a fundraising?

Yes: forecasts, valuation, structuring of the deal and preparation of the file for your investors.

Our other services

One firm for all your needs

All our services

Company formation

Legal form, articles and formalities: your company built on solid foundations.

Learn more

Accounting

Bookkeeping, annual financial statements, tax return package. A clear, up-to-date picture at all times.

Learn more

Tax advisory

VAT, corporate tax, income tax, withholding taxes. Your DGI returns filed on time, and your tax position legally optimised.

Learn more

Let’s discuss your file.

A free first meeting, without commitment, to review your financial advisory needs.

Défiler vers le haut