Financial advice

We are preparing your business to obtain a funding

SME Financial Diagnostic & Structuring

Purpose of the mandate

An independent assessment to evaluate your business's bankability and structure the elements required for a credible approach to funders.

Équipe Ecofina SA, experts en financement et leasing de matériel professionnel en Suisse

Scope of intervention

Financial clarification, organisational structuring and strategic scoping prior to any approach to banks or investors.

Conseil en financement et structuration financière pour PME — Ecofina SA, Paudex

Strategic meeting (60 minutes)

Assessment of the situation, identification of roadblocks and decision to commit.

Calculatrice et documents fiscaux sur une table, illustrant les avantages fiscaux du leasing pour les entreprises en Suisse, proposés par Ecofina.
Diagnostic & Structuring Assignment

Financial analysis, cash flow, governance and final financability conclusion with priority actions.

FAQ

A question?

For SMEs considering financing (bank, investor, partner) and wishing to check their level of financeability before engaging in external discussions.
It is also aimed at leaders who lack financial visibility or who wish to structure their company to secure a stage of growth.

A clear conclusion on the company's level of bankability, accompanied by:
– of a structured analysis of strengths and blocking factors
– from a concise financial review
– of a priority plan to strengthen the credibility of the file

The aim is to know precisely where you stand and what actions are necessary.

No.
The assignment covers diagnosis and structuring.
It constitutes neither a bank intermediation process, nor a fund-raising exercise, nor a guarantee of obtaining financing.

We are laying the groundwork. The final decision rests with the funders.

To avoid undertaking a full mandate if the situation does not justify it.

The strategic meeting makes it possible to quickly qualify the issues and decide objectively whether it is relevant to go further.

The duration depends on the complexity of the structure and the availability of information.

The schedule is defined after the strategic meeting, with a clear framing of the steps and deadlines.

Following the initial discussion, a personalised checklist is sent.
As a general rule:

– recent financial statements
– cash position and commitments
- information on the activity and main contracts
– legal and organisational structure
– existing budgets or projections

Yes.
When relevant, we coordinate with your partners (fiduciary, accountant, consultant) to ensure data reliability and limit internal workload.

Yes.
All discussions and documents are handled with strict confidentiality as part of the advisory mandate.

Following the strategic meeting, we will communicate an estimate tailored to the scope actually required and the level of complexity of the situation.

Framework and positioning, get advice clarity legibility credibility

This is an independent advisory mandate. No promise or guarantee of funding.
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