Main theme: support in the bank – enterprise relationship
Company ID card: the company operates in luxury retail. After facing the start-up phase and calibrating the company format independently with resources from the entrepreneur, it needed to face the traditional financial channel to deal with an “impasse” phase.
Requirement: support in managing relations with the financial intermediary who required personal guarantees to provide a substantial loan.
Goal: demonstrate the security of the business format to reduce the risk of uncertainty perceived by the lender.
- drafting of the business plan for the company to understand the true nature of the business, the true business value, different from the perceived value
- projection of future economic and financial results based on transparent indicators with scenario analysis
- negotiation support with the banking intermediary to find a sustainable financial solution for the business that meets banking logic.
- 6 months
- the company was able to properly present itself to the banking sector with a business plan structured according to financial principles
- the company obtained financing quickly and with a guarantee consistent with the company’s riskiness.