Financial Consulting
Budget, liquidity planning, financing and bank negotiations.
Financial Advice without Surprises.
40+
succession projects supported
18
transactions per year
12
consultants
What you gain
Financial Consulting at CREFIDA
Practice instead of Theory
Recommendations that can be implemented — calculated in Swiss Francs, not in paragraphs.
Proactive
We notify you before a deadline expires, not after.
Understandable Reports
One-page evaluations that are readable even without a finance degree.
Guaranteed Response Time
Reply to inquiries within one business day.
Ablauf
How we proceed
Standort
Where are you, what figures are available, what is the actual goal.
Concept
A written procedure with deadlines, roles and cost framework.
Support
We stay with the project until implementation — not just until the report.
Leistungsumfang
This is included
- Written offer with scope, deadlines, and cost framework
- Dedicated contact person and deputy
- Regular evaluation with key figures and open points
- Complete documentation and handover of documents
Weitere Leistungen
From the area of Beratung
Financial Consulting for your company?
A thirty-minute conversation is usually enough to assess scope, process and costs.