Your financial companion. Fiduciary services, insurance, wealth and financing from a single source, for private clients and businesses throughout German-speaking Switzerland.
Your financial companion. Fiduciary services, insurance, wealth and financing from a single source, for private clients and businesses throughout German-speaking Switzerland.
An operating loan for liquidity peaks, an investment loan for machinery or vehicles, the pre-financing of a large order: for SMEs, financing often decides on growth. Banks mainly look at the figures. Those who present them clearly and comprehensibly receive better terms.
This is exactly where Finaro brings fiduciary services and financing together: we prepare financial statements, budget and liquidity plan so that they are ready for the bank, approach suitable financing partners and support you through the negotiation.
What for, how much, for how long: we clarify the key figures.
We prepare or review financial statements, budget and liquidity plan.
We obtain offers and compare them.
We support the contract and the ongoing reporting.
As a rule, the last two to three annual financial statements, current figures, a budget and, for larger projects, a business plan. If we keep your accounts, most of this is already available.
Then we look at other financing partners or at a guarantee from a guarantee cooperative for SMEs, which gives banks additional security.
Talk to us.
