SMEs / Family businesses
Financial advisory for SMEs
Support for SME/SMI executives on financing, treasury and banking dialogue challenges, with a clear objective: restore financial visibility and secure decisions.
SME/SMI executives & finance departments
FAM advisory supports SMEs facing financing needs, treasury pressures, banking difficulties or sensitive discussions with their financial partners. Our offer aims to clarify the situation, structure the options and strengthen the quality of the financial dialogue.
Your challenges
- You need to secure a financing path or prepare a solid banking file.
- You are facing treasury pressure and must make quick trade-offs.
- Your dialogue with banking partners lacks structure.
- You need occasional or outsourced CFO support.
- You are considering a financial restructuring.
- You are looking to refinance debt under optimised conditions.
- You are in a growth phase and must anticipate your support needs.
Our approach
Diagnosis
Analysis of the financial situation, constraints and room for manoeuvre.
Preparation
Structuring the file, formalising the options and preparing the discussions.
Support
Support in conducting the discussions and implementing the chosen path.
Business case — Financial and strategic advisory
A promoter involved in large-scale projects redefines its financial strategy to optimise its development and mobilise the necessary financing.
Concrete case
Our mission
The group wants support to structure its financial strategy and mobilise the necessary financing.
Our mission
- Defining the financial strategy and supervising operations
- Developing financing scenarios
- Assistance in seeking and setting up partnerships
- Advice on putting financing in place, coaching, training
Results
- Setting up an investment committee
- Structuring the projects
- Fundraising
Success factors
- In-depth knowledge of financial organisation and governance
- Cross-functional knowledge of the company's businesses
- Responsiveness, availability and proximity to management
Why FAM advisory
We help our clients objectify their situation, prioritise the issues, structure possible scenarios and prepare the elements needed for a decision or a negotiation. Our work aims to restore clarity, credibility and capacity to act, with concrete end-to-end follow-up.
Flash audit & diagnosis (5–10 days)
Preparation and raising of financing (debt / quasi-equity)
Restructuring and turnaround
A financing, structuring or financial transformation challenge?
Let's discuss your needs in complete confidence. 30 minutes is enough to frame your situation.