Business plan
Turn your vision into a costed, convincing business plan to guide growth and secure financing.
Strategic advisory · Geneva
Strategic advice that buildsyour business with you.
Business plans, dashboards, cost optimisation, valuation: a Swiss CPA who already knows your numbers helps you make the big calls, in plain English.
Our offers
The support you need,
exactly when you need it
Strategy Session
Who is it for?
The entrepreneur facing a specific decision, or who needs an outside expert view to unblock a situation
The promise
An expert's answer so you can move forward with certainty
What's included
- Preparatory analysis of your situation
- Intensive 2-hour working session
- Written summary with recommendations
From CHF 350
Action Plan
Who is it for?
The leader who wants to structure a major project: a launch, growth, or financing
The promise
We don't build your plan for you; we build it with you
What's included
- In-depth collaborative workshops
- A key deliverable (business plan, financial forecast…)
- Final presentation session for a clean hand-over
From CHF 1'000
Strategic Co-pilot
Who is it for?
The business that needs a long-term expert partner to accelerate its performance
The promise
An ongoing strategic partner at your side, so you never steer alone again
What's included
- Monthly or quarterly performance review
- A seat at your strategic meetings
- Priority access for all your questions
From CHF 400/month
Where advice really counts
The areas we help you with.
Concrete, numbers-driven support across the decisions that shape your company.
Dashboards & KPIs
Put the essential dashboards and KPIs in place so you make the right decisions at the right time.
Cost optimisation
Analyse your costs and internal processes to improve profitability, free up cash, and gain efficiency.
Legal/corporate changes
Handle the key moments of company life: amendments to the articles of association, capital increases, restructurings.
Business valuation
Determine your company's real value to prepare a sale, a fundraise, or a business transfer.
Project analysis
Assess the profitability and financial feasibility of a new investment, product launch, or expansion.
FAQ
Frequently asked questions
For founders and business owners facing a specific decision, structuring a major project (launch, growth, financing), or who want an ongoing expert partner. If you need an outside, numbers-driven perspective, this is it.
A Strategy Session is a one-off, intensive workshop to unblock a specific decision (from CHF 350). The Strategic Co-pilot is an ongoing relationship (monthly or quarterly reviews and priority access) for businesses that want a strategic partner at their side (from CHF 400/month).
We build it with you, not for you. Through collaborative workshops we produce the key deliverable (business plan, financial forecast…) and hand it over so you fully own it and can defend it in front of a bank or an investor.
Yes. All sessions, deliverables, and follow-up are handled in English by a Swiss CPA. Advisory is a standalone service: if we also run your accounting, the advice draws directly on your real numbers.
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