Full preparation is for those starting from nothing, or whose existing file has to be rebuilt entirely. The work is the same as a review, plus producing the documents.
The scope stops at filing. We do not represent clients before banks: that is a limit we set, and it is deliberate.
What you receive
- The complete financial forecast and the cash plan.
- The business plan written, structured around what the analyst looks for.
- The document list checked item by item, and the file assembled ready to file.
Included
- Two rounds of corrections
- A final review before filing
Not included
- The administrative documents that are yours to provide (trade register, tax, social)
- Guarantees and their constitution
- Any approach, negotiation or representation before the bank
- Any guarantee as to the bank's decision
Frequently asked questions
Why not accompany through to approval?
Because the outcome does not depend on us, and support billed on a result we do not control would be an undertaking we cannot honour.
What makes the fee vary?
The type of facility, whether the bookkeeping is up to date, and the number of activities to model. It is fixed after scoping.
And if the bank refuses?
The refusal is analysed, and rebuilding the file is a separate service at a reduced fee.