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Being an entrepreneur is to act now and build tomorrow. Complex equation to solve, and even more in an uncertain economic environment. To advise you, we combine our expertise with our pragmatic business culture.

Investment project, transformation of your business, external growth, increasing the skills of your employees ... the future of your business depends not only a single decision. This is a patchwork of opportunities project that you need to enjoy. To help you in your decisions, we bring you an expert lighting, professional and strategic.

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Forecasting

Anticipate new expectations, develop your business, take a step ahead
in your market ...

The survival of your business depends on your intuition and your plans for the future.
It is also necessary to ensure the feasibility and consistency of your plans.
Funding, estimates, trading ... We are with you and we bring
our expertise help you achieve your ambitions.

 

How it works

Forecasting
  • We study your needs,

the assumptions provided and your project funding opportunities to assess its feasibility.

  • We consider your estimates :

income statement, ratios and breakeven, cash flow plan, budget.

  • We establish a clear financing file,

user friendly and more appropriate for your financial partners.

  • We help you

in research and negotiate in respect of funding.

Offre Forecasting Offer
From 500 € Excl. VAT.
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Investment estimates

 

You have an investment project and you have questions:

What funding to choose? What will the cost be ? What impact on your business?
We will provide accurate answers and help you build a rock-solid business file to convince your banker.

 

How it works

Investment
  • Based on the information provided,

we compare the funding mechanisms (leasing, loan, lease and self-financing).

  • We estimate the overall cost

of the best funding type and long-term impact relating to operations and cash flow.
 

  • We validate the ability

of the company to repay and to meet its deadlines.

 

  • We present to your banker

a simple and quantitative study demonstrating the financial feasibility of the operation.

Offre Investment estimates Offer
From 125€ Excl. VAT.
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Business worth

 

Retirement, new project, external growth ...

You want to review your business assets, know the value of your company, measure its performance and positioning in its market. Rely on our trusted and objective analysis.

 

How it works

Worth
  • We diagnose

the strengths and weaknesses of your business and then value the assets.

  • We study your goals

and recommend suitable measures to optimize the value of your business.

  • We perform the assessment :

choice of methods, results analysis and proposal of a range of values.

  • We submit a progress report

for validation and we guarantee complete privacy.

Offre Business worth Offer
From 1500€ Excl. VAT.
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Retirement diagnosis

Retirement takes planning!

Purchase a retirement contract individually or as part of your business,
repurchase rights, combine employment and retirement ...
Many opportunities exist. Our proven competence in this area will help
you make the right choices to build your future standard of living.

 

 

How it works

Retirement
  • We help you

prepare your retirement: future assessment amount, detection of potential career reconstitution problems and validation of your rights.

 

  • We study with you

the retirement strategy allowing you to maintain a standard of living that meets your needs.

  • We provide you tailored solutions :

quarterly buybacks, change of status, additional subscription contracts, employment accumulated retirement, PERP...

  • We take care of administrative

procedures to guarantee security and serenity.

Offre Retirement diagnosis Offer
From 1800 € / month Excl. VAT.

Contact us 

By filling out the contact form below, we promise to contact you within 48 hours.

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You have a right to access, modify, rectify and delete data concerning you (art. 34 of the French Data Protection and Freedom of Information Law “Loi Informatique et Libertés” of 6 January 1978, n° 78-17 of 6 January 1978).
To exercise this right, please contact : 7 rue Duplessy - - 33000 Bordeaux Tel. : 05.57.85.59.10 - Fax : 05.57.85.59.19 - E-mail : contact@anexis.fr

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