I will prepare your bank meeting documents

Germany

I speak English, German, Romanian, Russian

7 orders completed

I have worked for 3+ years on the financing side of multiple projects in these industries: automotive, industrial, tech, healthcare and consumer. Whether it was about financial modelling, creating pit...

Level 1

Has met certain performance criteria and shows strong potential in the marketplace.

About this Gig

Your bank meeting is in two weeks. You have no structured financials and no idea what they'll ask. That's the moment most SME owners lose negotiating power before the conversation even starts.

I prepare business owners for bank meetings with documents credit committees actually want to see. My background is 5+ years on the financing side structuring debt for private equity transactions and real estate deals. I've seen what banks approve and what they reject. Now I bring that to SMEs.

What I offer:

12 to 36-month financial plan on line-item basis

Debt serviceability analysis Scenario analysis

Key figures summary your bank reads in 5 minutes

Prep call before your meeting

Why work with me:

Most consultants prepare documents. I prepare you for the conversation. You'll understand every number in your plan and know how to respond when the bank pushes back.

DACH-focused. German or English. Delivered before your deadline not after it.