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Financial and Strategic Advisory

Bridge

Success PME is building bridges connecting entrepreneurs to the the financial world

About Us

At Success PME, our mission is to be the trusted partner for entrepreneurs, delivering expert financial and strategic advisory services through innovative approaches that transform their goals into sustainable success.

With a focus on personalized service and professional excellence, we work closely with you to understand your unique financial needs and develop customized strategies to secure your financial future.

How may we
help you?

Each phase of the company life cycle requires a selective and dedicated strategic and financial approach:

  • Launch
  • Growth
  • Maturity
  • Turnaround
  • Transmission / Exit

What is your current situation? We would love to hear your story, feel free to contact us for a casual talk and a cup of coffee.

Business Life Cycle 

Business and Funding Life Cycles

Source: The Corporate Finance Institute

Services

Our comprehensive range of services aims at translating your objectives into financial and strategic action plans that financial experts are used to work with. This approach has a proven track record of meeting both the specific needs of entrepreneurs and the ever increasing requirement of the finance world.

M&A Consulting
 

Business Transmission or Exit

Are you an entrepreneur preparing a business transmission for your SME or an exit for your startup? Do you feel challenged to run this process alone on top of daily operations? How about the confidentiality of the project towards, employees, clients and business partners? 

We offer expert guidance to help you make informed decisions all along the transmission or exit process and achieve your financial objectives. We provide you with a roadmap with selected milestones and professional advice to deal with your potential buyers.

Fundraising Strategy

Expert fundraising Advice

Is your bank asking yet another document, slowing down the expected answer to your financing requests? Is your startup struggling to raise funds from investors despite many meetings?

We focus on assessing and redesigning your complete financing file in compliance with the specific requirements of your financial partners. Our experience shows that a well structured information file is already half of the way towards a positive answer.

Crisis Management

Turnaround Audit

Is your company struggling through a difficult financial situation with a lot of pressure from your lenders or investors? Do you feel the dialogue is broken or very difficult?

We offer a mediation between entrepreneurs and their financial partners based on a fast track audit of the company's situation at all levels (market. cost structure. HR, business model, technology, etc) to provide a factual and professional. base for more accurate negotiations and decisions for both parties.

Strategic Advisory

Business Model Audit 

Are you addressing the right clients segments with a tailored offer? How is your value chain organized? Would it be more efficient to find a manufacturing partner than to produce everything yourself?

We act as a sparring partner to challenge your ideas and give you an external view of your existing strategy. objectives. We also provide insights and tools to optimize your business model and your future cash flows.

Philosophy

Core Values

At Success PME, our core values of integrity, professionalism, and client-centric service guide everything we do.

We believe in transparency, trust, and excellence in all our interactions with clients, ensuring their financial success and satisfaction.

Our philosophy revolves around building long-term relationships with clients, understanding their unique needs, and delivering expert financial and strategic solutions that foster sustainable success .

Clients

Customer Satisfaction 

Our clients' success is our top priority. We are dedicated to ensuring client satisfaction by providing top-notch financial and strategic advisory services that meet their needs and help them reach their goals.

Discretion is at the heart of our commitment. Out of respect for our clients' confidentiality, we do not publish a list of references on our website. However, upon request and with their prior approval, we can connect you with entrepreneurs who have used our services.

Contact

Get in Touch

Have a question or need more information?
Feel free to contact us, our team will be happy to assist you.

Logo Success PME

Contact Form

Neuchâtel Office

Rue des Moulins 51

2000 Neuchâtel

SWITZERLAND

Lausanne Office

Chemin de Budron H 11

1052 Le Mont-sur-Lausanne

SWITZERLAND

 

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