Financial Services tailored to your strategic priorities
From performance steering to cash flow optimization, our services are designed to support your specific objectives and strengthen financial decision-making.
Comprehensive CFO Services...
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Financial Modeling for Decision Making
Structured models for high-impact decisions.
✓ Investment & CAPEX analysis
✓ Hiring and organizational scaling decisions
✓ Make-or-buy and outsourcing analysis
✓ Pricing strategy and margin impact analysis
✓ Working capital and liquidity modeling
✓ Debt capacity and financing structure
✓ Scenario and stress testing
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Financial Planning & Forecasting Systems
Ongoing strategic finance leadership for SMEs.
✓ Monthly P&L, cash flow & balance sheet steering
✓ Budgeting & rolling forecasts
✓ Cash & liquidity oversight
✓ KPI framework aligned with strategy
✓ CEO sparring & decision support
✓ Coordination with accountant / fiduciary
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Margin & Performance Improvement Mechanisms
Identify and fix profit leaks.
✓ Cost structure and margin diagnostics
✓ Pricing discipline and contribution margin analysis
✓ Operational efficiency and productivity assessment
✓ Working capital and cash conversion improvement levers
✓ EBITDA bridge and margin improvement
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GROWTH
Decision support & forward planning
Best for: Growing SMEs with investments or hiring plans.
Everything in Foundation, plus:
✓ Rolling forecast & scenario analysis
✓ Investment & CAPEX steering
✓ Margin monitoring
✓ Bank & stakeholder preparation
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FOUNDATION
Financial clarity & control
Best for: Stable SMEs wanting better visibility.
✓ 2× CEO meetings per month
✓ Monthly financial review (P&L, cash, balance sheet)
✓ Cash flow & liquidity monitoring
✓ KPI definition & tracking
✓ Ad-hoc decision support
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PERFORMANCE
Margin improvement & strategic finance leadership
Best for: SMEs under margin pressure or in transformation.
Everything in Growth, plus:
✓ Monthly performance deep-dives
✓ Margin & cost structure tracking
✓ Operational finance KPIs
✓ Priority improvement initiatives
... adapted to your size and needs.
What Our Clients Say
"
Before working with Willame & Partners, our financial reports were backward-looking and difficult to use for decisions. The cash flow visibility and scenario modeling completely changed how we plan hiring and investments. Very pragmatic, no unnecessary complexity.
"
What we appreciated most was the external, independent perspective. Willame & Partners challenged our assumptions, improved our margin transparency, and helped structure discussions with our bank. Professional, discreet, and highly relevant for an SME like ours.
Managing Director
Services Company (CHF 12m revenue)
Owner
Family-Owned SME (CHF 40m revenue)
"
We had solid accounting, but no real financial steering. Willame & Partners helped us understand what was actually driving our margins and cash. Decisions that used to take weeks are now much clearer and faster. It feels like having a CFO at the table, without the full-time cost.”
CEO
Industrial SME (CHF 25m revenue)
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Proven Results
150+
Successful Plans Delivered
98%
Client satisfaction rate
50+
Families guided long-term
10+
Years of experience
