Financial Advisory for Businesses
Support for Your Company's Finance Function
Practical financial support for established businesses in Cyprus and Greece.
In most small and medium-sized companies, finance goes no further than bookkeeping and tax compliance. Budgeting, costing and regular cash flow monitoring are either missing altogether or handled piecemeal.
Decisions on pricing, investment and borrowing then rest on estimates. The problem usually surfaces late: when cash comes under pressure, or when a bank asks for figures the company cannot produce.
Our work follows the ESGM Methodology, in which finance forms Pillar 4: cash flow, budgeting, costing, management reporting, and financial control. We do not treat finance separately. We look at it alongside your company's strategy, sales and organisation.
What the Service Covers
EXE.S Strategy works as the financial advisor for small and medium-sized companies in Cyprus and Greece.
We have advised more than 100 companies across Cyprus, Greece, the United Kingdom and other markets. Our financing projects exceed 300 million euros, covering new business loans and debt restructuring.
We support your company with:
- Cash flow and liquidity monitoring
- Budgeting and financial planning
- Costing by product, service and customer
- Financial control and performance indicators
- Business plans and financial projections
- New bank loans and restructuring of existing debt
Who It Is For
The service suits companies that have outgrown direct oversight: a growing team, more than one product line or department, and a financial picture the owner can no longer take in at a glance.
Benefits for Your Business
Working with EXE.S Strategy on your business finances gives you:
A Clear View of Cost and Profit
You see which products, services and customers make money, and where value is lost
Predictable Cash Flow
You know what cash you will need before the pressure arrives, not after it
A Stronger Position with Banks
A well-documented file and credible projections that improve your chances of approval
Examples of Our Financing Work
Frequently Asked Questions
It usually fits companies planning an investment, an expansion or a financing application; companies that cannot say what each product, service or customer really costs; companies that show a profit on paper but feel the strain on cash; and companies working through a restructuring of existing debt.
Smaller or newly formed companies, where finance is still straightforward, are usually better served by our training programmes.
Our role is different and sits alongside theirs. Your accountant records what has happened and files it. We take the same figures and turn them into budgets, costings and controls, so that decisions on pricing, investment and borrowing rest on evidence. We do not replace your accounting team.
We start with a short introductory meeting, to understand where the company stands.
We then map and analyse the current financial picture using the data you already hold, and identify the gaps. This stage is usually completed within a few weeks of receiving the information we need.
We then set out a plan with clear priorities and a timeline, and we support you as you apply it. The analysis sets the scope and length of this stage. There is no standard package.
Support continues with regular review meetings. These are more frequent in the early months and less frequent later, depending on how complex the company is and what it is dealing with.
Yes. We prepare business and financial plans that meet bank requirements. We also prepare them for investment decisions, new partnerships or internal planning. A business plan does not replace your strategic plan. It sets out how one particular direction will be carried out, with figures and a timeline.
We work independently of any single lender. We have dealt with a wide range of banks in Cyprus, Greece and abroad, and we look for the option that suits your needs. We prepare the application file and the financial projections, and we support you through the negotiation. Approval times depend on how complete the file is and how complex the request is. Good preparation shortens them considerably.
Our support does not end at disbursement. We advise on putting the financing to its best use and on tracking the indicators that matter. We also stay involved in the goals behind the loan, whether that is growth, reorganisation or something else.
What Our Clients Say About Us
Talk to Us About Your Company's Finances
A short conversation with one of our consultants, to see whether we can help.