For Business
Financial consulting and funding preparation
GestFin Consulting helps business owners and investors make better-informed financial decisions in the United States, combining financial planning, access to capital, and a strategic approach to growth.
GestFin is not a financial institution or a lender, does not extend credit and does not guarantee approval. The decision to extend credit always belongs to the lender.
When this happens
Situations where a company reaches the lender unprepared
Your bank asked for three years of financial statements, and you have spreadsheets.
A credit application was denied and nobody explained what the lender reviewed.
Cash gets tight in the same months every year, and nobody forecast it in advance.
The turning point
Credit is preparation, not luck
Lenders review financial statements, projections, documentation and history. Companies that present the right numbers, the right way, arrive at the application better prepared.
That does not guarantee approval, which always belongs to the lender, but it changes the starting point: you know what will be reviewed, what is missing and which alternatives exist, including banks and fintechs.
- P&L
- balance sheet
- cash flow forecast
- tax returns
- business plan
Services
Two practices that complete each other
Financial Consulting
The financial management behind the numbers.
- Cash flow planning
- Budgeting and forecasting
- Financial projections, quantitative and qualitative
- Profit and profitability analysis by product or service
- Selection and implementation of financial management systems
Funding Consulting
The preparation to present the company to a lender.
- Assessment of the type and amount of credit needed
- Business credit profile preparation
- Review of financial statements and cash flow projections
- Organization of tax returns, loan history and business plan
- Evaluation of alternatives, including banks and fintechs
Method
Four steps, with scope, deliverables and timeline defined
Remote or in-person engagement. The fee is set in a proposal after the diagnostic.
- 01Diagnostic
We understand the company's financial situation and goal.
- 02Plan
We define scope, deliverables and timeline.
- 03Implementation
We carry out the plan together with your team.
- 04Follow-up
We follow the execution and adjust the plan.
Who it is for
Small and mid-sized businesses, starting in Florida
We work with companies in Florida, with a focus on Brazilian-owned businesses, and we also talk to other small and mid-sized businesses in the United States.
Frequently asked questions
What people ask before getting started
Can GestFin get credit for my company?
Do you lend money or sell financial products?
How much does an engagement cost?
Is the engagement in person or remote?
Do you work with companies outside Florida?
Start with the diagnostic
Tell us about your company. We will contact you by email to arrange the next step.
Book a diagnostic