References

Measured results

Each case follows the same format: context, intervention, result. For confidentiality, clients are described by their sector and region; names are only cited with their written consent.

Finance leadership

Associations, institutions and SMEs

IRTS Poitou-Charentes · Training institution

+€225K

Context

Three deficit years: −€482K in 2022, −€123K in 2023, −€186K in 2024.

Intervention

Cost accounting, savings plan, multi-year investment plan, weekly reporting.

Result

+€225K in 2025, over €600K in savings in two years, €650K of financing secured.

Medico-social association · Vienne

€20M

Context

Finance function to take over, a €20M 2027 budget to build urgently.

Intervention

Interim CFO: 8 staff, budget, landing scenarios, 13-week cash flow, year-end close.

Result

2027 budget presented to the board of directors and the works council (CSE).

SCHEDULED ENGAGEMENT · JANUARY 2027

Growing multi-site SME

6 months

Context

A two-site company aims to double its revenue within five years, with an 18- to 24-month sales cycle and a future finance manager to train.

Intervention

Intensive part-time CFO, by video call: diagnostic, 3-scenario financial model, 5-year forecast, cost accounting, procedures and internal control.

Deliverables

Start in January 2027 · 45 days over 6 months · dashboards, rolling 12–18-month cash flow, finance team training.

Companies and investors

Audits, business plans, financing

Services SME · Île-de-France

3 financial years

Context

Need for a full diagnostic of the financial situation over three financial years and a prioritised action plan.

Intervention

Strategic financial audit: margins, cost structure, cash, net working capital (FRNG), working capital requirement (BFR), cash flow from operations (CAF), ratios, revenue mapping by activity.

Result

Audit report, analysis files, dashboard mock-ups and a prioritised quick-wins plan. Engagement under a confidentiality agreement.

Farming and wine estate · Provence

5 years

Context

A project owner seeks several million euros of financing to acquire and diversify an estate.

Intervention

Full business plan: production assumptions, operating and investment plan, 3 scenarios, debt-coverage and guarantee ratios.

Result

Financing file structured for the lender, with a demonstrated repayment path.

Sports retail project · Start-up

3 levers

Context

An ambitious business plan (store, e-commerce, own brand) had to be validated before fundraising.

Intervention

Critical review of the forecast: profitability, revenue mix, working capital requirement, scissors effect between working capital requirement and working capital.

Result

Cash-shortage risk identified before launch; three levers recommended: lease, working capital requirement, recapitalisation.

Educational association · Île-de-France

2025–2026

Context

Inconsistent forecast budgets and few indicators to steer activity.

Intervention

Account review, budget harmonisation, 2025–2026 financial analysis, creation of KPIs and dashboards.

Result

A single budget framework and management tools delivered with hands-on workshops.

Private investor · Furnished rental

2 tax regimes

Context

Two furnished rental properties, declared under the micro-BIC regime from the start, with no depreciation schedule.

Intervention

Comparison of the micro-BIC and actual regimes, reconstruction of depreciation bases from the notarial deeds.

Result

Quantified decision report on the most favourable tax regime.

Also: tax and administrative regularisations for property companies (SCI).

What they say

“JY Prime Consulting gave me exceptional support with my tax questions and optimisation filings. Their expertise made the process simple and efficient.”

VÉRONIQUE L. · CLIENT

“Thanks to JY Prime Consulting, my business plan and financial forecasts are clear, realistic and actionable. Their advice was invaluable in planning my company’s growth.”

MARIE-LAURE C. · CLIENT

Confidentiality. No client financial data is published without their consent. Named references can be provided on request, once the client has been informed.

Prior experience. Management control at Poitiers University Hospital (€250M unit) and at Armatis (€125M); internal audit and accounting in Lebanon (SZUMC, Med SARL).

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