The role to play in front of a financial entity is a mix between that of a seller of the benefits of the Company and its projects, and that of a buyer of financial products.
It is crucial to adequately explain the objectives pursued, the Company's strategy, the resources to be used and the financial support to be requested. Knowing how to "sell" the whole correctly is, in many cases, a guarantee in itself that helps the bank decide to commit to the project.
In the same way, each entity has its price policies and it is always advisable to follow a methodology similar to that of any buyer in order to compare the proposals made to us, and finally choose the one that most interests us in the short, medium and long term.
The experience and degree of professionalization of the dealer before the analysts of banking entities and commercial credit insurers is an important element. It is not only the financial image that is transferred through the "numbers" that are being presented, but also knowing how to defend them and correctly negotiate the contracting or renewal of contracts.