Businesses

Your business evolves. So does your guidance.

Running a business, growing an activity or preparing a business milestone involves important decisions. Willy Paulin personally supports SMEs, entrepreneurs and self-employed workers.

Your needs

Solutions suited to your business’s needs

A self-employed worker’s reality can differ from that of an SME owner or a business buyer. Guidance starts with listening.

Protect your business, your employees and your income

Group insurance, corporate protection and personal protection for the entrepreneur (life, disability, critical illness). Coverage, risks and criteria depend on the products and contracts.

Finance your projects and consider the tax issues

Financing and credit needs, financial commitments, tax considerations related to a business project. Willy supports your thinking without promising approval or acting as a lender.

Savings and financial planning for entrepreneurs

Personal and business finances can be linked. Think about your savings, your financial security and preparing for the future.

Take over, plan the succession of or transfer a business

Acquiring a business, preparing its transfer or planning for succession requires reviewing the financial, human and organizational aspects.

Develop your commercial ventures

Commercial intermediation is one of the announced areas, under terms and responsibilities to be specified.

Your contact person

An advisor who understands the importance of your decisions

Willy Paulin is your main contact person for all areas of guidance.

Professional title: financial security advisor.

Frequently asked questions

Does HAPI OPTIMA support SMEs and self-employed workers?

Yes, HAPI OPTIMA supports SMEs, entrepreneurs and self-employed workers.

Can we discuss several needs?

Yes, from the very first conversation.

Can a small business be eligible for group insurance?

It depends on the plans and the insurers.

Do you grant loans directly?

No. HAPI OPTIMA does not act as a lender.

My acquisition project is only an idea for now. Can I consult?

Yes, an initial discussion is possible.

Can meetings take place remotely?

Yes, by video call.

Is the consultation free?

Yes, the first consultation is free.