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Mathieu DumontMD

Mathieu Dumont

Consultant in business creation/takeover and support

€350/day
14 projects
Brive-la-Gaillarde, FR
8-15 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Mathieu

I offer my services in management consulting/support for the leaders of very small businesses (most often structures with up to 10 employees and 1 to 3 million € in turnover).

For several years, I have also been a trainer in business creation/management (hundreds of people supported!), and in accounting (introductory or advanced).

The long-term support of franchisees, artisans, shopkeepers, and liberal professions, my 12 years of banking experience (particularly with professionals), my position as a business creator and co-manager, allow me to share realistic situations and be effective by putting myself at your service.

In addition to one-off consulting services and training (QUALIOPI certified training organization and eligible for funding via CPF/Opco/Faf/Pôle emploi), I offer a unique long-term support service, allowing you to finely manage your business through regular management monitoring (quarterly, or even monthly) in close collaboration with your accounting firm (this firm can be a trusted partner firm).

My training courses: banking and insurance techniques, sales techniques, financial analysis, accounting, law, economics, management control, business management, etc.

I now support professionals, leaders of VSEs, regardless of their structure: sole proprietorship or company, and regardless of their activity (medical or non-medical liberal professions, artisans, shopkeepers).
  • English

    Conversational

  • French

    Native or bilingual

Can work on-site
Brive-la-Gaillarde (up to 50km)

Experience

  • DUMONT
    Management/administration of rental properties
    REAL ESTATE
    June 2010 - Today (16 years)
    Corrèze, France
    Search for properties to renovate, preparation of financing files, tax incentive schemes (e.g., Borloo ancien), daily property management (tenant relations, follow-ups, debt collection).
    Good knowledge of legal remedies in case of non-payment, disturbances, etc.
    Drafting of leases for primary residences, commercial/professional leases, precarious leases.
    Management of tourist furnished rentals.
    In-depth knowledge of rental income taxation (general).
    Good knowledge of the rental market (furnished or unfurnished primary residences), property prices, and favored areas.
    Good knowledge of the various trades in craftsmanship and their roles,
    Good knowledge of procedures with local authorities (e.g., prior declarations) and good knowledge of local subsidy schemes (local authorities, region, Anah, etc.).
    Rental investment Taxation Commercial leases Tourist furnished rental Rental income
  • Mutuelle
    Insurance Advisor
    BANKING AND INSURANCE
    January 2006 - June 2007 (1 year and 6 months)
    Corrèze, France
    Advice on personal insurance. Supplementary health insurance for individuals and businesses, death/funeral insurance, daily allowances, etc.
    Insurance consulting Personal insurance
  • BANQUE
    Private Banking Advisor/Wealth Management
    BANKING AND INSURANCE
    September 2007 - April 2016 (8 years and 7 months)
    Corrèze, France
    Various positions in the banking sector. The evolution focused on the type of clientele. Portfolio mainly composed of wealth management clients for a good part of the 9 years of experience.
    Preparation of loan files, synergies with different departments (financial advisors, real estate, etc.), advice on financial investments, personal and property insurance, consumer and mortgage loans.
    Financial investment advice Financing file preparation Property insurance Personal insurance Wealth management advice

Reviews

5.0

Out of 14 ratings

ThierryT

Thierry

chez infoconseil

Reviewed on 7/7/2021

VERY GOOD
ThierryT

Thierry

chez infoconseil

Reviewed on 6/23/2021

VERY GOOD.

Recommendations

Chavy ChhorCC
FU
Chavy Chhor and 1 other person have recommended Mathieu

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Education

  • BTS Insurance
    LYCEE MARGUERITE BAHUET
    2005
    Techniques d'assurances, comptabilité, gestion, économie, marketing/communication
  • DCG Modules: accounting, economics, law
    COMPTALIA
    2018

Certifications

  • Professional Client Manager
    CFPB
    2016
    accounting customer relations financial analysis

Skill set

Categories