Services

Investment consulting

Strategic investment consulting that maximises returns and minimises risk.

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Comprehensive support at every stage of the investment. We help companies make sound decisions that lead to long-term benefits.

Financial analyses and audits

Conducting financial analyses of the company, assessing liquidity, profitability and debt ratios, auditing the company’s financial processes, assessing the effectiveness of the company’s financial management.

Financial optimisation

Identifying areas where savings can be made, implementing strategies to reduce operating and fixed costs, consulting on tax optimisation, reviewing contracts with service providers to improve financial terms.

Investment planning

Development of professional business plans for investors or financial institutions, preparation of applications for EU grants and other forms of financial support, profitability analysis of investment projects.

Public procurement

Support in the preparation of bids in public tenders, representation in appeal proceedings before the National Appeal Chamber.

Credit and leasing consultancy

Assistance in selecting the most favourable credit and leasing offers.

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01

Understanding the objectives

We start with a thorough understanding of your investment objectives and development vision. Do you plan to expand, diversify your business or acquire strategic assets? We conduct in-depth interviews to fully understand your company’s needs and the specifics of the industry you operate in.

02

Identification of opportunities

Based on an analysis of the market and industry trends, we identify the most attractive investment opportunities. By assessing their potential return, risk and compatibility with your objectives, we can make precise recommendations. Our priority is to find solutions that best fit your development strategy.

03

Implementation of investments

We support you in every step of your investment – from negotiating the terms and conditions to preparing the documentation and finalising the transaction. Our team guarantees a transparent process, minimised risks and comprehensive operational support, ensuring a seamless investment process.

04

Development and adaptation

Once your investment has been executed, we support you in its effective use. We analyse its performance, monitor market developments and together adjust the strategy as necessary. Our aim is to maximise the benefits of each investment and build a stable foundation for the future.

FAQ, frequently asked questions

What are the benefits of professional investment consulting?

Our investment consulting is all about minimising risk and maximising returns. Through precise market analysis and data-driven strategies, we help our clients make sound investment decisions that ensure long-term financial success.

Do you advise on different types of investments?

Yes, our expertise covers a wide range of investments – from traditional equity investments to real estate to more complex financial instruments. We tailor our recommendations to the individual needs and expectations of each client.

What services do you offer as part of your investment portfolio optimisation?

We offer comprehensive portfolio optimisation that includes risk analysis, asset review and valuation, and strategic recommendations. We make sure that your portfolio is balanced and adaptable to changing market conditions.

How long does it take to implement an investment plan?

The length of the implementation period is contingent upon the intricacy of the project and the nature of the investment. However, we endeavour to ensure a swift and streamlined process. We always adapt the pace of implementation to the individual needs of our clients.

Do you monitor the performance of investments once the plan has been implemented?

Yes, regular investment monitoring is a key part of our services. We analyse market changes, adjust strategies and make the necessary adjustments to maximise investment returns.