A key prerequisite for a successful investment plan is the proper selection of a specialized advisor. This is essential both during the application submission and the implementation of the investment. Some characteristics of a reliable advisor are presented below and serve as important indicators that you are approaching the right person.

– There is a professional status for the activity being conducted.

– They have experience in submitting applications for subsidy programs. Don’t hesitate to ask which companies they have collaborated with.

– There is direct and regular communication with you regarding all matters related to the investment plan.

– They assess whether the investor is eligible to apply for the specific subsidy program, considering all eligibility criteria of the program.

They respond to your questions clearly and with reference to points in the announcement and the guide. They show the necessary willingness to resolve any issues and overcome difficulties in the submission and implementation of the plan.

– They ensure eligibility by making an assessment of the score that the investor can achieve, based on the criteria set by the specific program.

–They guide the investor to evaluate the actual needs of their business, to examine which of these constitute eligible expenses, adhering to the limits and conditions set by the program's guide.

– They inform you to gather the required documents in a timely manner and highlight all the deadlines for the respective procedures.

– There is a rational costing that corresponds to the required processes of the program.

– Ensure that a relevant agreement will be signed for the services they will provide.

These are the main characteristics of a reliable advisor who will guide you to the desired outcome. Thus, we conclude that the choice of the right advisor is of crucial importance and constitutes a basic partner for a business. Otherwise, it is likely that opportunities for investment funding will be lost, hindering the further development of a business.

For more information, request a telephone appointment by clicking the button below, and a specialized economist from our company will contact you. 

Investment Programs: The Right Advisor

12 February 2022

ΙΩΝΙΚΗ Finance

A key prerequisite for a successful investment plan is the proper selection of a specialized advisor. This is essential both during the application submission and the implementation of the investment. Some characteristics of a reliable advisor are presented below and serve as important indicators that you are approaching the right person.

– There is a professional status for the activity being conducted.

– They have experience in submitting applications for subsidy programs. Don’t hesitate to ask which companies they have collaborated with.

– There is direct and regular communication with you regarding all matters related to the investment plan.

– They assess whether the investor is eligible to apply for the specific subsidy program, considering all eligibility criteria of the program.

They respond to your questions clearly and with reference to points in the announcement and the guide. They show the necessary willingness to resolve any issues and overcome difficulties in the submission and implementation of the plan.

– They ensure eligibility by making an assessment of the score that the investor can achieve, based on the criteria set by the specific program.

–They guide the investor to evaluate the actual needs of their business, to examine which of these constitute eligible expenses, adhering to the limits and conditions set by the program's guide.

– They inform you to gather the required documents in a timely manner and highlight all the deadlines for the respective procedures.

– There is a rational costing that corresponds to the required processes of the program.

– Ensure that a relevant agreement will be signed for the services they will provide.

These are the main characteristics of a reliable advisor who will guide you to the desired outcome. Thus, we conclude that the choice of the right advisor is of crucial importance and constitutes a basic partner for a business. Otherwise, it is likely that opportunities for investment funding will be lost, hindering the further development of a business.

For more information, request a telephone appointment by clicking the button below, and a specialized economist from our company will contact you. 

Read more