NavInvest Greece

Business Planning

Navigator specialises in the development of comprehensive business plans linked to dynamic financial models and forecasts.

Our business plans are used by corporate and project sponsors in Greece as well as financing institutions to understand the medium- to long-term impact of specific investments, such as:

A financial restructuring, e.g. loan re-financing, recapitalisation, working capital increase, corporate turn-around;

Funding an increase in productive capacity, technology, facilities or other capital expenditure which results in an increase of outputs and productivity;

Implementing a greenfield investment, merger and acquisition or corporate take-over.

Our standard approach is to supplement the business plan with a 5 or 10-year financial forecast, including profit/loss, balance sheet, cash flow and sensitivity analysis model.

Our planning approach integrates stakeholder priorities and requirements, but can also be combined as an adjunct to our due diligence process.

The due diligence process is used to identity market risks and potential, which are translated into specific sensitivities (e.g. pricing, production costs, raw material costs, inflation, etc.) which can be used in the financial model and plan.

Typical business plan structure includes:

Greek market environment and political risk
Corporate Objectives & Strategy
Market Analysis
Operations Analysis
Executive Team Analysis
Investment Project Review
Investment Plan and Implementation Schedule
Financial Forecast
Risk Analysis & Mitigation

Since our inception, we have implemented over 120 business plans ranging from EUR 5-450 mln in investment value, for a total of EUR 6 billion in invested resources.

We have extensive experience in working with the European Bank for Reconstruction and Development and other international financial institutions operating in Greece. We have also worked on privatisation projects in Greece.

Our main sectors of business planning expertise in Greece include: