1. Preliminary review: assess the business, sponsor, sector, customers, competition, investment, business model, strengths and feasibility.
2. Research and validation: cross-check available evidence from ISTAT, chambers of commerce, financial statements, sector studies and trade associations, specialist databases, institutional sources, national and European data, benchmarks, quotations and operating data supplied by the client.
3. Project structure: define investments, costs, projections, cash flow, funding sources and requirements. Assess financial viability, identify relevant incentives and test alternative scenarios and downside assumptions.
4. Implementation support: where agreed, coordinate documentation and professional input, liaise with lenders and agencies, update the plan, respond to assessment queries and track progress.
The purpose is to make the assumptions traceable and keep projections aligned with what the business can realistically deliver.