Services

250

Clients

30

Advisors

28

Years of Experience

2

Locations

Athens & Thessaloniki

250

Clients

30

Advisors

28

Years of Experience

2

Locations

Athens & Thessaloniki

  • Investment Management
  • Financial Planning
  • Estate and Tax Planning
  • Philanthropic Investing
  • Concierge Services
  • Spin-offs 
  • Financing 
  • Debt Restructuring 
  • Financial Strategic Planning 
  • Financial Modeling 
  • Transaction Services 
  • Due Diligence 
  • Valuation Services 
  • Corporate Transactions 
  • Planning and Exit strategy
  • Management, Supervision and Organization of Investor Relations Department 
  • Management of obligations arising from the ATHEX and the Hellenic Capital Market Commission 
  • Stock profile analysis 
  • Strategic buy- and sell-side targeting 
  • Implementation of Investment Thesis 
  • ATHEX Listing Support Services 
  • Coordinate corporate access with investment banks on roadshows 
  • Transaction Services
  • Investment Management
  • Financial Planning
  • Estate and Tax Planning
  • Philanthropic Investing
  • Concierge Services
  • Spin-offs 
  • Financing 
  • Debt Restructuring 
  • Financial Strategic Planning 
  • Financial Modeling 
  • Transaction Services 
  • Due Diligence 
  • Valuation Services 
  • Corporate Transactions 
  • Planning and Exit strategy
  • Management, Supervision and Organization of Investor Relations Department 
  • Management of obligations arising from the ATHEX and the Hellenic Capital Market Commission 
  • Stock profile analysis 
  • Strategic buy- and sell-side targeting 
  • Implementation of Investment Thesis 
  • ATHEX Listing Support Services 
  • Coordinate corporate access with investment banks on roadshows 
  • Transaction Services
  • Financial Roadmap Management 
  • Intra-group Transactions 
  • Enterprise Performance Management 
  • Financial Reporting & IFRS Services 
  • Adaption and Customization of ERP and MIS Systems 
  • Organization & Supervision of Accounting Department 
  • Organizational Strategy
  • Tax Planning for Investments & Transactions 
  • Tax Organization and Operations Consulting 
  • Analysis and Implementation of Tax Obligations 
  • Strategic Planning of Tax Obligations 
  • Prior-year Tax Review 
  • Tax Audit 
  • Tax Compliance Monitoring
  • Bookkeeping 
  • Payroll Keeping 
  • Foreign Residents Services 
  • Tax Office 
  • Adaptation of Accounting Plan to the Needs of Financial Reporting 
  • Compliance with Labor Law and Monitoring of Insurance Issues 
  • Drafting of Annual, Quarterly, Monthly Financial Statements 
  • Statistics on Personal or Wage Data, Historical or Budget Data
  • Financial Roadmap Management 
  • Intra-group Transactions 
  • Enterprise Performance Management 
  • Financial Reporting & IFRS Services 
  • Adaption and Customization of ERP and MIS Systems 
  • Organization & Supervision of Accounting Department 
  • Organizational Strategy
  • Tax Planning for Investments & Transactions 
  • Tax Organization and Operations Consulting 
  • Analysis and Implementation of Tax Obligations 
  • Strategic Planning of Tax Obligations 
  • Prior-year Tax Review 
  • Tax Audit 
  • Tax Compliance Monitoring
  • Bookkeeping 
  • Payroll Keeping 
  • Foreign Residents Services 
  • Tax Office 
  • Adaptation of Accounting Plan to the Needs of Financial Reporting 
  • Compliance with Labor Law and Monitoring of Insurance Issues 
  • Drafting of Annual, Quarterly, Monthly Financial Statements 
  • Statistics on Personal or Wage Data, Historical or Budget Data
  • Non Performing Loans (NPLs)
  • Investment & Business Model Planning
  • Performance Improvement Strategy Property transmittal
  • Execution of property- orders
  • Asset management – part or total management
  • Funding
  • Business Plan
  • Forming of solid partnerships
  • Market and Competition Analysis
  • Sales strategy planning
  • CFO Services 
  • Legal Services
  • ERP strategy development
  • ERP business process and control of integration
  • ERP reporting strategy and assessment
  • Monitoring of cloud integration 
  • Cloud optimization management 
  • Planning of cloud financial infrastructure
  • Non Performing Loans (NPLs)
  • Investment & Business Model Planning
  • Performance Improvement Strategy Property Transmittal
  • Execution of Property- Orders
  • Asset management – part or total management
  • Funding
  • Business Plan
  • Forming of solid partnerships
  • Market and Competition Analysis
  • Sales strategy planning
  • CFO Services 
  • Legal Services
  • ERP strategy development
  • ERP business process and control of integration
  • ERP reporting strategy and assessment
  • Monitoring of cloud integration 
  • Cloud optimization management 
  • Planning of cloud financial infrastructure
  • Cryptocurrencies
  • Blockchain
  • Metaverse
  • Cryptocurrencies
  • Blockchain
  • Metaverse