Due diligence & business planning
When presenting a project to a private investor or a financial institution, whether for the sale of a stake or to obtain financing, clear and professional communication is essential. At Creo Prime Advisory, our highly specialized capital-raising team supports clients in creating high-quality informational documents that are crucial for attracting investors and financiers.
By strengthening trust within commercial networks, we can reduce friction and accelerate progress. We assist our clients with the application of Italian regulations with international scope, European norms, and double taxation conventions, considering the ongoing interpretative developments at the EU and OECD levels.
What we offer
We offer consultancy and support to optimize corporate and individual tax positions, helping you navigate regulatory challenges and seize tax opportunities.
Commercial teaser:
A brief document summarizing the essential elements of the project, allowing investors to quickly assess their interest in proceeding with a more in-depth analysis.
Business plan & information memorandum:
Detailed documents that analyze a business idea from various perspectives, including marketing, technology, and financial economics. These tools provide a comprehensive forecast (3-5 years), allowing investors to assess the investment opportunity and management to define business strategies. The Information memorandum also includes a detailed summary of the investment or financing proposal (e.g., majority/minority stake, size of the offer).
Thanks to our
experience and professionalism
We ensure that these documents are prepared with precision, guaranteeing transparency, reliability, and a strategic approach that facilitates the decision-making process for potential investors.
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