Conduct a comprehensive assessment of the company’s needs.
Recommend the most advantageous loan or incentive program.
Gather and prepare all necessary documentation.
Manage and coordinate the application process.
Ensure alignment between the business plan, financial forecast, and submitted documents.
Complete all required forms in compliance with program regulations.
Submit the application to the appropriate agency or funding body.
Provide the reference number and assessor contact details upon submission.
Assist with any additional requests from financiers.
Include a preparation workshop to present your business plan and financial forecast to the financier or investor.