top of page

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:

  • Manufacturing (packaging, components, machine tools, cable & wiring, etc)

  • Natural resources (building materials, energy)

  • Agri-food (beer & alcoholic drinks, food processing, juices & drinks, etc)

  • Tourism (hotel investments)

  • Internet & Technology investments

  • Property Development

Please contact us for business planning services in Greece. 

bottom of page