Pinnacle will conduct an initial discovery meeting to determine your company’s timing and scope of planned short-term capital projects, job creation initiatives, new product launches, and expansion. We also prepare a wish list on how your company would spend the money to advance its technology and market share if money were available.
Once we complete our discovery meeting, we will research and identify programs that will be a good fit to your company. We will bring these programs to your attention and keep update you on any new programs that announced.
After we review the merits of each program and explain how it will impact your business and the terms involved, it is up to your company to decide whether you want Pinnacle to apply on your behalf.
Work to be Performed:
Grant and loan identification to match your company’s needs.
Preparation of business plan and documentation required to be submitted with the application.
Preparation of all required accompanying schedules.
Breakdown of expenditures for project by project basis.
Preparation of file with appropriate supporting documentation for use by the applicable federal and provincial agencies.
Provision of all necessary correspondence and communication with the applicable federal and provincial agencies and funding institutions as well as attendance of meetings where required.
Provide recommendations on how to better utilize available funding programs and appropriate structures to maximize your net tax benefit.