About Us
P.T. Advisory Services, was founded in February 2021 by Panagiotis Theodosopoulos as an advisory firm specialized in CFO Services for small and medium enterprises and Advisory Services for Financial Managers.
P.T. Advisory Services also provides advisory services to High-Net-Worth Individuals and Families, regarding tax planning & optimization, as well as investment strategy.
The Company is represented by a team of experienced and qualified professionals who make an impact in their field of expertise, have a recognized standing as well as strong and close relationship with entrepreneurial world.
The purpose is to offer customized solutions, based on the specific needs of its clients with integrity and confidentiality.
Values
Transparency
Integrity
Competence
Expertise
Trust
Responsibility
Services
Company Valuation
Business Planning
Company Restructuring
M&A Consulting
Corporate Governance
Bank Debt Renegotiation
Tax Optimization
Accounting Services
Investment Strategy & Consultation for Companies & Individuals
Wealth Management Advisory
Real Estate Investments Advisory
Personnel Selection & Recruitment for Finance, Tax & Accounting Positions
A network of highly qualified & skilled advisors with a strong track record in their fields.
Panagiotis Theodosopoulos
Founder
Ι was born in Athens in 1977 and Ι graduated from Athens University of Economics & Business with a Bachelor in Economics.
Ι also hold a Master’s Degree in International Management from Sunderland University in the UK and a Master’s Degree in Corporate Finance from SDA Bocconi Business School in Milan, Italy.
Additionally, I have fulfilled 2 years mandatory training in the Institute of Certified Public Accountants in Athens, and attended executive programs at INSEAD Business School in Fontainebleau, France-(Corporate Financial Strategy in Global Markets-) and at IMD Business School in Lausanne, Switzerland-(Strategic Finance).
I have extensive working experience of 20 years of which the last 10 I have served as a CFO and Board Member for companies in difference industries.
Konstantina Theodosopoulou
Head of Operations
I was born in Athens and I hold a Master of Science (MSc) in Public Policy, University College London (UCL), School of Public Policy, United Kingdom, London.
I am also a graduate of Political Science and Public Administration, National and Kapodistrian University of Athens, Faculty of Law Economics and Political Sciences, Department of Political Studies and Public Administration, Greece, Athens.
I have a working experience of 12 years in Venture Capital Funds, during which I had been responsible for Fund Administration and Compliance Issues and 9 years of experience in the Banking Industry, specializing in Private Banking Services for more than 4 years.
Certifications: Bank of Greece: Investment Advice Services / Invest Europe – Brussels: Private Equity Course for Support Stuff