Strategic Business Planning


We work closely with our clients to help them with business planning, whereby assisting and advising a wide range of businesses at every stage of their development, right from start up, disposal or passing the business on to the next generation. We can help you by taking a pro-active role in the financial stewardship of your business in many different ways.

The Corporate finance services we provide cover the following:

  • Developing a Strategic Plan, setting out objectives, opportunities, constraints and an action plan.
  • Preparation of a coherent overall Business Plan incorporating integrated cash flow, profitability forecasts and an assessment of future working capital requirements.
  • Advice on business finance whether via bank funding, factoring, invoice discounting or external investment.
  • Managing the banking relationship – facilitating a good working relationship with the principal source of day-to-day finance.
  • Profit improvement and managing growth - a detached and objective view bringing specialist skills to supplement their existing capabilities.
  • Tax planning, retirement planning, pensions and investment advice.
  • Financial Forecasts - the preparation of profitability and cash flow forecasts to help you to predict for future funding and resource requirements. These forecasts can then be used in conjunction with the management accounts to perform valuable variance analysis, including investigating discrepancies.
  • Payroll Administration
  • Restructuring
    The different specialisms in our corporate recovery team mean that we can help to implement new business strategies encompassing both operational and financial matters, such as divesting non-core businesses or identifying new capital structures more suited to the needs of the business.