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Business Planning and Strategy

We have many years of experience in dealing with businesses of a variety of sizes and we offer advice beyond the accounts or tax return. As members of the Business Advisory Service operated by the Institute of Chartered Accountants, we have access to the latest ideas and tools in business management.

As we run our own business we can empathise with the struggles which many business owners go through. It is easy for small businesses to lose sight of their objectives and merely continue to work day to day without any clear plan or idea of where they are going or when they can stop.

We work with business owners to develop a plan for their business in the short, medium or long term. We encourage them to think of the business as something that needs to work without them, so that when they come to the point in their career when they want to retire, they can. This creates value in the business as it relies on systems rather than individuals.

We are able to advise on:

  • Business planning and development
    • Drawing up the plan in consultation with the business owner.
    • Understanding the goals of the owner.
    • Assisting in developing the business strategy.
    • Working with the business owner to identify and resolve problems and difficulties within the business.
  • Budgeting and Forecasting
    • Helping to set the budgets and develop them within the forecast.
    • Assessing the assumptions within the process.
  • Organisational structure
    • Developing the internal management structure for profitable trading.
  • Succession planning
    • When the time comes to hand the business on there needs to be a structure in place so that the management of the business can continue and there is a reward for the retiring owner.
  • Exit planning
    • Grooming a business for sale is important so that the maximum value can be extracted.