Business Planning, Performance and Growth

Data analytics and smart finance to improve business performance, scale and raise investment

Whether your business is relatively new, or well established and expanding into new territories, the challenges you face can be considerable. Effective financial tools for growth will help you succeed.

We’re here to help you grow your business and make more informed decisions about future moves. We pull your financial records into the latest forecasting and reporting engines to help businesses understand where they’ve been, how they are trending today and where they are going, laced with bespoke advice and sector expertise.

Business Plan

A business plan is your chance to tell your story, whether you’re looking to set-up, expand or sell. We use our skills and technical expertise to put your ideas, opportunities and strategy into the words and numbers that scream commercial credibility. After all, this is your chance to make a good impression.

Financial Forecasting

A robust financial forecast projects the financial performance of your business. It can help you understand the viability of your venture or give external investors an idea of how your business will perform.

We use an all-in-one forecasting and reporting engine to provide you with an interactive model incorporating P&L, Balance Sheet and Cash Flow, as well as performance tracking and KPI analysis. Whether you want quick methods or detailed planning tools, we can help you use forecasts to maximise your chances of business success.

Management Accounts

With your bookkeeping up to date, our team can prepare management accounts to help you monitor your progress against your budget and to provide you with timely and key financial and statistical information required to improve the quality of day-to-day and short-term decisions. Our management accountants will work closely with you to build a solid understanding of your business so that we can make suggestions and offer the following services:

  • Monthly or quarterly management accounts
  • Reporting on KPIs that spearhead your business
  • Liaising with investors to provide relevant information
  • Costing information, including break-even turnover levels

Valuations

Whilst a valuation will ultimately be about the numbers, the real challenge lies in understanding the business context and the purpose of the valuation. Our team conduct valuations relating to acquisitions, disposals, mergers and restructuring proposals.

Business Funding and Grants

For businesses seeking to raise finance, we will be able to connect you with a marketplace for all your funding requirements and strive to support you throughout your business life to the best of our ability.
We can introduce you to our extensive network of bankers, financiers, venture capitalists, corporate finance brokers and lawyers, to help you raise funds suitably and economically.

Relevant articles

Automate Salary Payments

You may be all-too-familiar with the process and time spent dealing with payroll and HR: emails, telephone calls, attachments, more emails to employees, setting up bank payments…the list goes on. Large businesses will have segregated duties, with an HR lead responsible for managing joiners and leavers and holiday requests, an Operations Manager for coordinating and […]

Hair Salon Business Model: which style suits you?

As a hair salon or barber shop owner, you aim to run your business in a way that maximises revenue, reduces costs, and ensures a good working relationship with your staff and customers. It is important to choose the right model that suits your business needs from the outset. We discuss below three different models […]

The Taxation of Inter-company Loans

Under the right circumstances, which can of course be shaped, intercompany loans are an effective means of funding further profit or not-for-profit motives. Consider Mr Trader, who is director and sole shareholder of Company T, a trading company. Company T has grown with accumulated profits in excess of £2m, matched by substantial cash balances. Mr […]

EIS Tax Relief for Joint Investment

The following scenario often arises with our client Mr Investor, who is considering investing in an early-stage business. Wonderful Ltd is an established FinTech company which has developed a track record of an established user base, consistent revenue figures and other key performance indicators. Wonderful Ltd is now seeking to raise Series A funding of £1.5 million […]

Trading in Goods post Brexit

For many, Brexit continues to be the undefined, being negotiated by the unprepared, in order to get the unspecified, for the uninformed. For others, Boris Johnson’s hard-knuckled talk, timed to boil down to deadline day, represents the dominant strategy that always had to be played against a fiercely rigid opposition- one that also risks losing […]

Trading in Services post Brexit

To start off with some good news, the rules for services will largely remain unchanged after 1 January 2021- as things stand. Trading in services with the EU can be categorised into three broad scenarios which will cover most UK traders. Sales of business to business (B2B) services The general B2B rule (VAT Notice 741A) […]

Technology and Professional Services Grant for SMEs

The government has announced details of new funding, designed to help small and medium sized businesses (SMEs) access technology and advice. SMEs will have access to grants of between £1,000 – £5,000 to help them access new technology and other equipment as well as professional, legal, financial or other advice to help them get back […]

Professional Services Firm: LLP or LTD

We are often asked to advise our Professional Services clients, lawyers and accountants, on the optimal business structure: LLP or limited company (LTD). Whilst the statutory and accounting filing requirements are similar across both structures, the LLP was introduced to offer flexibility in management and pay: both important in human-capital-intensive Professional Services Firms. An LLP […]

The Coronavirus Local Authority Discretionary Grants Fund

The Chancellor announced further government support to small businesses with fixed property costs, that are not eligible for the Small Business Grant Fund or the Retail, Hospitality and Leisure Grant Fund. The grant is designed to allow businesses to continue meeting their property-related overheads, so that in turn less strain is placed on landlords, who […]

Coronavirus Bounce Back Loan Scheme

Among the range of UK Government measures to help protect businesses and individuals from the economic impact of coronavirus, the latest to be announced is the Bounce Back Loan Scheme (BBLS). Launched on Monday 4 May 2020, smaller businesses impacted by coronavirus are now able to apply for funding support of up to £50,000 via […]

Scroll to top