Startups raising finance
New businesses needing a plan that will survive lender or investor scrutiny.
Business Advisory & Finance
Business Planning
Business plans, financial projections and strategic planning for startups and established businesses.
Overview
How we help with Business Planning
A business plan is only worth writing if the financial model underneath it is real. We build the numbers first and let the narrative follow them.
We work with you on market and competitive context, revenue model, cost structure, headcount plan and funding requirement, then build a three to five year financial model with the assumptions visible and adjustable. That means when a lender or investor questions an assumption, you can change it in front of them and show the effect.
The output is a document suited to its audience — a lender pack, an investor deck, or an internal planning document for the management team.
What's included
Everything covered in this service
Scope is agreed in writing before we start, and the fee is fixed against it. If something falls outside, we tell you what it costs before doing it.
- Market, competitive and operational context
- Revenue model and pricing assumptions
- Three to five year integrated financial model
- Profit and loss, balance sheet and cash flow projections
- Funding requirement and use of funds
- Sensitivity analysis and downside scenarios
Who it's for
Built around how you actually operate
Established businesses changing direction
Companies entering a new market, product or territory.
Management teams setting strategy
Businesses needing a shared, costed view of the next three years.
FAQs
Business Planning — common questions
Do you write the whole plan or just the numbers?
Either. Some clients want a complete document; others have the narrative and need a credible, defensible financial model behind it.
How long does it take?
Usually three to six weeks, driven mostly by how quickly assumptions can be agreed and evidenced.
How is your fee worked out?
Fixed fee, agreed before we start. Pricing depends on the size and complexity of your business, so get in touch for a free, no-obligation quote.
Can you help if we're switching from another accountant?
Yes. We handle professional clearance with your previous accountant and update the agent authorisations with HMRC and Companies House, so you don't have to manage the handover.
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Let's talk about Business Planning
Tell us where you are now and what you need. We'll come back with a fixed fee and a clear scope — no obligation.
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