A proven business planning methodology
Propel your business performance and reach your objectives faster with strategic guidance from your finance partner
High impact business planning
Building a successful business to match your ambitions is tough. We understand the feeling of being an operator who works in the business, rather than an owner working on the business.
To help you succeed, we’ve created the tools, guidance, resources, and a proven planning methodology to support you at every stage of your business journey. Whether your objectives are to scale faster, increase profit or exit the business, your experienced finance partner will help you create clear strategies and actions to make sure you get there.
Through regular touch points, your finance partner will keep you focused and committed to achieving the success you are looking for.
Impact in more detail
Using our collective experience, we’ve identified 12 areas that make a real impact on your success and help make sure you reach your goals faster.
Plan and Develop
Review / Create your business plan
Ensure you have both long and short term goals with clear strategies and actions for achieving them.
Sell or Exit Planning
Have an experienced CFO help you plan your business exit early to ensure you get maximum value.
Create a Profit Improvement Plan
Using our 7 ways to growth methodology, we’ll help you increase profit with an improvement plan for each KPI
Review tax efficiency and apply for R&D tax credits
Many startups are eligible for significant tax credits. Ensure you pay not a penny more than your fair share of tax.
Manage and Optimise
Team Development and Performance
Your staff are your most important asset. Create a system for maintaining strong engagement, morale and overall performance within your team.
Review your Contractors and Outsourcers
Improve your profit margins by reviewing roles and departments which can be performed more effectively outside the business.
Organisational Review
Create clear departments and structure in order to create a more sustainable, scalable and ultimately saleable business.
Improve Cashflow
Determine strategies you can implement to improve your cashflow from mitigating bad debts to improving your cash conversion cycle.
Develop and Support
Improve systems and workflows
Proper systems and controls are required to scale up and reduce manual work so your team can focus on revenue generating activities.
Secure Funding
We’ll review your growth plans and help you secure over 10 different types of funding from EIS and SEIS to asset and invoice financing.
Action Meeting
A strategic call to review your report against your business plan, address burning issues, discuss key results and agree on the actions that will bring you closer to your goals.
Supporting your team
Have an experienced CFO provide a sounding board; offering support and strategies to innovate and maximise the value of your business.