Business planning and reporting

You are ready to grow your business by launching new products, services or expanding into new regions but you'll want to know what the financial impact might be. Without detailed forecasting about the best and worst-case scenarios for your business finances, you could be flying blind.

We will work with you, using your existing financial reporting to produce detailed insights, projections and forecasts to determine those factors that will impact your plans for growth such as knowing which products or services are the most profitable. We'll then help guide you to the best decision for your business.

Raising finance/funding

If you are ready to take your business to the next level and are looking to build on what you’ve achieved so far then you may need to investigate raising additional finance to help you facilitate this.

We have helped many businesses to identify the most appropriate way of funding growth and preparing for third-party lending or investment and can work with you to ensure your business is an appealing and viable investment opportunity.

We’ll help prepare the specific financial reports you might need, liaise with prospective lenders or investors or other advisors as required and give you our experienced professional guidance during the negotiation of the investment agreement.

Any funder is likely to require increased financial reporting, including a full Management Information (MI) pack each month including key performance indicators, commentary, detailed profit and loss account, cash flow report and balance sheet, supported with detailed analyses of key numbers such as revenue, margins and employment costs, etc. We would expect to provide this information for any business we work with but as part of your team we will also be able provide the specific analyses required by any lender or investor, such as reporting against banking covenants, and guide you through the process.

New products, services and territories

Growing your business by expanding into new locations or launching new products/services is a natural progression. Whatever way you decide to do it, you’ll need to ensure you don’t jeopardise your current business results, that you have sufficient resources to be able to achieve your growth plans and that you don’t put yourself in a risky financial situation.

We’ll help you to find the best way forward for your business by examining all the upsides and downsides of your expansion plans, identifying any risks and helping you to prepare both financially and operationally.

Managing growth sustainably

Growing your business is both exciting and challenging, but you need to mitigate any risks so that you don’t lose what you’ve built up so far. There will undoubtedly be a pressure on resources but with the right strategy, planning and forecasting, you can achieve sustainable and complementary growth.

We’ll start with a review of where you are now, the best long-term growth opportunities and help you put a plan in place to achieve this so any extra investment is returned through additional profit and cash generation.

Mergers and acquisitions

As a business that has reached a certain level of success, you may have identified that the best growth route is to merge with or acquire another business. We have a wealth of experience working with businesses in exactly the same position across a variety of industries.

We’ll minimise any risk to your business by advising you on the the most appropriate options for funding a merger or acquisition, We'll also carry out a thorough review of the financial position of any business you are considering for your merger or acquisition and guide you through the process.