Business & financial planning

Business Start-ups

Most people starting up in business do so because they have a good business proposition and the enterprise and commitment to see it through. Most however are not experts in the legal and financial aspects of running a business and such matters can appear daunting. Fortunately, you do not need to be an expert in these fields to succeed in business, but you do need the support of a team of trained experts.

We can help. Just bring us your business ideas and we will help you to make them a reality!

We can help you to:

• decide on the most suitable structure for your business - sole trader, partnership, limited liability partnership or limited company
• prepare a business plan, cashflow projections, budgets, and trading forecasts
• assess the finance requirements, advise on the best sources of finance and draw up the necessary proposals
• establish a good working relationship with your bank
• complete any registration procedures with Companies House and HMRC
• deal with company secretarial issues
• set up a recording system for your internal use and for complying with statutory requirements
• decide on what computer hardware to buy and help with the installation of accountancy software
• keep on top of bookkeeping, VAT, payroll and other accounting requirements and

• help with all aspects of business compliance and administration

Business planning and strategic advice

Every business should plan ahead to ensure success but daily business pressures often conspire to delay the strategic planning process. We can work with you to produce a strategic roadmap for you to follow, which will include targets, objectives and performance indicators to give you control over your business. Financial forecasts are a crucial part of any business plan and we will ensure these are both meaningful and robust. We can then provide advice in measuring performance against the plan and help with strategic decision making to give you the best possible chance of achieving success.

Succession and Retirement Planning

If you have grown a successful business over the years its important that you are rewarded for the hard work and sacrifices that you have made over that time. In many cases, business owners can be so embroiled in the day to day operations of the business they lose sight of the final part of their journey of being able to exit the business. Exiting a business can be very difficult and the key is planning. There are a number of options for a successful exit, but its not a one glove fits all process and we can help by reviewing what the options are and discuss these with you to find the most effective Exit route.