Business Planning & Strategy

In our view the most important thing any business can do is to look forward.

Looking forward means understanding where the business is going from a strategic view as well as what that means for the financial results.  By putting in place a plan, you can measure your performance against the plan and help identify successful decisions and address potential issues.  Our services in this area include challenging your strategy, facilitating regular board / management meetings, preparation of business plans and preparation of financial forecasts.

Clients who take up these services are typically:

  • Owner managers of businesses who want to take a step back from the detail and periodically appraise / review the business strategy and performance
  • Businesses who are comfortable recording and reporting historical financial information but need expertise to pull together robust forecasts covering profit and loss, cash flow and balance sheets
  • Management teams who need financial projections to help manage cash flow and funding requirements – perhaps just for normal trading activity or for a major capital project or acquisition

The team at Wilson Partners has extensive expertise in business planning and strategy having advised businesses of all sizes from start up to multi-million pound exits.

The benefit to our clients from these services includes improved decision making, helping focus on big picture strategic objectives and providing confidence to manage the business with visibility on how the plan translates into profit and cash.

We also assist our clients with regular Management Information and Reporting Services.

See a recent Business Planning Case Study for the FourFront Group


Get in touch

Whether you're setting up, growing or selling your business, if you want award winning accountancy, business and tax advice call us on 01628 770 770 or complete our enquiry form:

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