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Business Plans and Valuations

Business plans are also regularly needed to support finance applications, especially bank lending. We can assist with all aspects of the business plan including:


  • Business strategy and goal setting


  • Budgets


  • Cashflow forecasts


  • Profit forecasts


All written elements of the plan such as business background, marketing plan, SWOT analysis, markets and competition.


This enables our clients to plan for the future, allowing us to identify potential issues before they become problems and to provide tailored advice.

We provide you with a 360 degree business valuation service whether you're buying, selling or on the lookout for investors. You will be assured of reliable assessments based on a variety of factors including established valuation models, all tangible and intangible assets and external market forces to support you towards your broader business objectives. We can advise on the following as well as all factors relating to business valuations:

  • Business performance against KPI's


  • Taxation with tax authorities


  • Business sales and purchases


  • Business mergers


  • Relationship breakdown


  • Raising finance


  • Company buy back of shares


  • Tax planning


  • Financial reporting requirements


  • Shareholder/partner disputes


  • Pension and exit planning

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