Startups raising finance
New businesses needing a plan that will survive lender or investor scrutiny.
Business Advisory & Finance
Business Planning
Business plans, financial projections and strategic planning for startups and established businesses.
Overview
How we help with Business Planning
A business plan is only worth writing if the financial model underneath it is real. We build the numbers first and let the narrative follow them.
We work with you on market and competitive context, revenue model, cost structure, headcount plan and funding requirement, then build a three to five year financial model with the assumptions visible and adjustable. That means when a lender or investor questions an assumption, you can change it in front of them and show the effect.
The output is a document suited to its audience: a lender pack or investor deck, or an internal planning document for the management team.
What's included
Everything covered in this service
This service develops the wider commercial plan: the objective, market, operating approach, resources, milestones and supporting financial projections. It is broader than a calculation tool. Where the main need is scenario mechanics, use financial modelling; for an ongoing annual plan and reforecast cycle, see budgeting and forecasting. A plan being prepared specifically for finance can also connect to funding-readiness support.
- Market, competitive and operational context
- Revenue model and pricing assumptions
- Three to five year integrated financial model
- Profit and loss, balance sheet and cash flow projections
- Funding requirement and use of funds
- Sensitivity analysis and downside scenarios
Who it's for
Built around how you actually operate
Established businesses changing direction
Companies entering a new market, product or territory.
Management teams setting strategy
Businesses needing a shared, costed view of the next three years.
FAQs
Business Planning: common questions
Do you write the whole plan or just the numbers?
Either. Some clients want a complete document; others have the narrative and need a credible, defensible financial model behind it.
How long does it take?
Usually three to six weeks, driven mostly by how quickly assumptions can be agreed and evidenced.
What information do you need to prepare a business plan?
We need the commercial objective, target customers, route to market, operating plan, management assumptions and available financial history. Gaps and assumptions are identified rather than hidden in the finished document.
Is a business plan the same as a financial model?
No. The business plan explains the wider commercial case and how the business intends to operate. A financial model is the calculation tool used to test assumptions and scenarios; it may support the plan but does not replace it.
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Let's talk about Business Planning
Tell us who the plan is for, the decision or milestone it must support, and what narrative and financial work already exists. We will identify missing inputs and agree the document and projection scope.
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