We provide business planning expertise that helps you forecast, fund, and grow with confidence, giving you clarity on your financial direction with expert business planning, integrated forecasting and strategic support tailored to your business.
Business Planning
Business Planning Services, Financial Forecasting & Strategic Growth Support
Our Business Planning Services
What is Business Planning?
Business planning is more than spreadsheets; it’s the foundation of confident decision making and sustainable growth. We help you formalise your ideas, build robust financial models and prepare for investment, funding, or expansion.
Why it matters?
Understanding why this matters is critical to making sound business decisions. Clear visibility over future cashflow, profitability and capital requirements allows for more confident planning and reduces uncertainty. It also ensures you are well prepared for growth, investment, refinancing and discussions with lenders, while keeping leadership and teams aligned around clear, measurable goals.
Our strategic financial forecasting goes beyond historical reporting to provide a clear view of what lies ahead. We develop forward-looking financial models that give you a practical understanding of future performance, incorporating detailed revenue, cost, and cashflow projections. Through scenario and sensitivity analysis, we help you assess risks and opportunities with confidence, while our intuitive dashboards and narrative-led insights ensure the numbers translate into clear, actionable direction.
What are the Benefits of Working with Us
- Clear decision-making insight
- Funder-ready documentation
- Time saved on manual modelling
- Better alignment across your business
Frequently Asked Questions
Executive summary, financial model, assumptions and strategy summary.
Your experts
Meet your business planning experts:
Client perspective
In their words
We have used Clive Owen’s audit services for seven years and would recommend them to any business requiring an audit. Our main point of contact is audit partner Chris Beaumont who heads up a knowledgeable and experienced team so that every year our audit feels like a valuable part of our financial strategy rather than simply a statutory chore. Chris has always been approachable and helpful when we’ve required support on any financial matter pertaining to our accounts and their presentation. They represent top tier knowledge without the top tier bills
Bailey & Irvine Law Firm
Yorkshire Coast Caravans who have been a client of Clive Owen LLP for many years said: “We have found their professionalism, knowledge and guidance extremely beneficial to the smooth running and success of our business.
Ranging from day-to-day advice on general accountancy/taxation & regulatory matters to corporate planning & strategy. Clive Owen LLP have assisted the business to focus on its core strength areas and maximise potential.
We’d have no hesitation in recommending Clive Owen LLP and their helpful team to any prospective companies.”
Contact us here to find out more about how we could help your business.
Yorkshire Coast Caravans
We have a long and established relationship with Clive Owen, who have become a trusted partner to our business based on many years of feedback, experience and guidance relating to accountancy and audit. The team always acts in the most professional manner, responding promptly to our needs, and they offer knowledge and expertise that is invaluable to our team. The service they offer in such a fast moving environment greatly supports our ability to act responsibly on behalf of our own clients and as such we would not hesitate to recommend the professional services they offer.
Amie Callan, Partner and Head of Operations, Jacksons.
Jacksons, Partner and Head of Operations
We have worked with Clive Owen LLP for 10 years. I have found them to be an invaluable partner, helping us face the complex challenges of Academy accounts. They provide challenge and support to the board and explain complex accounts clearly, showing the trust’s underlying financial performance.
The team has extensive knowledge of the academic sector and brings a wealth of experience. The Academies Accounts Direction and the Academies Trust Handbook change annually. Clive Owen LLP adds value by running seminars to explain the changes and how to implement them. They also contribute to the Kreston Academy Benchmarking Report, which we find very useful.
They have a collaborative approach and are always available to answer queries or provide support.
As leaders in their field, Chris Beaumont and his team are proactive and genuinely invested in our success. They deliver on time and within budget. The peace of mind this gives us means I would definitely recommend them.”
Alison Kaye
Moorlands Learning Trust
Moorlands Learning Trust
