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
Tiffin Sandwiches started in 2000 as a breakfast sandwich shop and became a small local supplier of pre-packed sandwiches to shops and forecourts etc. Over the years we grew into a £multi-million turnover business until we reached the threshold where our annual accounts needed to be audited. Clive Owen were recommended to us.
The first time we were audited came as a shock because of the new depth and detail within our accounts which we now had to provide. Clive Owen understood that the transition is difficult for a first audit and explained to us exactly why they had to do what they were doing. Further, they suggested new procedures which would hopefully make it less of a trauma in the years going forward. I am happy to say that we now just take the audit in “our stride”
The real benefit came after our first audit when we received some fantastic financial advice from Clive Owen based on what they had learned about our business by conducting the thorough audit. This advice has continued to this day and I can say with 100% confidence that without it we would not have continued to expand in the way we have.
Based on our experience I would not hesitate to recommend Clive Owen to any business large or small. All the way through the COVID crisis they have kept us totally up to date on the all the continual changes made by the Government/HMRC to help us plan and make decisions accordingly.
Tiffin Sandwiches
Stephen A Sims (Cars) Limited is a Suzuki dealership based on McMullen Road in Darlington. I appointed Clive Owen LLP to undertake the audit and related corporation tax matters of the Stephen A Sims (Cars) Limited group (7 companies).
Since that date they have assisted proactively with corporate and personal tax matters. In addition they have provided strategic direction on various matters including directors’ loan accounts and shareholdings. I would be pleased to recommend Clive Owen LLP to other motor traders looking for professional proactive advice.
Stephen A Sims (Cars) Limited, S A Sims
Northern Star Academies Trust has worked with the Clive Owen LLP team since 2016 and have found them extremely knowledgeable and capable, and responsive to the changing agenda of the Trust and educational sector as a whole.
Their specialist experience within the education sector gives them a unique insight into the challenges we face as a multi academy trust. We really appreciate the level of support they provide, from general forward planning to the detailed preparation regarding key timings for the year end audit and expert advice on key topics.
Lastly, the annual Kreston Academies Benchmark Report, co-written by Chris Beaumont of Clive Owen LLP, is increasingly useful as a data analysis toolkit.
Northern Star Academies Trust, Chief Financial Officer
Yorkshire Profiles provides nationwide metal laser cutting and fabrication services to a wide range of industries.
We turned to Clive Owen LLP for support with our year-end accounts services and corporation tax calculations after experiencing slow response times from our previous accountants.
From the start, the team at Clive Owen LLP took the time to understand our business and answered our questions quickly and thoroughly. Thanks to their efficient approach, we were able to file our accounts promptly after our year end, enabling us to focus on business planning for the year ahead.
Their personal service, attention to detail, and speed have been exceptional. I would not hesitate to recommend Clive Owen LLP to any business in need of reliable year-end accounts services and expert corporation tax advice.
We will continue to work with Clive Owen LLP in the future.
To contact us about year-end accounts or corporation tax, click here.
Yorkshire Profiles
