Business Planning

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Business Planning Services, Financial Forecasting & Strategic Growth Support

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.

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

I just wanted to express my sincere gratitude for your professionalism, wise counsel, and patience whilst supporting me with this [tax advice]. I’m conscious that the tight timeframe hasn’t made things easy, but you’ve handled it with composure and expertise – and I’m very grateful.

I’ve seen less precise and slower F1 pit stops than the service from Adam [Wingrove] and the team.

– LN – Personal Tax

LN

Marion Milsom


Clive Owen has helped in advising us in picking the right account software package, to doing the monthly accounts, year-end accounts, R&D, Tax personal and business, Wealth Management, Payroll, and they have IT services

Springfield NE Limited, Marion Milsom

I have worked with Clive Owen LLP for over five years now and I would highly recommend their services. Historically we used Big 4 advisors and I am pleased we made the move as we very much feel a valued client of the firm.

Currently they act as auditors and assist with tax advisory and compliance work. In addition, we have worked with their grant advisory team in order to secure a grant to assist with our business growth.

Over the years they have developed a good understanding of our business, managing expectations and delivering to agreed timescales. This continued throughout the pandemic where through good communication and team work on both sides, we were able to sign off the 2020 audit in line with previous timescales whilst conducting the audit remotely.

The staff team are professional and flexible. Kevin Shotton is always available to support and provide proactive advice.

We get great service and support from the team at Clive Owen LLP.

Royston

We were delighted to work with Clive Owen LLP who prepared an Independent Accountant’s Report for our Innovate UK grant claim. 

Their professionalism and attention to detail were evident throughout the process, with the report completed and issued ahead of our planned submission deadline.

We greatly appreciated their reliability, expertise and overall excellent service, and would highly recommend Eleanor and the wider Grants team.
– Reichal Roy

Talos Consulting Services Ltd

Talos Consulting Services Ltd