We offer a full financial plan to run alongside the business development and marketing plans that we create for you. This will ensure that all aspects of your business are covered.
Our financial service provides the following: Detail the important assumptions for the business, Complete a Break-even Analysis, Produce a Projected Profit and Loss, Produce a Projected Cash Flow, Produce a Projected Balance Sheet, Detail the Business Ratios.
Full monitoring plans for both internal and external use will be incorporated into the financial plan. This will enable an accurate check on cash flow requirements and to keep finance costs to a minimum.
Obtaining finance can be difficult and through our connections we can offer assistance in obtaining finance. Most lenders will require a financial plan to assess viability and security.
Protection & Distribution of Assets
We also consider the protection and distribution of assets as very important in the event of death or permanent disability of the business owner and their families. We offer expert advice in the creation of Nil Rate Band Inheritance Trusts, Property Protection Trusts and Disability Discretionary Trusts. Depending on what you seek to achieve with your estate, one of these Trusts will ensure that your assets are distributed as you require.
Please see our “Our charges” sections for cost details.