We’ll help you build the right plan

A Plan is One Thing -
Delivering It Is Another.

"Business is simple. Create a plan; execute it."

Our superstar FDs & CFOs can work part-time – remotely or at your premises – to help you increase cash, profit, and valuation, freeing you from the burden of day-to-day operations.

Business planning is just one of the 12 building blocks of a world class finance function.

We’ll help you build the right plan (or rework the existing plan), with structured regular reviews armed with appropriate management information and KPIs.

Fewer than 50% of businesses have a formal business plan. Effective business planning and implementation means you must:
  1. Revisit your WHY

    Why are you really in business? Over and above the desire to generate profits, what’s your deeper motivation, your vision and your purpose? This is the single most important factor in business planning – regularly reconnecting with your true ambition.
  2. Be clear about your WHAT

    The ‘WHAT’ elements are the outcomes that you aspire to achieve as part of your journey. Write them down and review them regularly, updating them if necessary – after all, people and circumstances can change.
  3. HOW are you going to get there?

    When you’re clear on your ‘WHY’ and ‘WHAT’, your ‘HOW’ becomes much simpler. You can add rocket fuel to your business with a clear plan and coherent objectives that cascade down through departments, supported by high quality management information and a structured (monthly) routine.
  4. What's your end game?

    Do you know where you’re going – and how will know when you’ve got there? For example, if you’re looking for an exit to retire, when will that be and with what amount? For some business owners this is the joy of the journey – but you need to be clear that this is what you want.
  5. Be honest with yourself

    Many business owners understandably enjoy big picture planning, but skim through the detail. If you don’t enjoy the ‘implementation’ part of planning, the rigour and discipline of delivering the plan, that’s fine – in fact it’s a large part of what we’re here to help with!

It’s not just about business planning...

To scale fast, increase valuation and escape the routine of day-to-day operations you need to consider each of the 12 building blocks of a world class finance function. These include:

What next?

Let us take ownership of your finance function so you can spend your time doing what you really want to do...

Tell us what you really want for your business and life and let's discuss the plan to actually make it happen.

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