Planning for the Future

Our aim is to assist with keeping you focussed on the future

This is a service area which can develop over time, or be project based. Perhaps your bank is asking for budgets, a cashflow projection or business plan? Perhaps you’ve been doing business the same way for years and things need a shake up? Perhaps you are considering changing banks or a major asset purchase or sale?

Your challenges and opportunities will be different to every other client.

Here are some ways we commonly assist our clients:

  • Development of advantageous business structures for tax and cashflow management.
  • Cashflow forecasting and budgets 1-5 years.
  • Succession planning.
  • Due diligence on sale and purchase of business and/or assets.
  • Business plan development and/or SWOT analysis
  • Funding/grant applications

Often our involvement in this area is informal, for example we have found that by simply having discussions with our clients, we can help them keep one eye on the horizon while dealing with the day to day challenges of running a business.  In other cases we may work on specific one-off projects.