Overview
We build a rolling projection with you and teach you to read it, so you understand the impact of a late payment on the whole business, not just on the account it affects.
What’s included
- Rolling 12-month projections
- Scenario and late-payment modelling
- Lender-ready forecasts
- Training to read and maintain it yourself
Owner-managed businesses that are raising finance, scaling, buying, selling or planning succession.
How we begin
- 01
A no-obligation meeting
At our office, at your premises or by phone, whichever suits you. Take our advice whether or not you appoint us. There is no hard sell and no chasing.
- 02
Written recommendations and a fixed fee
We put in writing the services we recommend and the maximum fee you will pay. Pay monthly, in instalments or in full, by card if you prefer.
- 03
We handle the switch
Sign the authority forms. We deal with your previous accountant and HMRC to make the handover seamless.
Common questions
Will my business plan help me raise funding?
Business plans personally authored by our founder have a 100% record of securing the funding they were written for.
How often should I have management accounts?
Monthly, quarterly or annually, depending on your business. Your first set is free with a 12-month agreement.
Are your valuations independent?
Yes. We act as an independent business valuer, and our valuations have been accepted by lenders, courts and HMRC.