Business Planning

Advisory logo in a plumb colour

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

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

j mac group

“Working with Clive Owen LLP over the last 12 months has changed the way I view accounts. It has changed the way I make decisions in regards to forecasting and investing. Clive Owen are fantastic, I would highly recommend to anyone.”

J.MAC Group, Luis McCarthy

Charlotte Matthewson and Lucy Lawson said: “We chose Clive Owen as our group auditors after a thorough and competitive tender process.  A combination of experience, technical ability, personable team and value and influenced our decision.  Their local presence is also an advantage.

Having recently completed the first year audit, we are delighted with the Clive Owen team.  The timeliness of completion and their ability to grasp a new business with multiple acquisitions and group reorganisations in the year, and their pragmatic approach to the process, including the opening balance audit were excellent.  The process was a positive one.

James and his team are great to work with and we look forward to working with them going forward.”
Anglotechgroup

Anglotech Group

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