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.
Business Planning
Business Planning Services, Financial Forecasting & Strategic Growth Support
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
We have worked with Clive Owen LLP during the school’s first year of Academy status and have found the company to be a thoroughly professional organisation. As well as undertaking the yearend audit and responsible officer role, they have provided a number of training courses which we have found very useful. Of particular interest was the session on ‘Academy Finance’ where governors gain a better understanding of the issues we may face as an Academy – funding environment, VAT, gift aid, corporation tax and cash flow implications to name but a few.
Carmel College, Chief Executive Officer
Mastercopy is a well-established, leading provider of printing, software and document management services, as well as IT support. The North East-based business possesses decades of experience in digital workflows, Mastercopy’s flagship product, Docflow, is transforming the way businesses access, control and manage their documents, improving compliance, reducing admin and optimising operations.
Clive Owen LLP has provided a range of accounting services to the company and its key people for many years, reaffirming the firm’s commitment to supporting clients in the long-term.
Stephen Preston, Managing Director of Mastercopy, said: “I have enjoyed a longstanding working relationship with Clive Owen LLP and the firm and its people have proven themselves to be a truly trustworthy and reliable partner in every aspect of our financial affairs.
“I would like to recognise and thank Nicola Bellerby, in particular, for her years of dedicated support – from sound personal tax advice all the way through to accounts preparation and other added value services. Her professionalism, insight and personal commitment, together with the support of the wider team, have been invaluable to both me and the business, and we look forward to continuing our relationship for many years to come.”
https://www.mastercopy.co.uk/
Mastercopy
At Kasai UK, we greatly valued the support provided by Clive Owen LLP in securing a Business Growth Fund grant to help develop our solvent-free manufacturing process.
Their expert guidance and proactive management of the application played a key role in helping us access the funding needed to support our greener, more sustainable production ambitions.
As a business that is becoming increasingly climate-conscious, it was important for us to work with advisers who share similar values. Clive Owen’s commitment as climate champions meant they really understood both our commercial objectives and our environmental priorities, adding genuine value throughout the process.
Anne Marie Coyle, Kasai UK
Kasai UK
I have worked with Clive Owen LLP for over 7 years since I bought the business. The firm prepares our annual accounts and assists with our CLC audit and compliance work. They also provide ad hoc accountancy and audit support and advice as and when it is needed.
What I really value about the firm is that they have developed a thorough understanding of our business which supports our decision-making and helps us drive the business forward. Their accountancy and audit support are good at managing our expectations and always deliver to agreed timescales.
The team are professional, friendly, and very accommodating. Chris Beaumont is always available to support and provide proactive advice when we need it.
Their accountancy and audit support ensure we get great service from the team at Clive Owen LLP, and I would highly recommend their services.
Adrian Noble
Managing Director
Key Legal
Key Legal
