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
Clive Owen LLP has been the ideal professional partner for the school for many years. Chris and his team are helpful, supportive and genuinely interested in our progress and success. With an extensive understanding of the education sector and its ongoing challenges, advice is pragmatic and clearly presented whilst projects are delivered in a timely and collaborative manner and within budget. I cannot recommend the team highly enough.
Silcoates School
We were very pleased with the service provided by Eleanor at Clive Owen, who prepared an independent accountant’s report to support our grant funding claim. Eleanor expertly guided us through the process, making it very easy on our side. We would definitely consider working with Clive Owen again.
RheEnergise Limited
We have used Clive Owen’s audit services for seven years and would recommend them to any business requiring an audit. Our main point of contact is audit partner Chris Beaumont who heads up a knowledgeable and experienced team so that every year our audit feels like a valuable part of our financial strategy rather than simply a statutory chore. Chris has always been approachable and helpful when we’ve required support on any financial matter pertaining to our accounts and their presentation. They represent top tier knowledge without the top tier bills
Bailey & Irvine Law Firm
Carolyn Dent from Bishop Chadwick Education Trust said,
“We have used Clive Owen LLP since February 2016, when we were incorporated. They originally acted as both our external and internal auditors, and since the financial year 2020/21, they have acted solely as our external auditors.
They have also supported us with auditing services for teachers’ pensions and external grant assurance services.
Our organisation must comply with the Academy Trust Handbook, and the work we do with Clive Owen LLP enables us to achieve this requirement.
Through the audit process, our auditors help us improve performance and streamline our processes, ensuring compliance and allowing us to better support our schools. As our auditors, they highlight our strengths and provide guidance where we have areas for development.
I would recommend Clive Owen LLP. Their processes are thorough, robust, and timely. Our auditors are always helpful and supportive, and happy to answer any ad hoc queries throughout the year.
Bishop Chadwick Education Trust
