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 a long and established relationship with Clive Owen, who have become a trusted partner to our business based on many years of feedback, experience and guidance relating to accountancy and audit. The team always acts in the most professional manner, responding promptly to our needs, and they offer knowledge and expertise that is invaluable to our team. The service they offer in such a fast moving environment greatly supports our ability to act responsibly on behalf of our own clients and as such we would not hesitate to recommend the professional services they offer.
Amie Callan, Partner and Head of Operations, Jacksons.
Jacksons, Partner and Head of Operations
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
Yorkshire Coast Caravans who have been a client of Clive Owen LLP for many years said: “We have found their professionalism, knowledge and guidance extremely beneficial to the smooth running and success of our business.
Ranging from day-to-day advice on general accountancy/taxation & regulatory matters to corporate planning & strategy. Clive Owen LLP have assisted the business to focus on its core strength areas and maximise potential.
We’d have no hesitation in recommending Clive Owen LLP and their helpful team to any prospective companies.”
Contact us here to find out more about how we could help your business.
Yorkshire Coast Caravans
Yorkshire Profiles provides nationwide metal laser cutting and fabrication services to a wide range of industries.
We turned to Clive Owen LLP for support with our year-end accounts services and corporation tax calculations after experiencing slow response times from our previous accountants.
From the start, the team at Clive Owen LLP took the time to understand our business and answered our questions quickly and thoroughly. Thanks to their efficient approach, we were able to file our accounts promptly after our year end, enabling us to focus on business planning for the year ahead.
Their personal service, attention to detail, and speed have been exceptional. I would not hesitate to recommend Clive Owen LLP to any business in need of reliable year-end accounts services and expert corporation tax advice.
We will continue to work with Clive Owen LLP in the future.
To contact us about year-end accounts or corporation tax, click here.
Yorkshire Profiles
