Business Planning

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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

“Clive Owen’s support was instrumental in helping us secure the funding we needed to invest in new manufacturing equipment at our Cramlington site, securing the future of 12 skilled jobs.

The Business Growth Fund grant helped us to enhance our production capabilities and support continued growth, and the team provided valuable knowledge and experience throughout the grant application process.”

Leigh Dobson, Miller

Miller UK

TICA

“Since engaging with Clive Owen LLP, we have modernised. The accounts were very paper based, they have now been brought into electric format. They are more transparent and user friendly, this means we can get accurate information that we can forecast from”

TICA, Marion Marsland

Clive Owen LLP supported me with my self-assessment tax return.

I was changing jobs at the time and for the first few months in my new role, I was unfortunately taxed at the wrong level. It got quite complicated and HMRC were giving me different codes weekly at one point!

I dealt with Lee Watson who was always available and happy to advise regarding any questions I had. He then did my self-assessment tax return to tie up the move of companies and help me get the correct tax code.

The flexibility to be able to contact Lee and get a reply the same day was just exceptional and gave me peace of mind and the confidence that I was following HMRC tax requirements correctly.

I would highly recommend Clive Owen LLP.  They offer excellent service, a quick response and I felt they were very reasonably priced.

Hendrik

RheEnergise Limited grant support by Clive Owen LLP

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