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

We were delighted to work with Clive Owen LLP who prepared an Independent Accountant’s Report for our Innovate UK grant claim. 

Their professionalism and attention to detail were evident throughout the process, with the report completed and issued ahead of our planned submission deadline.

We greatly appreciated their reliability, expertise and overall excellent service, and would highly recommend Eleanor and the wider Grants team.
– Reichal Roy

Talos Consulting Services Ltd

Talos Consulting Services Ltd

BPP Visual LTD

BPP Visual Ltd are specialists in visual management and corporate signage.

We have been using Clive Owen LLP for six years from the day we set up BPP Visual as a limited company and moved into our new premises in Sunderland.

Kevin Shotton and the team at Clive Owen LLP provide ongoing monthly support to our organisation. Their services range from processing our monthly transactions in Xero, processing our payroll and quarterly VAT returns to R&D submissions, annual tax returns and yearly financial reviews.

The effect on our business from having this level of support from the team at Clive Owen LLP monthly has completely transformed the way our company operates. It has saved us countless hours and significant pain trying to manage this process ourselves and I can’t recommend their support highly enough.

The added confidence this brings knowing that our business is under control and that every transaction is accounted for each month lets us concentrate on what we are good at.

An additional function that Clive Owen LLP also provides for us is expert financial reviews, annually.  This has helped us to understand not only how we have performed over the year but also provides the financial information we need to look at longer term planning from both a personal and business perspective.

If I could give any new start up business one line of advice, it would be to choose Clive Owen LLP to take care of their accounts and to provide advice on business finances. This will then give them the ability to concentrate on running the operational side of the business.

BPP Visual LTD

Silcoates

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

yorkshire-profiles

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