Business Planning

Advisory logo in a plumb colour

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

I have worked with Clive Owen LLP since 2011. Throughout this time, Chris Beaumont and his team have consistently delivered exceptional service and support. Their expertise in managing my year-end accounts and handling ad hoc accounting needs has been invaluable to my business.
They proactively identify potential business issues. Chris and Clive Owen provide insightful advice that helps me navigate my financial landscape with confidence.
The entire team is personable and professional. They remain approachable, respond quickly, and always make time to answer my questions—no matter how big or small. They listen carefully, explain complex matters clearly, and make me feel like a valued partner rather than just another client.
They complete work promptly and meet deadlines consistently. I rely on them to deliver accurate and thorough financial reports, which lets me focus on my business with peace of mind knowing my finances are in capable hands.

Zig Zag Cars

“Clive Owen was recommended to me by a friend and business associate. Naturally, you are hesitant when it comes to accounting, finance and taxation.  Especially for established businesses with long-standing service providers. However, the transition to Clive Owen has been the most Enlightening and beneficial decision I’ve made as a business owner.  I cannot be more appreciative to every team member within the organisation I’ve dealt with. Looking forward to a long-standing partnership”.

Daniel Carter – Bcs-group

Bcs-group

At Syselek, we develop innovative technology and toolchain solutions for transport decarbonisation and automation. We have been very fortunate to receive grant funding from Innovate UK. This has helped develop several of our innovative solutions.
One recent project was Fleet AI Recharging (“FAIR”). It explored new AI-based algorithms to accurately predict the energy consumption of electric HGVs. This enables live decisions about smart charging. These decisions help reduce operating costs and accelerate decarbonisation of the freight and logistics sector.
We began working with Clive Owen LLP two years ago. Since then, they have supported all our grant funding audit requirements. Their approach to the audit process is very smooth and intuitive. Their guidance has been easy to follow. Their quick responses to our questions have ensured our full compliance in all grant funding claims. This has enabled us to close out all our projects promptly.
We have been really impressed with the support from the grants team over these last two years. We are fully confident in their support going forward. We would certainly recommend Clive Owen’s grants team to anyone seeking Innovate UK grant funding audit services.

Syselek

Clive Owen grants advisory

Fusion Joinery are a bespoke joinery solutions business based in the North East of England, manufacturing a range of made-to-order timber products for commercial, residential and domestic projects. We have grown strongly in recent years, but have relied upon external equipment hire to deliver larger projects. We have the opportunity to secure further large contract work, however in order to be more competitive we identified the need to own our own crane. Whilst we were able to source a suitable crane, the investment required was significant and we needed some financial support.
The grants advisory team at Clive Owen supported us in securing a substantial grant from the Business Growth Fund capital grant scheme. The Clive Owen team took the bid writing process off our hands and delivered a very quick turnaround, allowing us to access the funding just before the scheme closed. We have now been able to acquire the crane and have pressed on with our growth plans which include new contracts and new employment.
I strongly suggest that businesses seeking grant support consider utilising the expertise of Carl Wright and his team at Clive Owen LLP.

Fusion Joinery