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
The best thing about working with Clive Owen LLP is that they are both proactive and reactive and I feel as if we in fact work in partnership with them. Academy accounts are very complex and I have found Clive Owen LLP are leaders in their field and I have the upmost confidence in the advice and support that they give.
Ad Astra Academy Trust
Allison Mckay, CEO and Founder Director, said:
“The Forum is a live music venue and community arts hub in central Darlington. It has rehearsal rooms, a recording studio, and delivers educational services and creative activities. The venue operates as a social enterprise in the form of a Community Benefit Society.
We needed investment to support our growth plan, including ambitious capital improvements to our Borough Road building. We approached the Clive Owen LLP grants team to help with the financial modelling and forecasts needed for a grant application. Their expertise was crucial for our investment bid.
Eleanor Kay from the Clive Owen LLP was assigned to support us. She took great care in understanding our needs and business model. This resulted in a comprehensive set of financial assumptions and forecasts.
I highly recommend Clive Owen LLP, particularly Eleanor and the grants team. Their support has strengthened our business case and growth plan, giving us confidence in our ability to raise investment and achieve our ambitions.”
To find out more about the grants team, click here.
Darlington Forum
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
Clive Owen has helped in advising us in picking the right account software package, to doing the monthly accounts, year-end accounts, R&D, Tax personal and business, Wealth Management, Payroll, and they have IT services
Springfield NE Limited, Marion Milsom
