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

j mac group

“Working with Clive Owen LLP over the last 12 months has changed the way I view accounts. It has changed the way I make decisions in regards to forecasting and investing. Clive Owen are fantastic, I would highly recommend to anyone.”

J.MAC Group, Luis McCarthy

TherageniX is an early stage biotechnology company using gene therapy for tissue regeneration applications.

We won an Innovate UK grant recently and as part of the grant, needed to provide an IAR.

The Clive Owen LLP grants team helped us with our IAR very quickly and at an affordable price.  The IAR has enabled us to smoothly submit our claims and continue our activities.

I would (and have) already recommended Clive Owen LLP to other people in my network.

Contact our grants team here.

TherageniX

“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

Northern Star Academies

Northern Star Academies Trust has worked with the Clive Owen LLP team since 2016 and have found them extremely knowledgeable and capable, and responsive to the changing agenda of the Trust and educational sector as a whole.

Their specialist experience within the education sector gives them a unique insight into the challenges we face as a multi academy trust. We really appreciate the level of support they provide, from general forward planning to the detailed preparation regarding key timings for the year end audit and expert advice on key topics.

Lastly, the annual Kreston Academies Benchmark Report, co-written by Chris Beaumont of Clive Owen LLP, is increasingly useful as a data analysis toolkit.

Northern Star Academies Trust, Chief Financial Officer