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’ve enjoyed an excellent working relationship with Clive Owen LLP since early 2022 in the key areas of audit & accounts, tax planning and payroll processing services. 

The co-owners and directors of 22 Yards greatly appreciate the work of Jonathan Doyle and Shirley Lamb, along with their colleagues in the York and Darlington offices.

Both teams have a very collaborative approach to looking after us and are very thorough, efficient, professional and knowledgeable. Likewise, always available to answer queries or provide support when needed in timely manner.

Needless to say, we are in safe hands with Clive Owen and have absolutely no hesitation in recommending the firm to any business, big or small, looking for great service.

22 Yards Wine Bar & Merchants

Charlotte Matthewson and Lucy Lawson said: “We chose Clive Owen as our group auditors after a thorough and competitive tender process.  A combination of experience, technical ability, personable team and value and influenced our decision.  Their local presence is also an advantage.

Having recently completed the first year audit, we are delighted with the Clive Owen team.  The timeliness of completion and their ability to grasp a new business with multiple acquisitions and group reorganisations in the year, and their pragmatic approach to the process, including the opening balance audit were excellent.  The process was a positive one.

James and his team are great to work with and we look forward to working with them going forward.”
Anglotechgroup

Anglotech Group

I have worked with Clive Owen LLP for over five years now and I would highly recommend their services. Historically we used Big 4 advisors and I am pleased we made the move as we very much feel a valued client of the firm.

Currently they act as auditors and assist with tax advisory and compliance work. In addition, we have worked with their grant advisory team in order to secure a grant to assist with our business growth.

Over the years they have developed a good understanding of our business, managing expectations and delivering to agreed timescales. This continued throughout the pandemic where through good communication and team work on both sides, we were able to sign off the 2020 audit in line with previous timescales whilst conducting the audit remotely.

The staff team are professional and flexible. Kevin Shotton is always available to support and provide proactive advice.

We get great service and support from the team at Clive Owen LLP.

Royston

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