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Preparing a solid business plan is the key to securing funding.
A robust, well-written business plan helps potential lenders or investors understand the vision and goals of the business.
It also brings focus to the management’s understanding of the business strategy and helps them understand the risks inherent in the strategy and the impacts of any deviations from their plan – particularly when it comes to funding.
An investment-ready business plan is a critical element in securing funding, both equity and debt based finance options. It sits at the front-end of the finance journey so you can not only secure finance but to help determine which source of finance is right for you.
We provide a one stop shop service on a low fixed price basis so you can focus on getting back to business.
Information will depend on the target audience, but it should incorporate:
- an executive summary, highlighting the main points, designed to grab the attention of potential lenders or investors;
- details of key personnel, their responsibilities, skills and experience;
- market analysis of the company, its products or services and its competitors;
- details of current and intended client base;
- a marketing plan targeting new or existing customers;
- historic financial information covering the last three years of trading (if available) – accounts (audited if available), and key accounting ratios;
- cash-flow data, including information about standard payment terms and typical debt turn;
- financial forecasts for the next three to five years, presented as the historical information, and highlighting the key underlying assumptions;
- additional ‘flexed’ forecasts showing the impact of key downside scenarios, such as sales targets not being met or cost savings taking longer to come on stream;
- cash-flow forecasts covering the next two to three years (or in the case of a start-up or turnaround, until the business moves into profit), clearly highlighting the amount of funding required; and
- how creditors, capital expenditure, debtors and stock will be managed over the forecast period.
What is the next step in creating a business plan?
We are more than ready to help you get your business plan ‘investment ready’, get in touch with us.
As well as talking to us, there are some great books available on the subject:
What makes us
different?
We are your entire finance department—bookkeeping, specialists, software, and processes— at a fraction of the cost of building a dedicated department.
Industry Experts
Our finance and accounting experts are focused on helping you manage growth and reach your goals. Get a dedicated finance function with expertise in your industry.
We Scale
Our finance function and level of support grow with your business needs. Whether just starting out or already international, you’ll find us competitive for the services our clients find invaluable.
Strategy
Our finance experts offer support from operations to strategy. We bring our experience from large public companies to ambitious, high-potential, high-growth businesses like yours.
Cohesion
We plan for the complexities of internationalisation, fundraising and managing growth. Our consistency brings clarity and speed to decision-making for you.
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