Business & Financial Planning Workshops

OUR SERVICES

These workshops will give you the practical tools to drive and direct your business in 2023 and beyond.

These are 1-day workshops and will be fast moving and high energy, after which you will have a ready-to-use Business Plan.

All too often a business plan is viewed as a document written up once for a bank manager only to gather dust on a shelf.

However, a well-prepared business & financial plan can add significant value to a company and be a vital tool in its success.

See all the elements of the business as a whole and how they fit together. Are they aligned?
Strategic focus – your key target markets, unique selling points (USP)
Identifying those critical success factors and must win battles on the road to success allowing you to set priorities
Provides milestones and financial targets against which to monitor company performance, facilitating early identification of
problems
Managing cash flows – profits do not equal cash.
Detailed cash forecasts highlighting pinch points allowing you to plan accordingly
A framework to dedicate time to focus on the long-term performance of the company
An essential component in raising finance – debt, equity or grant funding
Provide direction to the company and an enhanced sense of purpose to management and employees

If you fail to plan, you are planning to fail!

30-minute pre workshop consultation, briefly outlining the scope of the workshop and how to get the most out of the day
7-hour (1 day) in-person workshop, led by 3 senior and experienced business professionals with CEO, Finance and Sales & Marketing specialities
Access to LivePlan business software; allowing you to align your company’s direction with your intended outcomes using this engaging and intuitive tool
Hands on guidance and advice throughout the planning process
A personalised approach with only 10 companies at each workshop
1-2-1 follow up consultation after the workshop (1 hour)
You’ll leave feeling confident about your next steps to follow your business plan

A Business Plan you will use, ready to print
Financial Plan for your Business (3/5 years) including P&L, Cashflow and Balance Sheet
Key Milestones identified and captured for your business
Ability to extract a Professional Plan to share with potential Lenders, Investors & State Support Agencies
Targets and goals against which to measure your business performance
Ability to maintain and update your business plan going forward using online software