Business plans and forecasts
Business plans and financial forecasts
We write business plans and prepare sales, profitability and financing forecasts using information about your business. You can ask us to prepare the documents from the beginning or review work you have already done.
Preparing or reviewing your business plan
Tell us what you sell, who your customers are and how the business operates. We organise that information into a document in which the business idea, sales approach and financial assumptions fit together.
A business plan can cover:
- Your business idea, products and services.
- Customers, markets and competitors.
- Pricing, sales and finding customers.
- Costs and what is needed for the business to be profitable.
- How the business is organised and the resources it needs.
- Main risks and how you plan to address them.
We use your information and assumptions discussed with you. If important details are missing, we clarify them with you before finalising the plan.
If you already have a draft or a finished plan, we can review, complete or update agreed parts as a separate assignment.
Financial forecasts and pricing
Profitability forecast
We estimate how much revenue your business needs to cover its fixed and variable costs and achieve the intended result. We can review how different prices and sales volumes affect that result.
Sales forecast
We show how expected sales volumes and prices add up to your projected revenue. This lets you compare the sales target with your plans for finding customers and the working time available.
Financing plan
We estimate investment costs and working capital needed to start or develop the business. We compare these funding needs with proposed sources of finance, such as your own capital and loans.
We check that prices, sales assumptions and estimated costs are consistent across the forecasts and the plan. We go through what the figures imply for your pricing and sales targets, so you can understand the assumptions behind them.
You can order one forecast or a review without buying a complete set of documents. These are planning documents based on estimates, not historic accounts or audited financial statements.
How the assignment proceeds
- Describe your proposed or existing business. Tell us what you need and whether the documents are for your own planning or an application for finance.
- We agree the documents, scope and price, and confirm which information we need from you.
- We prepare or review the agreed material and check that the text, figures and assumptions fit together.
- We review the work and its assumptions with you and agree any changes. You check that the information reflects your business and plans.
Preparing a start-up grant application?
Our start-up grant application assistance can include agreed application texts as well as the business plan and forecasts. You check and approve the documents and submit the application yourself.
Questions and answers
Can I order just one forecast?
Yes. You can order an individual forecast without buying a complete set of documents. We agree what the assignment includes before starting.
Can you review or update my existing business plan?
Yes. We can review its clarity, the basis for your sales targets, and consistency between the text and figures. We agree any updates or additions separately.
What information do you need?
We need a description of your business idea, products or services, customers, competitors and how you plan to find customers. For forecasts, provide your prices, estimated sales volumes, costs, investment plans and proposed financing. Actual sales and cost figures also help if your business is already trading. We confirm the details at the start.
How is the work priced?
The price depends on the scope and how much information and material you already have. Tell us whether you need a new plan, an individual forecast or a document review. We agree the scope and price before starting.
Are these accounting services or audited figures?
These documents describe planned activity and future estimates. They are not historic accounts or audited financial statements. The forecasts depend on the information and assumptions used; they do not guarantee future sales, profit or a funding decision.
Request a quote
Describe your business, the documents or review you need and any material you have already prepared. We will use this to agree the work and give you a quote.
Request a quote