Business Planning

Business Planning

Our team has extensive experience of assisting and advising a wide range of businesses at every stage of their development – from start-up right through to initial public offering, disposal or passing the business on to the next generation. We can act as a sounding board and provide a finance director function to a business, and thereby take a proactive role in the financial management of the business. Such services may include:

  • Development of a strategic business plan, setting out objectives, opportunities, constraints and an action plan.
  • Preparation of an overall business plan incorporating cash flow forecast, profit forecast and an assessment of anticipated working capital requirements.
  • Advice on business finance whether via bank funding, factoring, invoice discounting or external investment.
  • Management of the banking relationship and ensuring a good working relationship with the principle source of day to day finance, including reviews of banking covenants and key performance indicators.
  • Profit improvement and managing growth – an objective review of revenue and expenditure streams.
  • Tax planning, retirement planning, pensions and investment advice.
  • Advice relating to the sale of a business; advising in terms of maximising sale proceeds, minimising tax liabilities, and protecting management and employee interests.
  • Managing the due diligence process on behalf of clients, whether selling or acquiring.

If you would like to discuss our services in more detail please contact our SME team on 00 44 161 832 4901 or email

Our locations

St George's House
215-219 Chester Road
Manchester M15 4JE

T: 00 44 161 832 4901


 Central Buildings
 Richmond Terrace
 Blackburn BB1 7AP

 T: 00 44 1254 686 600


The Colmore Building
20 Colmore Circus Queensway
Birmingham B4 6AT

T: 00 44 203 478 8400



  15 Bunhill Row
  London EC1Y 8LP

  T: 00 44 203 478 8400


We are registered to carry on audit work in the UK and regulated for a range of investment activities by the Institute of Chartered Accountants in England and Wales. Charles MacMillan is licensed to act as an Insolvency Practitioner in the UK by the Institute of Chartered Accountants in England and Wales. Details about our audit registration can be viewed at for the UK (reference number 5386251). Our statutory audit work is subject to the Audit Regulations and Guidance issued by ICAEW, International Standards on Auditing (UK) and the Auditing Practices Board’s Ethical Standards promulgated by the Financial Reporting Council of Aldwych House, 71-91 Aldwych, London WC2B 4HN.

Copyright 2004-2020 Beever and Struthers, Chartered Accountants. All rights reserved.