Working out what you, the owner, want to achieve from your business is fundamental. Most entrepreneurs think this is straightforward: the maximum valuation on sale, right? Often that is a big part of it. But it’s not always that simple. Understanding what you want and what your business needs to achieve is essential to setting business goals.

Our strategic review process examines – and challenges – every aspect of your business plan and forces you to focus on your long-term objectives. That’s why, regardless of whether you are looking for new funding, selling a business, or simply appraising your current business or financial position, a strategic review is an essential part of the corporate planning process.

We usually start with a review of the options open to the shareholders. To do this, we need to be fully informed and understand your business’s key strengths and opportunities under a variety of different circumstances. We can help produce business plans and run forecasts based on well thought through assumptions about future performance.

With you, we asses the business in the following key areas:

  • People
  • Clients
  • Markets
  • Financial performance
  • Business infrastructure
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