Empowering Your Financial Journey

Welcome to our dedicated services page, a cornerstone of the “Growing Your Numbers” initiative, designed specifically for SME business owners who aspire to not just understand their financial data but to use it as a powerful tool for strategic decision-making and sustainable growth.

In your journey of business growth and development, knowledge is power. Through our engaging FIMBO and Exit Planning 101 programs, many of you have gained invaluable insights into the critical role of financial data in shaping your business future. However, understanding is just the first step; applying this knowledge effectively to drive real change and results is where the true challenge lies.

Responding to the feedback and requests from you and your peers, we’ve recognised the need for more specialised, hands-on support. You’ve asked for services which not only help you understand your financial data but also enable you to analyse, and leverage this information to make informed decisions, plan strategically for the future, and ultimately, increase the value of your business.

With this in mind, we now offer a selection of services delivered by the “Growing Your Numbers” advisors. These services are designed to bridge the gap between financial data comprehension and its practical application in various critical business activities—from strategic planning and performance review to funding acquisition and exit strategy formulation.

Whether you’re looking to fine-tune your business strategy, secure funding for growth, or plan for a successful exit, our tailored services are here to guide you every step of the way. Let’s dive into what we offer and how these services can transform your business’s financial health and trajectory.

Data Transformation & Integration Workshop

Unlock the power of your data with our Data Transformation & Integration Workshop. This comprehensive service not only simplifies the extraction and manipulation of your data but also ensures seamless upload processes. Empower your business with clean, organised data ready for strategic analysis and decision-making.

Investment: from £1,200

Comprehensive Business Performance Insight Review

Delve deeper into your business metrics with a Comprehensive Business Performance Insight Review. Leveraging the Client Discussion Model, this analysis offers an in-depth look into your business’s operational efficiency, financial health, and growth opportunities, setting a solid foundation for strategic improvement.

Investment: from £300 (assuming use of Xero, Quickbooks or Sage 50)

Strategic Vision & Roadmap Development Worskshop

Chart a clear course for your business’s future with a Strategic Vision & Roadmap Workshop. This interactive planning exercise provides a bespoke strategic framework, aligning your business goals with actionable steps to achieve long-term success and sustainability.

Investment: from £600  (assuming use of Xero, Quickbooks or Sage 50)

Advanced 5-Year Financial Forecasting & Strategy Workshop

Future-proof your business with an Advanced 5-Year Financial Forecasting & Strategy Workshop. Gain a comprehensive view of your financial trajectory with detailed cash flow, profit, and balance sheet forecasts, enabling strategic decision-making and financial stability.

Investment: from £1,800

Customised Funding Strategy & Proposal Creation

Accelerate your growth with a Customised Funding Strategy & Proposal Creation service. Designed to attract investors and lenders, this tailored proposal outlines your funding needs, business potential, and strategic plans, enhancing your chances of securing essential capital.

Investment: from £2,400

In-Depth Financial Due Diligence & Risk Assessment Report

Solidify your business’s financial integrity with an In-Depth Financial Due Diligence & Risk Assessment Report. This exhaustive analysis scrutinises your financial practices, identifies potential risks, and validates your business’s financial health, building confidence among stakeholders and investors.

Including Business Valuation & Growth Potential Analysis

Elevate your market understanding with a Precision Business Valuation & Growth Potential Analysis. This service offers a meticulous evaluation of your business’s worth, alongside insights into growth drivers and market positioning, equipping you with knowledge for informed decision-making and strategic planning.

Investment: from £3,000

Strategic Exit Planning & Value Optimisation Consultation

Secure a profitable and smooth transition with our Strategic Exit Planning & Value Optimisation Consultation. If you are contemplating an exit, this is for you. This service provides you with expert guidance on maximising business value, strategic exit planning, and navigating your sale or succession planning and execution.

Investment: from £poa

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