Business Planning and Advisory

Advice you need, when you need it

Our objective is to understand your vision and work with you to unblock the obstacles holding you back from realising your business goals.

We assess a business’s current state of readiness and provide an overview of its strengths and areas of weakness, enabling us to target our advice effectively. From acting as an ad-hoc ‘sounding board’ through to regular meetings to discuss and review financial results, budgets and specific projects, you’ll benefit from a bespoke service that meets your needs.

We’ll work with you to improve the quality of management information, leveraging technology and dashboards, helping you focus on core activities that can maximise your chance of success.

Our range of advisory services include:

Advice in connection with shareholder and loan agreements
Advice on corporate group structures
Assistance with corporate finance
Assistance with finding grants (BDO’s grant advisory service)
Bank relationship management and re-banking
Business acquisitions and disposals
Creation of performance related remuneration schemes
Debt fundraising and debt refinancing
Preparation of cash flow forecasts, budgets and comparison with actuals
Finance and accounting technology advisory
Succession and exit planning
Valuing private companies for share restructure, purchase or sale.

If you're looking to maximise productivity from your finance function, visit our 'Rethinking finance function of the future' hub to access curated insights and case studies.

Visit the hub