Business Planning Services
Our business planning team explain their services in more detail.
Financial modelling
Forecasting into the future can be complex, whether it be trying to predict a company’s medium-term performance or a project vehicle’s ability to repay its finance and deliver a return to its shareholders. Our team has extensive experience of building financial models to support clients’ forecasting needs, whether they be linked to a transaction or ongoing reporting requirements. Our models are primarily based in Excel for flexibility, transparency and transportability, although they are often linked to client systems to allow efficient update and ongoing management. We pride ourselves on following best practice whilst keeping our models simple and ensuring that they are user friendly and easily interpretable.
Incorporating client KPIs as outputs helps to ensure that the model can be easily sense checked and building in the ability for the user to easily flex key assumptions provides clients the ability to quickly respond to “what if?” questions. Whilst financial modelling can often be seen as a dark art, the most successful models are those which are straightforward, easy to use and readily interpretable. This outcome is our aim on each of our assignments and our approach to working closely with our clients mean that the model build process is understood by users and stakeholders alike.
Data analysis and reporting
Being able to report financial and commercial data efficiently and accurately is crucial to any growing, dynamic business. We help our clients to transform their regular Reporting & Analysis from a burden to a refined process. Providing insightful, powerful and timely messages that are tailored to specific audiences, empowering their decision making.
We can leverage our expertise in programmes such as Power BI, Power Query and Excel to minimise the manual intervention required to generate Monthly Reporting and identify and highlight the key trends in large datasets. Furthermore, we can automate the output of the these via PowerPoint, Power BI and email/messaging; further streamlining the process and leaving our clients’ Finance Teams with the bandwidth to focus on delivering performance.
Public sector advisory
Our public sector advisory offering encompasses a range of services designed to support the financial operations of public sector clients. We provide strategic financial guidance to government entities and public sector bodies to help them plan, fund, and deliver critical infrastructure assets and public services, enhanced by robust fiscal management and planning.
We support clients in developing investment strategies, writing and evaluating investment business cases, structuring fiscally responsible projects, evaluating financing options and improving their financial reporting and analysis. With a focus on value for money, affordability, and long-term sustainability, we help public sector entities make informed decisions that balance economic development goals and future social benefits with financial prudence.
Infrastructure procurement and project finance
When procured well, public private partnerships combine the strengths of the public and private sectors. We provide end-to-end advisory on public private procurement, to help deliver value for money on complex infrastructure assets and projects. We support both public and private sector clients on procurement strategies, project structuring and risk valuation / allocation, ensuring projects are bankable, affordable, commercially robust and evidenced by fully integrated financial models.
From early-stage feasibility and business case development through the procurement and bidding stages to financial close and beyond, we provide robust and practical financial advice to suit each individual client and project, enhancing efficiency at each stage of the procurement timeline and helping achieve the most optimum value for money and sustainable solution. Our longstanding experience and relationships in the market ensure that we can develop deliverable project structures, including raising finance in support of them where required.
Let’s talk about your business’ future
Take the first step towards strategic clarity and growth. Contact us for a no-obligation consultation with our expert team and discover how we can tailor our services to your unique needs.
How it works:
- Consultation: Start with an in-depth, complimentary assessment of your planning needs.
- Strategy: Work with our experts to design a comprehensive business plan.
- Implementation: Hands-on support until objectives are met.