Planning & Strategy

Core to long-term value creation is the development of a ‘sense checked’ business plan. 


A qualified plan not only promotes internal focus and provides targets against which progress can be measured, but also provides the evidence and assurance required by a potential funder or investor.

Our experience and industry knowledge enables us to efficiently evaluate businesses, identifying potential opportunities as well as value destroying issues.


Our services include:

  • Growth Options Review - including current situation assessment,  
       ‘Roadmap’ planning and analysis, and assessment of alternative options
  • Business plan preparation and evolution
  • Development of financial models including forecasts,assumption testing
       and critical appraisal
  • On-going monitoring of actual performance against business plan
  • Management incentives, succession and exit planning