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Financial planning

Financial planning can help organisations to manage resources effectively,  monitor performance, improve decision-making, plan for the future and identify problems before they occur – such as the need to raise finance or cash flow difficulties.

We have extensive experience in undertaking financial appraisals, planning and re-modelling to support social enterprises and voluntary organisations seeking:

  • Social investment or funding
  • Community asset transfer from local authorities
  • Expansion into new markets
  • Rescue plans for survival and sustainability
  • Mergers with other organisations.

Our qualified business advisers can:

  • Undertake financial healthchecks
  • Prepare financial forecasts as part of the business planning process – budgets, cash flow, income and expenditure
  • Advise on systems and processes to manage and monitor financial performance
  • Identify ways to minimise risk and maximise returns
  • Contingency planning.