…how to get where you want to be
You’ve reviewed where you are and clarified where you want to be. Step 2 is about reviewing the options, choosing the best solution and writing down a plan, which forms the blueprint for the implementation stage to follow.
We carry out a detailed review to create a report and action plan covering income and share ownership planning to deliver on the personal and business goals you set yourself at the Clarify stage.
We calculate the potential tax savings, for you and participating employees and family members, from the ISOP planning.
For most business owners, there are parts of the business that can be improved by sharing thoughts and ideas with your business partners and our ISOP consultants. By going through a structured questioning process covering your financial management, marketing, team, operations and systems, we can produce an accountable action plan to deliver your vision and maximise the value of your business.
Budgets and forecasts
We provide detailed forecasts of profits, balance sheets and cash flow to put you in full control of your finances.
Month-by-month data on your projected spending enables you to monitor and budget your spending, and plan the future growth of your business. We provide it in a format suitable for presenting to your bank manager or investors as part of your business plan report.