Broad Oak Finance

Call us: 01235 856116

Business Planning, Budgeting & Forecasting

Helping you understand your business - where it is and where you want it to go

PlanningHaving a good plan is essential to many things in life and that is true for a successful business.  We have a wealth of experience in working with businesses to develop the most relevant business modeling and reporting for your needs.  This will help clarify the key business aims, identify the potential risks and set in place the emergency warning system if the actual performance veers off plan.

Whether it is your annual budget, a 5 year plan, a daily cash forecast or a full Business Plan we can help you develop your business strategy and also translate it to the required financial models and reports.

BAS_logo_100We are a member of the ICAEW Business Advice Service which offers a free initial consultation to start-up and small and medium-sized businesses.  Your consultation can cover any aspect you wish including starting up a business, restructuring, re-financing and financial management and there are no strings or commitments after the initial meeting.  For more information have a look at the BAS web-site

© Broad Oak Finance 2015. Broad Oak Finance is the trading name of Broad Oak Partners Limited, registered in England and Wales (08423247)

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