The benefits

  • Free up your time
  • Maximise business growth
  • Form good financial habits
  • Identify areas of weakness

Why do I need strategic support?

Become proactive rather than reactive

  • Identifies your company's current position
  • It gives the company a sense of direction
  • Maximises operational efficiency
  • Brings our technical expertise to your business
  • Helps you build long-term strategic goals and make the right decisions to achieve them
  • Allows you more time to do what you do best
  • Takes away stress by sharing or removing your burdens 

How does strategic support work?

We can add value by

  • Helping you understand the value of your business – even if you do not intend to sell your business, understanding the value of it can be important for succession planning. It can also help you with goal setting if you have a growth target to aim for.
  • Identifying tax savings – any savings made in taxes can be reinvested in growth activities giving an incredibly easy way to financially support growth.
  • Preparing cash flow forecasts – this is a vital strategic tool, not only can we provide the forecast, we can also identify opportunities and issues, allowing you to take action quickly.
  • Helping you get in good habits – by working with us regularly you will develop good financial habits which will save you time and money when you submit accounts or have an audit.
  • Freeing up your time – you can trust us to deal with the financial side of your business and highlight any issues and opportunities to you at an early stage freeing up your time to work on achieving growth.
  • Helping you obtain funding – if you require additional finance to fund your growth it is worth speaking to us before you speak to anyone else as we can give you the options available to you.
  • Identifying financial issues – we can identify bad debts, and unprofitable products and services helping you to address financial issues that may prohibit growth quickly.
  • Helping with restructuring and managing change – whether you are considering restructuring your company to be more efficient, competitive or to improve tax efficiency, we can advise on the options available for a restructure and the benefits and pitfalls of each option.
  • Offering strategic guidance – by setting goals and monitoring cash flow, we can help you to test the financial impact of growth decisions.
  • Supporting you through expansions and mergers – we can help you to assess the viability of an expansion or merger financially and in terms of the structure. We can even help you manage the change process to help things go smoothly.
  • Offering you a dedicated Client Relationship Manager / Team to act as your strategic point of contact.
  • Attending board meetings on a monthly or quarterly basis to challenge embedded thinking or act as a catalyst for change.
  • Reviewing your internal control and procedures and recommending / implementing effective systems and measures.
  • Developing a business growth and operational strategy. 

What are the benefits?

Operational efficiency and strategic direction

  • A smooth running, profitable and growing business
  • Regular and real-time feedback and advice, regardless of where your business is in its life-cycle
  • A better understanding of how your business is doing and a strategy to get you where you want to be
  • Professionally produced business plan, strategy documents, forecasts and budgets
  • Strategic decisions made and tailored as the demands of your business change
  • A better night’s sleep for you! 

COPYRIGHT © 2021 CALDWELL PENN LIMITED   |   Company Reg Number: 03872209   |   ICAEW - Institute of Chartered Accountants in England and Wales: C005061064