Business and Financial Planning

Business and financial planning can be an onerous task, and often not given the time it needs due to the day to day operations inevitably taking priority. Our team of experienced consultants can work with your management team to provide impartial input and support to shape your business going into the future.

We take a holistic approach to business planning, and work with the management and operational team to get a comprehensive understanding of how the business works and thus what mechanisms can be put in place to improve in the future.

Starting with the end in mind, our focus is on sustainability, growth and development. We offer practical and realistic recommendations that are achievable with the resource in place. This is followed up with a clear action plan with specific tasks, timescales and responsibilities, to ensure the plan can be used as a working document.

Our business plans are also supported with financial plans of between 3 to 5 years, depending on the requirements of the business. We develop projected cash flow forecasts and profit and loss statements that are simple to understand and use for the future. As added value, CIOTEK also produce a financial working document template to ensure the business can take control of planning the finances beyond the consultancy period.

Why Choose Us?

  • Proven track record of undertaking more than 400 business plans for private and third sector
  • Provision of clear, effective and impactful recommendations for future operation
  • Focus on sustainability and growth with existing resource

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Want more information?

Give us a call on 01792 874 777, or contact us at