Strategic Planning

Strategic Planning

Every business needs to regularly consider its future, both as a business and for the stakeholders, especially the shareholders, directors and management.
We at Beavis Morgan can assist owners and management in planning the business’ future strategy. We can help produce a business plan and financial projections based on agreed scenarios.

If the main stakeholder(s) are looking to exit the business we can help plan a successful exit, whether it is through a trade sale, a management buy-out/buy-in, or an initial public offering (IPO).

If a major stakeholder wishes to realise some equity without losing control of the business, we can advise on the methods available and the implications of such a transaction.

Key Contacts

Paul Ashton

Client Partner, Beavis Morgan

View profile
Peter Drown

Senior Partner, Beavis Morgan group

View profile

Alternatively, if your business is looking to grow we can assist in assessing the financial requirements, the method of achieving such finance and if acquisitions are an objective, work with the directors to identify possible targets, define the acquisition criteria and how the acquisitions can be financed.

If the time is right to consider converting the company to a listed entity we can assist in planning that process, help find suitable brokers and advisers for a public listing and act as the reporting accountant on the IPO process.

We will also advise on the taxation implications of any proposed transactions as they impact on the business and shareholders.

Our services include:

Developing a strategy
Preparing financial projections
Assisting in preparing a business plan that reflects the agreed proposed strategy
Assessing the taxation implications of changes in the business arising from implementing the proposed strategy.