Financial Plans

Whether you are requiring a financial plan for internal use of for fund raising or business reviews, we at First Consultancy have the expertise to help you.

Creating a financial plan for a new venture or an established business may seem a daunting process or even an unnecessary burden, but without the rigours of a strong, robust and comprehensive financial plan running your business effectively can become very problematic and monitoring your performance and more importantly your cash flow very difficult.

One Year Financial Plan

This is our most straightforward financial plan for new and established businesses.

We work with you to understand your business drivers, needs and requirements and we create a plan that is achievable, meaningful but still has the flexibility to allow the business to grow.

Three Year Financial Plan

This is our in-depth financial plan designed for strategic reviews and capital raising and planning.

Normally part of a Business Plan, our three year financial plan focusses heavily on the next twelve months to ensure that you have a robust platform to take forward for the next three years. We work with you to look at the market, your competitors, pricing and cost sensitivities along with the all important cash flow.

Components of our Financial Plans

Providing you with everything you need – And more!

All of our financial plans will include the following:

Summary P&L, Sales and Revenue Analysis, Cash Flow Analysis, Key Metrics, Detailed Year One P&L.  Additionally, our Three Year Financial Plans will include Key Business Summaries and One Hour of Consultancy/Business Guidance.

 

 

One Year Financial Plan
£145
Our One Year Financial Plans will provide a solid basis to monitor and mange your business.
Summary P&L
Year 1 Sales & Revenue Plans
Cashflow Analysis
Key Metrics
Year One Monthly P&L
 
 
 
Three Year Financials
£195
Our Three Year Financials form the basis for business plans or investor reviews.
Summary P&L
3 Years Sales & Revenue Plans
Breakeven Analysis
Cash Flow Analysis
Key Metrics
Year One Monthly P&L
Key Summaries for Business
One Hour Business Review
Business Plans
From £395
Our Business Plans are tailored to your business and can be used for strategic reviews or external investor funding.
Executive Summary
Products & Services
Market
Marketing Strategy
Market Research
Competitor Analysis
Costs & Pricing Strategy
Financial Forecasts

We develop your presence in your market place

We listen to your ideas and we partner with you to take your ideas through to successful launch.

Why Us?

We have been successfully helping small and new businesses since 2010 by leveraging our experience gained in launching our own businesses, but also through long careers at senior levels in some of the most globally respected companies.