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Services / Business Planning and Finance
Business

Business Planning and Finance

Starting up, planning ahead, forecasts and funding proposals, and support when you buy, sell or restructure.

Xero cash flow specialist
One question to ask yourself

Where do you want the business to be in three years, and what will it take to get there?

Business

The short version.

The day-to-day leaves little time for the long view. We give you the numbers, and the time, to plan properly.

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Who it’s forNew businesses, growing businesses, and owners thinking about buying, selling or handing on.
What’s included
  • Starting up: sole trader, partnership or company, and registering with HMRC and Companies House
  • Business plans, budgets, cash flow forecasts and projections
  • Working out what finance you need, and preparing proposals for lenders and grant bodies
  • Working with your bank
  • Planning a sale, purchase, merger or management buyout, including the tax
  • Support through reorganisations and other big changes
Things to know

We help you prepare and present proposals; each lender or funder makes its own decision. Where a deal involves regulated investment activity, we’ll introduce you to an authorised firm.

Other ways we can help

More from PJE.

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Not sure where to start? Let’s talk it through.

Call, email or pop into Aberystwyth, Lampeter or Aberaeron, and you’ll speak to one of our own team.

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