Business planning
Strategic advice tailored to your business journey
At Huddart Accountants, we go beyond traditional accountancy. Our business planning services are designed to help you define your vision, navigate challenges, and achieve long-term success. Whether you’re a startup, SME, or established business, we provide personalised advice and robust financial insight to support your growth.
Our experienced business plan advisors will work closely with you to develop strategic, data-driven plans that align with your goals, whether that’s launching a new product or service, raising finance or preparing for an eventual exit.
We also ensure your business is protected against the unexpected, offering guidance on business continuity plans (BCPs) that help safeguard operations from disruption
Strategic advice tailored to your business journey
At Huddart Accountants, we go beyond traditional accountancy. Our business planning services are designed to help you define your vision, navigate challenges and achieve long-term success. Whether you’re a startup, SME or established business, we provide personalised advice and robust financial insight to support your growth.
Our experienced business plan advisors will work closely with you to develop strategic, data-driven plans that align with your goals, whether that’s launching a new product or service, raising finance or preparing for an eventual exit.
We also ensure your business is protected against the unexpected, offering guidance on business continuity plans (BCPs) that help safeguard operations from disruption.
Why business planning is essential
A solid business plan is more than a document – it’s a strategic roadmap. It aligns your mission, resources and market strategy, ensuring every decision supports your long-term objectives.
With Huddart’s support, your business plan will not only define your strategy but also provide key insights to banks, investors and internal stakeholders.
Our business planning services include:
- Comprehensive business plan writing.
- Executive summaries and market analysis.
- Financial forecasting and budgeting.
- Growth and scalability strategies.
- Business continuity planning.
- Risk management.
- Marketing and go-to-market planning.
Whether you’re looking to secure funding, scale your operations, or simply make better decisions, we help you write a business plan that supports action and results.
What’s included in our business plans
Executive summary
We craft a concise yet compelling executive summary that captures your business idea, goals and key differentiators. This section is often the first impression lenders and investors get – so we make it count.
Business overview and mission
We help you articulate your company’s mission statement, core values, and structure. This provides a foundational context for your strategy and financial planning.
Products or services
Clearly outline your products or services, their market position, pricing model and how they solve customer problems.
Market research and analysis
We conduct thorough market research and market analysis to define your target market, assess demand and evaluate your competitive landscape. This gives you a sharper understanding of your opportunities and risks.
Marketing strategy
From digital campaigns to sales funnels, your marketing strategy is what brings your business plan to life. We help you outline actionable steps to reach your audience, convert leads and build your brand.
Financial projections and planning
As chartered accountants, we specialise in detailed financial projections, including:
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Revenue forecasts.
- Cash flow modelling.
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Profit and loss estimates.
- Balance sheet summaries.
We utilise cloud tools such as Xero to give you real-time access to your financial information, helping you make decisions based on current performance, not historical guesswork.
We also offer a dedicated cash flow forecasting service for businesses that need deeper insight into liquidity planning and short-term financial health.
Growth strategy
Want to grow but not sure how? We help define your growth strategy, whether that involves entering new markets, hiring staff, launching a new product or service, or increasing operational efficiency. We’ll model what’s achievable and outline how to get there.
Planning for risks and disruptions
Risk management and continuity planning
Uncertainty is inevitable in business. That’s why we incorporate risk management into every plan, helping you prepare for everything from economic shifts to natural disasters.
A critical part of this is your business continuity plan (BCP) – a framework that ensures operations can continue or recover quickly after disruption.
Our BCP development includes:
- Identifying potential threats and business-critical functions.
- Creating recovery time objectives (RTOs).
- Planning for data backups, remote access and communication strategies.
- Financial and operational contingency planning.
- Compliance and stakeholder communications.
If you’re seeking insurance coverage, applying for finance or working with enterprise clients, having a detailed business continuity plan boosts your credibility.
Financial planning and scenario modelling
Reliable projections for confident decisions
We provide robust, real-world financial plans that support loan applications, investor presentations or internal budgeting. This includes scenario modelling to assess the impact of key decisions or market shifts.
We use your accounting data, such as management accounts and accounts preparation – to build meaningful, accurate models.
Common scenarios we model include:
- Expansion vs. consolidation.
- New product launches.
- Hiring plans.
- Inflation or interest rate impact.
- Revenue fluctuation resilience.
This enables you to adapt your strategy before events impact your bottom line.
Business plan reviews and updates
Already have a plan? We offer reviews and updates to ensure your document stays relevant. Whether it’s an annual refresh or an overhaul to reflect a new direction, our business plan advisors can optimise your plan for today’s market and tomorrow’s goals.
Linking your plan with wider business strategy
Planning in isolation limits success. We ensure your business plan aligns with other key areas of your business, such as:
- Corporate finance – for raising investment, acquisitions and valuations.
- Exit strategies – for business owners planning retirement or succession.
- Tax planning – to structure your business and finances in the most tax-efficient way.
Together, these services support the full lifecycle of your business.
Why choose Huddart?
Based in Worsley, Manchester, Huddart Accountants has over 30 years of experience advising owner-managed businesses across the North West.
Here’s what sets us apart:
- Partner-led service with strategic insight.
- Chartered accountants and advisors under one roof.
- Specialism in SME growth, funding and exit planning.
- Custom plans – no generic business plan templates.
- Proactive, supportive and commercially minded approach.
We understand what banks, investors and stakeholders need and we help you deliver it with clarity and confidence.
Let’s plan your future
Whether you’re launching, growing or exiting your business, you need more than ambition. You need a plan.
Our team of business advisors is here to help you build a strategy that works. Call 0161 703 8353 or email us at hello@jeffreyahuddart.co.uk. Alternatively, contact Huddart Accountants today for a free consultation and start planning with confidence.
