What you receive
Clear documents you can use and understand
Depending on the services you choose, you will receive some or all of the following. Your written quotation confirms exactly which.
Business planning and funding
- Business idea and viability assessment
- Start-up cost breakdown
- Market and competitor research appropriate to your business
- Pricing and sales assumptions
- Business plan
- Three-year financial projectionsWhere appropriate for your business
- Twelve-month monthly cash-flow forecast
- Break-even analysis
- Personal affordability and household budget reviewWhere relevant, and only if you agree
- Funding requirements and proposed use of funds
- Funding-route assessment
- Application preparation and document checklist
- Lender selection, application and agent supportFor limited companies
- Lender selection, application and agent support
Lender selection and agent support. For limited companies, we research suitable lenders, recommend where to apply and act as your agent through the application. For sole traders and partnerships borrowing up to £25,000, this part of the service is regulated and will be available once our FCA arrangements are in place. Until then, we prepare your plan, figures and documents so that you can apply yourself.
Lender selection and agent support is coming soon. Until our regulatory arrangements are in place, we prepare your plan, figures and documents so that you can apply yourself.
Accounting and tax
- Up-to-date bookkeeping records
- Regular summaries of your figuresWhere agreed
- Year-end accounts for limited companies
- Self Assessment tax return, prepared and submitted after your approval
Not every funding scheme will suit every business, and not everyone will meet a lender's criteria. Part of our work is helping you understand which routes are realistic for you.
Let's talk about your business
Tell us where you are and what you need. We will reply to arrange an initial conversation, with no obligation to go ahead.