Resources
Business planning resources for owner-led businesses
Practical guides and free tools to plan the business, watch the cash and decide what kind of help you need. Written from the experience of building a business, not only advising one.
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How to write a business plan
Nine steps to a plan you will actually run the business from, in the order that makes each one easier.
Business plan template
A free, thorough Word template with prompts, tables, three-year financials and a built-in stress test.
Cash flow planning
Why profitable businesses run out of cash, and a free 13-week planner that shows the shortfall before it arrives.
Decide and check
Fractional CEO or business advisor
What each does, when each fits and five questions that tell you which one you need.
Business Health Check
Eighteen questions, ten minutes and a personal read on the four things that quietly make or break a business.
Let’s talk
Want a second set of eyes?
Bring us the plan, the numbers or the decision. A confidential conversation costs nothing and commits you to nothing.