Investment Planning and Business Plan Development

If you are planning a major investment, looking to realign your strategy, or wish to analyse various scenarios for your company or specific areas, we are here to assist you in creating the corresponding business plan. Depending on your situation, we can support you with everything from simplified annual income and expense planning to profit and loss statement forecasts, all the way to fully integrated monthly planning of profit and loss statements, balance sheets, and cash flow statements. We also offer advice on the appropriate level of detail, based on the starting point and the specific use case. Together, we can define the scope, timeline and any focus areas to meet your individual needs.

A goal without a plan is just a wish.

If you require an independent opinion or validation of an existing plan for internal or external purposes, we are also happy to assist. An externally validated business plan is particularly advisable when presenting it to external or internal investors (e.g., for a sale or financing) to enhance the credibility of the plan.