Corporate Planning

What is Corporate Planning 

 

Planning is vital for a business to grow and flourish. Planning gives a business a path to follow for it to meet its goals and succeed. Without one could lead to a business failing. One key aspect of planning is the financial side of a business. The main type of the corporate planning we help businesses with at Index Financial Services is how the business will manage its money, from obtaining loans (typically for property investments) and efficient tax planning.

 

Our Process 

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We have designed a set process for use to help you plan your businesses growth.  

·     Initial consultation – We will arrange a convenient time where we can meet in person or online. At our meeting, we will complete a questionnaire commonly known as a fact-find. This will enable us to develop a clear picture of your business's situation. 

·     Recommendations – After discussing your needs, we will research the market, reviewing different products and providers and also review different methods to meet your goals. Then we will take you through our recommendations. 

·     Course of Action – Once you are happy with our recommendations, we will complete all the necessary paperwork and applications, and then we will deal directly with the lender/provider, your accountant if needed and yourself. We will support you throughout the process to ensure you goals are met. 

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Everyone's situation is different depending on the size of their business and their goals, whether that is to obtain a commercial loan and help plan for tax. Please feel free to give us a call if you have a small to medium-size business that may require assistance to plan their financial future.