BUSINESS PLANS

A business plan you can actually use.

Bring your offer, customers, operations and financial priorities into one clear plan. For a first launch, an established business or a new stage of growth.

Discuss your business plan

Make the business work on paper before the next commitment.

A business plan should explain how the business will operate, earn money and reach its next milestones. We help you make the choices explicit, test the assumptions and connect the commercial story to the financial plan.

01

A clear commercial story

Your customer, problem, offer, route to market and sources of revenue. Understand what is distinctive and what evidence supports your assumptions.

02

An operating and financial plan

Connect delivery, people, capacity and resources to costs, forecasts and cash requirements. Keep the plan and model consistent.

03

Priorities and milestones

Turn the thinking into practical actions and measurable milestones for launch, improvement, growth or a funding conversation.

COMMERCIAL THINKING. PRACTICAL WORK.

A fresh plan or a stronger existing one.

We can develop a plan from your initial concept or work with documents you already use. The scope depends on its purpose: internal decision-making, a launch, a change of direction or supporting a funding application. Any lender or investor requirements should be shared at the start.

Dex carrying a business plan into the next step.
Matt Window, founder of Valkrest
MATT WINDOWFOUNDER / FCMA, CGMA
A FOUNDER IN YOUR CORNER

Your ambition.
My experience.
A plan we build.

I know what it means to build a business and take responsibility for making the plan happen. That experience shapes the questions I ask and the support I give.

As a co-founder and CFO, I secured over £14m in funding and helped scale a business to more than £100m in global revenue. You don’t need to be that size to benefit from that experience.

Talk directly with Matt
BEFORE WE START

Useful questions.
Clear answers.

Can you improve a plan we already have?

Yes. We identify what is current, what is missing and where the assumptions or financials need work before deciding what to retain or rebuild.

Does every business plan need a financial model?

The financial detail should fit the decision. Where a model is needed, we agree its depth and outputs as part of the scope rather than assuming every project needs the same package.

How are fees and timescales agreed?

We review your starting point and requirements, then agree the deliverables, timetable and fee before work begins.