BUSINESS PLANNING FOR YOUR FIRST STEP

Your idea deserves
a proper business plan.

Before you put your savings, time or next chapter behind an idea, understand what it needs to work. Build a practical business plan, test the financial assumptions and decide what to do next.

Tell us about your idea

Make the next step an informed one.

You do not need a registered company, a finished spreadsheet or a polished pitch. Start with what you know about your idea and the questions keeping you from moving forward. We turn that into clear commercial questions and a piece of work with an agreed scope and fee.

01

A business people might buy from

Define your customer, the problem you solve, your offer and how you would earn revenue. Separate evidence from assumptions and decide what still needs testing.

02

The money it would take

Map start-up spending, pricing, running costs and your income needs. Understand break-even, cash timing and the funding required before committing.

03

A plan you can act on

Connect the business concept and financial model to practical priorities. Know what to test, what to change and what would justify taking the next step.

COMMERCIAL THINKING. PRACTICAL WORK.

Ambition, with the assumptions on the page.

A forecast cannot prove future demand or guarantee success. It can show what must be true, where the plan is exposed and how a smaller test could reduce uncertainty. We help you make those decisions with clear numbers and plain English.

Dex taking the first step with a business plan.
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.

Is this for individuals who have not started a company?

Yes. You can start with an idea, an early concept or a planned launch. We agree the work around your starting point and the decisions you need to make.

What should I bring?

A short description of the idea and anything you already have: research, cost estimates, notes or a spreadsheet. We identify the missing information together.

Can you also prepare an investor deck?

Yes, where funding is part of the plan. We connect the deck to the business case and financial model so the story and numbers agree.