Strategic projects

Business strategy

Growing in an orderly way takes a written plan, not just good instincts. We build business plans and management-control tools together with the business owner, using data drawn from the company's real accounts, not abstract assumptions.

What's included

  • Preparation of business plans for new projects or funding applications
  • Setup of management control and the annual budget
  • Profitability analysis by product line, channel or market
  • Medium-term financial planning
  • Support with investment and organisational-structure decisions
  • Periodic reporting to track objectives

When it makes sense

  • You need to present a business plan to a bank or an investor
  • You want to understand which product lines or markets are genuinely profitable
  • The company has grown and needs a structured management-control system

What we need to start

  • Financial statements and management data from recent years
  • The company's growth or investment objectives

How we work

  1. 1

    Diagnosis

    We analyse the current economic and financial situation.

  2. 2

    Planning

    We build the business plan, budget and shared objectives.

  3. 3

    Tools

    We set up management control and periodic reporting.

  4. 4

    Monitoring

    We periodically check the variance between plan and results.

Related services

Grants & funding

Sourcing calls for proposals, non-repayable grants and subsidised financing for investments and business projects.

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Asset protection

Trusts, holding companies and family agreements to protect personal wealth and plan generational succession.

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International taxation

Transactions with non-EU countries, double-taxation treaties and structures involving foreign companies.

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Let's talk

Not sure if this is right for you?

Describe your situation: we'll tell you where to start and what's needed to get going.

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