Our Services
Business Advisory
Our mission is to empower your finanical future. Whether you’re a new business, growing business or established business, we can help analyse your financial information to ensure you continue to grow and stay on the path to success.
We aim to assist you in developing, enhancing, and expanding your business. Our Business Advisory solutions are designed to deliver practical, tangible services that generate lasting value for both you and your business. Our specialist team will take the numbers and turn them into meaningful and informed actions to help you drive your business forward.
We’re Your Strategic Business Partner
Business Advisory Services
- Business Coaching: Our Coaching programme provides you with accountability and support to ensure you make the best decisions for you and your business.
- Business Planning: A one page solution to procrastination; We’ll indentify and prioritise goals, create strategies and enable you to review your performance.
- Business Succession & Exit Planning: ‘Begin with the end in mind’. We will take you through a 5 stage process designed to effectively prepare the business, the owner and the financial position to maximise business value and achieve a successful exit.
- Cashflow Forecasting: Cash is the lifeblood of any business; we’ll provide an annual Cashflow Forecast to aid your planning and decision-making.
- Cashflow & Profit Improvement Meeting: Implementing strategies to improve your cashflow and profit enables you to set up your business for success.
- Performance Reporting: A timely snapshot of your results, ensuring you understand your financial position and have accurate and up-to-date information on which to base your decisions.
- ‘Fractional’ CFO Services (VCFO): Your scalable part time CFO, perfect for those small to medium businesses who are not ready to invest in a fulltime CFO.
Testimonial
“My business was going downhill. That is when I engaged the Poole Group. I needed help understanding where my money was going and why my business wasn’t getting ahead.
I can successfully now say my business has never been more profitable with the advice and reporting I receive each month and I can keep planning for a positive future.”
