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Business Strategy & Compliance

We help you put the right structure, controls and plans in place so the business is easier to run and ready for funding.

Coins spread across a calculator

About this service

Many good businesses stall because the structure underneath them is weak. Decisions sit with one person, there are no written procedures, nobody checks the cash, and the numbers are not ready when a lender, grant fund or investor asks.

We help you choose the right structure, put internal controls and policies in place, and build the plans and financial statements that funders expect. The aim is a business that runs without you having to watch every shilling yourself.

Who it's for

  • Founders formalising or restructuring a business
  • SMEs preparing for a loan, grant or investor
  • Organisations that need written policies, controls or governance

What's included

  • Business structuring and setupAdvice on the right legal and tax structure, and the registrations that go with it.
  • Financial systems and internal controlsApproval limits, segregation of duties and cash controls sized for your team.
  • Policies and proceduresFinance, procurement and operational policies and SOPs your staff can follow.
  • Governance and compliance checksA review of statutory and regulatory obligations, with a plan to close the gaps.
  • Strategic planningGrowth planning grounded in your numbers, with budgets and cash flow to match.
  • Business plans and investor-ready financialsPlans, projections and pitch support for loans, grants and investors.

What you can expect

  • A structured, compliant business with clear responsibilities
  • Stronger internal controls and less leakage
  • Documents ready for loans, grants and investors
  • A plan for growth that you can measure against

How to get started

  1. Diagnostic conversationWe talk through where the business is, where you want it to go and what's in the way.
  2. ReviewWe review your structure, controls and documents and share what we found.
  3. BuildWe draft the policies, controls, plans or financials with you, not for a shelf.
  4. Implement and reviewWe help you roll them out and check in to see that they're being used.

Questions people ask

Can you prepare a business plan for a bank loan?

Yes. We prepare the plan and the financial projections behind it, and make sure the historical numbers support the story.

We're a small team. Do we really need policies?

You don't need a thick manual. A few clear rules on spending, approvals and records go a long way, especially in a small team where one person often handles the money.

See all frequently asked questions

Ready to talk?

Ask us about business strategy & compliance

We'll look at where things stand today, explain how we would help and give you a clear idea of the cost.