Strategy, Profit and Tax
“The best way to predict the future is to create it!”
Abraham Lincoln
If you want to be successful in business you must believe in your success.
The aim of this section is to help you create a picture of what your business will be like when it is fully “complete”, and to set targets and monitor how you are doing towards your goals.
Why You Should do a Strategic Business Plan
Understand why you should have a strategic plan and key steps in developing a plan.
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6 Stages of Strategic Planning
The 6 stages in completing your strategic plan together with useful checklists.
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One Page Analyst Training
A training video showing how to use the One Page Analyst on your business.
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5 Year Plan
A 5-year plan spreadsheet which you can use to keep your target figures included in your strategic plan.
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Where did the money go?
A funds flow spreadsheet to understand how you have spent your money.
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What If Units & Price
A tool to provide ‘what if’ analysis on pricing, units and cost reduction.
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Information Memorandum
A template PowerPoint document to be used when a company’s shareholders are looking to sell their business.
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Preparing a Company for Sale
A checklist to help you on the restructuring process required ahead of any sale.
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Retirement Calculator
A tool to calculate how much you need to contribute to your pension between now and your expected retirement date.
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Guide On Tax Efficient Remuneration
An example guide for the different tax efficient remuneration options.
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Personal Tax Organiser 2020/21
A tax organiser that helps you assemble all your annual tax information.
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HMRC Tax Calculators
Find and use tools and calculators that will help you work out your tax.
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