Business planning and advisory

The success of any business depends on its ability to grow sustainably and consistently over time. The challenges for business structuring and business growth planning vary, depending on the stage of business maturity or the industry or markets you operate in.

While many businesses choose to go it alone, those who seek assistance from experienced business planners find themselves in a stronger position to accelerate their business growth through the right business structuring, debt and equity strategies, tax efficiencies and risk management strategies.

While there is no standard business growth formula, businesses that grow successfully are proactive at dealing with questions such as:

How will the business succeed in its chosen markets?
Does the business have the right people and skills to succeed?
Is the right business structuring in place to manage risk and be tax efficient?
Does the business have the right debt and/or equity strategy?
Is the business meeting its financial targets?

Success in these areas relies on focused attention and expert advice from growth-orientated business planners who can help you hone in on specific areas of potential.

It is important to understand that your business growth plan will have multiple aspects to it. For example, when you grow your revenue, that will most likely result in the need for additional resources such as staff, logistical support, physical locations, etc - to support the accelerated growth.

How our BSO experts can help

BSO's business planners can give you advice when you need it. We can help you understand what your business growth may entail and plan for any organisational changes that may be required to support growth across your product and service offerings.

Our team of business advisers support enterprises of all sizes - whether you are starting out, scaling up or looking ahead. Our business planning specialists work closely with your key decision-makers to identify areas in which improvement is needed and create structured business growth plans that set your organisation on a path to success in your market.

Our objective is to understand your vision and work with you to remove the obstacles holding you back from realising your business goals. We assess your business’s current state of readiness and provide an overview of its strengths and areas of weakness, enabling us to target our advice effectively. From acting as an ad-hoc ‘sounding board’ through to regular meetings to discuss and review financial results, budgets and specific projects, you will benefit from a bespoke service that meets your needs.

We will work with you to improve the quality of management information, leveraging technology and dashboards, while helping you focus on core activities that can maximise your chance of success.

Our range of advisory services includes:

Advice on shareholder and loan agreements
Advice on corporate group structures
Assistance with corporate finance
Assistance with funding grants through BDO’s grant advisory service
Bank relationship management and re-banking
Business acquisitions and disposals
Creation of performance-related remuneration schemes
Debt fundraising and debt refinancing
Preparation of cash flow forecasts, budgets and comparisons with actuals
Finance and accounting technology advice
Succession and exit planning
Valuing private companies for share restructure, purchase or sale.

SPEAK TO OUR TEAM

Speak with an adviser at your nearest BSO office:

Call us toll free from within South Africa: 087 503 5276 (BSO)
Click here to send an email.