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Financial Planning

Despite their desire, and in many cases their need to grow, many businesses suffer from poor, if not a total lack, of financial planning.   

Amongst the SME community statistics suggest that 61% of businesses don’t have any sort of budget in place despite the obvious importance of knowing where the business should be heading and how it is performing against those targets. Equally of those that do, 70% don’t regularly review their financial forecasts.

61% of SMEs don’t have any sort of budget in place
73% of businesses don’t have an up to date cashflow forecast
70% of SMEs don’t regularly review their financial forecasts

Common Problems

For many businesses experience tells us that the biggest challenge is often a lack of knowledge and a genuine lack of understanding regarding the importance of proper financial planning.  

The absence of proper budgeting and forecasting continues to be one of the biggest barriers to growth.

Consequently, those same businesses regularly fail to appreciate that alongside any great business plan, there’s also a great financial plan that maps out your business’ journey from a financial perspective. 

They fail to track their progress both from revenue and overheads perspective so as to ensure that your business hits its profit targets month on month, year after year.


The lack of proper cashflow forecasting and planning is also a major challenge for many businesses irrespective of what growth phase they are in. Without planning cashflow/working capital requirements properly many businesses simply fail to accelerate their growth rates and struggle to compete.

To amplify the point, recent studies have shown that 82% of businesses fail as a result of cash constraints and yet 73% of businesses don’t have an up to date cashflow forecast.

Tool Kit

In addition to leveraging all of their strategic and commercial acumen the team at Chalkhill Blue regularly utilise a range of world-class tools and techniques to ensure that clients  develop the necessary clarity, focus and most importantly of all the appropriate financial plans to ensure they maximise their growth opportunities.


Cashflow Forecasting

Risk Analysis

How We Help

We help you create not only clarity and focus, but more importantly we specialise in helping you develop and implement a winning plan.




Book in for a call with our team today

What Our Clients Say About Us

Having helped 1000s of businesses and leadership teams, we think they’re best placed to tell you about the impact we’ve had…

We now have a clear sense of direction in terms of where we’re going, why we’re going there and what we need to do in order to achieve our goals

MD, Construction Business

The real deal…. They bring very sharp intellect tempered with amazing practicality

Founder, Energy Consultancy

They are a real asset to my business

CEO, Digital Marketing Agency

We’ve managed to achieve so much more in a short period of time

MD, Care Home Group

We’re on target to achieve an 80% rise in turnover

MD, Landscaping Business

One of the best things I’ve done for my business is to work with Chalkhill Blue

MD, IT Recruitment

Working with Chalkhill Blue has empowered us as business owners to dare to think bigger and better, giving us the confidence to make big decisions

Director, Industrial Tapes Business

Their sensible and practical approach to what business owners see as the “big issues”, breaks down those barriers and really helps those businesses achieve their full potential

MD, Regional Accountancy Practice

Sharp business acumen, remarkable strategic agility and a genuine bias for action & getting things done

MD, HR Transformation Practice

They instinctively understand the business of business. They have an uncanny ability to get to the heart of a problem and grasp detail. I would not hesitate in recommending them.

Director, Transport Consultancy

Our business has been transformed from a family firm to a performance business, with turnover up by 100% and net profits quadrupling.

Director, E-Learning Business

Chalkhill Blue are sharp, entrepreneurial and strategic. I would not hesitate in recommending them

MD, International Media & Events Business

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