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Business planning services

A business that fails to plan, plans to fail

While we provide all the audit, accountancy and taxation services you would expect from a firm of Chartered Accountants, our forte is in providing on-going support to clients in developing their business strategies and working with them  to achieve corporate and business and financial goals.

360 degree planning - At the core of our strategic planning is the demand from our clients to link together strategic business planning with personal tax and wealth planning. Helping you to create wealth in your business, protect the value you have created and over time turning this into personal wealth. We take a holistic approach, aligning remuneration planning, the structure of your business, mergers acquisitions and sales, exit route planning, pensions and investment advice.

How we do this..

Pathfinder - Regular quarterly meetings, developing a Now Where How strategic plan for your business and helping to keep you on track.

Board View - A Dafferns partner attending quarterly board meetings, acting as a sounding board, working with you ON your business and acting as a catalyst for ideas and change.

No agenda meetings - Regular client contact, face to face meetings, listening exploring clients issues and plans. If we know what you want to achieve, we can help you get there

Dafferns Tax Planning - Innovative business and personal tax planning to help you minimise your tax liabilities without the need to provocative high level tax schemes.

  • Remuneration planning
  • Structuring your business assets
  • IHT and CGT planning

Dafferns Corporate Finance - Straight forward advice on the structure  of your business, mergers acquisitions and sales and most importantly exit route planning and Innovative tax planning to help you retain the value built up in your business.

Dafferns Financial Services - Pensions, investments and protection advice

Everyone knows that a successful business must plan ahead, but all too often the pressures of keeping the business going on a daily basis mean that strategic planning is not given the attention it needs. The result is often rushed judgements, over- or under-capacity, or missed opportunities.

Every business owner needs a planning adviser who has the time and space to take the long view and advise on appropriate courses of action before it is too late. With years of experience advising the local business community we have a wealth of experience and expertise for you to draw on.

Contact us today for a planning review.

Read Pathfinder Case Study 1 about how the Dafferns Pathfinder Service has helped Coventry firm Train-a-lift Ltd.

Dafferns Partner Richard Miller with Train-a-lift MD, David Brown & team

Read Pathfinder Case Study 2 about how the Dafferns Pathfinder Service has supported the growth of Serendipity 2, a Direct Marketing firm in Leamington Spa.

Tools that may be of use for your own business planning:

  • The Dafferns One Page Plan (“kick-start” the planning process - focus on NOW, WHERE, HOW to develop key strategic priorities to realise business goals)
  • The Dafferns Pathfinder Service (provides regular structured meetings with your Dafferns’ partner over and above any compliance, accountancy or tax services)