HELM Business Planning Limited is a Business Advisory and Management Accounting firm regulated by The Chartered Institute of Management Accountants (CIMA).

We provide a range of services to support growing businesses, including business planning, management accounting, corporate finance, cash flow management and turnaround.

We are often engaged by our clients to assist in planning what level and type of funding they require to achieve their growth objectives, and to be involved in the process of the application for such funding.

In our experience, in addition to historical information, including statutory and up to date management accounts, potential funders will require a business plan and financial forecasts.

We have therefore created our business plan template and guide to assist businesses to prepare this information in a format which is acceptable to funders, which can be downloaded from this website.

We have also created an Excel sample financial forecast model, in template form, which may be used alongside the business plan template.

We have established relationships with funders throughout the finance spectrum, including bank managers, asset based lenders, business angels, and venture capital firms.

Please feel free to contact HELM for any business planning services, including the completion of historical financial information, business plan, financial forecasts, or for introductions to potential funders.