Business Planning and Advisory

Our approach to working with clients to understand their vision and to work together to unblock obstacles and realise their business goals.

We assess a 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.

Range of advisory services include;


  • Preparation of budgets and forecast.

  • Advice on corporate structures

  • Advice in connection with shareholder and loan agreements

  • Bank relationship management 

  • Business acquisitions and disposals

Financial reporting

Financial reporting is becoming more and more complex, which can mean even seemingly simple transactions can have complex reporting ramifications. Even without change, preparing accounts can cause an unwelcome headache, especially given the recent overhaul of UK GAAP and other frequently changing regulations. Your accounts are a window to your stakeholders, including investors, lenders, suppliers and customers. 

Our services includes;

lend you a hand with our tailored financial reporting support service; 
help you understand how FRS102 will affect you; 
take the stress out of IFRS, by using our specialist team to optimise your reporting opportunity; and
keeping you up to date on changes to standards through our financial reporting hub.
Accounts preparation and management information 

Profit improvement, forecasting and cash-flow projections

Growing your business can be difficult so you need to be able to focus on the areas of activity that make it most profitable. We can help you:

assess the key performance criteria in your business and explore ways of improving the monitoring of key performance data;

assess the impact and likelihood of key risks and define appropriate actions; and accurately present budgets and forecasts for a wide range of users, helping to engender confidence and foster business growth.

Strategic planning

It is often hard to step away from the day-to-day running of your business. However, having a defined and articulated strategy that is implemented in a highly responsive way is a key factor in achieving increased business profits and value. MSR business advisors can work with you as part of a facilitated process to help you by:

developing an effective business strategy to articulate and focus on the areas of priority necessary to achieve your goals;

providing you with a recorded plan to implement, with fresh projects and actions throughout the year;

conducting an annual strategic review to assess what has changed, and updating your plan accordingly;

assisting with communicating corporate and team goals;

helping you maximise team performance; and

assisting individuals to assess their wealth and entrepreneurial priorities, including looking at succession options.

Throughout the year we can support you by acting as a sounding board. By having separate ‘big picture’ meetings, we can explore any issues and opportunities or simply take time out to focus on the future.


Please do not hesitate to contact us for a discussion as to how our advice and support can benefit your organisation.