Forecasting, Planning and Funding

Forecasting, Planning and Funding

Every business needs a robust plan, whether it is to get a loan, raise equity, sell the business or even more important, to have a plan and a vision for your future and to know where you are on your journey to success.

Whilst creating a robust Forecast is key to business management and control, you are likely to need help, and if applying for a loan, it helps if you know what the Banks and Lenders look for…

This is where we can help.  Burgis and Bullock make the process of forecasting and planning quick and easy, (based on our knowledge of exactly what Banks and lenders are looking for when they assess a Funding Proposal

Burgis and Bullock produce incredibly comprehensive forecasts and where needed, we generated highly detailed Funding Proposals that fully comply with the lending professions best kept secrets, the CAMPARI methodology.  Applying for a loan without understanding CAMPARI, is like trying to answer an exam without knowing the questions.

If you want help to achieve your goals, be that buying or selling your business, raising finance, or perhaps most important of all, getting a good grip on where your are right now, and managing your greatest asset, your business, we can help.

Find out more about the various models and the support Burgis and Bullock provide by clicking on the links below:

 

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✨making tax digital for income tax
is coming - are you ready?

next free briefings
19.02.26 (online)
& 19.03.26 AT b&b lSPA OFFICE

From April 2026, HMRC will require many sole traders and landlords  to submit income tax updates digitally, every quarter.

At our free briefing, our team will break down the rules, timelines, and tools in a way that’s easy to understand – no jargon, just practical guidance.   Bring your concerns and get them addressed  by experienced tax professionals who understand your business.  

BOOK, YOUR PLACES TODAY!