Financial Plans

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Once an idea is formed, a solid financial plan is needed to understand how and when money will be needed to support the operation

Without a financial plan or strategy, with no roadmap in place before capital is committed, an investor is asking for trouble.

We can include a financial plan as part of a business plan or business case offering, or prepare a financial plan as a standalone service for a detailed financial review of your proposed or current product or service offering.


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Following our recent merger with Soto Consulting we are gradually moving website. Whilst this website and new merger gets up to speed, you can still read about our services and contact us here.

You can read about the merger at our new website, or keep browsing here. Either way, when you enquire please don’t be alarmed if we respond from a Soto email address.