Who it is for
For founders preparing a new venture, owners considering expansion and managers who need a clearer view of business performance. Work is matched to the assigned professional and the information available. The aim is to make assumptions and choices explicit, with outputs that the client can understand and maintain.
A useful business model begins with a decision, not a spreadsheet template. The review should establish the business activity, revenue drivers, operating costs and the planning period. It should also distinguish reliable records from estimates. Where information is incomplete, assumptions and gaps belong in the deliverable rather than being hidden inside a confident forecast.
How we can help
Business plans and feasibility studies
Organise the business case, operating assumptions, proposed resources and decision criteria into a report tailored to the intended reader.
Market and competitor research
Define the research question, document sources and identify limitations when comparing customers, market conditions and competing business propositions.
Budgets, cash flow and scenarios
Build editable startup or expansion budgets, cash-flow forecasts and alternative scenarios with assumptions, formulas and explanations that can be reviewed.
Pricing, margin and cost analysis
Examine selected products, services or operations to clarify cost drivers, contribution and the consequences of proposed pricing decisions.
Financing and investor documents
Help assemble a loan-application package or investor presentation from agreed business information, clearly separating forecasts from established results.
Ongoing financial-management support
An agreed monthly scope can include management reports, budget-versus-actual review, cash planning and a management meeting, with explicit information responsibilities.
Organisation and operational improvement
Clarify management roles, approval responsibilities, performance indicators, internal controls and documented workflows for a defined operational issue.
Restructuring and creditor negotiation
Prepare business information, cash scenarios and proposed actions for restructuring discussions, coordinating legal questions under a separately agreed scope.
What you receive
The engagement could produce an editable financial model, feasibility report, financing-document package, management dashboard or operational-improvement plan. A model should identify its inputs, scenario assumptions and limitations. Ongoing support would specify the reporting period, client data required, meeting arrangements and responsibility for follow-up. No unlimited service commitment is implied.
- Business plan or feasibility report
- Sourced market research report
- Editable financial model
- Pricing and margin analysis
- Financing-document package or presentation
How the engagement works
We begin with your objective and the information available. Before paid work starts, we confirm the team, the documents or analysis to be delivered, fees and exclusions. We identify information you need to supply and how documents will be shared. Changes to the work are discussed before additional tasks begin.
Important limitations
Business financial planning does not include statutory audit, assurance, personal securities advice or management of client money. Bookkeeping, payroll, tax filings and statutory financial reporting are outside this scope. Financing, profitability and investment returns cannot be guaranteed. Forecasts explain assumptions and scenarios; they are not certified outcomes.
How to start
Email info@shield17.com with a short description of the support you need. Please do not send confidential documents or sensitive case details in your initial message.