Opens in a new tab

Strategic Support

Strategic financial advice to help your business grow and achieve its goals. From management accounts to business valuations, we provide the insights you need.

Support Services We Provide

inclusions

Here’s what you can expect when you choose our Strategic Support

Management Accounts

Regular financial reporting to help you understand your business performance

  • Monthly/quarterly reports

  • KPI dashboards

  • Variance analysis

  • Trend identification

Cashflow forecasting

Predict and plan your cash requirements for sustainable growth

  • 13-week rolling forecasts

  • Scenario planning

  • Working capital analysis

  • Seasonal adjustments

Business plans

Strategic business planning for growth and investment

  • Financial projections

  • Market analysis

  • Risk assessment

  • Investment proposals

Company valuations

Professional valuations for various business purposes

  • Sale preparations

  • Investment rounds

  • Succession planning

  • Dispute resolution

Corporate finance

Strategic financial advice for major business decisions

  • Acquisition support

  • Merger advice

  • Restructuring

  • Exit planning

Startup & Growth Advisory

Specialised support for startups and growing businesses

  • Business structure advice

  • Funding strategies

  • Growth planning

  • Investor readiness

 

Support for Every Business Stage

How we can help

Tailored strategic advice that evolves with your business journey.

Startup Phase

Getting your business off the ground with solid financial foundations

  • Business structure selection
  • Financial planning
  • Funding strategies
  • Compliance setup

Growth Phase

Scaling your business with strategic financial management

  • Growth planning
  • Investment preparation
  • System optimization
  • Team expansion planning

Maturity Phase

Optimizing operations and planning for the future

  • Efficiency improvements
  • Succession planning
  • Exit strategies
  • Wealth preservation

Business Strategy FAQs

FAQs
Your Key Questions on Strategic Guidance, Answered

We recommend monthly management accounts for most businesses, with quarterly strategic reviews. This frequency allows you to identify trends early and make informed decisions quickly.

Our business plans include executive summary, market analysis, financial projections (3–5 years), risk assessment, operational plans, and funding requirements. Perfect for investors, lenders, or strategic planning.

Yes, we assist with funding applications, investor presentations, financial projections, and due diligence preparation. Our experience helps present your business in the best light to potential funders.

We use multiple valuation methods including asset-based, earnings-based, and market-based approaches. The method depends on your business type, purpose of valuation, and industry standards.

Absolutely. From pre-startup planning to exit strategies, we provide tailored advice for each stage of your business journey. Our approach adapts to your current needs and future goals.

“PMB didn’t just handle our books – they helped us build a foundation for sustainable growth. Their strategic advice was invaluable for our investment round.”

Emma Clarke

CEO
TechStart NI

Ready to Accelerate Your Business Growth?

Let’s discuss your strategic goals and create a roadmap for success.