Business Planning

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From exploring the strategic options available to you as a business the experienced team of business development accountants at Equiti Partners can provide a full spectrum of planning tools to assist you. Whether you are buying or selling a business, requiring strategy and planning advice, raising capital or finance to support your business’ plans, we will guide and assist you through the process.

Our experienced team will help you to identify and set clear goals and objectives that will be used as the foundation to establish a solid strategy to achieve your business plan.

Equiti Partners will also work to establish manageable targets and key performance indicators to measure and monitor your success and reporting on your progress as you work towards your goals, highlighting areas of the business that require improvement or adjustment.


  • Business strategy and planning days
  • Business plans and financial forecasts
  • Due diligence
  • Board and management representation
  • Valuations
  • Mergers, acquisition and private equity
  • Structuring advice
  • Introduction to and liaising with lawyers