Business plans and financial models
A business plan and cash flow that stand up to questions from the regulator, your bank and your investors, built on realistic staffing costs and occupancy.
Business strategy and growth for care providers
A care business has to be safe, compliant and financially sound. We help you plan the numbers, understand who buys care in your area and grow in a way your regulator and your bank will both be comfortable with.
What we help with
From your first business plan to winning local authority work and opening a second service.
Company structure
Advice on how to set up the company that will be the registered provider, and how to keep a growing group of services organised.
Commissioning and local authorities
Understanding who buys care in your area, how local authority frameworks and dynamic purchasing systems work, and how to get on them.
Tenders and bids
Help writing tender responses and quality submissions that answer the question being asked and show your evidence clearly.
Pricing and fees
Setting rates that cover the true cost of safe staffing and leave a margin, and explaining them confidently to commissioners.
Growing to a second service
Planning a new location or service type, including what changes in your registration and what has to be in place first.
How a strategy project works
Six stages from understanding your position to planning growth. Choose a stage to see who does what.
Stage 1 of 6
Understand your position
We start with where you are, what you want to build and what you can invest.
Your part
Share your plans, figures and any deadlines such as a tender date.
Our part
Ask the hard questions early and agree the scope and fee in writing.
Stage 2 of 6
Research the market
Who needs your service locally, who buys it, what they pay and who else provides it.
Your part
Tell us about any commissioners or partners you already know.
Our part
Pull together local demand, commissioning routes and typical rates.
Stage 3 of 6
Build the numbers
A financial model that shows staffing, costs, occupancy and cash flow month by month.
Your part
Give us your cost assumptions and check them with us.
Our part
Build the model and test what happens if things go slower than planned.
Stage 4 of 6
Write the plan
A business plan written for its reader, whether that is a regulator, a lender or a commissioner.
Your part
Review the drafts and confirm the plan reflects your intentions.
Our part
Write it in plain English, backed by the numbers.
Stage 5 of 6
Go to market
Getting onto frameworks, responding to tenders and opening conversations with commissioners.
Your part
Register on procurement portals and attend meetings.
Our part
Help with submissions, quality statements and presentations.
Stage 6 of 6
Review and grow
As the service settles, we review performance and plan the next step.
Your part
Share how the service is performing against the plan.
Our part
Adjust the plan and map out growth when you are ready.
What you can expect
We agree the scope and fee in writing before any work starts, whether you need a single business plan or ongoing support.
We do not give regulated financial advice or arrange finance. Where you need an accountant or a solicitor, we will say so.
- Business plan written for your audience
- Financial model with monthly cash flow
- Local demand and commissioning research
- Pricing and fee setting
- Support with tenders and framework applications
- Growth plan for further services
Business strategy questions
Still unsure what applies to you? Ask us directly.
Do I need a business plan for CQC or Ofsted registration?
Both regulators want to see that your service is financially viable and can be staffed safely. A clear business plan and cash flow make that case and help you answer questions at interview.
Can you guarantee we will win local authority work?
No. Commissioners make their own decisions. We help you understand what they are looking for and present your service clearly, which gives you the best chance.
We are already registered. Is this still relevant?
Yes. Many providers come to us when occupancy is low, rates are not covering costs or they are ready to open a second service.
Can you help with funding or investment?
We can prepare the business plan and financial model that lenders and investors expect. We do not arrange finance or give regulated financial advice.
Planning your next step?
Tell us what you are building and we will help you plan it properly.