{"id":4548,"date":"2016-03-02T13:49:17","date_gmt":"2016-03-02T11:49:17","guid":{"rendered":"http:\/\/www.invest-aura.com\/?page_id=4548"},"modified":"2024-09-14T11:22:17","modified_gmt":"2024-09-14T09:22:17","slug":"business-planning-valuation","status":"publish","type":"page","link":"https:\/\/www.investaura.co\/wordpress\/solutions\/business-planning-valuation\/","title":{"rendered":"Business Planning and Company Valuation"},"content":{"rendered":"<p>A large number of\u00a0managers worldwide engage in the preparation of business plans, whether in a start-up, mature company or M&amp;A context. Unfortunately, the results are not always convincing, or correct!<!--more--><\/p>\n<ul>\n<li><strong>Business planning is a holistic activity<\/strong> that requires not only strong understanding of the business, but also a clear vision of where the company wants to go, and the skills to translate these into robust revenue and cost forecasts.<\/li>\n<\/ul>\n<ul>\n<li><strong>You need the right level of detail.<\/strong> More often than not, the\u00a0business plans prepared\u00a0by others (your corporate HQs, your boss, you name it) are much too detailed &#8211; if you work for a large company, you know what we mean. In those horrible Excel templates, you really wonder who might ever read the hundreds and thousands of rows that try to forecast what could happen 10 years down the road&#8230;.<\/li>\n<\/ul>\n<ul>\n<li><strong>If you are looking at an existing business, the financial projections should also take the recent past into account.<\/strong> Too often, the business plans\u00a0don&#8217;t seem to care about what happened in the last couple of years. If you haven&#8217;t analysed the recent performance of the company, how can you pretend that your 7-10 year forecast is realistic?<\/li>\n<\/ul>\n<ul>\n<li><strong>Forecasting &#8216;costs&#8217; is hard, but forecasting &#8216;markets&#8217; and &#8216;revenues&#8217; is really a lot harder.<\/strong> One way to address this challenge is to forecast the market in two different manners: by regions \/ countries on one hand, and by product lines \/ productss on the other hand. And then reconcile them so that the two projections are aligned.<\/li>\n<\/ul>\n<ul>\n<li><strong>The financial statements that are generated often contain mistakes.<\/strong> Apart from trivial errors or omissions in Excel formulae, people often forget to include the impact of taxation (positive or negative!) in their calculations. Does taxation have an impact on cashflow, liquidity and value? Certainly it does, so taxation considerations should be included.<\/li>\n<\/ul>\n<ul>\n<li><strong>Finally, the financial plan must look good.<\/strong> Not only it must support the story that you are trying to sell (to your management, or to investors), but it must also be visually appealing.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/i0.wp.com\/www.invest-aura.com\/wordpress\/wp-content\/uploads\/2014\/03\/FinancialRatios.png\"><img data-attachment-id=\"2455\" data-permalink=\"https:\/\/www.investaura.co\/wordpress\/financial-analysis-templates-and-excel-tools\/financial-ratio-analysis-excel-template\/financialratios\/\" data-orig-file=\"https:\/\/i0.wp.com\/www.investaura.co\/wordpress\/wp-content\/uploads\/2014\/03\/FinancialRatios.png?fit=1213%2C666&amp;ssl=1\" data-orig-size=\"1213,666\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;}\" data-image-title=\"FinancialRatios\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/i0.wp.com\/www.investaura.co\/wordpress\/wp-content\/uploads\/2014\/03\/FinancialRatios.png?fit=300%2C164&amp;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/www.investaura.co\/wordpress\/wp-content\/uploads\/2014\/03\/FinancialRatios.png?fit=720%2C395&amp;ssl=1\" decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2455 size-full\" src=\"https:\/\/i0.wp.com\/www.invest-aura.com\/wordpress\/wp-content\/uploads\/2014\/03\/FinancialRatios.png?resize=720%2C395\" alt=\"FinancialRatios\" width=\"720\" height=\"395\" srcset=\"https:\/\/i0.wp.com\/www.investaura.co\/wordpress\/wp-content\/uploads\/2014\/03\/FinancialRatios.png?w=1213&amp;ssl=1 1213w, https:\/\/i0.wp.com\/www.investaura.co\/wordpress\/wp-content\/uploads\/2014\/03\/FinancialRatios.png?resize=300%2C164&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.investaura.co\/wordpress\/wp-content\/uploads\/2014\/03\/FinancialRatios.png?resize=1024%2C562&amp;ssl=1 1024w\" sizes=\"(max-width: 720px) 100vw, 720px\" data-recalc-dims=\"1\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>Investaura consultants have immense experience in the area of\u00a0strategy\u00a0\u2013 applied, detailed \u2013 and business planning\u00a0\u2013 quantified, robust, actionable \u2013\u00a0 going all the way back to the mid-1990s.<\/p>\n<p>We understand both\u00a0small and\u00a0large\u00a0businesses. We are\u00a0consultants and\u00a0entrepreneurs, and know what it takes to launch a new business from the ground up. In addition, we\u00a0have worked in senior management positions in\u00a0industry, so we know how innovation within large companies thrives \u2013 or languishes.<\/p>\n<p>We know what works and what doesn\u2019t, and understand the challenges faced by our clients well, because we have lived them. For more information about our business planning services,\u00a0please\u00a0<a title=\"Contact Us\" href=\"http:\/\/www.investaura.co\/contact\/\">contact us<\/a><span class=\"Apple-style-span\" style=\"color: #993366;\"><i>.<\/i><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A large number of\u00a0managers worldwide engage in the preparation of business plans, whether in a start-up, mature company or M&amp;A context. Unfortunately, the results are not always convincing, or correct!<\/p>\n","protected":false},"author":1,"featured_media":7913,"parent":4535,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","meta":{"jetpack_post_was_ever_published":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Business Planning and Company Valuation | Investaura<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investaura.co\/wordpress\/solutions\/business-planning-valuation\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Business Planning and Company Valuation | Investaura\" \/>\n<meta property=\"og:description\" content=\"A large number of\u00a0managers worldwide engage in the preparation of business plans, whether in a start-up, mature company or M&amp;A context. 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