Phase 2 · Strategy & Planning · From Idea to Executable Plan
Budget Planning
The business that survives is not the one with the biggest budget · it is the one that knows where every pound is going and why.
Budget planning is the disciplined allocation of capital across the activities that produce growth · and the equally disciplined refusal to fund activities that do not. We build the budget so every pound has a job, a target, and a measurable return.
The Pain We Solve
You may recognise yourself in one of these.
Three audience scenarios · because the same service produces a different transformation depending on where you are in the business journey.
Scenario 1
The startup spending faster than it intended
Burn rate is higher than the plan, and the team is not entirely sure why · individual decisions seem reasonable, but the cumulative pattern is unsustainable. A proper budget would have caught it earlier.
Scenario 2
The SME budgeting historically rather than strategically
The budget is set by 'last year plus inflation' rather than by what the strategy actually requires. The result is over-funding of legacy activities and under-funding of growth ones.
Scenario 3
The enterprise with bloated departmental budgets
Each department defends its budget, additions accumulate, and the cumulative cost base now exceeds what the strategy needs. A zero-based budget exercise is overdue · but politically expensive without external help.
The Impact It Creates
The Moment You Will Feel the Difference.
Every line of spend tied to a strategic priority
Budgeted return-on-spend visible at activity level
Underperforming spend identified and reallocated
Calmer financial conversations because the numbers tell the story
What You Receive
The Specific Deliverables.
Tangible outputs · documented, dated, and yours to keep.
- Annual budget aligned to strategic priorities
- Quarterly budget tracking and variance reports
- Activity-level ROI mapping
- Reallocation framework for in-year decisions
- Budget governance and approval process
- Board-ready budget summary
The Outcome
Where You Will Be on the Other Side.
Capital becomes a strategic instrument rather than a defensive habit. The leadership team can see, in real time, what is producing return and what is not · and reallocate without political drama. The business compounds because the capital is doing more work.
Investment & ROI
Pricing Engineered Around the Value You Create.
Every engagement is sized against the value we believe we can create with you · the fee is always a fraction of the outcome. Four tiers · so the investment matches your stage of business.
Tier 1
Foundations
£5,000 – £15,000
Right for
Pre-startup, startup, and micro-business founders ready to build on evidence rather than instinct.
Typical Value Created
£100K+ in sharper resource allocation and avoided strategic missteps
Engagement
4 – 8 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 2
Acceleration
£15,000 – £50,000
Right for
Growing SMEs and established small businesses ready to scale a working model into the next revenue band.
Typical Value Created
£500K – £3M in faster execution and pipeline acceleration
Engagement
8 – 16 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 3
Transformation
£50,000 – £250,000
Right for
Medium enterprises and scale-stage businesses ready to commit to a multi-quarter, organisation-wide shift.
Typical Value Created
£2M – £20M in strategic value through repositioning, model redesign, and growth-system installation
Engagement
3 – 9 months
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 4
Enterprise
£250,000 – £2M+
Right for
Large enterprises, global operators, and complex organisations ready for a multi-year strategic partnership.
Typical Value Created
£10M+ in major strategic initiatives, capital deployment efficiency, and competitive repositioning
Engagement
12 months and onward
Target Return
5 – 10× ROI
within 12 – 18 months
Why We Price This Way
Every engagement is sized around the value we believe we can create with you. The fee is always a fraction of the outcome · typically 10 – 20% of the expected first-year return.
This is how we make sure pricing aligns with results. The conversation is never “what does this cost?” · it is always “what is this worth to your business?” We answer that together in the first call, transparently, and decide the right tier from there.
If we cannot articulate a credible 5–10× return for your specific situation, we will tell you in the first call. That honesty is part of why our clients trust us with the work that matters most.
Why This Conversation Matters
“Every business has more capital than it realises · trapped in activities that no longer earn their place in the plan. A proper budget exercise is the discipline of freeing it.”
A 90-minute structured strategy session · produces a usable roadmap whether you engage further or not.
More in Phase 2