Turning Vision into a Strategic Business Plan - A £6M Energy Services Business

The Challenge: Aligning a Clear Vision with a Solid Financial Plan

A £6 million B2B energy services business had a strong vision for growth, driven by the owner/MD’s clear personal and financial goals. However, the company lacked a business plan and financial model to turn this vision into a measurable, actionable strategy.

The leadership team needed:

• A financial model that accurately reflected the business’s key profit and cash flow drivers.
• A structured business plan to define critical milestones and decision points.
• A strategic tool to guide business growth and support discussions with banks for refinancing.

Richard Taylor was engaged as a Fractional FD to provide the financial expertise needed to bridge the gap between ambition and execution.

The Solution: Developing a Business Plan supported by a robust financial model

Richard began by engaging with the leadership team and reviewing available financial and management data. With these insights, he developed a customised financial model that:

• Mapped the key profit and cash flow drivers, providing a clear understanding of current business performance.
• Created a dynamic tool for forecasting, allowing for more informed decision-making.
• Enabled scenario analysis, helping leadership test different growth strategies and assess financial implications.

With this financial model in place, Richard facilitated a series of off-site strategic planning sessions with the leadership team. Together, they:

• Defined business and financial milestones necessary to achieve the MD’s goals.
• Developed a structured business plan, aligning operations, finance, and strategic priorities
• Challenged the key assumptions and dependencies, ensuring independent scrutiny and identifying risk
• Modelled alternative scenarios, ensuring flexibility and resilience in the planning process

The Outcome: A Strategic, Actionable Plan for Growth

With a clear business plan and financial model, the business now had:

• A robust framework to support long-term strategic decision-making.
• A financial planning tool that enabled scenario testing and performance tracking.
• A strong foundation for refinancing discussions with banks, improving access to growth funding.

By combining financial expertise with strategic leadership, Richard helped transform the MD’s vision into a practical, data-driven business plan that would increase confidence and guide future success.

From Vision to Execution: The Power of a Strong Financial Plan

Every ambitious business needs a financial framework to support its goals. This case highlights how structured financial planning can align vision with execution, ensuring that the business plan for growth is backed by data-driven decision-making and independent challenge.

If your business has big ambitions but needs a clearer financial roadmap to get there, let’s talk about how a Fractional FD can help.