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Business planning snapshots

Business and financial planning for internet start up looking for grants

Client was set up by two directors with a novel idea in the competitive space of internet music and video. They needed financial projections and a busines plan to access City Enterprise Grants. We worked with them to work out new internet revenue models and in accesing investors through the Business Angels Halo network. Worth pointing out that this company ultimately failed and we dissolved it but both directors have moved on to fresher pastures and their entrepreneurial experience will stand to them.

Payment Service Provider company needs accountant for financial planning and annual accounts

Another client referred our work to this PSP company who later became a client. They needed financial projections to model how an expansion into 8 European countries would impact financially. This ultimately fed into their business plan and documentation to woo investors. The client also outsourced all its bookkeeping and accounts work to us. This client is now on the verge of completing second round funding.

Recycling company based in Tipperary need business plan for UK and Ireland expansion

Recycler of batteries and other metals already operating out of 4 locations in Ireland and UK needed a roadmap for continued expansion. Over a course of workshops with managers and site visits the plan was prepared. This outlined a blueprint for the futue including key objectives, organisational structure and financing requirements. Plan is in implementation phase at the moment.

 Dublin Energy services company need financial model for ESCO Development

Irish company setting up Energy Supply Companies (ESCOs) in Ireland, UK and Poland required financial modelling for these projects, including capital cost and build, financing options, trading projections and exit strategies. Company now have workable model to use for future developments.

Business Plan and investor documentation for Energy services company expansion

Investor teaser document and business plan prepared for Irish Energy Services and Facilities Management company for working capital and longer term strategic investment. Company currently launching in UK and has developed funding from state and private sources.

Business mentoring support for 30+ tourism businesses

Currently we are a member of the Business Mentoring and Advisory panel providing mentoring and coaching to a variety of tourism businesses ranging from pubs, hotels, restaurants, B&Bs, guesthouses, activity centres and visitor attractions including

  • Restaurant / Bar / Off Licence – Galway city
  • Hotel – Co. Clare
  • Adventure centre – Co. Kerry
  • Pubs – Tuam, Corofin, Tully, Partry, Milltown
  • Hotel – Co. Sligo
  • Watersports centre, Co. Sligo

For anyone interested in this service, please visit here

    Investment appraisal process for eco hotel in west of Ireland

    Project involved looking at two potential acquisitions for a Connemara based tourism business. Involved assessing the trading and financial information available, looking at funding options and explaining everything to non-financial people. Now a very successful luxury hotel and spa in west of Ireland.

    5 year financial and funding plan for organic cheese guesthouse and factory in Leitrim

    Worked with other consultants on the feasibility of this project including funding options. Involved preparing a flexible financial plan which allowed client to test various scenarios. Project is now at assessment stage with funding bodies.

    Financial planning and analysis for national disability organisation

    Assisted this organisation in modelling its revenue streams from various activities. Worked with CEO and accountant to build a robust financial plan for 3 years which identified funding gaps and allowed them to approach funders with confidence


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