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Strategic Planning

Providing business with expert insight and advice to achieve their goals and grow their business

In a world of unprecedented change, we offer practical solutions to help you prepare and plan for the future through our virtual strategic planning services. Whether it be reinvesting or changing the scope or direction of a company; informed, technical advice is crucial.

What to expect from our strategic planning services

At Mercer & Hole, we really get to know you and your goals and aspirations for your business and your life. We will have an initial meeting to find out your current situation and where you want to be in terms of your business, your family and your home life. This forms the basis of a productive relationship upon which we can lend our expertise to provide you with more effective strategic planning services for your business. We are with you every step of the way from business start-ups, growing and expanding your business through to selling your business or planning for retirement.

Our team members not only have the technical expertise to help you analyse your business performance, but we also delve deeper to really understand your business which provides crucial insight to plan and prepare for the future. In addition, many of us have direct business experience across a wide range of industry sectors.

Technology is progressing swiftly, and our advisory and strategic planning services provide deep financial insights using sophisticated technology, process expertise and financial acumen to drill down to the detail and produce insightful data. We are experts in the latest cloud-based accounting software including Xero and QuickBooks and their apps ecosystem, and we can suggest the software that is most appropriate for your needs. We use diagnostics tools to help you assess the profitability, risk and business value of your company and highlight its strengths and weaknesses.

We can help you to:

  • Create strategic objectives, goals and roadmaps for your business
  • Determine the value held in your business to inform crucial decisions
  • Provide specific financial information to relevant third parties
  • Make strategic decisions at any stage of your business
  • Make a robust exit strategy so you can plan for retirement
  • Realise your personal and business goals

teamYour Virtual Finance Team

When you work with us, you will not only benefit from our skills and vast range of experience, but you will enjoy a close working relationship with our team members who will get to know you, understand your business and your aspirations for the future.

In this day of AI automation, faceless interactions are becoming a commonplace. However, you can always rely on us to give you a bespoke and personalised service. Our dedicated virtual finance team is based in the UK, and with a qualification range including AAT, ACA, ACCA, CIPP and CTA, we can offer you expert technical knowledge combined with in-depth industry experience across a vast range of sectors. Depending on your resource needs, you will have the choice to gain everything from a bookkeeper, or payroll specialist, up to strategic boardroom advice and cloud-based accounting expertise.

Case Study
We have helped many clients reassess their business and plan for the future through our strategic planning services and much more. Read how we helped one client assess and repurpose a failing business during lockdown here.

Interested in finding out more about our strategic planning services. Contact a member of our team today to find out more.

Virtual Finance Specialists

Meet our people >