Business Goals

How to conduct a year-end finance review and set goals for 2026

How to conduct a year-end finance review and set goals for 2026

As the year draws to a close, many SME owners turn their attention to reviewing financial performance and building a strategy for the year ahead. A structured year-end finance review provides clarity, strengthens decision-making and creates a solid foundation for sustainable growth in 2026. It’s an opportunity to reflect, refine and realign your business goals…

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750 400 Lorna Slee
How to build a funding strategy to support your 2026 business goals
How to build a funding strategy to support your 2026 business goals

How to build a funding strategy to support your 2026 business goals

A well-planned funding strategy can play a major role in a company achieving its 2026 business goals. Whether the focus is growth, expansion, new product launches or simply improving cash flow, having access to the right type of business finance at the right time can make or break the plans. Having the ability to secure…

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750 400 Lorna Slee
How to prepare your business for growth with the right finance strategy
How to prepare your business for growth with the right finance strategy

How to prepare your business for growth with the right finance strategy

Growing sustainably takes more than ambition; it requires a well-structured finance strategy that supports scaling without strain. Let’s explore how to prepare a business for growth.  Be crystal-clear on the growth ambition Define what growth means, it could be entering new markets, expanding production capacity, hiring key personnel, or developing new products. By demonstrating a…

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750 400 Lorna Slee
How dentists can access finance for new equipment and practice growth
How dentists can access finance for new equipment and practice growth

How dentists can access finance for new equipment and practice growth

Investing in new dental equipment or expanding a practice can significantly improve patient care and boost the business. But with high costs associated with state-of-the-art technology and practice upgrades, accessing the right finance is key to staying competitive without straining cash flow. Whether a dentist is planning to refurbish their surgery, hire additional staff, or…

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750 400 Lorna Slee
Top 5 mistakes to avoid when applying for business finance
Top 5 mistakes to avoid when applying for business finance

Top 5 mistakes to avoid when applying for business finance

Applying for business finance can be a very important step in ensuring the growth and sustainability of a business. However, there are often obstacles faced during this process due to avoidable mistakes. We have seen first-hand how mistakes made when applying for business finance can be very damaging for a company. We are therefore sharing…

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750 400 Lorna Slee
Empowering generational growth
Empowering Generational Growth

Empowering generational growth

August success story:  This month, we are excited to share a success story about a third-generation family business that took a significant step forward with our support. The need: Expansion capital for continued growth Our client, a well-established third-generation business, was ready to expand its operations but needed substantial funding to make it happen. They…

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750 400 Lorna Slee
Complete your financial review
Complete Your Financial Review | Help with Business Financial Review | Business Asset Finance

Complete your financial review

Being able to understand your business finances and recognising when and how profit is made is vastly important. This is easily achieved by understanding financial jargon and reviewing monthly financial statements. To help with this, here is our guide on what is important when completing a financial review: Profit and loss Analyse your profit and…

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750 400 Lorna Slee
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