Budgeting includes the medium term allocation of resources to achieve the strategic business plan, usually done on an annual basis.

Walton Partners can assist you to elaborate your budget

The Budget includes the following items:

  • An outline of any changes to the business vs the strategic business plan
  • Potential changes to your market, customers and competition
  • Objectives and goals for the year
  • Key Performance Indicators
  • Updated SWOT
  • Any operational changes
  • Team update
  • (Re)confirm Operations Plan
  • Review of financial performance and (re)forecasts

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