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2020 Business Advisory BAM : Creating Strategic Planning For Clients

Date Added | September 10, 2018

2020 Business Advisory: Creating Strategic Plan for Clients

2020 have written the Business Advisory manual (B.A.M) which contains guidance, training and tools, to position your firm as a business advisor and the resources to make it happen.

In Strategic Planning section of  B.A.M we show you how to help clients prepare a Strategic Plan,so they can outline:

  • Their personal objectives
  • The strategic plan of business
  • A five year summary of financials
  • Value pricing opportunities
  • Unique selling points of the business
  • Exit routes and business values

This chapter contains the adviser checklists and tools to make this a systemised process. In addition, we show you how to prepare a One Page Strategy for smaller clients providing you with guidance and Strategy Template.

B.A.M is supported by the Business Advisory Hub, a dedicated resource area containing all the training, marketing resources, engagement letters, checklists, guidance notes and calculators to help you become confident in promoting and delivering advisory services.

These resources are exclusive to 2020 members and are designed to keep you ahead of the competition.

See more at; https://www.the2020group.com/advisory/

2020 Innovation - Business Advisory Strategic Planning

2020 Innovation provides insightful and innovative training for accountants and tax professionals worldwide. We recognise that many accountancy firms need to constantly improve their client base proposition, including the use of new technologies to become a firm of the future. with over 1000 members, 2020 provides a wide range of training information, ranging from tax planning. international cpd webinars for accountants, membership training webinars and business advisory services.

2020 has the widest range of consulting and business advisory services, training and calculators for accountants in the UK. These practical consulting tools are exclusive for members and are designed to keep them ahead of the competition.

For more information contact us on:
Email: info@the2020group.com  or contact us on Tel: 0121 314 2020