Business Advisory Hub

2020 Members can access the Business Advisory Manual by selecting the green button on the right hand side of this page.

The Business Advisory Hub is an exclusive benefit of 2020 Platinum membership and contains advice on marketing business advisory services and positioning your firm in the high value high price sector of the industry.

Platinum members also receive guidance, training, tools, checklists and resources to help you deliver advisory services in the areas of Strategic Planning, Corporate Finance, Wealth Management, Tax Planning, Finance, Management and Restructuring.

Each section has a selection of easy to use resources that you can download from the Hub.

Tax Tips & Tools is included with Platinum Membership. A collection of over 120 tax calculators, spreadsheet and other tax tools. It allows you to make complex calculations quickly and easily.
Full list of Tools >

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

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Marketing and Positioning Your Firm as a Business Advisor

Training


Marketing and Positioning Presentation 2018-19
A pdf presentation on this section of the Business Advisory Manual.

Resources


57 Ways to Grow Your Business
A guide to help existing business owners maintain profitability and strengthen their position in the market.

Business Analyst
Use the One Page Analyst section with clients to show the movements on profit when flexing key variables.

Business Advisory Reception Slideshow
Informs visitors of information about your firm and why you are different and showcase the variety of services you offer.

Business Growth Seminar Presentation
A PowerPoint  template to allow you to run a seminar or webinar for clients.

Business Growth Seminar Case Studies
Case studies to accompany the Business Growth Seminar Presentation.

Business Growth Seminar Marketing Letter
A marketing letter to invite clients to the Business Growth seminar or webinar.

Client Helpsheet System
Identify clients’ key concerns, educate them on the additional services you can provide and offer a solution to those concerns. 

New Business Kit
A comprehensive guide to the financial, tax and accounting considerations of starting a business, ideal for prospects!

Website Text for Advisory Services
Sample text and pictures to create a Business Advisory section on your website, including the different services you offer client.

Marketing Social Media Posts
Raise awareness about advisory services using social media. There are 19 example wide ranging posts / Blogs to help get you repositioned as offering Business Advisory.  

Resources available to platinum members.

Training


Strategic Planning Presentation
A pdf presentation on this section of the Business Advisory Manual.

Resources


Guide to Strategic Planning Day
A useful checklist and guide of items to cover on a strategic planning day with clients.

Personal Objectives Worksheet
Checklists to facilitate a discussion with the owners about their income target, roles in the business, exit route, ambitions and success.

5 Year Plan
Use the five year plan spreadsheet to produce a simple outline of the targets for the client.

5 Year Plan Spreadsheet
Use the ‘spinner’ buttons to adjust the figures up or down, producing a 5 year net profit plan.

Fundamental Challenges Priority List
A template to identify and list the key challenges in the business.

Fundamental Challenges Worksheet
A step by step guide to meeting the fundamental challenges in the business.

Management Information Worksheet
A worksheet to set and agree targets and monitor the client’s progress towards the strategic objective.

Strategic Objective Template
Use this template to produce the client’s strategic plan.

Resources for platinum members.

Training


Corporate Finance Presentation
A pdf presentation on this section of the Business Advisory Manual.

Resources


Corporate Finance Compliance Checklist
A compliance checklist for use with business plans, cash flows, forecasts and management accounts.

Corporate Finance General Engagement Letter
An example engagement letter for Corporate Finance work.

Due Diligence Engagement Letter
A specimen letter of engagement to the acquiring company.

Due Diligence Letter to Reporting Accountants
An example letter to the reporting accountants.

Corporate Fact Find Form
A checklist to ensure details have been considered and are relevant.

Due Diligence Letter To Go With A Report
A suggested covering letter to be sent with the due diligence report.

Due Diligence Review Report
Example detailed contents of a due diligence review report.

Business Plans and Forecasts Letter of Engagement
An example engagement letter to undertake the work.

Business Plan Review Checklist
A useful checklist of the items to consider when writing the plan especially the executive summary.

Business Plan Workshop
A workshop agenda and questions to discuss the business, its strategy and objectives prior to preparing the business plan.

Guidance on Writing a Business Plan
Guidance on writing the plan, contents, suggested length, information to disclose, who to send it to and the executive summary.

Business Plan Template
A template plan covering the areas you should consider when writing the plan.

Information Memorandum
A template PowerPoint document to be used when a company’s shareholders are looking to dispose of their business.

Business Plans NDA or Letter
An example of a confidentiality undertaking letter for Business Plans and/or Information memorandums.

One Page Business Plan
A one page template to document the vision, key journeys, plan objectives, strategies and tactical actions.

Guidance on Preparing a One Page Business Plan
Guidance on completing the One Page Plan to assist clients with a five year vision and action plan for their business.

5 Year Plan
A spreadsheet to produce a simple outline of the targets for the client with ‘spinner’ buttons to adjust the figures up or down, producing a 5 year net profit plan.

Breakeven Analysis
A simple break even calculator for retail and service sector clients.

One Page Analyst
A one page “taster” showing the movements on profit when flexing key variables.

Simple Cash flow Forecast
A cash flow forecast template to use on your clients.

Share Valuation Checklist
A checklist of the items you should consider when undertaking share valuation work.

Contents of a Valuation Report
Example contents of a share valuation report.

Company Valuation Report
Example contents of a company valuation report.

Resources for platinum members.

Training


Wealth Management Presentation
A pdf presentation on this section of the Business Advisory Manual.

Canada Life Training
Canada Life webinar archive.  Topics include IHT, CGT and retirement planning.  These webinars are a useful source of reference when you or your IFA are advising clients or to watch and educate clients generally on possible options to discuss with their IFA.

Resources


Green Sheet System
A system designed to generate meetings for your IFA by collecting key information from a tax return.

Retirement Calculator
A tool to calculate how much clients need to contribute to their pension between now and their expected retirement date.

Continuum Financial Planning Questionnaire
A checklist of areas to consider to spot opportunities for your IFA

Final Meeting Agenda
An agenda to discuss your client’s accounts and/or tax return with and for discussion about advisory services.

Resources for platinum members.

Tax Planning

Training


Tax Planning
A pdf presentation on this section of the Business Advisory Manual.

Resources


Generic Pre Year End Tax Planning Letter
A template tax planning letter to send to clients.

Personal Tax Organiser 2018/19
A tax organiser that helps clients assemble all their annual tax information.

Tax Planning System
A system to remind you to contact clients 3 months before the year-end and follow up the letter / email with a call.

Final Meeting Agenda
An agenda to discuss your client’s accounts and/or tax return with and for discussion about tax planning services.

Guide For Advisers On Tax Efficient Remuneration
An example guide for advisers on the different tax efficient remuneration options for clients.

Excel tools to assist in calculating potential or actual inheritance tax liabilities, considering other lifetime gifts, lifetime IHT paid, death chargeable gifts, estate and will instructions, hypothetical tax calculation, tax payable, reliefs, Nil rates and a quick succession relief. The IHT spreadsheet contains ''How to use this model'' notes. There is also an advisor example pdf. In this section there is also a trust tax calculation.

IHT Calculator TaxAdviser Example pdf >

IHT Calculator(xlt) >

Trust Tax Calculations 2017-18(xlt)>


These tools are designed to assist the advisor in determining the strategy of incorporating a business, and the matters to be considered, before choosing that medium. In addition to tax planning there are many other factors that determine whether to incorporate and administrative tasks that need to be done. These tools will assist the advisor in helping clients reach a decision on whether to incorporate a business.

Should I incorporate - New Rules >

Incorporation - Tax Elections.xls >

Incorporation - Action Checklist.xlt >

Incorporation - Issues.xlt >

Incorporation - Letter.doc >

Pre Incorparation Questionnaire.xlt >

Disincorporation.xlt >



The Bonus vs Dividend Comparison and Loan Dividend Salary excel spreadsheets, allow the adviser to discuss efficient remuneration strategies with directors. The Loan Interest Calculator and dividend tax tools will aid in these discussions. Pension queries and redundancy entitlements are also included in this section.

Bonus V Dividend Comparison >

Dividend Tax >

Dividend Waiver >

Dividend Minutes Proforma >

Loan Interest Calculator >

Spouse Salary Calculator >

Pension Annual Allowance Calculator >

Pension - planning letter >

Pension - who pays >

Redundancy Calculator 1-10-2006 >

Pay - interests or benefits in kind >


The following tools assist in some of the more typical queries from clients. Lease or Buy or Contract Hire, car and fuel benefits, car tax, salary sacrifice and a tax credits calculator.

Lease or Buy >

Fuel Benefit Checker.xlt >

Car Benefit Calculator.xlt >

Car Tax Calculator.xlt >

Carco2Listing.xlt >

Interactive Mileage Log - Company Car.xlt >

Interactive Mileage Log - Own Car.xlt >

Interest on Loan.xlt >

Mileage Calculation Worksheet.xlt >

Salary Sacrifice Childcare.xlt >

Salary Sacrifice Pensions.xlt >

Salary Sacrifice Template.xlt >

Salary Sacrifice Cars.xlt >

Salary to PA or NI Limit.xlt >

Salary Sacrifice.xlt >

Salary Sacrifice - Case Study.pdf >

Salary Sacrifice - Example.pdf >

Tax Credits 2018-19.xlt >

CGT Asset Disposal Calculator and CGT Indexation Calculator excel spreadsheets to assist in CGT calculations.

Capital Gains and Taper Relief Calculator.xlt >

Indexation Allowance Calculator.dot >



VAT Tools and calculators to advise on various schemes for smaller businesses and general VAT queries from clients.

VAT Captial Goods Scheme.xlt >

VAT Cash Accounting.xlt >

VAT Flat Rate Limited Cost Trader.xlt >

VAT Flat Rate Scheme Calculator.xlt >

VAT Scheme Summary.xlt >

VAT Flat Rate Bad Debts.xlt >

VAT Partial Exemption Annual Adjustment1.pdf >

VAT Partial Exemption Annual Adjustment2.xlt >

VAT Partial Exemption Annual Adjustment3.pdf >

VAT Partial Exemption Annual Adjustment4.xlt >

VAT regn.xlt >

VAT Scale Charge Calculator.xlt >

VAT Tracker.xlt >

VAT Validator.xlt >

VAT Scheme Appointment 1.xlt >



A model to calculate corporation tax taking into account marginal rates etc as necessary. Updated with proposed rates for all years to 2020/21. Change of accounting date advisor are also included in this section.

Corp Tax Calculator.xlt >

Change of Accounting Date 1 letter.doc >

Change of Accounting Date 2 letter.doc >

Change of Accounting Date.xlt >



Excel spreadsheets to assist in the calculations clients may need advice on.

CIS Pay Calculator.xlt >

CIS Payment Sheet.xlt >

CIS Returns Database.xlt >

IR35 Deemed Salary Calculator.xlt >

Pay - Net to Gross Calculator - Scottish.xlt >

Pay - Net to Gross Calculator.xlt >

Max NI Multiple Employments 2011-2012.pdf >

Max NI Multiple Employments.xlt >

Class4NIExample.pdf >

Class4NILosses.xlt >



Resources for platinum membership.

Training


Finance Presentation
A pdf presentation on this section of the Business Advisory Manual.

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Resources


5 Year Plan
A spreadsheet to produce a simple outline of the targets for the client with ‘spinner’ buttons to adjust the figures up or down, producing a 5 year net profit plan.

Breakeven Analysis
A simple break even calculator for retail and service sector clients.

What If Units & Price
A tool to provide ‘what if’ analysis on pricing, units and cost reduction.

Where Did the Money Go?
A funds flow spreadsheet for clients to understand how they spent their money.

Overview of Accounting Systems
Understand where the client is now by reviewing their existing accounting systems.

Current Accounting System
A review of the ‘likes’ and ‘dislikes’ of the current accounting system.

Action Plan on Existing Accounting System
A document to summarise the findings and improvements needed, who is responsible and dates to action.

Key Performance Indicators Worksheet
A template to detail the key performance indicators and breakeven points in the business.

Breakeven Points Worksheet
A template to detail the breakeven points in the business.

Financial Strategies Worksheet
Use this to document the short and long term financial strategies for the business.

Strategic Financial Plan
Use this template to record the client’s strategic financial plan.

One Page Analyst
A one page “taster” of Business Analyst, showing the movements on profit when flexing key variables

Resources for platinum members.

Training


Management Presentation
A pdf presentation on this section of the Business Advisory Manual.

Resources 


Change Management Process
Items to consider for a change management programme.

Systems Worksheet
List the systems to work on in the business.

Systems Development Plan
Prioritise which systems are needed, and in which order they are to be designed.

Operating Manuals
Descriptions of “how things are done” in the business.

Organisation Chart Current
An example organisation template for the business currently.

Organisation Chart Future
An example organisation template for the business in the future.

Key Employees in Organisation
A template to list the key employees and their Objective Statements.

Objective Statements
Example Objective Statements for different employee types.

Objective Statements for Employees
Template Objective Statement to be completed for each employee.

Job Statements Development Plan
A plan to list jobs in priority order, who is responsible and action dates.

HR & Employment Law Health Check
A checklist to review existing procedures and to determine compliance with key employment legislation.

Schedule of Business Development Meetings
A plan to schedule meetings with employees.

Management Strategy Plan
A template to create an outline of how the business will be managed.

Resources for platinum members.

Training


Restructuring Presentation
A pdf presentation on this section of the Business Advisory Manual.

Resources


Warning Signs for Businesses
9 warning signs for businesses.

Preparing a Company for Sale
A checklist to help you advise your client on the restructuring process required ahead of any sale.

Resources for platinum members.