BUSINESS PLANNING AND FINANCIAL ADVICE

Clear and robust business plans, setting out corporate objectives and financial targets, are crucial to all types of housing association and stock-holding councils, large and small.  They are at the centre of assessing the viability, business case and funding of stock transfer, arms length management, regeneration schemes, asset management, mergers, and groups.

HOW SECTOR WEEDON GRANT CAN HELP

Sector Weedon Grant Directors have worked with business plan computer models in housing and regeneration for almost twenty years.   They work closely with treasury management, stock transfer, housing, regeneration, regulatory and IT colleagues in the company to refine the current suite of flexible, intuitive and user-friendly spreadsheet-based business planning models.  These are now used by over 60 housing associations and councils in the sector.

The models:

• Are integrated with rental income streams and detailed management, service and stock reinvestment costs
• Can also be integrated with Sector Weedon Grant’s regeneration and development appraisal models
• Allow group structure issues to be customised and the business case for new opportunities to be assessed
• Detail funding requirements, covenant analysis, performance indicators and tax liabilities
• Project 40 year accounts and allow sensitivity testing of different assumptions

Sector Weedon Grant also offers:

• A business plan retainer service allowing clients easy access to model upgrades
• Staff, board member and tenant training on business planning and its implication