Analyse business plans

Analyse the formal statements from businesses which outline their business goals and the strategies they set in place to meet them, in order to assess the feasibility of the plan and verify the business’ ability to meet external requirements such as the repayment of a loan or return of investments.

analyse business plan
analyse business plan feasibility
gauge business plans
analyse business formal statements
evaluate business plans

skill/competence

cross-sector

Analyse business plans is an essential skill of the following occupations:

Mergers and acquisitions analyst: Mergers and acquisitions analysts oversee the execution of transactions for the purchase, sale, merger or takeover of companies. They negotiate and complete the deal on the client’s behalf, by working closely with lawyers and accountants. Mergers and acquisitions analysts conduct operational and legal risk assessments of a company, assess comparable companies in the market and help with the post-merger integration.
Investor relations manager: Investor relations managers disseminate the investment strategy of the company and monitor the reactions of the investment community towards it. They use marketing, financial, communications, and security law expertise to ensure transparent communication to the larger community. They respond to inquiries from shareholders and investors in relation to the company’s financial stability, stocks, or corporate policies.
Business valuer: Business valuers provide valuation assessements of business entities, stock and other securities and intangible assets, in order to assist their clients in strategic decision-making procedures such as mergers and acquisitions, litigation cases, bankruptcy, taxation compliance and general restructuring of the companies.
Business analyst:
Business analysts research and understand the strategic position of businesses and companies in relation to their markets and their stakeholders. They analyse and present their views on how the company, from many perspectives, can improve its strategic position and internal corporate structure. They assess needs for change, communication methods, technology, IT tools, new standards and certifications.
Venture capitalist: Venture capitalists invest in young or small startup companies by providing private funding. They research potential markets and particular product opportunities to help business owners develop or expand a business. They provide business advice, technical expertise, and network contacts based on their experience and activities. They do not assume executive managerial positions within the company, but have a say in its strategic direction.
Business consultant: Business consultants analyse the position, structure and processes of businesses and companies and offer services or advice to improve them. They research and identify business processes such as financial inefficiencies or employee management and devise strategical plans to overcome these difficulties. They work in external consulting firms where they provide an objective view on a business and or company’s structure and methodological processes.
Contact centre manager: Contact centre managers coordinate and plan the daily operations of contact centres. They ensure that customer inquiries are satisfied efficiently and according to policies. They manage employees, resources and procedures to improve best practices and achieve high levels of customer satisfaction.

Analyse business plans is optional for these occupations. This means knowing this skill may be an asset for career advancement if you are in one of these occupations.

Investment manager: Investment managers administer the portfolio of investments that a company has. They perform close follow up of the investments looking for the most profitable solutions represented in financial products or securities. They analyse behaviour in financial markets, interests rates, and the companies’ position in order to advise on risks and profitability for the client.
Corporate investment banker: Corporate investment bankers offer strategic advice on financial services to companies and other institutions. They ensure that legal regulations are being followed by their clients in their efforts of raising any capital. They provide technical expertise and information on mergers and acquisitions, bonds and shares, privatisations and reorganisation, raising capital and security underwriting, including equity and debt markets.
Financial manager: Financial managers handle all the matters in reference to the finance and investments of a company. They manage financial operations of companies such as the assets, liabilities, equity and cash flow aiming to maintain the financial health of the company and operative viability. Financial managers evaluate the strategic plans of the company in financial terms, maintain transparent financial operations for taxation and auditing bodies, and create the financial statements of the company at the end of the fiscal year.
Investment adviser: Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or free funds in securities such as stocks, bonds, mutual funds and exchange-traded funds to customers. Investment advisers serve individuals, households, families and owners of small companies.
Business manager: Business managers are responsible for setting the objectives of the business unit of a company, creating a plan for the operations, and facilitating the achievement of the objectives and implementation of the plan together with employees of the segment and stakeholders. They keep an overview of the business, understand detailed information of the business unit and support the department, and make decisions based on the information at hand.
Loan officer: Loan officers assess and authorise the approval of loan applications for individuals and businesses. They ensure complete transactions between loan organisations, borrowers, and sellers. Loan officers are specialists in consumer, mortgage, or commercial lending.
Department manager: Department managers are responsible for the operations of a certain division or department of a company. They ensure objectives and goals are reached and manage employees.
Business developer:
Business developers strive to improve the market share of companies in the market. They perform strategic analyses of the core advantages that a company’s products or services have to offer, they cooperate in the development of marketing campaigns for lead generation and support on sales efforts.
Dividend analyst: Dividend analysts calculate and allocate dividends and interest incomes of a company’s earnings to a category of its shareholders. They assess business systems and processes in order to identify user needs and to deliver appropriate solutions. They also undertake dividend forecasts on amounts and payment schedules and identify potential risks, based on their financial and market price expertise.

References

1. Analyse business plans – ESCO