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Inspired by business owners

Business Planning in a Box™ was inspired by business owners who want to earn more money, secure their future and enjoy running their businesses.

It is the culmination of thousands of hours of consultancy, coaching and advice conducted over almost 30 years of business planning with a wide range of owner managed businesses in different sectors.

Business Planning in Box™ is the best bits from business plans that have worked!

Available in either hard copy or as a download, Business Planning in a Box™ makes planning live, real and effective.

Most importantly it means that you start actively planning - there is no template for what you want from your business;  a business plan cannot be a snapshot.

"Entrepreneurs who have formal plans are 16% more likely to succeed than otherwise identical non planning entrepreneurs."

Source: HBR Organisation

About the authors

Shirley Mansfield MCIM, ACII

Shirley has been known as The Business Planning Coach for the past decade and is a Member of the Chartered Institute of Marketing and the Chartered Insurance Institute.

An expert in marketing, customer retention, problem solving and growing successful high growth companies, Shirley has been working with owner managed businesses for over 12 years following a successful career in senior marketing positions in financial services and construction.


Phil Beavan FIC, CCBC

Phil has a background in accountancy and finance and is a Fellow of the Institute of Consultancy and a Chartered Certified Business Consultant.

An expert in financial modelling, forecasting and raising finance he also boasts a successful sales career with two of the world’s most respected sales organisations. He has been working with owner managed businesses for more than 20 years. 

Read our blog

We've published a series of blogs which we think you'll find useful: