Oak Cash & Carry: Report on Planning for Business Growth and Expansion

This report provides a comprehensive analysis of Oak Cash & Carry Limited's growth strategies. It begins with an introduction to the importance of planning for growth, highlighting the significance of timely decision-making and cost reduction. The report then delves into an analysis of Oak Cash & Carry's development possibilities, exploring market conditions, competitor analysis, and the application of Porter's generic model, including differentiation, cost leadership, and focus strategies. The PESTLE analysis is utilized to evaluate the external factors influencing the company's growth, including political, economic, social, technological, legal, and environmental aspects. The report further examines growth opportunities using Ansoff's growth vector matrix, outlining strategies for market penetration, product development, market development, and diversification. The report also covers evaluation of funding sources, business concerns for growth, and exit or succession strategies. The report concludes with a summary of key findings and recommendations for Oak Cash & Carry's future growth.

Planning for growth

Table of Contents
INTRODUCATION........................................................................................................................1
TASK 1 ...........................................................................................................................................1
P1- Analyse the development possibility in context to company ..............................................1
P2 - Chance for development by applying Ansoff's growth vector matrix.................................4
TASK 2............................................................................................................................................5
P3 Evaluation of sources of funding...........................................................................................5
TASK 3............................................................................................................................................8
P4 Business concerns design for the growth that includes financial data and strategic
objectives for measuring up the business...................................................................................8
TASK 4..........................................................................................................................................11
P5 Exit or succession strategy for businesses...........................................................................11
Conclusion:...................................................................................................................................13
REFERENCES..............................................................................................................................14

INTRODUCATION
Planning for growth means all the targets of the organisation and plans for achieve those
target are set by the organisation. Overall growth of the organisation is depends on the planning.
It is necessary for a effective result to take a right decision on the right time. Through the proper
planning a organisation can reduce its cost.(Barbour and Deakin, 2012) Mostly companies are
work for long term goal and all the activities are decided according to work, time period. All the
instructions are given by the manager should followed by the employees of the organisation.
This representative report is based on the Oak cash & carry limited. This company is developed
on 19th October 2000. it is a small size organisation. This company is in UK. Basically Oak Cash
& carry limited is provided cash and carry services to there customers. It is is retail company.
Oak Cash & carry company offers many products for retailers, offices, newsagents, caterers and
other business. So this report describe some characteristics and those are Ansoff's matrix,
analysing growth opportunities and business plans to scale up business. They also discuss
potential sources.
TASK 1
Analyse the development possibility in context to company
Planning for growth is the essential part of the business. It finds out the opportunity in the
market with best quality products. (Chapin, 2012) There are certain factor that affect the market
condition but due some of the internal and external factor will work according to the
circumstances. Growth opportunities can be find out in the market its by identify the need and
demand of the customer. The market competitors who are important for building up new ideas
and innovation among the other rivals. In context to, oak cash and carry limited it is established
in 2000 which is working hard for capturing the market. It the wholesale of food and beverages
and the company which provide cash and goods to other countries and also it is a private
organisation. It is located in UK. T he mission of the company is provide the best quality
products to consumer so that it can be the top company in SME. The industry is seeking for the
interest shareholders and also that proper allocation of funds can organized in an appropriate
way. The environment factor which plays essential for the growth of the company. To survive in
the Global market at first organisation should identity its competitor. Therefore oak cash and

carry limited are applying this model in proper layout form which helped them to carry the
quality in services. Some of the model are discussed below :-
Porter's generic model
The plan of action used by the company which engage in the competitive across the
marketplace. There are various strategies used by the company to identify the problem of
company. The manager of the company is improving on the quality of the services which are
been used by the organisation. The key structure which are used by the organisation of oak cash
and carry limited. Some of the strategies are cost focus, differentiations and cost leadership
which are mentioned below :-
Differentiation Strategies: This plan of action is used for differentiate goods and
services and not only also introducing the new products in the competitive market which can
help to sustain in the industry.(Galland 2012 ) There are various strategies used by the
shareholders to overcome the competitors and it is important that the company should use value
with the limited resources through which customer can be attracted. While taking into the
consideration oak carry and cash limited, manager have a different strategies and also have a
unique quality service which can attract the new consumer.
Cost leadership Strategies: In this strategies the main role is to make the cost which
helps the customer in a better and in the team growth. In this industry sales promotion is the
major part of the organisation to promote any business activity. (Eddleston and et. al., 2013.)To
increase the sales marketing the marketer need to identify the needs and demand of the consumer
then an innovative product should be created so that it will be easy to launch in the marketplace.
In context to oak cash and carry the team management of the company have the pricing strategies
on foods and beverages which can help to satisfy the consumer. Therefore it is increase the
customer base.
Focus Strategies: The market leader emphasises on introducing the new product for the
growth of the company. By capturing the the customer base then it necessary to focus on
competitors of the company which can be small and large market. In reference to oak cash and
carry the manager could also target when there is low competitors and this can attract the
potential customer towards towards their product of the company.

The best strategies which can be used by the company is the differentiated plan of action
which also known as niche where the active product and with additional features business can
add the features to the product to compete the rivalries in the market. In context to oak cash and
carry limited the managers can work in between low competitors which will help to sustain the
business development.
PESTLE analysis
This is the best activity which can be conducted to analyse the company growth in the
global market. For the growth of the company there are certain factors which involve in the
business that is political and legal and social, and environment factor which helps to analyse the
business potential in the market field. (Grover, Bokalo and Greenway, 2014) to oak cash and
carry , the management team which adopted various factors directly In contexr indirectly to
influence the business activity, some of the activities which are mentioned below :-
 Political : In the business the important factor is the political interference in the
company growth. The rules and regulation made by the government which affect the
company within the organisation and outside the system. Some times political legal
authorities plan of structure which affect the business man. In context to oak cash and
carry limited the market leaders could operate their work by influencing and satisfying
the share owners of the company and can sustain into the business.
 Economical: Another factor is economic factors of company at the international level,
which also take part in developing the nation. Some times due to market change can also
influence the business. According to oak cash and carry limited leaders manage there
fund flow within the operations of business activity of the company.
 Social: This factor rotate and update the social factors which is adopted by the society.
The goal of every organisation is working according to the teams and condition of social
culture. In context to oak cash and carry limited which is doing the research work
according to traditional and social factor.(Hollenbeck and Gerhart, 2018).They are
improving and modifying the quality of beverages to rise the customer relation.
 Technological: Due to changes in the company technology factor affect the company
directly. So for that company should adopt new technology which affect the customer
growth. In competitive world technology is important factor which helps the marketer to

grab the customer relation. In regard to oak cash and carry limited, manger could even
adopt the new innovation technology like using the digital media applications through
which customer can asses the company product easily. Not also they can apply biometric
machines for their employees, and also can maintain the attendance sheet.
 Legal: The laws and of the UK government should impose the legal activity which
should not affect the company growth. (Levy, 2016) The legal work should be adopted
by the organisation in regard to employee safety and export and import which should be
carrried in a systematic and work should be truth and fair. In regard to company oak cash
and carry limited management executives could adopt the healthy facility to its
employees and customer.
 Environmental: The working environment and cultures adopted by the company which
can be differ from place to place. The societies way of looking to the company
environment can affect the business. Polluted and unhygienic foods can affect the
business. Some of the environmental laws are Climate Change Act, Clean
Neighbourhood and Environment Act. The work culture gives major emphasises on the
pollution ratio level and that can produced while preparing the food items
as per the above statements it can be analysed the PESTLE mode which will be effective in day
to activities in the business that be beneficial for the company.
Chance for development by applying Ansoff's growth vector matrix
This model is a marketing planning which involves certain technologies for determining
its product and service in the new market strategies. (Lewis, 2013) Ansoff Matrix defines four
strategy that are market penetration, product development, market development and derivation.
In context to oak cash and carry limited, manager have adopted this techniques to improve the
quality of the product and services. These strategies are discussed below:-
Market Development: The market development is a associated with new market for
existing products. In this strategies the marketplace is new so there will many challenges which
affect the company but due to new selling place the customer will be new to the industry but will
be effective for the company. In context to oak cash and carry limited this company is based on
UK but if the company wants to expand its business in London with same product like food and
beverages which can help to grow.

Market Penetration: This market refers to same product with existing markets. The
opportunities of the company is high because in this marketplace customer will be loyal towards
its brand or product. The operation work of the company is going in one place and the market
place of selling the products is in the same place so there will customer base. There is no need of
starting the business from initial point. As per the oak cash and carry limited the market base is
in UK and the company should expand its business in UK itself so that the customer base can be
more and it will be easily to give service to the existing customer and also to the new customer.
Product Development: This is the essential factor for the growth of the organization.
The development of the product is necessary because new changes in the product will help to
enhance the growth of the business.(MacLeod, 2013) The goal of the industry is to expand its
business in better level and also making certain strategies to over come the problem. Product
innovation is necessary in in total. The company should should work on research and
development for new product. In context oak cash and carry limited can provide variety of food
items to its new customer attract more consumer . By opening hotels and service sector for
logging and so that more customers will be attracted and market can be garbed easily.
Diversification: Developing new products to sell to new market and also making certain
derivation strategies to overcome the new rivals in the market. As reference small and medium
enterprises it will be costly because for the existing product it is risky and which will affect the
market perspective. (Mahmoudi and et. al., 2013)In context to oak cash and carry limited, the
manager should focus on the one market because for the growth of the organization. For the
company customer base is more necessary then product market. The goal of the company is
achieve more customer and make and provide best service to the consumer.
As per the above mention statement it can be concluded like for the company oak cash
and carry limited the best strategies of the Ansoff model is market development, because through
development of innovative products the company can approach to large number of customer and
even the sales can be increased.
TASK 2
Evaluation of sources of funding.
Financing is the main basic of every organisation. Without funding it is not possible to
start a business. Funding is the only thing who affect the growth on high level. Financing is the

only party who fulfil all the need of a business like machinery requirement for the organisation
and many other things. Through the sufficient fund they can achieve there goal of organisation
and also support in the growth of an organisation. Through all this all the business activities are
done in an effective manner with effective management.((Mason, 2015.Mitchelmore and
Rowley, 2013) Owner of Oak Cash and carry limited company want to explore its business but
foe this they require fund. Because without more amount they can't develop it's business. Than
the owner of Oak cash & carry company limited find some sources which help them to collect
fund for exploring business. So all those sources are as following.
Bank loan
Bank loan is also a good source of funding. They provide loan on less interest charges.
So the owner of Oak cash and carry limited can go for the bank loan and explore its
business with new plans. Bank loan are also various type. Those loan are many things.
There are some advantage and disadvantage of bank lone funding and those3v are as.
Advantages
 Time of funding very quick in bank loans.
 In bank ,loans there uis no need of equity.
 Bank provided a particular amount.
Disadvantages
 bank loan offers are to much difficult to understand, you can't choose easy like what is
more beneficial.
 If you are required large amount than this process take more time.
 Owner take loan at own risk, bank are not possible for anything.
Friends and family
Friends and family is also a source of funding. Through family and friends a person can
collect fund to explore its new business and achieve its own target. Main friends are good
sources of funding because through this they can collect fund and invest it in business. (Moseley,
2013) Through finding a good output they can work on it. Oak cash and carry company's owner
also can use this source of funding. There are also some advantages and disadvantage and those
are as following
Advantages

 Friends and family are more flexible.
 Funding from family and friends are available all the time when they needed.
 Interest charges are less than other organisation.
 Disadvantages
 investment with family or friends also effect the personal relationship.
 Interchanges are not possible with family and friends.
Venture capital funding
Venture capital funding is an important sources of the funding. They provide funds for
the new start-up and small organisation and they early can collect funds from capital venture.
( Schetke, Haase, and Kötter, 2012) It helps those organisation to achieve goal of the
organisation. venture capital are those type of inventor which provide all type of amount for the
organization. Through venture capital funding owner of Oak cash and carry company can
explore business through this. It also beneficial for them because it is not a time consuming
process. They can effect the management through this. Main focus of venture funding is develop
the market and providing help for new business. Through all this international market also
develop.
Advantages
 Through venture capital an enterpuner can develop its network.
 They provide fund for new start-ups and also provide advice how they should also work
the organisation.
 They provide expertise assistance which help in the growth if business.
Disadvantages
 Venture capital also direction to investors. If investor are not agreed with that direction
but they not give any option. Direction are necessary to follow.
 It is not compulsory that which advice they are providing for business is correct.
So accoutring to this research it has been analysed that Oak cash & carry company
focused on venters which helps them in the growth of the organisation. Through all this, they can
get new opportunities which provided them new way to extend business.
Utilizing financial professionals via Verifico.com

This is a online marketplace where a new businessman can easy connects with the
financing sector. In this they can found amount for there new business. Oak cash & carry
company also can utilise source (Pred, 2017) Through this they can develop there market on
international level. They can easily connect with professional people. They increase there
network which is necessary for an enter pruner. This side of funding is very necessary. It is kind
of a plateform where all new business can consult with each other. Through this they find there
ideas which can good for there business.
Advantages
 It is a easy way for the new owners.
 They are connected with professional people, they increase there network.
 They found new ideas .
Disadvantages
 Direly not connected with institution.
 Many things depend on percentage of money.
TASK 3
Business concerns design for the growth that includes financial data and strategic objectives for
measuring up the business
The business design a innovation of an individual for his business, it is a important
document which has great value in company. This sets the short term as well as long term goals
for the organization. Thus, its is important for the company , Oak Cash & Carry Ltd is looking
forward to expand their businesses at international level and actively garbing the opportunity.
(Todes, 2012) This business plan includes vision, mission, objective, segmentation, Positioning,
Targeting, financial plan. The main objective of creating the design to influence the investor to
invest and targeting customer. As Oak cash & carry company is expanding its business in new
areas with effective plans.
Product and services: The company deals in retail sector of food, with wide range of
product in bulk for newsagent, offices, retailer etc.

Vision: The vision of Oak cash & carry Ltd. is to promote and expand their business at
international level with customer service.
Mission: The mission of this company states that it want to provide quality services and
products to its customer as to maximum profit.
Objectives: The companies main objective is to expand their business in many area of
country within next 2 years.
Situational market analysis:In this, the manager of Oak cash and carry Ltd. analysis the
business environment to find the great opportunity and strength which is beneficial for the
company and also find the weakness and the thereat and risk of the business.
Strengths Weakness
 Effective cost structure is there in
company
 It generates positive return on capital
 It has effective and strong channel of
distribution.
 It has skilled and specialized
workforce.
 It is famous on various social media
platforms.
 Less Investment for adopting
the new technology.
 Less of skilled and effective
employees.
 The company facing the
challenges while segmenting the
market.
 Diversification of workforce
 The inventory and stock is high,
compare to its competitors.
Opportunities Threats
 Increase in customer spending and new
customer from online platform.
 Decrease in inflation rate.
 Great opportunities as they can expand
their business online.
 New environment policies and adopt
new technology
 the company can do expansion
internationally as it Increases in market
 Increase in raw material as it is cost to
company & it will be threat to business
as decrease in profitability.
 New entrance of competitor in the
market increase the competition within
the industry.
 No regular supply of innovative
products.
 Changing in policies and laws.

share as well as the competition .
 Company and increase their customer,
by social media by using various
platforms like: Facebook, Twitter,
Instagram and many more.
 Change in consumer taste, nature,
preference, this leads the company to
change their product constantly.\
 constantly increase in technology and
the promotion technique, as it is a cost
to company.
STP: (Segmentation, Targeting, Positioning ) The company need to analyse the
STP because the work has to done in such an manner that can be modify in proper manner.
Segmentation that need to to mentioned in the organisation and also need to be worked although
the work is been calculated in such a way the goal of the company is updated and managed and
it is effective & important factor of business ,which focuses on analysing business to attain to
maximum output and profit as well as.
Segmentation: under this factor, the company segment their market as well as the
customer in groups having similar characteristics such as age, income, size, traits, personality,
gender and many more. As the Oak cash & carry limited segment their market accordingly. The
segmentation is the only way that can be carried forward for the business growth
Targeting: this company target specific customers, who are willing to buy and purchase
their product and services which belongs to the age groups of between 18 to 50. the main focus
should be to whom this product or service is been done
Positioning: Presently, the Oak cash and carry limited is located in UK, where they are
using different market strategy to increase numbers of customers by providing good quality of
goods and services at minimum prices.
Financial information: Finance is very important in each and every business for
operations as well as the for expending of business in different areas. In context to the company.
For collection of remaining finance, company can use different sources such as bank loan,
financing, overdraft facility from bank and many more. This will help the organization in profit
and wealth maximization.

On the basis of above represented cash flow statement of Oak cash & carry limited , it is
depicted that is paying taxes every year and its cash in hand value for all three years that is
2015, 2016 and 2017 are £102203, £200354, £238503 respectively. On the other hand, overall
income of the company was around £72001.
Allocation of resources: The manager of the company assign and allocates the all
resource's to all department of the business organization according to their needs and
requirement.
Implementation of plan: In present situation, the developed plan reach to at execution
level, where implementation of every single activity takes place. It is required for top level
management to look into all the situations and reduce all the risks as well, so that effectively the
goal of company i.e. Oak Cash and Carrier can be achieved in dedicated time frame. The top

management should notice that execution of business plan is going efficiently and effectively or
not. The another important thing the company should follow the plan of action that need to bee
grown in the active way and also the goal need to be done and also the work process, the major
way of representing the way the main understand of why to implement the plan in a effective
manner. The plan should be understand able and accurate.
Monitoring and controlling: Under this phase, it is the responsibility of project manager
to deal with all the modifications that are required to be managed just when, looking at the weak
points of the overall plan (Ward, 2016) Here, it is much required to control the execution of plan
as well, so that right amount of modifications could take place. Along with this, the manager
should monitor and control the business plan effectively as it is a important part for business
operations.
Liquidation : It is process of financing which brings changes into the business which
occurs into a company that is called to be insolvent, hence it includes creditors, stakeholders.
Any pending amount which is been distributed among shareholders according to the portion
distributed up to the directors point.
Initial Public Offering : This is process of shares which offered by private company to
the pubic when the new shares are been open and offered to public. An any company which is
planning for IPO that is selected by underwriters who chose and exchange the shares.
TASK 4
Exit or succession strategy for businesses.
Every company have the goals and ambitions to achieve desired target, In the rising field
of planning both exit and succession planning must be considerer in order to compete the rivalry.
Exit planning is the brief study of all the factors that impact the business, it help guidance tool
for the business to solve problems. It starts with the view point of business goals and objective,
along with the available resources, which help in identifying the strategies and various steps to
achieve maximum target. Succession planning is method of identifying the success rate of
business and also provide them opportunities to enhance there skills and experiences to replace
the active leader of the business. (Denton, Forsyth and MacLennan, 2017)The prime focus of
succession planning is on alternation of leadership and management from one person to another
in business. Other the planning are not consistent. The experts work continuously in both areas

together so that it fit into the business overall exit plan. In the aspect of Oak cash & carry
succession planning should implement the succession or exit planning according to the current
market situation. For finding the best suitable plan of action top management is analysing exit
and succession planning for the business.
Exit Strategies:
In the organisation operation which need to be part of business development and hence it
is a adequate way of earning profit in effective manner in a long run at marketplace.
Management of company which meets certain cost which is required for winding up of business.
There are various strategic options which avail such company and adopt exit approach.
Liquidation which is a legal process where the owners of business that need to take exit
strategy which aim to maintain reputation after execution of liquidation. Hence Oak cash & carry
limited which need maintain its goodwill then only it will wind up. Advantages of this is the
company should work effectively in such way that at the time of financial crisis the market
positioning of brand which need to restart the business. Disadvantage is that unable to sold high
pricing which will affect the shareholders as well as creditors also according to ratio.
Sales of business to shareholders family: This strategy which is existing business
sales in an open market, hence the organisation which take up managers, friends and employees,
so company Oak cash & carry limited also should based on the beliefs and hamper positions of
brands in near by future . Advantages is that this is strategy which will aid owners in effective
manner more over friends and families are back bone support for development of business.
Future growth of business depends on the work process in effective manner. Disadvantages
many time due to not able to pay the amount it crates barriers and even which tend to create 0%
interest.
CONCLUSION
As the discussed report, it analysed that the porter model is evaluating the cost of a
product. In this report pestle model are also define, here they describe the factors of pestle like
internal factors and external. These factors create strategy for affected market. On other hand
Ansoff model also which adopt to find the market value of product. Also show the demand of
market. It is a presentation where organisations launch new products according to the market.
Mostly financial decisions are depends on the planning and decision making. Some sources of

funding like bank loan, family and friends and venture capital will also helps to the new start-up
or new-business for a smooth running in the market. Through all this they find a opportunity to
increase growth and develop market. So through all these they increase a network in market. It is
very important to dealing in a effective manner.

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