Strategic Growth Plan for Oak Cash & Carry: Funding and Opportunities

This report provides a comprehensive analysis of growth strategies for Oak Cash & Carry, a small to medium-sized enterprise (SME) operating in the medicine and grocery wholesale sector. The report begins by evaluating key considerations for assessing growth opportunities, utilizing the BCG and GE matrices to analyze product portfolios and industrial attractiveness. It then applies the Ansoff matrix to explore market penetration, product development, market development, and diversification strategies. Furthermore, the report delves into various sources of funding, discussing their advantages and disadvantages. A business plan is developed to facilitate growth and scaling up the business. Finally, it examines exit and succession options for small businesses, outlining their benefits and drawbacks. The report offers actionable insights and recommendations for Oak Cash & Carry to achieve sustainable growth and financial success.

PLANING FOR GROWTH

INTRODUCTION...........................................................................................................................4
LO1..................................................................................................................................................4
P1 Analyze key considerations for evaluating growth opportunities and justify these
considerations within an organizational context..........................................................................4
P2 Evaluate the growth opportunities by Ansoff matrix.............................................................7
LO2..................................................................................................................................................8
P3 Sources of funding and its advantages and disadvantages.....................................................8
LO3................................................................................................................................................10
P4 Build a business plan of an organization for growth and scaling up a business..................10
LO4................................................................................................................................................14
P5 Exit and succession option for small business with its benefits and drawbacks..................14
CONCLUSION..............................................................................................................................15
REFRENCES.................................................................................................................................16

INTRODUCTION
Planning for growth is the term which is been used within a business in order to form
strategy which has been used for ensuring that business enterprise makes plan and strategy in
order to gain profit and revenue from the business. This has been helping in adopting of changes
within a business or industry which makes efficiency in utilization of resources possible. This
process helps in adopting changes within the industry and has helped in using resource in more
effective manner which has helped in gaining growth within the organization. Organization that
has been taken is an SME which is oak cash and carry this has been set in 2000 in banbury.
Medicine wholesale shop with sales product related to food other items which have to be used on
day today purposes. In this report things covered is based upon growth within an organization
and different kinds of sources for building a business plan over increasing profit margins. Then
business plan is covered for making growth and revenue increased. In the end exit plan is been
suggested over the firm.
LO1
P1 Analyze key considerations for evaluating growth opportunities and justify
these considerations within an organizational context.
In today's environment all kinds of business organization is required over earning profit
and attain growth through selling of its product to customers. This is very much required over
making evaluation in terms of growth opportunity for and SME. Oak cash and carry’s manager is
required over evaluating opportunities for growth in order to make sure that long term survival is
been attained within market (Ruparathna and et. al., 2017). For becoming successful an
organization requires over attaining success with new product and making expansion with
exploration possible within market in new area or local market. It is an examination of
possibilities what the managers which has held in growth for this purpose Boston consultancy
group model is been applied which has been explained as follows:
Bostan consultancy group matrix
BCG matrix the Matrix has been formed by Bruce Anderson 1970. The matrix is been
used for developing of strategic plan which helps in attaining knowledge over product and
services in relation to performance with growth and market share.

 Stars product- These are those goods and services which is based over making high rate
of growth possible with share increase. In this position is maintained with competitive
market through consuming money which has been attained over selling of product and
services. In relation over Oak cash & carry products is been included related over
groceries which leads upon making more profit generated within market. This shows that
major area over market place is been covered. The firm is required over making top
priorities through maintaining of market share of goods in star quadrant that increases
profit.
 Cash Cows- This product matrix is based over the products that is having low growth rate
within market and has high shares within it. Organization is required over diverting profit
form cash cows in order to help defend market shares. Also in this defendant of star
quadrant product. In relation to Oak cash & carry BBQ is considered to be quadrant. The
product provides low growth rate within market share which is currently present within
market. It is helpful in evaluating of growth and opportunity in the sector manager within
which little investment is required with high shares (Perera and Emmanuel, 2019). Question mark- This is known as problem child which deals with growth of market and
market share under this product contains week position in market that increases position
of the form over investing within market. Its product. In relation to cash carry product
like beverages is related with the category with this category. This is problem child for a
company in order to evaluate the growth and opportunities within the steps it is needed to
invest more over such innovative beverages that makes star products ern more profit and
large market share.
 Dogs- in this and product which is slow in growth and market share is been searched
within the organisation. Then it is been categorised as 20 photo organisation. Managers
of cash carry are required to remove tobacco inconsiderate as a waste product. Managers
of the organisation is required to decide upon controlling actions of the product order to
make process of evaluation of growth with opportunity to be done in more effective
manner. Product range and investment is required to be analysed in order to see that share
and growth is been earned within the market with dog product.

GE Matrix: This matrix has been developed by MC Kensy and consultancy group within
the year 1970. This is also known as nine grid cell and is based over industrial attractiveness to
be created within the business and its units which helps in improving growth opportunities bus
stop regarding cash carry its manager to use such Matrix over analyzing industrial to its business
units. This has been explained follows:
 Invest/ grow- The cell is placed over high industry attractiveness and high business units
in market such kind of includes star category product which covered covers high market
growth and also the size of the form in relation to or cash carry west more order groceries
since their market share is growth is also high search goat research grocery product
company in earning more profit in share and it is very difficult for the competitors
become a profit range where in the market. Also it has exit the new entrance which are
formed within the Marketplace
 Hold/ selective-In this cell of G matrix question mark is included that helps in seeking
that growth rate is appropriate or not. The main focus is over industrial attractiveness
looking medium business opportunities and helps in improving market share. Foreign
organisation like oak cash and carry managers is required to hold market and select the
best features from it in order to make offerings of the star product possible and also
increase the selling of star product. This helps in increasing profit with growth star
product (Pan and et. al., 2021). Divest/ harvest- In this poor performance of business unit is included within it. Under
dog category product is been included what is tobacco in order to make short that this
product is able to satisfy customer in their demands and needs is required to be
understood by the organisation and no environmental harm is done due to it. Is going to
help in using the loss and generating of more profit from the doctor. Organisation like
oak cash and carry should not manufacture products company in investing more within
the star product that makes profit generation more within the market
P2 Evaluate the growth opportunities by Ansoff matrix
Ansoff Matrix
Ansoff matrix this is a strategic planning tool manager senior executive and marketers
over making Strategies for future growth this was proposed by in Russian American Gaur and

soft under it to quarters are present this product and second it market in product quadrant new
and existing product is been involved market quadrant old and new market is involved. Includes
four stages which is product development market development market penetration and
diversification. In relation to cash and carry ages is required to use this theory in order to
increase profits with growth of the organization further it has been explained as follows:
 Market penetration- Under the quadrant company is required to use product offering
existing market. Indus manager plans over increasing market share market penetration. In
relation to OPC cash and carry managers sell their existing product within an existing
market but some strategy over increasing with which covers large market shares and
profit margins for them. Managers of organization uses the market penetration strategy
over decreasing price to attract more and more customers existing product with uniform,
concrete advertising and promotion efforts and acquiring the Rival form within the same
market.
 Product development- Strategy belongs to those category with in a form deciding over
selling of new products within an existing market. Under this and Company full
knowledge over the current market situation . Changes within their product in order to
meet the needs of existing market. In relation to ok cash carry their manager to develop
their product for an existing market. In order to capture large customers customer
percentage wire to innovate their product which include organic and dietary meal with
their beverage category. as today's world people are majorly focused over health
enquiring more conscious about it so in order to attain this goal the company should
develop innovation within its product which is going to satisfy the needs of the customers
and helps them earning more profit (Olesen and Carter, 2017). Market development- This marketing strategy is based on the criteria within which
confirm things to enter into New Market with their existing product in order to earn more
profit with revenue. Please help them in increasing shares within the market helps in
expansion of the product within the market through understanding geographical and
customer segment. Managers of ok cash carry spend their business new Market by
operating within the technical assistance which helps them entering into domestic market
and foreign market. Also it is helpful in attracting new customers towards their product or

stop when is just should adopt and market. So that economy within a country like UK
increases which is been affected by Brexit.
 Diversification- This is based over strategy where forms required toenter into New
Market weather product. Occasion is of tutor two types which is based upon a related and
unrelated diversification of stock Oak cash and carry required to use this strategy over
making expansion within the growth of their business which using new product within
the market. This is the risky in nature since the form does not know the new market on
either accept innovative product also in this loyalty of the customer is not guaranteed
search strategy requires manager over AC appointing an expert which gives regarding
innovation as per the new market. this makes profit and revenue generation possible
within the new market.
From the above strategy this could be concluded that ok cash and carry to follow product
development strategy where they are required to launch a new product which is related to
beverages. It is going to make expansion of the business within the existing market possible with
new product that is based over best technique which is been used by the organization in first step
the company is required to analyze and examine the needs and wants of the customer and at
according to it. Required to Innovation their product and develop it with organic and dietary
meal which is going to the needs of the customers satisfied. The highlight and target those people
who are conscious about the taste health and weight because they because this will help in
earning more revenue and profit (Mansell, 2016).
LO2
P3 Sources of funding and its advantages and disadvantages
Finance is one of the most important part of any business without it no function can be
performed within an organization. this is essential over attaining success and growth within an
organization since money is required in order to regulate basic performance and accomplish all
the task within the time and earn more profit and revenue helps in earning more financial
stability. Funding can be done with the help of various sources which is angel capital, bank loan,
government assistance and other financial institute institutes. In relation to ok cash and carry the
company can examine various sources of funds which have been explained as follows:

Internal source of funding- These are those type of funds which is been raised within an
organization less risk over ring generated. Such funds include cash from sales are plus Assets
and reserve profits. These granted from normal and regular basis of work also involves some
advantages and disadvantages which has been explained as follows:
Benefits- External source of funding generated capital urged basis for immediate
requirement it does not involve any interest rate and includes flexibility within it. Such funds can
be raised anytime anywhere at any time. This is one of the biggest advantage of search funding.
Drawback- that is being hold is that internal sources of funding is been impacted
negatively when operating within the budget
External source of funding – These are dost sources of funds which can be raised by a
firm outside the business. Such sources are very effective and related for long-term operations
with activities that enhances business (Liang and et. al., 2020). Carry manager uses such funds
raise them through external sources. Under search funding bank loan term loan hire purchase
debenture capital bank overdraft and other kinds of financial included they are been explained as
follows:
 Bank loan- Referred to as the loan which is given by bank to an organization very useful
for the business when planning land of innovation is been done within the new product
which helps in expansion of the business for stock it also helps in exploring the business
in better and effective manner search loan has a fixed period of time which the phone is
required to repay the amount with interest that has been applied over it. Including when
in this is 3 to 10 years
 Pros of bank loan – The major advantage of this is that modified from fixed interest rate
monthly payment done this reduces burden over the organization.
 Cons of bank loan- Bank loan involves major online the paperwork from giving this
paperwork company is not using it. It is also very time consuming process and sometimes
public City within it also.
 Crowdfunding: This is referred to as those one which is been raised formula for number
of audience and online network booster. Indus network sources include social media,

crowd funding and websites. This is helpful for investors and businessman sending their
business and increasing it by using such kind of money kind of funding
Advantages- Major advantage of court winding is that in this form is able to raise fund
easily no upfront fees. Under threat and Organisation can easily share ideas and give feedback
with expert guidance in order to improvise it.
Disadvantages- In this major disadvantage best over the risk of crowd funding. Under
this a fun project fails then it destroys the image of the company post of so in this fear of idea
and using patent and Trademark rights cannot be applied within it( Krueckeberg et.al., 2021).
From the above mention source of funds it can be marked out that oak cash and carry
should use bank loan in order to raise their funds . This is being done for the new product which
is organic an organic and dietary meal product. Using of bank loan over the product development
is the best idea because it is very secured kind of funds arrangement and also contains fixed rate
of interest which there which will never collapse the financial budget of the organisation. Burden
old form reduces which helps in maintaining predictability over the monthly rate which is to be
paid over the loan.
LO3
P4 Build a business plan of an organization for growth and scaling up a business
Business plan is that kind of plan which is and written document and is based over the
nature of the business and its financial position. Also includes strategy of marketing sales, profit
and loss statements which is included within it stop this creates focus over both internal and
external factors. Under such strategy internal nature the plan helps in getting those goals which is
required to be achieved on urgent basis and also help in achieving external goals. Business plan
stakeholders are also focused over. Oak cash and carry requires over expanding its business into
various markets with its existing product and services. So in order to fulfill this manager of the
company is required to develop business plan that is going to help in making operations of the
business with it products to be done in smooth and effective manner
Oak cash and carry: It is an UK based organization which warehouse and provided
service of delivering goods. The organization has been incorporated on 19th October 2001. The

organization offers trade of goods over wholesale prices. This is their goals and objectives which
has been set up in order to expand themselves within the market (Knaap, Avin and Fang, 2018).
Vision and mission: Vision of the company is to create an influence those customers and
communities large nature. It can be achieved by providing best services to its customers and
those communities organization is to achieve its vision that can be achieved only by creating
effectiveness within its services and provide better products to its customers. They are required
over satisfy their customers’ needs.
Corporate values: Values are effective since they help in creating and connecting to
their customers by fulfilling their preferences. This also helps in achieving balance within the
profit earning and quality of the product which has to be maintained.
These values are very much effective as they helps in creating a connection to the customer by
fulfilling their preferences. In order to achieve this balance of profit earning and quality of
product has to be maintained.
Stakeholders exceptions: Older are those persons that there for handling investment
within an organization. They help us in doing investment and expect returns over the investment
done by them. Required in order to apply a product development strategy with the new product
which is bought into existing market and is very much effective for and company which is going
to help them in achieving profit over the revenue generated.
Entrepreneurial Strategies: Under this and organization requires to operate over new
market for other countries or within other countries like France Germany USA with its existing
product. Operation of this business is to attract new customers within the market and make
necessity within the identification of the needs and wants of the customer (Halsmayer, 2017).
STP: In this oak cash and carry is going to use targeting, segmenting and positioning as
part of the strategy which is going to help in consideration of the new product and making it
expand within the existing market.
Segmenting: In this market gets divided into two various elements which are having
uniform characteristics for stop cash and carry needs to segment target market on the basis of the
behavior and characteristics of its customer with geographical area that has to be covered.

Targeting: Oak cash and carry has two positions its voltage products through opening
accessibility over the stores that is going to help in advertising their product more and capturing
the market in more effective manner.
Positioning: Oak cash and carry has two positions its vintage products through opening
accessibility establishment of them possible within the international market also.
Marketing mix: Under this manager of oak cash and carry is going to play a very
important role. Since they are going to examine the product, price of the new areas within which
the organization is required to set itself up (Hall and Tewdwr-Jones, 2020).
Financial information: Financial information launching of product with in an existing
market. of cash carry is required to analyze its finances which can be done through various
processes.
SWOT Analysis
Strength Weaknesses
 The biggest strength of ok carry is the
uniqueness of the product which is
going to attract lot of customers.
Increasing sales of the company which
eventually provides profit with revenue
generation within the organisation
 Weakness; one of the biggest weakness
of Rock cash and carry is that it like
innovation that makes it a rigid within
the flexibility of the market for stop this
can create decline within the customer
base of the organisation.
Opportunities Threats
 Oak carry being and SME have lot of
opportunities which leads towards them
over attacking their customers through
their product.
 Oak cash and carry is required to be
aware of its competitors which is
present with the market since it can
affect its growth with its sales into the
market

Evaluation: Monitoring and evaluation of business is used for analyzing of growth and
sales of the company. Modification in customers base is also achieved because of this.
LO4
P5 Exit and succession option for small business with its benefits and drawbacks
Acquisition: This is an outline within complete a part of shares with asset is been
purchased by different company in order to hold for a seller company. This permits the buyer of
an organization over taking decision about operations of the seller organization without taking
permission of the capital investors of an organization (Gallent and Tewdwr-Jones, 2017).

Advantage : This helps in announcing the attainment of resources which helps in
broadening the business or expansion of it with having better financial position. Also it
established capable over performing business with oak cash and carry.
Also new specialist workforce helps in to entering within and business for stop it adds over
generating new ideas which gave birth to various kind of innovative aspects for stop this helps ok
carry in expansion of its business that is going to happen because of the innovative idea that the
technique used by.
Disadvantages: Cost involved with an acquisition is very foreign company like oak cash
and carry since it is an assembly and can face lot of loss over profit.
Conflict can arise within ok cash and carry because of the differences within its customs and
belief of the two companies which are working over the same goal. this can also increase running
cost for cash and carry
Merger: This is the process of integration of an of an organization enhancing of the
operation and capacities with productivity is being done (Friedmann, 2019). Take place between
two companies which carries business of identical nature over the same product and services.
Also for those organization who carries non identical business lines with each other. True
adapting base ok cash and carry may face following advantages and disadvantages which has
been explained as follows:
Advantages: It encourages cost savings which leads over economical rise within the
scale by attaining of high profits (Flannery, Clarke and McAteer, 2020).
Then it increases creditworthiness of cash carry and also increase its financial resources which
helps in attaining sustainability within market.
Also this helps in acquiring local as well as international market which helps in increasing
goodwill and expansion of the organization.
Disadvantages: Disadvantage is that affects mind set of the customer in negative manner
and if the most companies are of different background then it becomes a difficult for the
customer to will trust those companies.

Merger also told job reduction within ok and cash carry.
Monopoly market can be created which is going to be very harmful for the competition or the
helicopter an existing within in market.(Davoudi and Sturzaker, 2017)
So, it can be observed that ok cash and carry acquisition since it is going to introduce its
new product within the existing market this is going to help in achieving quality with profit of
the product.
CONCLUSION
From the above discussion it can be concluded that planning from growth is an essential
term which is used in order to make sure that growth of the business and profit is increased with
revenue generation. In this file OC cash and carry has been taken as an organisation which has
evaluated their growth through BCG or GE Matrix which has held in enhancing growth
opportunities for it. Also in this file business profit and things to maximize it for this manager of
the form considers ansoff Matrix and identifies the best strategy that is very much suitable for the
growth and profit margins within an company for stop in this file The Chosen product
development strategy is based over earning of profit and interest for the current with the current
market situation new product for stop. So in the end of the report it gives an opinion about that
whether SME can earn profit or not.

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