Oak Cash & Carry: Business Plan, Growth, and Funding Strategies Report
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AI Summary
This report provides a comprehensive analysis of Oak Cash & Carry's growth strategies, focusing on the grocery wholesale market in the United Kingdom. The report begins by exploring key considerations for evaluating growth opportunities, including PESTLE and Porter's generic strategies, assessing political, economic, social, technological, legal, and environmental factors. It then delves into the Ansoff growth matrix, outlining market penetration, market development, product development, and diversification strategies. The report also examines various sources of funding, including internal and external options like retained earnings, owner capital, and bank loans. Furthermore, the report includes a prepared business plan, and discusses exit and succession strategies. This analysis aims to provide a roadmap for Oak Cash & Carry to achieve sustainable growth and a competitive edge in the dynamic market environment.
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Planning for growth
1
1
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Table of Contents
INTRODUCTION...........................................................................................................................3
TASK 1............................................................................................................................................3
Key considerations for evaluating growth opportunities.............................................................3
Ansoff growth matrix..................................................................................................................6
Sources of funding.......................................................................................................................7
TASK 2............................................................................................................................................8
Business plan...............................................................................................................................8
TASK 3..........................................................................................................................................12
Exit and Succession strategies...................................................................................................12
CONCLUSION..............................................................................................................................13
REFERENCES..............................................................................................................................14
2
INTRODUCTION...........................................................................................................................3
TASK 1............................................................................................................................................3
Key considerations for evaluating growth opportunities.............................................................3
Ansoff growth matrix..................................................................................................................6
Sources of funding.......................................................................................................................7
TASK 2............................................................................................................................................8
Business plan...............................................................................................................................8
TASK 3..........................................................................................................................................12
Exit and Succession strategies...................................................................................................12
CONCLUSION..............................................................................................................................13
REFERENCES..............................................................................................................................14
2

INTRODUCTION
Planning for growth is regarded as the establishment of numerous policies as well as plan of
action within business practices for attaining the effective growth into market area. Moreover, it
is vital an aspects for entity which is interrelated with evaluation as well as performing towards
growth opportunities identification (Colomb and Tomaney, 2020). So, it is crucial for
organisation to plan their business activity in order to assure enterprise development within
dynamic surroundings. Additionally, this is significant element which has to be follow by
replicated business to assure efficacious competitive edge with planned sustainability within
market area in which firm operates. This report is based on Oak Cash & Carry, it operates into
groceries wholesale into United Kingdom market area. This topics covered in this report are key
consideration of growth opportunities, Ansoff’s growth matrix and sources of funding.
Moreover, business plan is prepared as well as exits or succession strategies are also described in
this report.
TASK 1
Key considerations for evaluating growth opportunities
Growth opportunities are considered as entity’s future ability for generating huge
profitability, expanding their personnel and productions. For SME’s such as Oak Cash & Carry,
this is very essential that venture operates appropriate evaluation of various main considerations
that would be additionally assists them to evaluate the opportunities of growth that is available
for them into marketplace.
In addition to this, there are various key considerations for respective organisation that is
vital for assessing its opportunities of growth. For instance, there are numerous analytical
frameworks that are being applied like PESTEL analysis and Porter’s generic strategies. Whole
these are discussed in respect of Oak Cash & Carry are:
PESTLE Analysis
Pestle Analysis is regarded as the analytical tool that is applied ineffective way to scan the
external surroundings which should be undertaken for effectually evaluate the opportunities of
growth that is available to entity’s outside its internal circle (Daniel, 2020). Respective
framework is described underneath:
3
Planning for growth is regarded as the establishment of numerous policies as well as plan of
action within business practices for attaining the effective growth into market area. Moreover, it
is vital an aspects for entity which is interrelated with evaluation as well as performing towards
growth opportunities identification (Colomb and Tomaney, 2020). So, it is crucial for
organisation to plan their business activity in order to assure enterprise development within
dynamic surroundings. Additionally, this is significant element which has to be follow by
replicated business to assure efficacious competitive edge with planned sustainability within
market area in which firm operates. This report is based on Oak Cash & Carry, it operates into
groceries wholesale into United Kingdom market area. This topics covered in this report are key
consideration of growth opportunities, Ansoff’s growth matrix and sources of funding.
Moreover, business plan is prepared as well as exits or succession strategies are also described in
this report.
TASK 1
Key considerations for evaluating growth opportunities
Growth opportunities are considered as entity’s future ability for generating huge
profitability, expanding their personnel and productions. For SME’s such as Oak Cash & Carry,
this is very essential that venture operates appropriate evaluation of various main considerations
that would be additionally assists them to evaluate the opportunities of growth that is available
for them into marketplace.
In addition to this, there are various key considerations for respective organisation that is
vital for assessing its opportunities of growth. For instance, there are numerous analytical
frameworks that are being applied like PESTEL analysis and Porter’s generic strategies. Whole
these are discussed in respect of Oak Cash & Carry are:
PESTLE Analysis
Pestle Analysis is regarded as the analytical tool that is applied ineffective way to scan the
external surroundings which should be undertaken for effectually evaluate the opportunities of
growth that is available to entity’s outside its internal circle (Daniel, 2020). Respective
framework is described underneath:
3

Political factors: These aspects consider the whole political situation that is predominant
into UK country’s firm. Oak Cash & Carry perform their business into respective
country, its unstable political consideration as well as various trade restrictions within
Europe because of Brexit is not good for them. Although, Brexit do not impact the
Foreign Direct investment that is beneficial for respective entity for performing its
enterprise in more effective way rather than unstable political pressures.
Economical factors: These aspects include economic performance of country. Brexit
drive towards reducing into pound values that is a backlash for all business performing
into nation (Ferm and Raco, 2020). Although, unemployment is enhanced because of
various multinational entity had shutting down. So, it could be a benefit for Oak Cash &
Carry to recruit proficient staff that would contributes towards sustainability growth.
Social factors: Whole social attitudes, trends, beliefs and others are undertaken in these
factors. So, one of the prominent opportunity that is available for Oak Cash & Carry into
country is that there are maximisation in organic vegetable and another healthy grocery
items that could shift the choices of people towards respective entity if they facilitates
goods which suits the present trends.
Technological factors: These aspects are usually involves into various types of factors
which is enhancement into technologies, more utilisation of online system and others. In
respect of Oak Cash & Carry, they undertake various stores into United Kingdom
marketplace. For instance, it is using effectual technologies for its clients so that they can
simply buy through digital cards as well as obtain more customer satisfaction.
Legal factors: This always includes into various aspects such as government norms as
well as regulations. In this, firm needs to comply all norms as well as rules for developing
its position effectively into United Kingdom marketplace. So, entity such as Oak Cash &
Carry required complying whole laws like equality act and other in effective and efficient
way.
Environmental factors: This is related with surroundings and has direct impact on how
entity wholesale and distributes their goods. Within United Kingdom, there are numerous
aspects that showcased from government side as well as individuals in context of
environmental safety (Givoni and Perl, 2020). This is an opportunity that are related to
entity are eco- friendly and persuade not any damage to them.
4
into UK country’s firm. Oak Cash & Carry perform their business into respective
country, its unstable political consideration as well as various trade restrictions within
Europe because of Brexit is not good for them. Although, Brexit do not impact the
Foreign Direct investment that is beneficial for respective entity for performing its
enterprise in more effective way rather than unstable political pressures.
Economical factors: These aspects include economic performance of country. Brexit
drive towards reducing into pound values that is a backlash for all business performing
into nation (Ferm and Raco, 2020). Although, unemployment is enhanced because of
various multinational entity had shutting down. So, it could be a benefit for Oak Cash &
Carry to recruit proficient staff that would contributes towards sustainability growth.
Social factors: Whole social attitudes, trends, beliefs and others are undertaken in these
factors. So, one of the prominent opportunity that is available for Oak Cash & Carry into
country is that there are maximisation in organic vegetable and another healthy grocery
items that could shift the choices of people towards respective entity if they facilitates
goods which suits the present trends.
Technological factors: These aspects are usually involves into various types of factors
which is enhancement into technologies, more utilisation of online system and others. In
respect of Oak Cash & Carry, they undertake various stores into United Kingdom
marketplace. For instance, it is using effectual technologies for its clients so that they can
simply buy through digital cards as well as obtain more customer satisfaction.
Legal factors: This always includes into various aspects such as government norms as
well as regulations. In this, firm needs to comply all norms as well as rules for developing
its position effectively into United Kingdom marketplace. So, entity such as Oak Cash &
Carry required complying whole laws like equality act and other in effective and efficient
way.
Environmental factors: This is related with surroundings and has direct impact on how
entity wholesale and distributes their goods. Within United Kingdom, there are numerous
aspects that showcased from government side as well as individuals in context of
environmental safety (Givoni and Perl, 2020). This is an opportunity that are related to
entity are eco- friendly and persuade not any damage to them.
4
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Porter’s generic model
This is considered as the framework which is utilised for entity in order to determine a
potential niche where it can obtain a competitive advantage within any industry. Moreover, this
explains how organisation renders its goods within marketplace in order to obtain an efficacious
competitive advantage for them (Harrison, Galland and Tewdwr-Jones, 2020). Therefore, this is
applied through Oak Cash & Carry is described below:
Cost leadership: It is regarded as the very much efficacious plan of action for entity.
Within it, company would be challenging in market area as per their cost by becoming a
lower cost producer, retailer, wholesaler and others in industry. It is beneficial for entity
in context to deal with marketing condition that is prevailing within nation. Whereas, it
might renders firm with lesser advantages, considering the aspects which entity begins
towards lower price range then its competitive advantage might minimises.
Differentiation: Within this strategy, entity would be producing or wholesaling new
products that would be forming new demands in marketplace due to its creative and
challenging nature. The firm could undertake and assess numerous dimensions that are
highly essential by customers. This is vital advantageous for entities are that this could
render their organic vegetable or other healthy items at low cost due to its different ideas.
On other side, it would include in some repeated marketing evaluation for ascertaining
the gap within market area for wholesaling more variant groceries.
Focus: This is regarded as strategy that leads towards entity to focus on challenging
scope within particular industry as well as opting one certain targeted market area on
which its plan of action would be executed (Inch and Shepherd, 2020). It is classified into
two that are described underneath:
o Differentiation focus: Into it, product differentiation is concentrated upon the
targeted market of entity.
o Cost focus: Into it, entity acquires advantages within targeted segmented through
concentrating on cost.
From the above all strategies, Oak Cash & Carry ha to undertake the cost leadership which
would aids them to grab the attention of new audiences in shorter time duration. This could be
performed through decreasing its goods as well as attracting new consumers in efficacious
manner with assistance of marketing as well as promotions.
5
This is considered as the framework which is utilised for entity in order to determine a
potential niche where it can obtain a competitive advantage within any industry. Moreover, this
explains how organisation renders its goods within marketplace in order to obtain an efficacious
competitive advantage for them (Harrison, Galland and Tewdwr-Jones, 2020). Therefore, this is
applied through Oak Cash & Carry is described below:
Cost leadership: It is regarded as the very much efficacious plan of action for entity.
Within it, company would be challenging in market area as per their cost by becoming a
lower cost producer, retailer, wholesaler and others in industry. It is beneficial for entity
in context to deal with marketing condition that is prevailing within nation. Whereas, it
might renders firm with lesser advantages, considering the aspects which entity begins
towards lower price range then its competitive advantage might minimises.
Differentiation: Within this strategy, entity would be producing or wholesaling new
products that would be forming new demands in marketplace due to its creative and
challenging nature. The firm could undertake and assess numerous dimensions that are
highly essential by customers. This is vital advantageous for entities are that this could
render their organic vegetable or other healthy items at low cost due to its different ideas.
On other side, it would include in some repeated marketing evaluation for ascertaining
the gap within market area for wholesaling more variant groceries.
Focus: This is regarded as strategy that leads towards entity to focus on challenging
scope within particular industry as well as opting one certain targeted market area on
which its plan of action would be executed (Inch and Shepherd, 2020). It is classified into
two that are described underneath:
o Differentiation focus: Into it, product differentiation is concentrated upon the
targeted market of entity.
o Cost focus: Into it, entity acquires advantages within targeted segmented through
concentrating on cost.
From the above all strategies, Oak Cash & Carry ha to undertake the cost leadership which
would aids them to grab the attention of new audiences in shorter time duration. This could be
performed through decreasing its goods as well as attracting new consumers in efficacious
manner with assistance of marketing as well as promotions.
5

Ansoff growth matrix
This is called product and market mix through which it may represent four types of options
for enhancing the growth of entity in well defined way. Along with this, it assists entities to
represent their risk factor for particular product growth strategy. In respect of Oak Cash & Carry,
it develops effective strategies through which it may provide appropriate services to its clients in
more efficient manner (Inch and et. al., 2020). This is so much significant tool for accomplishing
the competitive edge towards entity. On another side, this is way that determines existent
products into entity and highlights effectual strategies through that firms may simply enter in
new marketplace with its creative goods. This includes four types of growth strategies that are
described underneath:
Market penetration: This is regarded as selling various products to potential client of
entity and existent consumers. This is so much required into all types of business as this
is the way of maximising the loyalty of consumers towards the goods for specific brand.
In context of Oak Cash & Carry, it is using respective strategy for its business
development for gaining the higher sales systematically.
Market development: For grabbing the attention of large consumers, it is the one the
effective approach in order to develop existent products within entity. As per the Oak
Cash & Carry, it always develops effectual services for providing high satisfaction to its
clients so that they may able to gain higher profitability at short duration. For instance,
entity basically required to check appropriate places where it may formulate its new
products simply in order to obtain futuristic objectives.
Product development: This is regarded as strategy which would aids entity to formulate
new products that would be sold within existing marketplace of organisation. In context
of Oak Cash & Carry, it sells its products to clients for providing satisfaction to
customers. Based upon new product formulation, it always develops effective grocery
items for them to attain its particular target successfully.
Diversification: This is regarded as high risky strategy as well as based upon this
strategies entity always sells its new products into marketplace in order to gain effective
results (Malizia and et. al., 2020). In respect of Oak Cash & Carry, it is useful strategy for
them as this assists them in seeking forwards and influencing them for obtaining high
6
This is called product and market mix through which it may represent four types of options
for enhancing the growth of entity in well defined way. Along with this, it assists entities to
represent their risk factor for particular product growth strategy. In respect of Oak Cash & Carry,
it develops effective strategies through which it may provide appropriate services to its clients in
more efficient manner (Inch and et. al., 2020). This is so much significant tool for accomplishing
the competitive edge towards entity. On another side, this is way that determines existent
products into entity and highlights effectual strategies through that firms may simply enter in
new marketplace with its creative goods. This includes four types of growth strategies that are
described underneath:
Market penetration: This is regarded as selling various products to potential client of
entity and existent consumers. This is so much required into all types of business as this
is the way of maximising the loyalty of consumers towards the goods for specific brand.
In context of Oak Cash & Carry, it is using respective strategy for its business
development for gaining the higher sales systematically.
Market development: For grabbing the attention of large consumers, it is the one the
effective approach in order to develop existent products within entity. As per the Oak
Cash & Carry, it always develops effectual services for providing high satisfaction to its
clients so that they may able to gain higher profitability at short duration. For instance,
entity basically required to check appropriate places where it may formulate its new
products simply in order to obtain futuristic objectives.
Product development: This is regarded as strategy which would aids entity to formulate
new products that would be sold within existing marketplace of organisation. In context
of Oak Cash & Carry, it sells its products to clients for providing satisfaction to
customers. Based upon new product formulation, it always develops effective grocery
items for them to attain its particular target successfully.
Diversification: This is regarded as high risky strategy as well as based upon this
strategies entity always sells its new products into marketplace in order to gain effective
results (Malizia and et. al., 2020). In respect of Oak Cash & Carry, it is useful strategy for
them as this assists them in seeking forwards and influencing them for obtaining high
6

sales effectively. This also involves into geographical areas as well as marketplace where
respective firm can expand its market for new growth.
Thus, whole above strategies are so much essential for Oak Cash & Carry but the most
effective one is market and product development as this aids them to explore its product line and
market which assists them to gain all possible opportunities that are available with respective
entity.
Sources of funding
Finance is considered as essential aspect of all enterprises through which it may manage its
activities consequently as well as become competent for developing various strategies to render
numerous advantages to its clients (Marshall, 2020). In respect of Oak Cash & Carry, it also
needs various amounts for reaching higher objectives. Based upon this, monetary aspects
categorised into two parts in which initial term considered to equity finance that means
exchanging a business ownership parts. In addition to this, other term is Debt that refers
managing the monetary resources in effectual way. There are numerous sources of funding that
are available into whole kind of business. Some funding source that Oak Cash & Carry can
utilise which adopting growth opportunities are described below:
Internal sources: This is considered as the ways where funds may be produced from into
enterprises like retained profitability, sale of assets and many more. Some of them are as follows:
Retained earnings: This is regarded as the funding sources and it is related with savings
which entity obtains out of its revenues as well as profits. The advantages linked with this
are not any interest is charged in case profitability are used for executing the plan of
action that is being developed by entity. On other side, respective funding source might
cause reduction in dividends towards shareholders which might has been a limitation for
them.
Ownership capital: This is regarded as the one of most vital funding sources which is
personal as well as that could be used by owners for implementing their strategies (Oden
and Sciara, 2020). The key advantages of this, it is time saving during development
strategy as well as implementing the same. Whereas it might leads towards monetary
pressure on owners if extra working capitals would be required.
7
respective firm can expand its market for new growth.
Thus, whole above strategies are so much essential for Oak Cash & Carry but the most
effective one is market and product development as this aids them to explore its product line and
market which assists them to gain all possible opportunities that are available with respective
entity.
Sources of funding
Finance is considered as essential aspect of all enterprises through which it may manage its
activities consequently as well as become competent for developing various strategies to render
numerous advantages to its clients (Marshall, 2020). In respect of Oak Cash & Carry, it also
needs various amounts for reaching higher objectives. Based upon this, monetary aspects
categorised into two parts in which initial term considered to equity finance that means
exchanging a business ownership parts. In addition to this, other term is Debt that refers
managing the monetary resources in effectual way. There are numerous sources of funding that
are available into whole kind of business. Some funding source that Oak Cash & Carry can
utilise which adopting growth opportunities are described below:
Internal sources: This is considered as the ways where funds may be produced from into
enterprises like retained profitability, sale of assets and many more. Some of them are as follows:
Retained earnings: This is regarded as the funding sources and it is related with savings
which entity obtains out of its revenues as well as profits. The advantages linked with this
are not any interest is charged in case profitability are used for executing the plan of
action that is being developed by entity. On other side, respective funding source might
cause reduction in dividends towards shareholders which might has been a limitation for
them.
Ownership capital: This is regarded as the one of most vital funding sources which is
personal as well as that could be used by owners for implementing their strategies (Oden
and Sciara, 2020). The key advantages of this, it is time saving during development
strategy as well as implementing the same. Whereas it might leads towards monetary
pressure on owners if extra working capitals would be required.
7
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External sources: This is regarded as various sources which represents outside the entity by
which they may produced funds. This involves venture capital, bank loan and others. Some of
them are described underneath:
Bank loan: This is regarded as the procedure of undertaking loan from bank from
particular time duration as well as that amount has to be return after accomplishment
period with common fixed interest through Bank (Sturzaker and Nurse, 2020). It is
essentially utilised as funding source especially for SME’s business. Oak Cash & Carry
can accomplish its monetary requirements may raise short or long term capitals from
bank. But for raising funds from bank, entity is needed to place assets as collateral
security.
Venture capital: This is considered as monetary assistance which is extended through
investors for initiating a new venture that facilitates growth opportunities for longer
period. This is the investment which is done through effective investors, investment
banks and other financial institutions. But for attracting those, organisation should have
feasible business thoughts. Oak Cash & Carry can use this funding source to grab the
attention of more investors by assuring them regarding business though viability and
return for which they are seeking for.
Among the entire above bank loan is effective funding sources for Oak Cash & Carry as this
assists them to wholesale and distribute their new products within UK market area. Moreover, it
is safe in comparison to other methods and there is fix interest.
TASK 2
Business plan
Business is regarded as formal documents that describes about plans, intent, objectives and
others in order to attain them. This is also act as blueprint of practices that facilitates direction for
attaining the objectives (Taylor and Richmond, 2020). Moreover, this would facilitate business a
vital outlay through which growth plan can be accomplished. The business plan for Oak Cash &
Carry is described below:
Execute summary: Oak Cash & Carry is well known prominent small and medium size
firm within United Kingdom. This renders groceries to customers. Recently, they decided to
introduce organic groceries and healthy items in market, it would be subjected on its targeted
8
which they may produced funds. This involves venture capital, bank loan and others. Some of
them are described underneath:
Bank loan: This is regarded as the procedure of undertaking loan from bank from
particular time duration as well as that amount has to be return after accomplishment
period with common fixed interest through Bank (Sturzaker and Nurse, 2020). It is
essentially utilised as funding source especially for SME’s business. Oak Cash & Carry
can accomplish its monetary requirements may raise short or long term capitals from
bank. But for raising funds from bank, entity is needed to place assets as collateral
security.
Venture capital: This is considered as monetary assistance which is extended through
investors for initiating a new venture that facilitates growth opportunities for longer
period. This is the investment which is done through effective investors, investment
banks and other financial institutions. But for attracting those, organisation should have
feasible business thoughts. Oak Cash & Carry can use this funding source to grab the
attention of more investors by assuring them regarding business though viability and
return for which they are seeking for.
Among the entire above bank loan is effective funding sources for Oak Cash & Carry as this
assists them to wholesale and distribute their new products within UK market area. Moreover, it
is safe in comparison to other methods and there is fix interest.
TASK 2
Business plan
Business is regarded as formal documents that describes about plans, intent, objectives and
others in order to attain them. This is also act as blueprint of practices that facilitates direction for
attaining the objectives (Taylor and Richmond, 2020). Moreover, this would facilitate business a
vital outlay through which growth plan can be accomplished. The business plan for Oak Cash &
Carry is described below:
Execute summary: Oak Cash & Carry is well known prominent small and medium size
firm within United Kingdom. This renders groceries to customers. Recently, they decided to
introduce organic groceries and healthy items in market, it would be subjected on its targeted
8

audiences of all age group. Respective firm would be rendering its products through its online
and offline shops.
Vision and mission: The vision and mission of respective company is related with
rendering access to consumers for wide range of organic groceries and healthy items that are of
higher quality at reasonable price.
SMART Objective: The objective of respective entity is
“To introduce range of organic groceries and other healthy items within marketplace and
maximise its profitability by 15% within a year”.
Entrepreneurial strategies:
For developing a new product, it is vital that numerous entrepreneurial strategies are
determined and implemented which would renders entity an edge as well as competiveness
within marketplace. Therefore, some of these strategies in regards of Oak Cash & Carry and its
offering organic groceries and other healthy items are described underneath:
STP Strategies: This is regarded as entrepreneurial strategy which is related with
ascertaining the targeted market area. In context of Oak Cash & Carry, segmentation would
be used by which marketplace would be classified into geographical, behavioural and
demographical segments. Additionally, they are targeting all age group of UK people as
healthy and good vegetables or fruits beneficiary for whole.
Marketing mix: In regards of Oak Cash & Carry, the product strategy would be helpful in
exploring its product line with organic groceries and other healthy items. In context of
pricing, penetration pricing is used by them that would be assists in rendering new product
at affordable price. Moreover, in respect of places respective firm would be providing its
products all over the country like United Kingdom through its channel of e-commerce as
well as offline shops. Additionally, they would be using SEO and social media for product
marketing the whole offerings.
Financial projection: The firm’s financial analysis that consists overall costs which is
linked with new product formation. Therefore, post and pre budget are shown below:
Pre launch cash budget
Cash Flow budget
Particulars Jan Feb Mar Apr May June July
Cash inflows
9
and offline shops.
Vision and mission: The vision and mission of respective company is related with
rendering access to consumers for wide range of organic groceries and healthy items that are of
higher quality at reasonable price.
SMART Objective: The objective of respective entity is
“To introduce range of organic groceries and other healthy items within marketplace and
maximise its profitability by 15% within a year”.
Entrepreneurial strategies:
For developing a new product, it is vital that numerous entrepreneurial strategies are
determined and implemented which would renders entity an edge as well as competiveness
within marketplace. Therefore, some of these strategies in regards of Oak Cash & Carry and its
offering organic groceries and other healthy items are described underneath:
STP Strategies: This is regarded as entrepreneurial strategy which is related with
ascertaining the targeted market area. In context of Oak Cash & Carry, segmentation would
be used by which marketplace would be classified into geographical, behavioural and
demographical segments. Additionally, they are targeting all age group of UK people as
healthy and good vegetables or fruits beneficiary for whole.
Marketing mix: In regards of Oak Cash & Carry, the product strategy would be helpful in
exploring its product line with organic groceries and other healthy items. In context of
pricing, penetration pricing is used by them that would be assists in rendering new product
at affordable price. Moreover, in respect of places respective firm would be providing its
products all over the country like United Kingdom through its channel of e-commerce as
well as offline shops. Additionally, they would be using SEO and social media for product
marketing the whole offerings.
Financial projection: The firm’s financial analysis that consists overall costs which is
linked with new product formation. Therefore, post and pre budget are shown below:
Pre launch cash budget
Cash Flow budget
Particulars Jan Feb Mar Apr May June July
Cash inflows
9

Investment 8000
Credit sales 2000 3000 3000 4500 1500 3500 4200
Total inflows 10000 3000 3000 4500 1500 3500 4200
Cash outflows
Fixed : Equipment’s 2000 2500 1500 2000 1200 1500 800
Variable : Direct material 300 300 200 300 150 500 300
Total outflows 2300 2800 1700 2300 1350 2000 1100
Net cash flow 7700 200 1300 2200 150 1500 3100
Opening balance 0 7700 7900 9200 11400 11500 13000
Closing balance 7700 7900 9200 11400 11550 13000 16100
August September October November December Jan
1000 2000 800 1200 1500 3600
1000 2000 800 1200 1500 3600
200 300 100 600 300 2000
400 500 100 100 400 300
600 800 200 700 700 2300
400 1200 600 500 800 1300
16100 16500 17700 18300 18800 19600
16500 17700 18300 18800 19600 20900
Feb Mar Apr May June July
3000 3000 4500 1500 3500 4200
3000 3000 4500 1500 3500 4200
10
Credit sales 2000 3000 3000 4500 1500 3500 4200
Total inflows 10000 3000 3000 4500 1500 3500 4200
Cash outflows
Fixed : Equipment’s 2000 2500 1500 2000 1200 1500 800
Variable : Direct material 300 300 200 300 150 500 300
Total outflows 2300 2800 1700 2300 1350 2000 1100
Net cash flow 7700 200 1300 2200 150 1500 3100
Opening balance 0 7700 7900 9200 11400 11500 13000
Closing balance 7700 7900 9200 11400 11550 13000 16100
August September October November December Jan
1000 2000 800 1200 1500 3600
1000 2000 800 1200 1500 3600
200 300 100 600 300 2000
400 500 100 100 400 300
600 800 200 700 700 2300
400 1200 600 500 800 1300
16100 16500 17700 18300 18800 19600
16500 17700 18300 18800 19600 20900
Feb Mar Apr May June July
3000 3000 4500 1500 3500 4200
3000 3000 4500 1500 3500 4200
10
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2500 1500 2000 1200 1500 800
300 200 300 150 500 300
2800 1700 2300 1350 2000 1100
200 1300 2200 150 1500 3100
20900 21100 22400 24600 24750 16250
21100 22400 24600 24750 26250 19350
Post launch cash budget
Particulars Jan Feb Mar Apr
Cash inflows
Investment 8000
Credit sales 1200 2000 7500 3000
Total inflows 9200 2000 7500 3000
Cash outflows
Fixed : Equipment’s 2500 1200 1500 2500
Variable : Direct material 350 300 250 150
Total outflows 2850 1500 1750 2650
Net cash flow 6350 500 5750 350
Opening balance 0 6350 5850 11600
closing balance 6350 5850 11600 11950
May June July August September October November December
5000 6500 1200 3200 1500 8200 1250 3210
5000 6500 1200 3200 1500 8200 1250 3210
1100 1500 1200 600 500 500 1200 700
11
300 200 300 150 500 300
2800 1700 2300 1350 2000 1100
200 1300 2200 150 1500 3100
20900 21100 22400 24600 24750 16250
21100 22400 24600 24750 26250 19350
Post launch cash budget
Particulars Jan Feb Mar Apr
Cash inflows
Investment 8000
Credit sales 1200 2000 7500 3000
Total inflows 9200 2000 7500 3000
Cash outflows
Fixed : Equipment’s 2500 1200 1500 2500
Variable : Direct material 350 300 250 150
Total outflows 2850 1500 1750 2650
Net cash flow 6350 500 5750 350
Opening balance 0 6350 5850 11600
closing balance 6350 5850 11600 11950
May June July August September October November December
5000 6500 1200 3200 1500 8200 1250 3210
5000 6500 1200 3200 1500 8200 1250 3210
1100 1500 1200 600 500 500 1200 700
11

100 500 500 250 450 250 1300 500
1200 2000 1700 850 950 750 2500 1200
3800 4500 -500 2350 550 7450 -1250 2010
11950 15750 20250 19750 22100 22650 30100 28850
15750 20250 19750 22100 22650 30100 28850 30860
Jan Feb Mar Apr May June July
1200 5000 2500 4500 1500 3500 4200
1200 5000 2500 4500 1500 3500 4200
2000 2500 1500 2000 1500 2000 200
300 300 200 250 360 250 500
2300 2800 1700 2250 1860 2250 700
-1100 2200 800 2250 -360 1250 3500
30860 32160 32360 33660 35860 36010 37510
29760 34360 33160 35910 35500 37260 41010
Monitoring and evaluation: In order to monitor and evaluate, they utilise key performance
indicators as for this profitability would be effective indicator that represents or highlights the
success of entity. Moreover, the other method that can be applied by them is benchmarking so
this help them to set the sales and productivity as benchmark for particular plan.
TASK 3
Exit and Succession strategies
This is crucial that options of exits or succession are evaluated which would rendered
entity an efficacious means of what it would be undertaken after growing it’s up to the level of
maturity (Tomlins and et. al., 2020). So, it has been evaluated that exit strategies is considered to
12
1200 2000 1700 850 950 750 2500 1200
3800 4500 -500 2350 550 7450 -1250 2010
11950 15750 20250 19750 22100 22650 30100 28850
15750 20250 19750 22100 22650 30100 28850 30860
Jan Feb Mar Apr May June July
1200 5000 2500 4500 1500 3500 4200
1200 5000 2500 4500 1500 3500 4200
2000 2500 1500 2000 1500 2000 200
300 300 200 250 360 250 500
2300 2800 1700 2250 1860 2250 700
-1100 2200 800 2250 -360 1250 3500
30860 32160 32360 33660 35860 36010 37510
29760 34360 33160 35910 35500 37260 41010
Monitoring and evaluation: In order to monitor and evaluate, they utilise key performance
indicators as for this profitability would be effective indicator that represents or highlights the
success of entity. Moreover, the other method that can be applied by them is benchmarking so
this help them to set the sales and productivity as benchmark for particular plan.
TASK 3
Exit and Succession strategies
This is crucial that options of exits or succession are evaluated which would rendered
entity an efficacious means of what it would be undertaken after growing it’s up to the level of
maturity (Tomlins and et. al., 2020). So, it has been evaluated that exit strategies is considered to
12

be the effectual term for small business such as Oak Cash & Carry with assistance of this they
may attain its objectives along with specific mission for gaining the competitive business
benefits in well defined way. Additionally, business can simply invest its funds to attain effective
revenue and sales appropriately. There are numerous types of strategies in order to obtain
success. Some of them are described underneath:
Liquidation: This is considered as one of the effective exit strategies to close up business as
well as selling up all its assets within marketplace for gathering the remaining amount of
money. It is advantageous in context of business as this renders the owner with appropriate
flexibility which would also leads towards proper sales of assets and goods without any kind
of issues. Additionally, the return on investment which enterprises acquire upon the process
of liquidation is low which might not be at par with their personal expectations.
Selling up of business: It is also regarded as an appropriate exit option through which an
entity could able to exit its venture (Tyllianakis and et. al., 2020). It is beneficiary for
business owner in context of profit that they gain after selling it and also experiences in
existing marketplace. Although, the goodwill of owner would get lost as it could be
challenging for making this again if it formed some another business.
Among the entire above exist strategies, liquidation option is more appropriate for Oak Cash
& Carry as this would be beneficiary in context of profit. Moreover, this is sold efficaciously
towards competent purchaser as well as would be rendering firm with an ease and effectual
flexibility which cannot be highlighted if business is sold to company’s stakeholders.
CONCLUSION
As per the above report, this has been concluded that planning for growth is vital an aspects
for entity which is interrelated with evaluation as well as performing towards growth
opportunities identification. Moreover, PESTEL analysis and porter’s generic model are used to
evaluate the opportunities for growth. Along with this, Ansoff’s growth model is used as it
develops effective strategies through which they may provide appropriate services to its clients
in more efficient manner. There are various source of finance such as bank loan, venture capital
and many more. In additions this, business plan is developed as this helps firm to outlay growth
plan effectively and efficiently. Apart from this, exist strategies assists firms to attain its
objectives along with specific mission for gaining the competitive business benefits in well
defined way.
13
may attain its objectives along with specific mission for gaining the competitive business
benefits in well defined way. Additionally, business can simply invest its funds to attain effective
revenue and sales appropriately. There are numerous types of strategies in order to obtain
success. Some of them are described underneath:
Liquidation: This is considered as one of the effective exit strategies to close up business as
well as selling up all its assets within marketplace for gathering the remaining amount of
money. It is advantageous in context of business as this renders the owner with appropriate
flexibility which would also leads towards proper sales of assets and goods without any kind
of issues. Additionally, the return on investment which enterprises acquire upon the process
of liquidation is low which might not be at par with their personal expectations.
Selling up of business: It is also regarded as an appropriate exit option through which an
entity could able to exit its venture (Tyllianakis and et. al., 2020). It is beneficiary for
business owner in context of profit that they gain after selling it and also experiences in
existing marketplace. Although, the goodwill of owner would get lost as it could be
challenging for making this again if it formed some another business.
Among the entire above exist strategies, liquidation option is more appropriate for Oak Cash
& Carry as this would be beneficiary in context of profit. Moreover, this is sold efficaciously
towards competent purchaser as well as would be rendering firm with an ease and effectual
flexibility which cannot be highlighted if business is sold to company’s stakeholders.
CONCLUSION
As per the above report, this has been concluded that planning for growth is vital an aspects
for entity which is interrelated with evaluation as well as performing towards growth
opportunities identification. Moreover, PESTEL analysis and porter’s generic model are used to
evaluate the opportunities for growth. Along with this, Ansoff’s growth model is used as it
develops effective strategies through which they may provide appropriate services to its clients
in more efficient manner. There are various source of finance such as bank loan, venture capital
and many more. In additions this, business plan is developed as this helps firm to outlay growth
plan effectively and efficiently. Apart from this, exist strategies assists firms to attain its
objectives along with specific mission for gaining the competitive business benefits in well
defined way.
13
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REFERENCES
Books and Journals
Colomb, C. and Tomaney, J., 2020. Spatial planning, nationalism and territorial politics in
Europe. Regional Studies. pp.1-14.
Daniel, C., 2020. Automated monitoring of planning policy: an overview of the journey from
theory to practice. In Handbook of Planning Support Science. Edward Elgar Publishing.
Ferm, J. and Raco, M., 2020. Viability Planning, Value Capture and the Geographies of Market-
Led Planning Reform in England. Planning Theory & Practice. pp.1-18.
Givoni, M. and Perl, A., 2020. Rethinking transport infrastructure planning to extend its value
over time. Journal of Planning Education and Research. 40(1). pp.82-91.
Harrison, J., Galland, D. and Tewdwr-Jones, M., 2020. Regional planning is dead: long live
planning regional futures. Regional Studies. pp.1-13.
Inch, A. and Shepherd, E., 2020. Thinking conjuncturally about ideology, housing and English
planning. Planning Theory. 19(1), pp.59-79.
Inch, A. and et. al., 2020. ‘The object is to change the heart and soul’: Financial incentives,
planning and opposition to new housebuilding in England. Environment and Planning C:
Politics and Space. 38(4). pp.713-732.
Malizia, E. and et. al., 2020. Understanding local economic development. Routledge.
Marshall, T., 2020. Infrastructure planning and spatial planning: current relationships in the
UK. Town Planning Review. 91(1). pp.47-69.
Oden, M. and Sciara, G. C., 2020. The salience of megaregional geographies for inter-
metropolitan transportation planning and policy making. Transportation Research Part
D: Transport and Environment. 80. p.102262.
Sturzaker, J. and Nurse, A., 2020. Rescaling Urban Governance: Planning, Localism and
Institutional Change. Policy Press.
Taylor, T. and Richmond, N., 2020. A UK wide study of current prostate planning practice. The
British Journal of Radiology. 93. p.20200142.
Tomlins, R. and et. al., 2020. Sprinting for creative economy growth–a case study of a business
planning and rapid prototyping toolkit for the Brazilian creative economy sector. In E3S
Web of Conferences (Vol. 166, p. 09004). EDP Sciences.
14
Books and Journals
Colomb, C. and Tomaney, J., 2020. Spatial planning, nationalism and territorial politics in
Europe. Regional Studies. pp.1-14.
Daniel, C., 2020. Automated monitoring of planning policy: an overview of the journey from
theory to practice. In Handbook of Planning Support Science. Edward Elgar Publishing.
Ferm, J. and Raco, M., 2020. Viability Planning, Value Capture and the Geographies of Market-
Led Planning Reform in England. Planning Theory & Practice. pp.1-18.
Givoni, M. and Perl, A., 2020. Rethinking transport infrastructure planning to extend its value
over time. Journal of Planning Education and Research. 40(1). pp.82-91.
Harrison, J., Galland, D. and Tewdwr-Jones, M., 2020. Regional planning is dead: long live
planning regional futures. Regional Studies. pp.1-13.
Inch, A. and Shepherd, E., 2020. Thinking conjuncturally about ideology, housing and English
planning. Planning Theory. 19(1), pp.59-79.
Inch, A. and et. al., 2020. ‘The object is to change the heart and soul’: Financial incentives,
planning and opposition to new housebuilding in England. Environment and Planning C:
Politics and Space. 38(4). pp.713-732.
Malizia, E. and et. al., 2020. Understanding local economic development. Routledge.
Marshall, T., 2020. Infrastructure planning and spatial planning: current relationships in the
UK. Town Planning Review. 91(1). pp.47-69.
Oden, M. and Sciara, G. C., 2020. The salience of megaregional geographies for inter-
metropolitan transportation planning and policy making. Transportation Research Part
D: Transport and Environment. 80. p.102262.
Sturzaker, J. and Nurse, A., 2020. Rescaling Urban Governance: Planning, Localism and
Institutional Change. Policy Press.
Taylor, T. and Richmond, N., 2020. A UK wide study of current prostate planning practice. The
British Journal of Radiology. 93. p.20200142.
Tomlins, R. and et. al., 2020. Sprinting for creative economy growth–a case study of a business
planning and rapid prototyping toolkit for the Brazilian creative economy sector. In E3S
Web of Conferences (Vol. 166, p. 09004). EDP Sciences.
14

Tyllianakis, E. and et. al., 2020. Mapping Ecosystem Services for Marine Planning: A UK Case
Study. Resources. 9(4). p.40.
15
Study. Resources. 9(4). p.40.
15

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