Oak Business Consultant is providing you with Financial Analysis Case Study  Free Templates and Informational articles/ case Studies to help your Business Decision Making.

Oak Business Consultant provides well-informed and full-spectrum advice/guidance for all financial, management, acquisition, and investment matters of business. Furthermore, we work very closely with our client’s organization or team and address crucial matters related to finance and management.

In order to meet your desired financial goals (long-term and short-term), you need to have proper financial planning. A good financial plan helps your business retain cash and control cash outflow. We will provide you with customized financial planning and articles information that suits your business.

We provide Financial Analysis Case Study accountancy, bookkeeping, till financial planning for SMEs and Small Business Owners, so they can more easily raise startup funds, develop budgets, and track performance on an easy-to-use financial Model with a Dashboard.

Financial Modeling For an Environmental, Social and Governance (ESG ) Startup Company- Case Study

Financial Modeling For an Environmental, Social and Governance (ESG ) Startup Company- Case Study

Case Study on ESG Startup: Financial Modeling Essentials

Introduction

The Oak Business Consultant is a Financial and Business Consultancy offering Financial and Business Planning and Management Services to various industries. In this case study, we showcase our collaboration with a startup of Environmental, Social and Governance (ESG) company that...

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non-profit organization-market research for funding

Market Research For a Non-Profit Organization-Case Study 

Case Study: Market Research Strategies for Non-Profits

Background

This case study explores the remarkable journey of our client, a non-profit organization dedicated to enhancing social service ecosystems. Their unique service system pioneers seamless information sharing with the government, boosting citizen engagement, productivity, service compliance, and government oversight. Their notable societal...

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digital asset trading company

Digital Asset Trading Business Financial Model – Case Study

Digital Asset Trading Business Financial Model - Case Study

Introduction 

The Oak Business Consultant prepares the following case study, which is about a company specializing in providing regulatory and technology stack solutions for digital asset trading. The client company is looking forward to raising funds for its operations and expansion...

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Case Study- startup renewable energy business

Startup Renewable Energy Business Financial Model – Case Study

StartupRenewable Energy Business Financial Model - Case Study

Introduction

The oak business consultant is a Financial and Business Consultancy that provides Financial and Business Planning and Management Services to various industries. This case study highlights our engagement with a startup renewable energy business seeking assistance in developing a comprehensive...

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Case Study- Fintech Start-up Business Financial Model

Case Study: Fintech Financial Model for Strategic Growth

Case Study: Fintech Financial Model for Strategic Growth

Oak Business Consultant is a financial and business consultancy that provides financial and business planning and management services. This case study discussed one of our clients that provides services within Africa. This case study outlines the business case for a fintech startup,...

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hair salon startup financial analysis

Hair Salon Startup Business Financial Analysis – Case Study 

Case Study: Financial Analysis for a Hair Salon Business

Our client, a beauty and personal care startup, set out to launch a hair salon business with a vision to provide high-quality salon services and an e-commerce platform for salon products. They needed support in building a solid financial foundation...

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financial model and projection for eco resort company

Case Study: Financial Model and Projection for Eco Resort Company

Case Study: Financial Model and Projection for Eco Resort Company

This case study shows how Oak Business Consultant worked with Eco Resort client and helped them achieve their financial goals. Our client operates in eco-tourism, specializing in Eco Destinations, Wellness Retreat Centres, and Eco Resorts. Additionally, they provide geo-design and...

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Organic Food and Delivery Service-case study

Case Study: Organic Food and Delivery Service Research, Financial Model and Pitch Deck 

Case Study: Organic Food and Delivery Service Research, Financial Model and Pitch Deck

Introduction

A healthy organic food and delivery service company from Hong Kong wanted us to forecast a 5-year financial model, conduct research and prepare a pitch deck. The company had no previous data because they...

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Retail Clothing Business Model- Case Study

Retail Clothing Business Financial Model – Case Study

Retail Clothing Business Financial Model - Case Study

Our client is a distinguished fashion design clothing store chain. He operates in the bustling markets of Dubai and Jordan. They cater stylish and high-quality apparel to a diverse clientele through multiple retail stores in both regions. Despite their success, they faced...

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Fintech startup- Case Study

Fintech Startup Financial Model – Case Study

Fintech Startup Financial Model - Case Study

Introduction

At Oak Business Consultant, we specialize in creating tailored financial models to support businesses in making informed decisions. This case study focuses on a fintech startup that approached us for help in raising funds through a comprehensive financial model. Our approach...

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Freight Forwarder Cost Structure-Case Study

Freight Forwarder Cost Structure-Case Study

Introduction

The oak business consultants served one of the most challenging clients of the logistics service industry, founded in 1997. The business involves the customer logistics processes in transportation, storage, and logistics designs or packaging. Our client store products in their warehouses, where the...

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Real Estate Leasing and Investment Firm Financial Model Case Study

Real Estate Leasing and Investment Firm Financial Model: Case Study

Real Estate Leasing and Investment Firm Financial Model: Case Study

Background 

This case study is about a U.S.-based leasing and investment firm that wanted us to evaluate the validity of its leasing model based on future revenues and its ability to pay back its lenders. The client already...

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Case Study- Cosmetic Business Start-Up Financial Model

Case Study: Comprehensive Financial Modeling for a Cosmetics Business

Case Study: Comprehensive Financial Modeling for a Cosmetics Business

Client Overview

Our client is a leading manufacturer of cosmetic products. They supply their high-quality products to wholesalers, retailers, distributors and brick-and-mortar stores. They were facing the challenges of managing costs and projecting financial outcomes. For these reasons, they required...

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Clothing Swap Saas-based business case study

Clothing Swap Saas-Based Platform: Business Plan, Financial Model & Pitch Deck – Case Study

Clothing Swap Saas-Based Platform: Business Plan, Financial Model & Pitch Deck - Case Study

Background

This case study is about a company that comes with the idea of swapping in which they provide a platform where clothing stores, younger and lower-income people swap their apparel. The clothing swap...

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Real Estate Saas Business Plan, Financial Model and Pitch deck Case Study

Real Estate Saas: Business Plan, Financial Model, and Pitch Deck – Case Study

Real Estate Saas: Business Plan, Financial Model, and Pitch Deck - Case Study

Introduction

The oak business consultant served services to our middle east clients who are involved in the Real Estate SaaS Business and wanted to target the whole Middle East and North Africa region (MENA). Our client...

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