Introduction

Oak Business Consultant is providing you with Free Templates and Informational Case Study 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. 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. Hence, we will provide you with customized financial planning and case studies that suit your business.

We provide 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.

Medical Practice Accounting Model Case Study

Medical Practice Accounting Model Case Study

Medical Practice Accounting Model Case Study

Background

The case study represents our process and strategies to solve our client's requirements. Our client has well-established medical centers in different states of the USA. He purchased our medical center excel financial model template from our website and contacted us to...

Read more...
Online Business of Beauty and Wellness Products Digital Marketing Tool, Marketing Analysis Report, Dashboard-Case Study

Online Business of Beauty and Wellness Products: Digital Marketing Tool, Marketing Analysis Report, Dashboard-Case Study

Online Business of Beauty and Wellness Products: Digital Marketing Tool, Marketing Analysis Report, Dashboard-Case Study

Background 

This case study concerns a beauty and gut health products manufacturing company founded in 2014. The client wanted Oak Business Consultants to create a “Digital Marketing Analytics Tool” to track their online marketing...

Read more...
Funds Acquisition and Challenges to Startups (1)

Funds Acquisition and Challenges to Startup

Funds Acquisition and Challenges to Startup

Executive Summary

“Money never starts an idea; it is the idea that starts the money” - William J. Cameron. Today, in the competitive world, entrepreneurs have a lot of sources to fund their ideas. We have conducted research to highlight startup challenges and...

Read more...
Healthcare Business Financial Analysis and Consulting - A Case Study

Healthcare Business Financial Analysis and Consulting – A Case Study

Healthcare Business Financial Analysis and Consulting - A Case Study

Overview

An international client approached us for their healthcare business financial analysis and consulting services. The business model relocated nurses from developing countries to developed nations with a higher demand for nursing staff. Our client estimates that...

Read more...
Real Estate Business Plan, Financial Model, and Pitch Deck - Case Study

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

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

Background 

This case study is about a real estate developer who wanted to acquire investments based on a concrete commercial real estate business plan, financial model, and pitch deck. The client already had a real estate company operating...

Read more...
Web3-Based Digital Media PlatforM Business Plan, Financial Model, and Pitch Deck - Case Study

Web3-Based Digital Media Platform Business Plan, Financial Model, and Pitch Deck – Case Study

Web3-Based Digital Media Platform Business Plan, Financial Model, and Pitch Deck - Case Study

Background

This case study is about a digital media company under the NFT framework based in Japan that wanted to use our business plan services. They provide news and reporting on the mainstream and emerging world...

Read more...
Saudi Aramco’s Financial Analysis Report - A Case Study

Saudi Aramco’s Financial Analysis Report – A Case Study

Saudi Aramco’s Financial Analysis Report - A Case Study

1.0 Executive Summary

This case study will cover the introduction and financial trends of Saudi Aramco, which describe the company's financial position. Financial analysis reports play a pivotal role in supporting the corporate management team with detailed insights that...

Read more...
Blockchain-Based Financial Services:Group Company Financial Model

Blockchain-Based Financial Services Financial Model

Blockchain-Based Financial Services: Group Company Financial Model

Background

A client from the US approached us to provide Financial Modeling and consulting services for their Blockchain business use case. With the business still in the startup phase, they needed a detailed blockchain financial model to identify how much investment...

Read more...
Case Study on Healthy Snacks Manufacturing Financial Model

Case Study on Healthy Snacks Manufacturing Financial Model

Case Study on Healthy Snacks Manufacturing Financial Model

Background

This case study is about a healthy snacks (chips) manufacturing company based in KSA. It was a start-up company and wanted to have the market validation, forecast of the financial statements, and other financial metrics to enter the market of healthy...

Read more...

Case Study: Financial Modeling & Pitch Deck for Logistics Services

Case Study: Financial Modeling & Pitch Deck for Logistics Services

Client Overview: Our client is a dynamic startup in the ride-hailing and logistics services industry. They offer innovative solutions to streamline transportation and logistics. With a rapidly growing user base, the client needed a comprehensive financial model and a...

Read more...
Case Study For SaaS Financial Model - SVOD

Case Study For SaaS Financial Model – SVOD

Case Study For SaaS Financial Model - SVOD

Background of SaaS Financial Model - SVOD

This case study for the SaaS financial model is about Subscription Video On Demand (SVOD). SVOD is a popular OTT video monetization model where subscribers pay a flat subscription fee in return for unlimited access to...

Read more...
Case Study: Empowering SaaS with SaaS Financial Model

Case Study: Empowering SaaS with SaaS Financial Model

Case Study: Empowering SaaS with SaaS Financial Model

Client Overview:

Our client is a SaaS company that developed an innovative Restaurant Management Application designed to streamline day-to-day operations. The client required our expertise to provide comprehensive market research and a detailed SaaS financial model to secure investment and ensure...

Read more...

Car Dealer Business Plan, Financial Model, and Pitch Deck – Case Study

This case study is about an automotive dealer who wanted to acquire an investor based on a concrete business plan, financial model, and pitch deck. The mentioned car dealer company belonged to UAE and Saudia Arabia. The biggest problem faced by our client was the professional fulfillment of each and...

Read more...
The Business Blockchain Financial Model: Promise, Practice, and Application of The Next Internet Technology

The Business Blockchain Financial Model: Promise, Practice, and Application of The Next Internet Technology

The Business Blockchain Financial Model: Promise, Practice, and Application of The Next Internet Technology

The business blockchain is a revolutionary technology that is always just around the corner from the public eye. Many different companies are touting its benefits, and it is important to find out more about it. In this...

Read more...
A Complete Guide to Creating Your Cosmetic Industry Financial Model and More

A Complete Guide to Creating Your Cosmetic Industry Financial Model and More

A Complete Guide to Creating Your Cosmetic Industry Financial Model and More

The beauty and cosmetic industry has a long history of consumer loyalty, focusing on women as target consumers. However, this is now changing to include male consumers as well. Trends show an increase in interest from men looking...

Read more...