DESCRIPTION

Oak Business Consultant is providing you Free Templates and Informational Articles/ Case Studies to help your Business Decision Making.

Oak Business Consultant provides a 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 organisation 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 in retaining cash and controlling the outflow of cash. We will provide you with customised financial planning and articles information that suit your business.

We provide Accountancy, Bookkeeping till Financial Planning for SME’ 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 Dashboard.

Case Study Optimizing Yoga and Wellness Center Finances.

13Jan

Case Study: Optimizing Yoga and Wellness Center Finances

Case Study: Optimizing Yoga and Wellness Center Finances

Our client, the Yoga and Wellness Center, required a user-friendly financial management tool. They needed a system to manage and project revenue, expenses, and profits. The tool had to be easy to use and accessible to non-financial staff. It also needed...

By Sadaf AbbasCase Study, Healthcare Industry Case Study3 Statement Financial Model, Business, Business Plan, Cash flow, Financial, Financial Analysis, FINANCIAL ANALYSIS CASE STUDY, financial model, financial model examples, Start-up

Oak Business Consultant Recognized as a Clutch Global Leader for Fall 2024

15Nov

Oak Business Consultant Recognized as a Clutch Global Leader for Fall 2024

Oak Business Consultant named a top B2B company for Business and Financial Consulting services

Oak Business Consultant, a leading financial consultancy firm, today announced its recognition as a 2024 Fall Global Award winner. The award is for Business and Financial Consulting services on Clutch, a global marketplace...

By Sadaf AbbasPress Release3 Statement Financial Model, Analysis, Business, business budget, business chart of accounts, Business Plan, business plan consultant, Cash flow, company registration UAE, corporate tax in UAE, Financial Analysis, financial budgeting, financial model, forecasting, Pitch Deck, Start-up, Startup Planning

Case Study Expanding a Ride-Hailing and Delivery Platform in Africa

12Nov

Case Study: Expanding a Ride Hailing and Delivery Platform in Africa

Case Study: Expanding a Ride Hailing and Delivery Platform in Africa

A startup in the African continent aimed to revolutionize the transportation and delivery services industry by launching a comprehensive online platform. The platform offered four key services: ride-hailing, food delivery, package delivery, and vehicle rentals. The startup sought to...

By Sadaf AbbasAutomotive Industry Case Study, Case Study, Logistics and Transportation Industry Case Study3 Statement Financial Model, 5 year financial plan, Analysis, Business, Business Plan, Financial Analysis, financial budgeting, forecasting, Pitch Deck, pitch deck examples, Pitch Deck Template, Startup Planning

Case Study Building Investor Confidence for a Digital ROSCA Platform

12Nov

Case Study: Building Investor Confidence for a Digital ROSCA Platform

Case Study: Building Investor Confidence for a Digital ROSCA Platform

This case study details the creation of a comprehensive business plan solution for a leading financial services hub. The client's primary challenge was securing investor funding for their digital ROSCA mobile application. In addition to the business plan, they...

By Sadaf AbbasCase Study, Corporate Finance Case study, Tech Industry Case Study3 Statement Financial Model, Analysis, budget and financial management, building financial models, Business, Business Plan, Cash flow, ecommerce financial model, Financial Analysis, financial budgeting, financial model, forecasting, Start-up, Startup Planning

Privacy-Focused Cryptocurrency A Comprehensive Overview

30Sep

Privacy-Focused Cryptocurrency: A Comprehensive Overview

Privacy-Focused Cryptocurrency: A Comprehensive Overview

Privacy-focused cryptocurrency is the talk of the town, offering a level of secrecy akin to the digital world's version of invisible ink. Unlike Bitcoin, where every transaction detail is visible to anyone who cares to look, privacy coins deploy advanced technology to cloak your financial...

By Sadaf AbbasArticles, Blockchain Industry3 Statement Financial Model, blockchain, blockchain and finance, blockchain business, blockchain business model, Crypto, crypto business, crypto business ideas, crypto excel sheet, cryptocurrency community, financial budgeting, financial model

26Aug

Case Study: Enhancing Financial Projections for a Geospatial Service Firm

Case Study: Enhancing Financial Projections for a Geospatial Service Firm

This case study is about developing of a comprehensive financial modeling solution for a leading geospatial service and engineering firm. The geospatial service firm faced challenges in consolidating financials across multiple international subsidiaries with different currencies, structures, and financial...

By Sadaf AbbasCase Study, Financial Modelling - Case Studies, Mining and Exploration Case Study3 Statement Financial Model, 5 year financial plan, building financial model, building financial models, Business, business financial plan, Business Plan, Financial Analysis, how to build a financial model, Start-up

12Aug

Case Study: Optimizing a Financial Advisory Firm Through Tailored Model

Case Study: Optimizing a Financial Advisory Firm through Tailored Models

Background

A leading financial advisory firm specializing in wealth management, investment planning, and financial consulting required our expertise in financial modeling. Our client has been delivering personalized financial solutions to high-net-worth individuals and businesses for more than a decade....

By Sadaf AbbasCase Study, Corporate Finance Case study, Financial Modelling - Case Studies3 Statement Financial Model, 5 year financial plan, Analysis, building financial model, Business, Cash flow, consultant, consulting firm financial model, Financial Analysis, financial model, pro forma cap table

Oak Business Consultant Achieves 1,000+ Client Milestones

31Jul

Oak Business Consultant Achieves 1,000+ Client Milestones

Oak Business Consultant Achieves 1,000+ Client Milestones

Claymont, July, 2024 — Oak Business Consultant, a leader in financial consultancy and business planning, proudly announces a significant milestone in its journey. The company has successfully provided comprehensive business plans, financial models, and pitch decks to over 1,000 businesses...

By Sadaf AbbasPress Release3 Statement Financial Model, automotive dealership financial model, automotive industry financial metrics, beauty industry financial model, Business, Business Plan, case studies, Financial Analysis, financial budgeting, financial model

Case Study Recruitment Efficiency with Custom CRM & Financial Modeling

10Jun

Case Study: Recruitment Efficiency with Custom CRM & Financial Modeling

Case Study: Transforming Recruitment Efficiency with Custom CRM and Financial Modeling

Background of the Client

Our client, a global recruitment agency founded in 2012, operates with two offices around the world, employing 19 dedicated professionals. Despite their success in the recruitment industry, serving over 800 satisfied clients, they faced significant...

By Sadaf AbbasCase Study, Financial Modelling - Case Studies, Human Resources Case Study3 Statement Financial Model, Analysis, building financial model, Business, business financial plan, custom crm, Financial Analysis, financial budgeting, financial model, financial planning, forecasting

Understanding the Fast Financial Modeling Standard

29May

Understanding the Fast Financial Modelling Standard

Understanding the Fast Financial Modelling Standard

Financial modeling is a key requiremnet of all businesses. It keeps track of a business's financial situation, forecasts future financial performance and guides in strategic planning and making data-driven decisions. The crux of a financial model is a mathematical model...

By Sadaf AbbasArticles, Financial Analysis Industry, Financial Modeling3 Statement Financial Model, building financial model, building financial models, Financial Analysis, financial model, financial modeling, financial modeling basics, financial modeling examples, how to build a financial model

Thank You for Helping Us Reach New Heights Clutch Awards 2024

27May

Thank You for Helping Us Reach New Heights: Clutch Awards 2024

Thank You for Helping Us Reach New Heights: Clutch Awards 2024

At Oak Business Consultant, we are immensely proud to announce that we have been recognized by Clutch with multiple prestigious awards in 2024. These accolades are a testament to our commitment to excellence and the trust our clients...

By Sadaf AbbasArticles3 Statement Financial Model, 5 year financial plan, Analysis, best financial planning companies, Business, Business Plan, Financial Analysis, financial budgeting, forecasting, Start-up, Startup Planning

02Nov

Episode 3: Investor Insight

Bridging the Gap Between Founding and Investing in Startups

Sadaf Abbas engages with investor Roger Conley Wood on the nuances of smart investment. Roger emphasizes three core "superpowers" for investors: comprehending business models, assessing tech risks, and discerning entrepreneur character. Drawing on global experiences, he praises the Scandinavian long-term business...

By Sadaf AbbasCFO Services Industry, Financial Modeling, Podcast Related Article, Venture Capital Professionals3 Statement Financial Model, Business, business model, investment, Start-up

what is operating budget

06Oct

What is an Operating Budget, And How To Create One?

What is an Operating Budget, And How To Create One?

Operating Budget

An operating budget is a financial plan that forecasts a company's expected revenues and expenses over a specific period, usually one year. It details all operational costs, including sales, production, and administrative expenses, to guide financial management and...

By Sadaf AbbasArticles, Budgeting, Business Plan Template Industry, Financial Analysis, Financial Analysis Industry, Financial Planning, Financial Reporting, Financial Services3 Statement Financial Model, budget, budget and financial management, budget financial, Budgeting, budgeting for startup, Business, Cash flow, Financial Analysis, financial forecast, financial model, financial plan, financial planning, operations plan

Case Study- Fintech Start-up Business Financial Model

17May

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,...

By Sadaf AbbasBudgeting, Business Plan Template Industry, Case Study, Financial Analysis, Financial Analysis Case Study, Financial Modeling, Financial Modelling - Case Studies, Financial Planning, Financial Reporting, Financial Services, Fintech Industry Case Study, Pitch decks- Case Studies3 Statement Financial Model, Analysis, Balance Sheet, CAC, case studies, case study, Cash flow, cash flow statement, CLV, Dashboard, Financial Analysis, financial model, Financial Model In Excel, Financial model Template, financial modeling, Fintech, fintech business plan, fintech financial analysis, fintech financial metrics, fintech financial model, fintech startup, forecasting, MMR, solution, Start-up, Startup, startup financial model, Startup Planning

Case Study on Healthy Snacks Manufacturing Financial Model

05Dec

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...

By Sadaf AbbasBudgeting, Case Study, Financial Analysis, Financial Analysis Case Study, Financial Modeling, Financial Modelling - Case Studies, Financial Planning, Financial Reporting, Financial Services, Food Industry Case Study3 Statement Financial Model, Analysis, Balance Sheet, Business, Business Plan, Cash flow, cash flow statement, Financial Analysis, financial model, financial model for startups, Financial Model In Excel, Financial model Template, financial modeling, financial modeling excel, Financial Modelling, food industry business plan, food industry financial model, forecasting, Income Statement, Start-up, Startup Planning