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.

12Nov

Choosing the Best Business Valuation Formula for Your Industry

When you’re looking to sell your business, attract potential buyers, or even secure a bank loan, knowing your business’s value is essential. But here’s the thing—not all businesses are valued the same way. Each industry has unique characteristics, and choosing the...

By Sadaf AbbasArticles, Business ValuationBusiness, business budget, business chart of accounts, business valuation, Cash flow, Customer Lifetime Value, Net present value, Project Evaluation, valuation, value analysis

05Sep

Ride-Hailing Startup Financial Model-Case Study

Introduction

The Oak Business Consultant presents the following case study. This case study focuses on a ride-hailing startup aiming to secure funding for its venture using an excellent financial model and a business pitch deck.This case study details our methods to craft a financial...

By Sadaf AbbasAutomotive Industry, Automotive Industry Case Study, Budgeting, Business Plan Template Industry, Case Study, Financial Analysis, Financial Analysis Case Study, Financial Modeling, Financial Modelling - Case Studies, Financial Planning, Financial Reporting, Financial Services, Pitch decks- Case StudiesAnalysis, Business, business model, Business Plan, case study, Cash flow, costing, Financial Analysis, financial budgeting, financial model, forecasting, Income Statement, Pitch Deck, Project Evaluation, Startup

31Aug

Ride-Hailing Blueprint: From Business Plan to Pitch Deck

Introduction

OAK Business Consultant prepared a case study for a client in the transportation/mobility sector with a ridesharing app. This ride-hailing service sought investments using a detailed financial model based on realistic projections in the mobility/transportation business. The business has been...

By Sadaf AbbasAutomotive Industry Case Study, Budgeting, Business Plan - Case Study, Business Plan Template Industry, Case Study, Financial Analysis, Financial Analysis Case Study, Financial Modeling, Financial Modelling - Case Studies, Financial Planning, Financial Reporting, Financial Services, Logistics and Transportation Industry Case Study, Pitch decks- Case StudiesAnalysis, automotive business plan, automotive industry financial model, automotive industry pitch deck, Business Plan, Business Planning, case study, Cash flow, Cash Flow Analysis, cash flow statement, Cash-flow management, Cashflow, Competition Analysis, Income Statement, Market Analysis, Market research, Market Segmentation, Pitch Deck, Pitch Deck Template, Profit, profit and loss, Project Evaluation, Revenue, Revenue Forecast, revenue model, Target Market

24Aug

Waste Management Business Financial Model-Case Study

The case study exemplifies how Oak Business Consultants comprehend waste management business client needs and the methodologies and approaches employed to address those issues, all aimed at optimizing client contentment. Our client's company operates within the mobility sector in South Africa, offering waste management...

By Sadaf AbbasBudgeting, Business Plan Template Industry, Case Study, Environmental Management Industry Case Study, Financial Analysis, Financial Analysis Case Study, Financial Modeling, Financial Modelling - Case Studies, Financial Planning, Financial Reporting, Financial Services, Startup Industry Case StudyBalance Sheet, Business, Business Plan, Cash flow, Cash Flow Analysis, Cashflow, Financial Analysis, financial model, financial modeling, Financial Modelling, Management Team, Pricing, pricing model, Project Evaluation, Revenue, revenue model, solution, Startup Planning, valuation

25Jul

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...

By Sadaf AbbasBudgeting, Business Plan Template Industry, Case Study, Cash Flow Industry, Environmental Management Industry Case Study, Financial Analysis, Financial Analysis Case Study, Financial Modeling, Financial Modelling - Case Studies, Financial Planning, Financial Reporting, Financial Services, Healthcare Industry Case Study, Pitch decks- Case Studies, Startup Industry Case StudyBalance Sheet, Case Scenario Analysis, case studies, case study, Cash flow, Cash Flow Analysis, cash flow statement, cash-flow forecast, Cashflow, competitive advantage, Financial Analysis, financial model, financial model for startups, Financial model Template, financial modeling, Financial Modelling, Income Statement, Market Analysis, Market size growth, Project Evaluation, Revenue, Revenue Forecast, revenue model, service case study, valuation, value analysis

Case Study- startup renewable energy business

25May

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...

By Sadaf AbbasBudgeting, Business Plan Template Industry, Case Study, Energy Industry Case Study, Financial Analysis, Financial Analysis Case Study, Financial Modeling, Financial Modelling - Case Studies, Financial Planning, Financial Reporting, Financial Services, Pitch decks- Case StudiesAnalysis, Balance Sheet, break even, Business, Business Plan, Cash flow, Equity Financing, Financial Analysis, financial model, Financial Model In Excel, Financial model Template, financial ratios, forecasting, Project Evaluation, ratios, Start-up, Startup

12Apr

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...

By Sadaf AbbasBudgeting, Business Plan - Case Study, Business Plan Template Industry, Case Study, Financial Analysis, Financial Analysis Case Study, Financial Modeling, Financial Modelling - Case Studies, Financial Planning, Financial Reporting, Financial Services, Hospitality and Leisure Industry Case Study, Pitch decks- Case Studies, Real Estate Industry Case StudyBudget and Projections, Business, Business Plan, financial budgeting, financial model, financial modeling, financial projection, forecasting, Income Statement, Project Evaluation, Revenue, Start-up, valuation

21Mar

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...

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, Pitch decks- Case Studies, Real Estate Industry Case StudyAnalysis, Balance Sheet, break even, Business, case study, Cash flow, Cash Flow Analysis, cash flow statement, Financial Analysis, financial model, Financial model Template, financial modeling, Income Statement, investment, Investment Capital, investment modelling, profit and loss, Project Evaluation, real estate case study, Revenue, revenue model, Start-up, Startup Planning

Case Study- Cosmetic Business Start-Up Financial Model

20Mar

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...

By Sadaf AbbasBudgeting, Business Plan Template Industry, Case Study, Fashion Industry Case Study, Financial Analysis, Financial Analysis Case Study, Financial Modeling, Financial Modelling - Case Studies, Financial Planning, Financial Reporting, Financial Services, Pitch decks- Case Studies, Startup Industry Case StudyAnalysis, Balance Sheet, Break Even Point, Break-Even Analysis, cash flow statement, Cashflow, cosmetic industry financial model, Financial Analysis, financial model, financial statements, forecasting, Project Evaluation, revenue model, Start-up, Startup Planning

Clothing Swap Saas-based business case study

16Mar

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...

By Sadaf AbbasBudgeting, Business Plan - Case Study, Business Plan Template Industry, Case Study, Fashion Industry Case Study, Financial Analysis, Financial Analysis Case Study, Financial Modeling, Financial Modelling - Case Studies, Financial Planning, Financial Reporting, Financial Services, Pitch decks- Case Studies, Retail Industry Case Study, SaaS Industry Case StudyBreak-Even Analysis, case study, Financial, financial statements, Market research, marketing strategy plan, Pitch Deck, Project Evaluation, Retail, retail business plan, retail case study, retail industry case study, retail industry financial models, revenue model, solutions, SWOT, SWOT Analysis

28Jul

Project Evaluation

A Project Evaluation or its financial analysis briefs you on whether a project will lead to achieve you your company's aims and objectives or drain the already scarce resources. It is generally or even desirable, to consider everything that might affect a project. Part of the analysis should...

By Sadaf AbbasArticles, Business Plan Template Industry, Financial Excel Template, Startups IndustryCapital, Financial Analysis, investment, IRR, NPV, Profit, Profitability, Project Evaluation, Project Evaluations

31Dec

Equipment Leasing Company – Case Study

Background: Equipment Leasing Company

Now a very good client owning an equipment leasing company started as a straightforward judge of my up-work feedback history. Impressed by my impressive up-work clientele and my success rate; yet critical about one feedback that was wrongfully attributed to my profile. But this client did the...

By Sadaf AbbasAutomotive Industry Case Study, Budgeting, Business Plan Template Industry, Case Study, Financial Analysis, Financial Analysis Case Study, Financial Modeling, Financial Modelling - Case Studies, Financial Planning, Financial Reporting, Financial Services, Logistics and Transportation Industry Case Study, Startup Industry Case StudyAssumptions, Balance Sheet, Break-Even Analysis, cash flow statement, Income Statement, IRR, NPV, Project Evaluation, Project Evaluations, Revenue Forecast

20Sep

SVOD: Case Study

Background of SVOD

Ten Time is a Video Streaming company that falls under the SVOD industry. SVOD stands for Subscription Video on Demand is a type of service, where you enter into a subscription agreement, which will then grant you access to the service typically to watch until you unsubscribe,...

By Sadaf AbbasBudgeting, Business Plan - Case Study, Case Study, Digital Media and Entertainment Industry Case Study, Entertainment Industry, Financial Analysis, Financial Analysis Case Study, Financial Modeling, Financial Modelling - Case Studies, Financial Planning, Financial Reporting, Financial Services, Startup Industry Case StudyAnalysis, Balance Sheet, break even, Break-Even Analysis, Dashboard, Financial Analysis, Intellectual Property Valuation, Key Metrics, Project Evaluation, solutions, Subscription Video On Demand, SVOD, valuation