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.

Balance sheet vs Income Statement difference, purpose and importance

25Jan

Balance Sheet vs Income Statement

Balance sheet vs Income Statement: difference, purpose and importance

Introduction:

Financial statements act as vital compasses, offering a panoramic view of a company's financial well-being. At the heart of this financial narrative are two key players: the balance sheet and income statement. These statements distill complex financial data into accessible...

By Sadaf AbbasArticlesAnalysis, Balance Sheet, Business, Business Plan, Business Plan importance, Cash flow, Financial Analysis, financial budgeting, financial model, forecasting, income state, Income Statement, income statement chart of accounts, Revenue, Revenue Forecast, revenue model

Financial Model for a Subscription-Based RMS Firm - Case Study

09Jan

Financial Model for a Subscription-Based RMS Firm – Case Study

Financial Model for a Subscription-Based RMS Firm - Case Study

Introduction

Oak Business Consultant provides customized business and financial consulting services to businesses looking forward to sustainable success through professional financial planning. Oak provides business and financial consulting through financial modeling, market analysis, business planning, and strategic advisory tailored...

By Sadaf AbbasCase Study, Financial Modeling, SaaS Industry, SaaS Industry Case StudyAnalysis, Balance Sheet, building financial model, Business, Business Plan, case studies, case study, Cash flow, Cashflow, cashflow management, cost analysis, Financial Analysis, financial analysis report, financial model, financial statements, forecasting, Income Statement, Revenue, Revenue Forecast, revenue model, Start-up, Startup Planning

10 KPIs for the CFO Track your performance

21Nov

10 KPIs for the CFO: Track your performance

10 KPIs for the CFO: Track your performance

In the intricate realm of corporate finance, Chief Financial Officers (CFOs) play a pivotal role in shaping the financial trajectory of companies. To navigate this complexity effectively, the CFO must rely on Key Performance Indicators (KPIs). This comprehensive guide delves into...

By Sadaf AbbasCFO Services IndustryAnalysis, Business, Business Plan, Cash flow, cfo, cfo finance, CFO role, cfo services, cfo services for startups, Financial Analysis, financial budgeting, financial model, forecasting, KPI, KPI Dashboard, KPIs, Revenue, Revenue Forecast, revenue model, Start-up, Startup Planning

Real Estate DCF Model Elevating Geospatial Survey Services-Case Study

07Nov

Real Estate DCF Model: Elevating Geospatial Survey Services-Case Study

Real Estate DCF Model: Elevating Geospatial Survey Services-Case Study

Introduction

Oak Business Consultants delivers financial models, pitch decks, and strategic tools for informed decision-making and effective financial management. It's crucial to highlight that our services are versatile, catering to a diverse range of industries, and are always tailored to meet...

By Sadaf AbbasBudgeting, 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, budget financial, Business, Business Plan, case study, cash burn rate, Cash flow, Cash Flow Analysis, cash flow statement, cash-flow forecast, Equity Financing, Financial Analysis, financial budgeting, financial model, forecasting, Real estate, real estate case study, Revenue, Revenue Forecast, revenue model, Start-up, Startup Planning

What is Capital Budgeting Its Importance Techniques and Examples

14Sep

What is Capital Budgeting: Its Importance, Techniques and Examples

What is Capital Budgeting: Its Importance, Techniques and Examples

Capital Budgeting

Capital budgeting, often referred to as investment appraisal, is a process that companies use to evaluate significant investments or expenditures. These investments could be related to buying new machinery, launching a new product, or any other financial commitments aiming...

By Sadaf AbbasArticles, Budgeting, Business Plan Template Industry, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Financial Servicesbudget, budget and financial management, budget financial, budget tracking, Budgeting, budgeting guide, Budgeting tools, budgets and finance, Business, business budget, Business Plan, Capital, Cash flow, financial budgeting, forecasting, Income Statement, Revenue, revenue model, Start-up, Startup, startup business plan, Startup Planning, Venture Capitalist

Longevity Medical Clinic Financial Model and Business Plan

12Sep

Longevity Clinic Financial Model and Business Plan-Case Study

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 a longevity clinic business that approached us for help in creating a detailed financial model covering...

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, Healthcare Industry Case Study, Pitch decks- Case StudiesAnalysis, Balance Sheet, Business, Business Plan, Cash flow, Cash Flow Analysis, cash flow statement, Cashflow, cashflow management, Dashboard, Financial Analysis, financial model, forecasting, healthcare business plan, healthcare financial analysis, healthcare financial analysis metrics, healthcare financial metrics, healthcare financial model, healthcare industry, Healthcare Industry Financial Model, Income Statement, Revenue, revenue model, Start-up, Startup Planning

Healthy Frozen Meals Financial Model

07Sep

Healthy Frozen Meals Financial Model – Case Study

Healthy Frozen Meals Financial Model - Case Study

Introduction

Oak Business Consultant takes pride in creating tailored financial solutions to meet unique business challenges. In this case study, we delved deep to assist our clients in pursuing a detailed financial model. Our task was not limited to financial projections for...

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, Food Industry Case StudyAnalysis, Balance Sheet, budgets and finance, building financial model, Business, business budget, Business Plan, Cash Flow Analysis, Financial Analysis, financial model, Food and Beverage Industry, food industry business plan, food industry financial model, Income Statement, Revenue, revenue model, Start-up, Startup Planning

31Aug

Ride-Hailing Blueprint: From Business Plan to Pitch Deck

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

waste management plant-case study

24Aug

Waste Management Business Financial Model-Case Study

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

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

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

Real Estate Leasing and Investment Firm Financial Model Case Study

21Mar

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...

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

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

Healthcare Business Financial Analysis and Consulting - A Case Study

18Jan

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...

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, Healthcare Industry Case StudyAnalysis, break even, Break-Even Analysis, Business, Capital, case study, consultant, essentials of Financial Analysis, Financial Analysis, financial analysis metrics, financial analysis report, financial model, financial modeling, financial ratio, healthcare business plan, healthcare financial analysis, healthcare financial analysis metrics, healthcare industry, marketing strategy plan, Online Health consulting, revenue model, solutions, Start-up, Startup Planning

14Sep

Case Study: Enhancing Returns with a Real Estate Financial Model

Case Study: Enhancing Returns with a Real Estate Financial Model

Our client is a land development company based in Edmonton, Canada, specializing in acquiring real estate and developing infrastructure. They focus on creating spaces for individuals, mixed-family communities, corporate clients, and tenants.The company was preparing to launch a new project...

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, Pitch decks- Case Studies, Real Estate Industry Case Study, Startup Industry Case StudyAnalysis, case study, cost analysis, cost summary, development cost, economic model, financial model, forecasting, Hard cost, profit and loss, project cost, project structure, Real estate, revenue model, Saas, soft cost, tangible assets, variance analysis