1. Investor Ready Business Plan
We work with startups, enterprises, companies and small businesses, ranging from one to two or dozens of employees.
Our Business Planning process is comprehensive, detailed, focused, thorough and highly collaborative. We provide an objective view with facts and figures, so the final drafted business plan is based on facts and reality.
In case you need to raise capital, we will evaluate your business plan from the viewpoint of an investor or a partner. Therefore, our experts allow you to spot problems and loopholes in your plan and fixes them.
This will also include a free consultancy of 5-hours of Business Plan with Oak Business Consultant (a $300.00 value), who will assist Client with the
Fee Range is $1000 – $3000. Below is our methodology as to how we work. If your interested or seeking investment from Investor or applying for a bank loan, please fill in the below form, and we will contact you. The first meeting session with you will be free of cost.
2. Professional Business Plan Review
This is a complete 360-degree review for your Business Plan where one professional will be assigned for you who will study, examine, review, re-write and provide a comprehensive report about the strengths and weaknesses of your business plan. You can contact the Analyst anytime you want and will be responded in minutes.Get a Free Consultancy
You need assistance in crafting a Business Plan again? There are occasions when Business owners need to revise their Business Plan. For example, if revenue streams changes, the objective of companies, you want to change approach, want to acquire companies, partnership, etc
We will assign a business analyst for you, especially to deal with these issues and to revise the existing plan accordingly. The company’s business and financial plan will be revised where necessary, keeping investors in mind. We will develop graphs, add new market research, check due diligence, check all facts, reviewing investment needs, ration and financial plan.
These services include 4 hours free Business Plan Consultancy with Oak Business Consultant (a $400.00 value), who will assist with the business model, market validation, conceptualizations and modeling as well as assisting in building projections, exit strategy plan, and product milestones.
Book a meeting with our experts online to check the viability of your project and hire us to take care of your Business Plan.
3. Investor Ready Pitch Deck Presentation
We specialize in building purposeful designs that help your company achieving goals. The tools used for building Pitch Decks includes
The presentation will be crafted professionally with branding and design. The presentation will be ppt format and web-based services. Oak Business Consultant will compile the most important information within 10 to 15 slides based on the 15 minuted presentation with a prospective investor. The purpose of the Pitch deck presentation is to grasp the attention of an investor.
Your Pitch Deck is one of the most important tools when presenting your business idea to investors. The individual should be able to present all ideas and figures properly in the deck with a graphical presentation pleasing to the eyes.
Pitch Decks will have followings slides to interpret the Business Models:
This service includes 2 hours of free audit time to listen, critique and, feedback to help you in the presenting in less than 15 minutes to get maximum impact on Investor.
4. Investor Ready Executive Summary
Oak Business Consultants review all documentation via email and perform due diligence for the loan, Investment, Venture Capital, Commercial or Corporate Banks, SBA lending Institutions, “start-ups” and any form of investment. When the Client-supplied relevant documents or a Business Plan, we modify and reformat an existing Executive Summary or prepare a summary based on the client’s existing plan into an “Investor Ready” document.
Oak Business Consultant provides free of cost online consultancy, recommendation, and opinion. Book a meeting with our experts online to check the viability of your project or hire us to take care of our executive summary.
5. Investor Ready One Page Project Overview
An overview of a project is necessary when an investment group or investors require a standardized investor-ready one-page layout to view and review your project. These days most investors do not have time to review large content. Therefore, they mostly demand a concise summary of your project.
Oak Business Consultant will create an overview that will be a concise yet comprehensive in-depth product and service overview. Your one-page overview will be detailed and targeted towards investors.
We will provide free of cost 2 hours (a $100.00 value) online consultancy, recommendation, and opinion. Book a meeting with our experts online to check the viability of your project or hire us to take care of our executive summary.
6. Pro Forma Statement of Financial Position/Balance sheet
The statement of financial position is the balance sheet of a company, and most important of the three main financial statements with regards to the position of your assets, owner equity and liabilities. The statement is forecasted out 3-5 years.
Hire an expert Financial Analyst to help you prepare your balance sheet.
7. Cashflow Analysis
Cashflow is the most concerning area for investors and lenders since most of them are worried about their money in and outflows. A company with strong cash flows can minimize the risk of liquidity and Cash deficit. A proper Cash Flow analysis can save businesses from future chaos.
Have our expert Financial Analyst review and re-create your current Cashflow. You just book a meeting with just one click.