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.

Clinic Business Plan and Financial Model A Case Study in Success

Clinic Business Plan and Financial Model: A Case Study in Success

A USA-based entrepreneur launched a startup medical clinic focused on providing high-quality healthcare services. As a new entrant in the healthcare sector, the client required a comprehensive business plan and an investor-ready financial model. This was essential to effectively plan their operations, identify growth opportunities, and attract potential investors. The...

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Why Financial Reporting Matters for Glass Services Companies

Case Study on Glass Services: Why Financial Reporting Matters

Case Study: How Financial Reporting Transformed a Glass Services Business

Project Overview

This project aimed to clean up and restore the integrity of the QuickBooks Online (QBO) financial records for a medium-sized glass services business established in 2005. The company had been facing significant challenges in managing its...

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Case Study Optimizing Yoga and Wellness Center Finances.

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...

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Case Study Scenario-Based Financial Modeling for Renewable Energy

Case Study: Financial Modeling for Renewable Energy

Case Study: Scenario-Based Financial Modeling for Renewable Energy

This case study highlights the development of a comprehensive financial modeling solution for a renewable energy production company specializing in advanced energy systems. The client required a flexible model to evaluate multiple financial scenarios across various geographic regions for their...

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Case Study Enhancing Efficiency in the Natural Stone Industry

Case Study: Enhancing Efficiency in the Natural Stone Industry 

Case Study: Enhancing Efficiency in the Natural Stone Industry 

This case study highlights the development of a comprehensive business plan solution for a prominent player in the natural stone industry. The client’s primary objective was to secure investor funding for a new state-of-the-art processing facility. To address this,...

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The Power of Gap Analysis A Salon Franchise Case Study

The Power of Gap Analysis: A Salon Franchise Case Study

The Power of Gap Analysis: A Salon Franchise Case Study

Our client is a well-known franchise network in the beauty and grooming industry. They are recognized for customer-focused services. Recently, investors acquired Salon Franchise to improve operations and unify brand standards. Their goal is to drive profitability across multiple locations....

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

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...

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Case Study Building Investor Confidence for a Digital ROSCA Platform

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...

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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...

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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....

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Wave Accounting Software in Action: A Business Case Study

Wave Accounting Software in Action: A Business Case Study

Wave is a cloud-based business accounting software that helps organizations manage their finances more efficiently. Wave's cloud accounting software is particularly appealing to micro businesses, offering essential accounting tools at no cost and more comprehensive features for a modest monthly subscription...

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Case Study Recruitment Efficiency with Custom CRM & Financial Modeling

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...

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Sports Management Agency Financial Model - Case Study

Sports Management Agency Financial Model – Case Study

Sports Management Agency Financial Model - Case Study

Background

This case study is about a project which involves the establishment of a multi-vertical sports business to be based in the USA. This ambitious project spans six key verticals which involve areas such as Investment, Agency Services, Tourism, Training, and Media....

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Fuel Energy (CNGLNG) Financial Model - Case Study

Fuel Energy (CNG/LNG) Financial Model – Case Study

Fuel Energy (CNG/LNG) Financial Model - Case Study

Introduction

Oak Business Consultant is a Financial and Business Consultancy offering comprehensive Financial and Business Planning and Management Services to various industries, including the Energy Industry. In this case study, we showcase our collaboration with a dynamic startup from the fuel...

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