Client Overview Our client is a dynamic startup in the ride-hailing and logistics services industry. They offer innovative solutions to streamline transportation and logistics. With a rapidly growing user base,...
Premier Financial Modeling Services for Data-Driven Business Growth
We specialize in providing top-tier financial modeling consulting services to businesses seeking to secure funding, improve decision-making, and achieve long-term success. Our models are tailored to your specific industry needs, helping you make informed strategic decisions that drive profitability and growth.
Strengthen Your Foundations with Financial Modeling Consulting for Business Success
We understand the importance of precise and reliable financial models for your business decisions. Our industry experience enables us to develop customized financial models, including cash flow analysis, market analysis, and growth rate forecasting, so you can make informed decisions by providing financial insights that align with your specific business objectives.
Financial Modeling Consulting Services for Startups and VCs to Drive Investor Confidence
Our expert team empowers startups and venture capitalists with customized financial modeling services, integrating detailed financial statements for a complete analysis. Our approach includes accurate financial projections, blending historical data, current assets, and future expenses to provide a comprehensive view of financial performance. Combining advanced financial practices with expert modeling techniques, we help clients secure funding, make critical decisions, and achieve sustained success.
Our Financial Modeling Services Include
Startup Valuation
Our valuation models, including Discounted Cash Flow (DCF) and Comparable Company Analysis, provide investors with a clear picture of your startup’s value.
Cash Flow Analysis
We help you monitor cash inflows and outflows to maintain liquidity and make critical decisions about operational efficiency.
Scenario Planning
Our scenario analysis prepares you for best-case, worst-case, and most likely outcomes, ensuring your business is agile and ready for any market condition.
Investor-Ready Reports
Our financial models are designed to impress investors, providing them with the clarity and confidence they need to invest in your vision.
Income Statement Analysis
Gain insights into your revenue, expenses, and profitability over time, helping you understand the operational efficiency of your business.
Balance Sheet Review
Get a snapshot of your company’s financial position at any given time, including assets, liabilities, and equity.
Forecasting and Projections
Benefit from forward-looking financial projections to anticipate future revenue, expenses, and growth opportunities.
Break-Even Analysis
Identify the point at which your business will be able to cover all its expenses and start generating profit.
Key Performance Indicators (KPIs)
Track and analyze specific financial metrics crucial for monitoring your company’s performance.
Financial Metrics Analysis
Delve into detailed financial ratios and metrics to assess liquidity, profitability, and solvency.
Debt Schedule Creation
Manage and plan for your company’s debt obligations, including repayments, interest expenses, and impact on cash flow.
Financial Risk Management
Assess financial risks associated with new investments, debt management, and business expansion with our tailored risk management models.
Steps of Our Financial Modeling Process
Schedule Initial Meeting
We start by gathering all relevant financial data, including historical financials, operational metrics, and market research, to ensure we build a comprehensive model.
Discussing the Inputs
We make all relevant INPUTS and ask the client to use them for a day. Also, the Inputs will be linked to all three statements.
Draft Online Model
The Financial Model is shared online via Google Sheets. The client can see and comment on all changes made every day.
Design
The model is shared online, and once approved, our experts design the templates and add charts, graphs, and elements related to financial analysis.
Model Training
Once the financial model is finalized, our expert will provide a one-day workshop on the effective utilization of the model.
Update
Client satisfaction is our priority. Once the project is closed, we give 30 days of review service for small changes.
Why Choose Oak Business Consultant As Your Go-To Financial Modeling Consultant?
At Oak Business Consultants, our team of certified financial analysts goes beyond building spreadsheets to create financial narratives that empower you to make strategic decisions with confidence. Our models comply with IFRS and GAAP standards, ensuring they meet the highest professional benchmarks.
Value For Money
You won’t regret our financial modeling subscription. Also, we always ensure that the project is concluded only when you are completely satisfied with what we deliver as the final product. To make the service an overall comfort for you, we provide personal contact details along with a 30-day update service. Overall, it’s a great value for your hard-earned money.
Unparalleled Experience
Our experts are quick and responsive. Usually, you don’t get updates or revisions once the model is complete. But when you choose Oak Business Consultant, you choose a firm that values your concerns the most. Our clients always get full customer support even after their project with us ends. We also offer unlimited revisions till the client is completely satisfied.
Hardcore Practical Approach
When things are haphazard in your business, you need to have a financial expert who ensures a fully practical approach to finding the solution. That’s exactly where our financial modeling services come in. You can expect a hardcore practical approach from our financial expert for any kind of financial situation.
Add-On Services
Along with the financial models, we also provide a state-of-the-art financial research service. We fix accounting system issues and also prepare management reports. Not only that, but we can also take investor meetings on behalf of the business owners.
Monthly Reconciliation
If you are looking for the perfect compatibility between your business’s projected and actual performance, then our financial analysis and modeling are the right tools for you. We provide dynamic dashboards in order to reconcile all the strategies. This gives you an opportunity to keep track of the live progress of your finances.
Compliance With IFRS And GAAP
One of the important reasons our clients trust us with their financial models is our compliance with IFRS and GAAP. Our Finance professionals and qualified chartered accountants ensure the model is built according to all the contemporary financial standards.
BASIC Most Popular$2000
- Time Scable Days - 10 days
- Revenue Model
- Income Statement
- Balance Sheet
- Cash Flow
- Financial Analysis Report
- Startup Cost
- Break Even Analysis
- Number of Revision - One
ADVANCEMost Popular$3000
- Time Scable Days - 25 days
- All services from the Basic package
- Project Evaluation
- Scenario Analysis
- Dashboard
- Account Receivable
- Account Payable
- Loan Amortization
- Number of Revisions- Minor Specifications
COMPREHENSIVEMost Popular$4000
- Time Scable Days - 30 days
- All services from the Advanced package
- Equity Table (Seed, Series, Angel)
- Costing
- Investment Consideration
- Inventory Schedule
- And all other relevant reports
- Reasonable - upon discussion
Voices of Victory: Client Testimonials of Triumph
Ready To Transform Your Business With Expert Financial Modeling Services?
Contact us today and take the first step toward securing your business’s financial future. We guarantee your complete satisfaction with the final product, providing unwavering customer support every step of the way until the project meets your highest expectations.
frequently asked question
Corporate finance involves managing a company’s financial activities to maximize value. Our financial modeling consulting services align with corporate finance principles, optimizing your financial strategy and investment planning to ensure every decision drives value for your business.
Hiring financial modeling consultants equips you with expert insights and precision in financial forecasting. Our team refines your financial strategy and enhances decision-making, risk management, and capital allocation. This strategic approach strengthens your ability to pursue profitable business opportunities, monitor performance effectively, and gain strategic insights, driving sustainable growth.
Our services support your investment decisions by providing clear analytics on potential returns and risks. By understanding market trends and financial data, we help you make informed choices that align with your long-term objectives.
Yes, we analyze market dynamics and financial data to pinpoint emerging business opportunities. This analysis helps you capitalize on trends and expand your market presence effectively.
We begin by understanding your specific needs and objectives. This thorough comprehension allows us to customize our financial models precisely, ensuring they are a reliable foundation for your strategic decisions and support your overall business goals.
At OAK Business Consultants, we pride ourselves on our deep commitment to client success and our professional approach to financial modeling. Unlike one-size-fits-all solutions, we modify each model to your business’s unique challenges and opportunities, ensuring optimal outcomes that drive profitability.
Financial models should be updated quarterly or when significant changes occur in business operations or market conditions. We offer ongoing support to keep your models current.
Yes, our financial models can integrate with ERP systems or financial software like QuickBooks, allowing seamless data transfer and real-time analysis.
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