Oak Business Consultant: Premier Financial Modeling Services for Business Growth

-Expert Financial Modeling Consultants-

At Oak Business Consultant, we specialize in providing top-tier financial modeling services to businesses seeking to secure funding, enhance decision-making, and achieve long-term success. Trusted by a diverse range of clients, our financial modeling consultants are dedicated to transforming your financial strategy.

Top Services Business Financial Models

Strengthen Your Financial Foundations for Business Success

At Oak Business Consultant, we understand the importance of having accurate and reliable financial models to guide your business decisions. Our experience in various industries allows us to create tailored models that cater to your specific needs, incorporating key elements such as cash flow statements, market share analysis, and growth rates. By doing so, we help you make data-driven decisions and navigate the complexities of the business world, ensuring your company’s financial performance remains strong and sustainable.

Data-Driven Insights

Our financial models are crafted to provide you with a clear understanding of your business's financial trajectory, enabling informed decision-making and strategic planning.

Customized Solutions

We understand that each business is unique. Our financial modeling services are tailored to meet your specific needs, ensuring relevance and precision.

Expert Team

Our consultants are seasoned professionals in financial modeling, equipped with the knowledge and experience to handle complex financial scenarios.

Comprehensive Analysis

From startup valuation to risk assessment, our models cover all critical aspects of your business finances.

Oak's Financial Mastery for Startups and VCs: From Valuation to Investment Success

At Oak Business Consultant, we empower startups and venture capitalists with tailored financial modelling services, integrating financial statements for a complete analysis. Our approach includes crafting accurate financial projections and blending historical data, current assets, and future expenses to provide a detailed view of financial performance. We conduct thorough company analyses, focusing on key financial metrics, financial statements, and cash balances, to comprehensively assess financial health.

Our customized models are specifically designed to cater to the unique needs of each client, incorporating revenue forecasts and investment cash flow projections for effective long-term planning. Additionally, we offer insightful market analysis, examining trends and growth opportunities. For startups aiming to secure venture capital, our models are strategically developed to attract investors with detailed financial projections.

By merging the best financial practices with advanced modeling techniques, Oak Business Consultant is dedicated to guiding clients toward informed decision-making and sustained success.

Our Financial Modeling Services Include:

Startup Valuation

Determine your startup’s worth with our comprehensive valuation models, including Discounted Cash Flow (DCF), Comparables, and Venture Capital Method.

Cash Flow Analysis

Understand the nuances of your cash inflows and outflows, helping you make strategic decisions about investments and expenses.


 Scenario Planning

Prepare for various business scenarios with our detailed analysis, helping you navigate uncertainties with confidence.

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.

Each of these services is tailored to provide comprehensive insights and strategic guidance, ensuring your business is equipped for financial success and growth.

Have A Look At Our Ready-to-Use Financial Model Templates

Browse our industry-specific templates to find your perfect fit, or opt for a custom-tailored financial model crafted to suit your unique needs.

Choose Your Suitable Plan

Steps of Our Financial Modeling Process

We follow accounting and international financial reporting standards for true and fair values for the company valuation, with the help of guiding rules from IFRS and accounting standards.

Schedule Initial Meeting

You can request a meeting, and our expert will contact you within 24 hours with a meeting link. Yes, it’s that simple.

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.


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.


Client satisfaction is our priority. Once the project is closed, we give 30 days of review service for small changes.

WHY CHOOSE As Your Go-to Financial Modeling Agency?

Your financial model isn’t just a spreadsheet; it’s a living, breathing entity that shapes your strategic direction. At Oak Business Consultants, we don’t just crunch numbers; we create financial narratives that resonate with your venture, your vision, and your industry.

Join us on this journey. Together, we’ll craft the financial story that propels your business to the pinnacle of success. Because at Oak, your financial mastery is our mission. Embrace the power of financial modeling in finance using Google Sheets, and let’s write your success story together. 

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.

Industries We Specialize In and Beyond

Our team, comprised of exceptionally talented and informed experts, is well-prepared to offer specialized advice and assistance to companies, regardless of their size. We assist in steering through the intricate realm of financial modeling, enabling businesses to make decisions based on solid data.

Healthcare Industry

SaaS Industry

Logistic Industry

Agriculture Industry

Services/ Consulting

Real Estate Industry

Artificial Intelligence

Retail Industry

Consulting Industry

automotive Industry

fintech industry

entertainment industry

Restaurant Industry

Education Industry

Blockchain Industry

On Demand Services

Healthcare Industry

SaaS Industry

Logistic Industry

Agriculture Industry

Real Estate Industry

Services/ Consulting

Artificial Intelligence

Consulting Industry

Retail Industry

automotive Industry

fintech industry

entertainment industry

Restaurant Industry

Education Industry

Blockchain Industry

On Demand Services

Easy Business Solutions

Ready to Transform Your Business with Expert Financial Modeling?

Contact Oak Business Consultant today and take the first step towards securing your business’s financial future with our expert financial modeling services.

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
Choose Plan

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
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