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Customized Financial Model Services by Expert Financial Analyst
With 16 years of experience in building business plans, financial models, and pitch decks, Oak Business Consultant has become a trusted name in the industry. Our expertise covers a wide range of sectors, including SaaS, Retail, Healthcare, Oil and Gas, Real Estate, Blockchain, and Crypto Ventures. Our team of dedicated professionals is committed to providing customized financial modeling services to help businesses make informed decisions, attract potential investors, and achieve their goals.
Unlock Your Business Potential: Tailored Financial Modeling Services from Oak Business Consultants"
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.
The qualities to look for in Financial Modeling are
Our team of experts at Oak Business Consultant has a veteran experience in the finance industry. Usually, that is why we can define our own set of principles when looking for the required qualities in a financial model.
As per our experts, two things make a financial model a good one:
Looking For A Financial Expert?
Do you want to hire a financial expert who can do financial modeling for your business or who can compile an abstract representation of your actual performing financial situation?
Are You Looking To Prepare A Financial Modeling?
Want to find out the best financial modeling strategies and an expert who can prepare such a financial model for your business?
Seeking For Professional Financial Modeling Services?
Are you also considering outsourcing your financial modelling services to a professional who can assist you in deducing finances and designing for you an effective roadmap with forecast income statements and projected cash flow statements?
Elements of Financial Models
A well-structured financial model should include several key components:
Business Model and Historical Performance
Business models, historical performance, and revenue growth rates are other crucial components that should be incorporated into financial models.
Key Metrics and Financial Analysis
Additionally, financial models should include key financial ratios, break-even analysis, and valuation metrics, such as earnings per share, cash flow valuation, and future cash flows. Historical financials and financial forecasts provide a foundation for the dynamic model, which should be analyzed for cash outflows, costs, and expenses. Key metrics and a detailed analysis of the business unit are also essential for financial analysis.
Sensitivity Analysis and Hard-Coded Numbers
Sensitivity analysis and the use of hard-coded numbers help to evaluate the impact of different scenarios on the model’s performance.
Cost Structure, Payment Terms, and Addressable Market
Understanding the cost structure, payment terms and addressing the addressable market are other key factors that should be incorporated into financial models.
Top-Down and Bottom-Up Approaches
Top-down and bottom-up approaches can be used for financial market analysis.
Corporate Finance, Merger Models, and Debt Schedules
When evaluating the target company, corporate finance, merger models, and debt schedules should be considered.
Investors and Funding
Startup founders, private equity, angel investors, equity investors, and venture capital funding all have unique requirements and should be evaluated based on their specific needs.
Other Key Element
Other important elements to consider in financial models include churn rate, variable costs, investments in assets, market size, and direct labor costs.
Comprehensive Financial Models with Oak Business Consultant
At Oak Business Consultant, we ensure that our financial models are comprehensive and include all of these key components to provide our clients with a clear understanding of their business performance and help them plan for their term targets.
Types of Financial Models for Startups and Venture Capitalists
As a leading financial consulting firm with over 15 years of experience, Oak Business Consultant specializes in developing dynamic financial models that help early-stage startups and venture capitalists in the fundraising process.
Our team of experienced financial professionals is dedicated to creating customized financial models that provide accurate financial projections and insights into future performance.
The qualities to look for in Financial Modeling are
At Oak Business Consultant, we specialize in various types of financial models that cater to the unique needs of startups and venture capitalists. These include:
Financial Model Template: the spreadsheet that made Startups profitable
Explore our range of Financial Model Templates by clicking here, and gain access to our complimentary selection that can be tailored to your needs.
To begin, just select the desired Financial Model Template and download it for free!
Opting for a pre-existing Financial Model Template is often the most logical choice.
We strongly advise you to utilize a Financial Model Template from our collection rather than starting from the ground up.
Maximize your efficiency by taking advantage of this page’s free Financial Model Templates!
Get Your Customized Financial Model!
How We Help Startups and Venture Capitalists
Our dynamic financial models provide startups and venture capitalists with the following:
At Oak Business Consultant, we believe that a well-structured financial model is crucial for the success of any startup or venture capitalist. By incorporating the best financial practices and utilizing the latest financial modeling techniques, we help our clients make informed decisions and plan for long-term success.
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.
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.
Once the financial model is finalized, our expert provides 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.
Tools and Templates for Startups and Venture Capitalists
To cater to the diverse needs of startups and venture capitalists, Oak Business Consultant offers an extensive range of tools and templates, including:
- Customized financial model templates
- Business plan templates
- Pitch deck templates
- Industry-specific templates (SaaS, Retail, Healthcare, Oil and Gas, Real Estate, Blockchain, Crypto, Artificial intelligence, Automotive, Beauty Products, Consulting Financial Models, e-commerce, Education, Entertainment and gaming, Fintech, Startup, Business Valuation for VC, etc.)
As part of our commitment to supporting businesses, we provide a comprehensive list of free tools and templates that can be downloaded and used by startups and venture capitalists. These resources are designed to help you streamline your processes and make informed decisions.
Customized Financial Model Service Offerings
At Oak Business Consultant, our services go beyond just creating financial models. We offer:
Custom-built financial models tailored to your business
Consultation and guidance on industry best practices
Periodic updates and model maintenance
Scenario analysis and sensitivity testing
Let us help you achieve your business goals with our customized financial models and industry expertise.
WHY CHOOSE OAK BUSINESS CONSULTANT FOR FINANCIAL MODELING?
In the ever-evolving world of business, 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.
Get Your Customized Financial Model!
Essential Financial Modelling:
The Bedrock of Your Financial Journey
Ideal for early-stage startups or business owners in need of a sturdy financial footing, our Basic package offers a comprehensive financial statement model.
This includes a detailed revenue forecast, cash flow analysis, conversion rates, and an understanding of your cash position.
It’s a top-down approach designed to help you comprehend your cost structure, identify your path to profitability, and understand your accounts receivable.
Consider it your Google Sheet compass in the challenging landscape of business finance.
Advance Financial Modelling:
Scaling New Heights with Precision
As you shift gears toward growth, our Advance package offers a deeper dive into the world of financial modeling.
This 3-statement model service equips you with an advanced model of your financial statement, cash flow analysis, and forecasts, providing you with a precise view of your annual model.
You’ll gain insights into your cash flow method, balance sheet, and income statement, allowing you to track sales growth, manage risk, and steer your venture towards success.
It’s your roadmap to financial acumen, helping you navigate the twists and turns of your financial journe
Comprehensive Financial Modelling:
Your Masterplan to Financial Excellence
For businesses in the driving seat, our Comprehensive package is your sophisticated model to financial success. Designed for private equity firms and ambitious businesses, this service incorporates the elements of the Basic and Advance packages, but pushes the boundaries further.
From a detailed 3-statement model to cash flow valuation, this package serves as a comprehensive budget model with tabs specific to your needs. It includes rate modelling, scenario analysis, valuation, unit economics, and detailed industry-specific operational metrics.
This package helps you understand your addressable market and market share, anticipate challenges, and make strategic decisions that drive business growth.
It’s the ultimate navigator for any business owner, focusing on cash outflows and financial metrics that really matter.
Voices of Victory: Client Testimonials of Triumph
Industry: Beauty Products and Manufacturing
No amount of praise can do justice to the quality of Sadaf’s CFO services. Her dedication to her clients is unparalleled. I have trusted her with two complicated accounts, and she handled everything with a professional attitude and without making any errors.
This was our first time working together, but it was so easy to get started and Sadaf quickly understood our targets and accommodated the way we work. She was extremely patient with our continuous change in deliverables, worked hard to meet our expectations and often suggested how we could improve our work and make the project more efficient. Well skilled in her profession and an absolute pleasure to work with.
Sadaf was above & beyond what we could’ve asked for! I will certainly hire her again, and will recommend her to anyone I can! Her and her team’s quality of work is excellent, and she gets things done very quickly. She is very engaging, and responsive, there for our every beckon call. She spent nearly an hour on a phone call with us to go over the numbers and helped us brainstorm some new numbers when we needed them. Amazing, incredibly talented professional – you will be doing yourself a big favor if you hire her!! 🙂
There is no doubt that Oak is a game-changer. A unique combination of experience and expertise makes them the best in the business. They have helped me relieve a lot of stress and improved the stability of my business. Having a teammate to guide me through big financial decisions is truly a blessing.
Industry: Consulting Firm
Sadaf and her team have excellent excel spreadsheet skills. My client provided a rather complicated set of accounting reports that needed to be integrated into a spreadsheet format I had, but I didn’t have time to do it myself. With very limited instructions, Sadaf and her team successfully completed the integration and improved upon my spreadsheet with pivot tables and graphs. Will definitely keep her for future financial analysis and spreadsheet work.
Curious! Get in touch
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