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Customized Financial Model Services by Expert Financial Analyst
With 15 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:
Accuracy
User-friendliness
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:
Income Statement Projections
Balance Sheet Projections
Cash Flow Statement Projections
- 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 Elements
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.
Types of Financial Models
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:
- Three-Statement Models
These models provide a comprehensive overview of a company’s financial performance through its income statement, balance sheet, and cash flow statement.
- Discounted Cash Flow (DCF) Models
DCF models use future cash flows to estimate a company’s valuation, which is then discounted to the present value.
- Merger and Acquisition (M&A) Models
M&A models evaluate the financial impact of a merger or acquisition and help companies make informed decisions about potential deals.
- Leveraged Buyout (LBO) Models
LBO models are used to evaluate the potential financial returns of a leveraged buyout.
- Budgeting and Forecasting Models
These models are designed to help companies plan their financial activities and estimate future financial performance.
- Option Pricing Models
Option pricing models are used to determine the fair value of options, which can be used as part of a company’s financial strategy.
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:
Accurate Financial Projections
We create financial models from scratch, incorporating historical financials, current assets, and future expense projections to provide a detailed picture of a company’s financial performance.
In-Depth Company Analysis
Our financial models include detailed company analysis, incorporating key financial metrics and cash balances, to provide a comprehensive understanding of a company’s financial health.
Customized Models
We understand that every startup and venture capitalist is unique, which is why we create customized financial models that cater to the specific needs of each client.
Term Targets
Our financial models include revenue forecasts and investment cash flow projections, helping startups and venture capitalists plan for long-term targets.
Market Analysis
We analyze the market size, unit economics, and cost modeling to provide valuable insights into market trends and potential opportunities for growth.
Venture Capital Funding
Our financial models are designed to help startups secure venture capital funding by providing detailed financial projections that are attractive to potential investors.
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.
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.
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 provides 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.
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.)
Free Resources
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
Easy To Use
The model we design and develop for our clients is always easy to use. We include all Inputs in one sheet. When you want to make any changes to the financial model, you just need to fill in the inputs on the first sheet, and it will all fall into the right place.
Guide
In case you need extended support regarding the provided financial model, we already include a complete guide. But sometimes, customers need support beyond the written guides. So, we provide the contact details of our expert, who can guide you further and make things easier for you.
Financial Analysis
Our provided financial model includes an entire range of essential financial ratios. These financial ratios include sensitivity analysis, break-even analysis, revenue analysis, diagnostic tools, project evaluation, operational expense analysis, and investment tables.
Easily Editable
All formulae are unlocked, and that’s what makes it easily editable. You can remove or add any number of columns, cells and even more tables to the model we provide.
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.
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. And to make the service an overall comfort for you, we provide personal contact details along with a 30 days update service. Overall, it’s a great value for your hard-earned money.
Hardcore Practical Approach
When things are haphazard in your business, you need to have a financial expert that 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.
We Care
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.
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. And our Financial Experts are qualified chartered accountants and ensure the model is built according to all the contemporary financial standards.
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 journey.
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.
Price Fixed
Essential
$500
Per Model
Advance
$900
Per Model
Comprehensive
$1200
Per Model
Time Scale days
10 Days
25 Days
60 Days
Revenue Model
Yes
Yes
Yes
Income Statement
Yes
Yes
Yes
Balance Sheet
Yes
Yes
Yes
Cash Flow Forecast
Yes
Yes
Yes
Financial Ratios
No
Yes
Yes
Project Evaluation
No
Yes
Yes
Break Even Analysis
No
Yes
Yes
Dashboard
No
Yes
Yes
Accounts Receivable forecast
No
No
Yes
Accounts Payables Forecast
No
No
Yes
Historical Analysis
No
No
Yes
Sensitivity Analysis
No
No
Yes
Costing
No
No
Yes
Investment CAP Table
No
No
Yes
Number of Revisions
zero
Minor specifications
Reasonable - upon discussion
Inventory Management
No
No
Yes
Voices of Victory: Client Testimonials of Triumph
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