Unlock the Future of Your Business with Investor Ready Business Plan Services

Navigating the path toward securing potential investors and fueling your business growth can be challenging. However, our comprehensive investor-ready business plan services provide a detailed roadmap for every step of the journey, tailor-made for your unique business model. We cater to all types of businesses, whether an enterprise, a small group of companies, or a simple individual small business. All your business needs can now be easily met with our business plan.

Business plan- Investor ready
Easy Business Solutions

What Sets Our Service Apart?

With our Investor-Ready Business Plan, we take the guesswork out of your business strategy. It’s a holistic package that thoroughly details your marketing strategy, financial statements, operational plan, and much more.

Designed to captivate the interest of angel investors, this plan includes every detail needed to demonstrate your venture’s viability and growth potential. From startups to established enterprises, this service caters to all sizes and types of businesses, ensuring that your specific business objectives are met.

Who Should Consider Our Investor Ready Business Plan?

Our detailed business plan is not just for startups. If you’re an ambitious business owner planning to rebrand or tap into larger target markets, or if your startup requires additional elements such as market sizes and trends, competitive analysis, cash flow statements or a thorough industry analysis, our Investor-Ready Business Plan is your one-stop solution.

consider our investor ready service


Every business is unique, with distinct strategies, objectives, and revenue models. Therefore, we tailor our business plan services to meet your specific requirements. However, our business plans usually encompass key elements such as:

Executive Summary

Description Of Compan

Product/ Services Details

Market Analysis

Market Validations

Operational Plan

Marketing Plan

Financial Plan

Milestone For Company

Industry Overview

Management Risks

Keys To Success

Mission Statement

Investor Exit Strategy

Sales Plan And Strategy


At Oak Business Consultant, we provide comprehensive, detail-oriented, and collaborative business plan services. Our approach is rooted in delivering a factual, objective perspective based on solid figures, ensuring your final business plan is grounded in reality. Here’s what we offer.

Identifying and Mitigating Risk Factors

Every venture is prone to certain risks or potential pitfalls. Recognizing these risks, especially those typically associated with businesses in your industry, is critical to our service. Our risk management experts meticulously identify these risks and devise strategies to mitigate them, ensuring your business is prepared for any potential setbacks.

Financial Planning and Analysis

A critical component of any effective business plan is a thorough financial model, including a balance sheet and income statement. These elements transform your business idea into a tangible, implementable plan. Our service incorporates financial analysis and budgeting from the inception of your business, positioning you for a solid start and a clear cash balance projection.

Financial Planning and Analysis

A solid, practical marketing strategy that can attract potential customers is paramount for any business to thrive. Our marketing experts craft strategies tailored to your business, using proven methods suited to your industry trends. This focus guarantees an actionable plan that sets your business on the road to success.

Comprehensive Executive Summary

An executive summary is the cornerstone of any business plan. Our Investor-Ready Business Plan includes an extensive executive summary, providing a concise but comprehensive snapshot of your business for executives and investors.

Get Your Customized Investor Ready Business Plan


Beyond crafting effective business plans, we pride ourselves on being expert business plan consultants. Our decade of experience in strategic planning and business and finance consulting positions us as the go-to solution for your business needs. When you entrust us with your business plan, you gain more than just a document – you gain a consulting partner.

1  Strategies for Raising Capital

2  Business Plan Review and Evaluation

3  Risk Evaluation and Mitigation

4  3 To 5 Years Financial Planning

5  Short Term Goals Identification

We are Consultants

How We Create Your Business Plan

Our mission at Oak Business Consultant is to cultivate a business plan that mirrors your vision, transforms your business idea into an investor-focused plan, and aligns seamlessly with your strategic planning. We incorporate your financial plans, preparing you for potential business loans and future growth.

Our business planning process involves an intimate understanding of your goals, providing you with the expertise of our seasoned business plan consultants. We work hand-in-hand with you, molding your ideas and objectives into a robust investor business plan that investors would appreciate and strategically position you for success.

Our precise cash flow forecast ensures your business is on track for sustainable financial health. Once we’ve thoroughly digested your vision, we craft a clear, straightforward roadmap. This blueprint provides a viable, strategic, and sustainable approach to evolving your idea into a thriving business.

Our Flexible And Affordable Business Plan Packages

We understand that each business is unique, with specific needs and budget constraints. That’s why we offer flexible and affordable business plan packages, ranging from 10-page summaries to extensive, multi-page plans. We ensure our service fits your budget without compromising on the quality and effectiveness of your plan.

Once you receive your custom business plan, you have complete ownership, with full rights to make any changes. Our service is more than just a product; it’s a partnership aimed at setting your business on the path to success.


You can find a lot of business solutions and services providers on the internet easily. But if you are looking for a service that stands out from the rest, Oak Business Consultant is the one for you. Our business solutions are backed by decade-long experience and hard-earned skills. We have financial experts that also have specific expertise suitable for many small businesses. And all of this comes at a very reasonable price. The best part about our business solutions is that they can be customized as per your requirements while also being easily affordable for you. Here are a few things that really draw a line between us and our competitors.

Value For Money

We ensure that our service matches your needs, offering solutions that provide real value for your investment.

Result-Oriented Approach

Our success is measured by the results we produce. We focus on generating outcomes that promote your successful business.

Extended Customer Support

We offer comprehensive after-sales support to answer all your future queries. We can also assign a trainer or a financial expert that can take care of your future queries as well.


Dedicated Teams

Each member of our team is an expert in their specific field, ensuring high-quality, dedicated service.

Experienced Business And Financial Consultants

Trust your business and financial consulting needs to seasoned professionals who deeply understand the industry landscape. Our team at Oak Business Consultants is backed by proven experience and boasts a high client and employee retention rate, reflecting our commitment to the value of people and their contributions.

Incredible Work Ethic

Going beyond merely meeting client instructions, we distinguish ourselves through exceptional service and robust work ethic. Recognized in the finance industry for our commitment to quality, our consulting services deliver superior results and offer a valuable and efficient experience worth your investment.

Voices of Victory: Client Testimonials of Triumph

Services: Accounting and Bookkeeping Services

Industry: Fashion Clothing Store

It is my pleasure to recommend Oak’s bookkeeping services to anyone, as I have been using them for many years, and I believe they are genuine and really know their stuff.

Dana Todd -Balodana LLC

Dana Todd

Founder & CEO

Services: CFO Services

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.




Services: CFO Services

Industry: Healthcare

It is a pleasure to work with the Oak Team, particularly Sadaf. As a result of her partnership with me, I was able to gain a better understanding of financial decisions. For my CFO needs, I fully trust Oak!

Denver Maloney

Denver Maloney


Services: Investor-Ready Document Services

Industry: Real Estate

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.

Lars Narfeldt

Lars Narfeldt


Services: Financial Model,Financial Forecasting & Pitch Deck

Industry: Fintech

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!! 🙂

Emma - Eversend

Emma Sánchez Andrade Smith


Services: Startup Saas Financial Model

Industry: SaaS

Thanks so much for working so hard on this project. Looking forward to working on many more projects with you and your team!


Sufian Chowdhury

Founder & CEO

Services: CFO Services
Industry: Fashion E-store

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.


Stephanie Skourti

Co- Founder

Services: Financial Model, Business Plan, Pitch Deck

Industry:  Blockchain

Excellent and professional approach and I am happy with the results. The working with team Oak Consultant was wonderful and all assignments were completed with lot of energy and professionalism by members of the team.


Lalit Vidhani


Services: Cash Flow Analysis Tool

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.

Stacey Powell

Stacey Powell


Services: Accounting and Bookkeeping Services

Industry: Information Technology Company

Oak bookkeeping services have been a great help. This company has a high level of professionalism, friendliness, and positivity! The service they provide is excellent, and I highly recommend them.

Sabeen Ali

Sabeen Ali


Services: Accounting and Bookkeeping Services
Industry: Telecom

Oak provides exceptional accounting services. You’ll find that they offer a much wider range of knowledge than your average accountant, making them a valuable asset to your company. Highly recommended!!!


Ramin Heydari

CEO & President

Services: CFO Services
Industry: Health Care

Sadaf and her team are really helpful and hardworking, would recommend them for any concrete tasks you may need help with in your organization.

Luisa Silva

Luisa Silva

Co- Founder

What Is The Right Package For You

Please choose the business plan package suitable for your project from the Essential Package to Comprehensive Package below:

BASIC Most Popular$850

  • 10-20 pages Business Plan
  • Executive Summary
  • Company Description
  • Market Analysis
  • Organization & Management
  • Services Or Products
  • Financial Projections*
  • Financial Consultation - Online
  • Marketing Plan - Basic
Choose Plan

ADVANCEMost Popular$1350

  • 20-30 pages Business Plan
  • Business Plan Pages
  • Executive Summary
  • Company Description
  • Market Analysis
  • Organization & Management
  • Services Or Products
  • Marketing & Sales Strategy
  • Funding Request
  • Financial Projections*
  • SWOT Analysis
  • Financial Consultation - Online
  • Marketing Plan - Detailed
  • Go to Market Strategy
  • Pricing Strategy
  • Cost Strategy
  • Competitor Analysis

*Financial Projections included do not come with a Financial Model. For a custom Financial Model, please visit the Custom Financial Model page

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