Custom Financial Models

Custom Financial Models


In stock


Optimize your business success with Oak Business Consultant’s custom financial models. Enhance your financial planning, forecasts, and performance. Let’s turn your financial goals into reality.



Custom Financial Models: Unlock the Power of Precision with Oak Business Consultant

Navigating the complex world of finance is no easy feat, but at Oak Business Consultant, we believe in the transformative power of accurate and reliable financial models. Our custom financial model-building services are tailored to cater to your specific business needs, whether you’re an early-stage startup, an ambitious business owner, or a private equity firm. We cover various industries, including the online mobile store business, and deliver financial models that help you make data-driven decisions.

Why Choose Oak Business Consultant’s Customized Financial Model Templates?

Our financial models are designed to be dynamic and adaptable, offering a comprehensive 5-year financial projection of your business plan and financial decisions. These models encompass key elements such as financial statements, balance sheets, cash flow statements, revenue growth rates, market share analysis, and more. By choosing our services, you gain the following benefits:

  1. Accurate revenue forecasts and business viability assessments
  2. In-depth analysis of vital financial KPIs, cash flows, and profit, all presented in visually appealing graphs and summaries
  3. Error-free projections, ensuring ease of use and adaptability
  4. A detailed understanding of your cash position, accounts receivable, and variable costs
  5. A solid foundation for making strategic decisions and driving business performance

Financial Model Packages Tailored to Your Needs

At Oak Business Consultant, we offer three custom financial model packages to suit the diverse requirements of our clients:

1:Basic Financial Model Package – $2000

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.

2:Advanced Financial Model Package – $3000

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. Further, 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 toward success. It’s your roadmap to financial acumen, helping you navigate the twists and turns of your financial journey.

3: Comprehensive Financial Model Package – $4000

Your Masterplan for Financial Excellence

For businesses in the driving seat, our Comprehensive package is your sophisticated model for financial success. Designed for private equity firms and ambitious businesses, this service incorporates the elements of the Basic and advanced 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 also includes rate modeling, scenario analysis, valuation, unit economics, and detailed industry-specific operational metrics. This package helps you understand your addressable market and market share and anticipate challenges. Moreover, it guides you to 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.


Unleash the Power of Custom Financial Models with Oak Business Consultant

Navigating the complex world of financial modeling can be daunting. Whether you’re an early-stage startup founder, a seasoned business owner, or a private equity firm, understanding your financial forecasts, future performance, and market share is critical. At Oak Business Consultant, we’re here to help. We offer customized financial models that cater to your unique needs, ensuring you can make strategic, informed decisions for your business’s success.

Financial Modeling: A Catalyst for Business Success

Our financial models are more than just tools; they’re the catalysts for your business success. We incorporate various components, including Pro Forma Statements (Income, Cash Flow), Key Metrics & Ratios (ROI, NPV, IRR), Scenarios & Forecasting (Best/Worst Case), Break-Even Analysis/ Point of Equilibrium, and more.

Whether you need a leveraged buyout, a three-statement, or a simple business model, our custom financial models can guide you through financial planning and decision-making complexities.

The Oak Business Consultant Advantage

When you partner with Oak Business Consultant, you’re gaining more than a service provider; you’re gaining a trusted partner committed to bolstering your financial performance. Our team is skilled in creating custom financial models. It includes dynamic 10-Year Financial Plans, advanced 5-year financial plans, and unique cost modeling solutions.

Here’s how we work:

  • Collecting Data and Assumptions: We start with thorough data collection, including factors like historical performance, market size, and revenue models. This allows us to build a financial model from scratch that truly reflects your business’s unique characteristics.
  • Setting Up the Model Structure: We use Google Sheets to create a structured model tab, ensuring all relevant financial metrics and operational aspects are captured. Depending on your specific needs, this can be a top-down or a bottom-up approach.
  • Establishing the Inputs and Outputs: We collaborate with you to determine key inputs, such as cash inflows and outflows, and expected outputs, like future cash flows and potential return on investment.
  • Validating the Model’s Results: Our team rigorously validates the model’s results, providing a trustworthy financial analysis that you can use for making key decisions.
  • Refining Your Results Through Sensitivity Analysis: We don’t stop at delivering the model. We continually refine it through sensitivity analysis, helping you to anticipate different scenarios and plan accordingly.

Turn Your Financial Goals into Reality

Financial modeling isn’t just about numbers—it’s about turning your financial goals into reality. With Oak Business Consultant, you’ll receive customized, reliable financial models designed to guide your business to success. Reach out to us today, and let’s take the first step toward your financial success together.



Additional information

Custom Financial Models

Basic For $2000, Advance For $3000, Comprehensive For $4000

18 reviews for Custom Financial Models

  1. 5 out of 5

    Emma Sánchez Andrade Smith

    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!! 🙂

  2. 5 out of 5

    Sufian Chowdhury

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

  3. 5 out of 5

    Lalit Vidhani

    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.

  4. 5 out of 5

    Darci Bentson

    They were patient with me because this startup is new territory for me, which also caused the project timeline to go much longer. I was thinking of the components of the project in a more sequential/linear fashion and they were working on the three deliverables simultaneously. As a result, my modifications to the financial model and my simultaneous learning about how to use the model and what I needed it to reflect were a challenge for the Oak Team, but they handled it very well and were gracious with me. The team was responsive to my suggestions to making the business plan shorter and better organized (sections, table of contents, appendices, etc.). As for the pitch deck, it was helpful to see what they included and how the team organized the information for a startup pitch deck. I was hoping that my brand standards would’ve been done long before they were so that Oak could help put the pitch deck information into that branded format, but it wasn’t ready in time. I used some of the financial charts in the pitch deck that I created with my branding person.

  5. 5 out of 5

    Robert White

    As an artist, finances aren’t my strong suit. But Oak Financial Model has made it much easier for me to understand and manage my earnings and expenses. It’s simple, efficient, and very helpful for creative professionals like myself.

  6. 5 out of 5

    Ryan Harris

    Real estate investment involves complex financial calculations. Oak Business Consultant has made this so much easier, offering clear insights and projections. It’s a powerful tool for anyone in the real estate business.

  7. 5 out of 5

    Anna Monich

    I use Oak Financial Model to manage our household finances. It’s incredibly user-friendly and helps me keep track of our budget and savings goals. It’s like having a personal financial advisor at home!

  8. 5 out of 5

    Ella Lewis

    Managing a yoga studio means careful financial planning but thanks to Sadaf which made this easy and efficient, allowing me to focus more on my clients.

  9. 5 out of 5

    Amanda Peters

    In the fashion industry, financial modeling is as important as creative design. Oak Financial and Management Consultant blends simplicity with sophistication – exactly what I needed.

  10. 5 out of 5

    Ethan Perez

    Oak Financial’s team is not only knowledgeable but also incredibly empathetic. They truly deserve five stars for their service.

  11. 5 out of 5

    Matthew Williams

    In law enforcement, trust is everything. I trust Oak completely with my finances. A solid five-star rating from me.

  12. 5 out of 5

    Sarah Adams

    Managing finances while constantly traveling is tough. Oak remote consulting services are a lifesaver. A well-earned five stars!

  13. 5 out of 5

    Luke Craven

    As an accountant, I appreciate Oak Financial’s precision and professionalism. They offer top-tier Financial and Management Consultancy.

  14. 5 out of 5

    Thomas Steve

    For creative professionals like myself, Oak Financial’s innovative strategies are a perfect fit. Definitely a five-star experience.

  15. 5 out of 5

    Justin Derek Barnes

    In the construction business, financial stability is key. Oak Financial and Management Consultant provided that and more. Absolutely a five-star service.

  16. 5 out of 5

    Darci Bentson

    I was impressed with their expertise in financial modeling and responsiveness.

  17. 5 out of 5

    Reza Baradaran Gazorisangi

    They adapted to our needs and schedules with commendable professionalism.

  18. 5 out of 5

    Sam Khair

    We have been happy with what we have seen.

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