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 – $500

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.

  1. Advanced Financial Model Package – $900

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.

  1. Comprehensive Financial Model Package – $1200

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


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