DESCRIPTION

Oak Business Consultant is providing you Free Templates and Informational Articles/ Case Studies to help your Business Decision Making.

Oak Business Consultant provides a well informed and full-spectrum advice/guidance for all financial, management, acquisition, and investment matters of business. Furthermore, we work very closely with our client’s organisation or team and address crucial matters related to finance and management.

In order to meet your desired financial goals (long-term and short-term), you need to have proper financial planning. A good financial plan helps your business in retaining cash and controlling the outflow of cash. We will provide you with customised financial planning and articles information that suit your business.

We provide Accountancy, Bookkeeping till Financial Planning for SME’ and Small Business Owners so they can more easily raise startup funds, develop budgets, and track performance on an easy-to-use financial Model with Dashboard.

Fuel Energy (CNGLNG) Financial Model - Case Study

Fuel Energy (CNG/LNG) Financial Model – Case Study

Fuel Energy (CNG/LNG) Financial Model - Case Study

Introduction

Oak Business Consultant is a Financial and Business Consultancy offering comprehensive Financial and Business Planning and Management Services to various industries, including the Energy Industry. In this case study, we showcase our collaboration with a dynamic startup from the fuel...

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Managing Liquidity Risk: Strategies for Optimizing Cash Flow

Managing Liquidity Risk: Strategies for Optimizing Cash Flow

Managing Liquidity Risk: Strategies for Optimizing Cash Flow

In the rapidly changing financial environment of today, adept management of liquidity risk stands as a cornerstone for businesses striving to enhance cash flow and maintain stability. This risk arises from potential delays in meeting short-term financial obligations, posing significant...

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cash flow modeling guide

Cash Flow Modeling: A Comprehensive Guide

Cash Flow Modeling: A Comprehensive Guide

Cash flow modeling is a crucial tool for understanding your financial position. It involves creating a detailed plan to map out future cash flows. This method helps in making informed financial decisions, ensuring financial stability and planning for both short-term and long-term financial...

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Real Estate DCF Model Elevating Geospatial Survey Services-Case Study

Real Estate DCF Model: Elevating Geospatial Survey Services-Case Study

Real Estate DCF Model: Elevating Geospatial Survey Services-Case Study

Introduction

Oak Business Consultants delivers financial models, pitch decks, and strategic tools for informed decision-making and effective financial management. It's crucial to highlight that our services are versatile, catering to a diverse range of industries, and are always tailored to meet...

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CBI program benefit busisnesses (1)

How Do Caribbean CBI Programs Benefit Businesses and Individuals?

How Do Caribbean CBI Programs Benefit Businesses and Individuals?

Caribbean Citizenship by Investment (CBI) programs offer a golden key to a new world. For businesses yearning for growth in exotic territories or individuals seeking a tropical haven to call home, these programs present an enticing gateway to achieving their...

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Comprehensive Business Blueprint for An Automobile Business

Comprehensive Business Blueprint for An Automobile Business

Comprehensive Business Blueprint for An Automobile Business

Introduction 

The Oak Business Consultant provides financial strategy, budgetary insights, and holistic business management counsel. We serve a range of sectors and are committed to crafting valuable solutions for each client's specific needs. Additionally, we prepare robust business models to ensure our client's operations...

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Longevity Medical Clinic Financial Model and Business Plan

Longevity Clinic Financial Model and Business Plan-Case Study

The Oak Business Consultant is a Financial and Business Consultancy offering Financial and Business Planning and Management Services to various industries. In this case study, we showcase our collaboration with a startup of a longevity clinic business that approached us for help in creating a detailed financial model covering...

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Ride-Hailing Blueprint: From Business Plan to Pitch Deck

Ride-Hailing Blueprint: From Business Plan to Pitch Deck

Introduction

OAK Business Consultant prepared a case study for a client in the transportation/mobility sector with a ridesharing app. This ride-hailing service sought investments using a detailed financial model based on realistic projections in the mobility/transportation business. The business has been...

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Financial Modeling For an Environmental, Social and Governance (ESG ) Startup Company- Case Study

Financial Modeling For an Environmental, Social and Governance (ESG ) Startup Company- Case Study

Case Study on ESG Startup: Financial Modeling Essentials

Introduction

The Oak Business Consultant is a Financial and Business Consultancy offering Financial and Business Planning and Management Services to various industries. In this case study, we showcase our collaboration with a startup of Environmental, Social and Governance (ESG) company that...

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non-profit organization-market research for funding

Market Research For a Non-Profit Organization-Case Study 

Case Study: Market Research Strategies for Non-Profits

Background

This case study explores the remarkable journey of our client, a non-profit organization dedicated to enhancing social service ecosystems. Their unique service system pioneers seamless information sharing with the government, boosting citizen engagement, productivity, service compliance, and government oversight. Their notable societal...

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Case Study- Fintech Start-up Business Financial Model

Case Study: Fintech Financial Model for Strategic Growth

Case Study: Fintech Financial Model for Strategic Growth

Oak Business Consultant is a financial and business consultancy that provides financial and business planning and management services. This case study discussed one of our clients that provides services within Africa. This case study outlines the business case for a fintech startup,...

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hair salon startup financial analysis

Hair Salon Startup Business Financial Analysis – Case Study 

Case Study: Financial Analysis for a Hair Salon Business

Our client, a beauty and personal care startup, set out to launch a hair salon business with a vision to provide high-quality salon services and an e-commerce platform for salon products. They needed support in building a solid financial foundation...

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Organic Food and Delivery Service-case study

Case Study: Organic Food and Delivery Service Research, Financial Model and Pitch Deck 

Case Study: Organic Food and Delivery Service Research, Financial Model and Pitch Deck

Introduction

A healthy organic food and delivery service company from Hong Kong wanted us to forecast a 5-year financial model, conduct research and prepare a pitch deck. The company had no previous data because they...

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Fintech startup- Case Study

Fintech Startup Financial Model – Case Study

Fintech Startup Financial Model - Case Study

Introduction

At Oak Business Consultant, we specialize in creating tailored financial models to support businesses in making informed decisions. This case study focuses on a fintech startup that approached us for help in raising funds through a comprehensive financial model. Our approach...

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Real Estate Leasing and Investment Firm Financial Model Case Study

Real Estate Leasing and Investment Firm Financial Model: Case Study

Real Estate Leasing and Investment Firm Financial Model: Case Study

Background 

This case study is about a U.S.-based leasing and investment firm that wanted us to evaluate the validity of its leasing model based on future revenues and its ability to pay back its lenders. The client already...

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