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Financial modeling is like the air and water for the finance industry. Without that, no business can survive, or at least, cannot prosper. If you are looking for a stellar financial modelling service, you are just in the right place. We can guarantee you a successful venture when you choose to go with our financial services. You can decide a thing or two about your business’s future by selecting a good financial modeling service. We also create user-friendly financial models that help turn a complex process into a simple mathematical model that can be easily understood.

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The qualities to look for in a Financial Model are. . .

The team of experts at Oak Business Consultant possesses a veteran level of experience in the finance industry. Usually,  that is the reason we are able to 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:

  1. Accuracy
  2. User-friendliness

And the best part is, you can get both the qualities in our financial models. In addition, we create the simplest and most accurate financial models for our clients. This is why we have so many repeat customers along with the new ones.

Are you looking for a Financial expert?

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 model?

Want to find out what the best strategies for financial modeling are and an expert who can prepare such a financial model for your business?

Are you looking 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 design for you an effective roadmap?

If so, We are the right choice!

Our financial models help higher management translate qualitative and quantitative information to accurately forecast their companies’ financial statements. To clarify, financial modeling with analysis is difficult and requires years of experience, specialized skill sets, and business understanding. But Oak Business Consultant provides specialized financial modeling services that meet your business requirements. In addition, you can pick a package according to your needs. That is to say, every package has its own benefits. We also take care of your financial model. And that is the reason your financial model will be shared online via Google Sheet.

Get Your Customized Financial Model!

Get Your Customise Financial Model

Our Financial Modelling Service Includes

BASIC FINANCIAL MODEL

A basic financial model that we prepare includes all three statements along with an accurate financial analysis.

BASED ON MARKET RESEARCH

When you are not sure about the operational costs or cost of goods or services, then a financial model that is based on deep market research is a game-changer. And that’s we are here to provide you with our financial modelling services.

DISCOUNTED CASH FLOW

We use veteran-level financial valuation strategies at Oak Business Consultant. Based on these strategies, you can find out an accurate value and standing position of your business. We use accurate discount rates to provide precise investment values obtained from a cash flow.

MERGER & ACQUISITION MODELLING

We provide accurate merger and acquisition financial models that enable the user to keep a track of the company's profitability. This also enables the customer to decide whether it will be beneficial for business merging or not. The model can include all the information regarding merger and acquisition as well as NPV of the project as per customer’s request.

FEASIBILITY ANALYSIS

Financial Analysis is the critical metric for Financial Decisions. It also provides the base of all critical financial decisions. We offer deep financial analysis to our clients. Including all crucial analyses like sensitivity, CAC/CLV, business ratios, graphs, and charts.

CAPITAL FORMATION

A specialized financial model for capital investments. And the model guides the capital required to the relevant sources of capital. So, we can assist with identifying the smartest ways to gather finance and capital formation strategies.

BUSINESS VALUATION

Whether your business needs an exit strategy, resolving financial disputes, tax strategy, or financial reporting, our Business Valuation expert team has the experience and expertise to assist you.

HISTORICAL DATA BASED

Suppose you plan to make a financial model and are not sure how to incorporate your current accounts in financial modeling. In that case, our experts can assist you in preparing a financial model with past historical data to forecast.

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.

1
Initial Meeting

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.

2
Discussing the Inputs

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.

3
Draft Online Model

Draft Online Model

The Financial Model is shared online via Google Sheet. The client can see and comment on all changes made every day.

4
Design

Design

The model is shared online, and once approved, our experts design the templates and add charts, graphs, and elements related to financial analysis.

5
Model Training

Model Training

Once the financial model is finalized, our expert provides a one-day workshop on the effective utilization of the model.

6
Update

Update

Client satisfaction is our priority. Once the project is closed, we give 30 days review service for small changes.

Financial Model Features

The model that we design and develop for our clients is always super 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 the inputs on the first sheet and it will all fall into the right place.

All formulae are unlocked and that’s what makes it easily editable. You can remove or add any number of columns, cells and even add more tables to the model that we provide.

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.

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.

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Why Choose Oak Business Consultant
for Financial Modeling?

As a business owner, you must be interested in making critical business decisions that can add value to your overall sales and revenues. You must also be interested in increasing your customer base, and then how to retain them for a long time. All this is only possible when you have someone who can represent your business through a meticulously prepared financial model. This is where our financial experts come in and develop sound strategies for your business. These strategies are well thought out and experimented with several times. And if you talk about affordability and usability, you cannot find a better alternative than Oak’s financial model. We make sure that the quality of our models is kept at par while also keeping the price package in a very reasonable bracket. Have a look at a few reasons down here why you should choose Oak Business Consultant for financial modelling.

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 full practical approach towards 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.

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.

Monthly Reconciliation

If you are looking for the perfect compatibility between the projected and actual performance of your business, 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.

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 the full customer support even after their project with us ends. We also offer unlimited revisions till the client is completely satisfied.

Financial Model in Google Sheet

Since user experience is our top priority, we use a universal and super easy to use platform. We upload the financial models on Google Sheets. Once the model is there, we take client feedback on a regular basis. And in case of any complaints or necessary revisions, we make sure you get the best response in the shortest possible time. Once everything is in its place, that is the time we hand it all over to you.

Outsource Financial Modelling to Oak Business Consultants

We at Oak Solutions understand that financial modeling is not an easy job, and if done well, it can save a lot of money and time. Also, our financial experts help you get consistent and beneficial outcomes through our financial models. That is to say, all this is available with just a single click. Consequently, you can subscribe to the package, and our expert will contact you.

Price Fixed

Essential

$250

Per Model

Advance

$700

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
Choose Basic
Choose Advance
Choose Comprehensive

what did our clients say

Location: USA
May 3, 2021
    

Startup Saas Financial Model

Industry: SaaS

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

Sufian Chowdhury
CEO ( Kinetik Software Solutions )

Curious! Get in touch

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