Oak Business Consultant

BACKGROUND

Please describe your company and position.

I am the Founder and President of a financial planning company

Describe what your company does in a single sentence.

We provide expert financial planning, pension consulting, and wealth management with a no-frills approach, ensuring objective advice and personalized service through a unique payment structure that fits the needs of yesterdays and tomorrow's generation of investors.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Oak Business Consultant to accomplish?

• Update company 5-year pro formas
• Provide clarity to outside lender on drivers of success of business plan
• Consulting me on what would be a reasonable amount of debt my firm could service over relevant time period

SOLUTION

How did you find Oak Business Consultant?

Online Search

Why did you select Oak Business Consultant over others?

• High ratings
• Pricing fit our budget

How many teammates from Oak Business Consultant were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

I needed to develop 5-year pro formas for 2 purposes:

1. To model potential costs of launching a Phantom equity compensation plan for a few key employees. 
2. I wanted to request working capital financing, and in the process, my loan officer request 2 year pro formas.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

I have an Excel spreadsheet that I can update as my company grows, and I can model several capital budgeting solutions, some of which I didn't know I wanted. All in all, I think I got more than what I paid for, and I have newfound confidence on the finance side of my business plan over the intermediate term.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

• Deliverables were delivered on time. 
• Some changes were needed along the way, which they were more than willing to accomodate.

What was your primary form of communication with Oak Business Consultant?

Virtual Meeting

What did you find most impressive or unique about this company?

I was surprised at how quickly Oak Business Consultant was able to learn about my niche industry.

Are there any areas for improvement or something Oak Business Consultant could have done differently?

They could have a form which asks all of the questions they commonly need to know for a project. I like to have clarifying conversations, but I think an onboarding form, might expedite the intial beginning of the relationship. However, some might find this to be more a benefit than a detractor.

BACKGROUND

Please describe your company and position.

I am the Founder - CEO of Código Conciso Lda

Describe what your company does in a single sentence.

SaaS Company with a branch in Dubai, UAE

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Oak Business Consultant to accomplish?

• Financial Consultancy

SOLUTION

How did you find Oak Business Consultant?

Online Search

Why did you select Oak Business Consultant over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Oak Business Consultant were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

OAK Company has been instrumental in our recent fundraising efforts, providing exemplary financial services. Their team demonstrated exceptional expertise in handling complex financial documents, crucial for our fundraising process. 
Key Deliverables: 

• Financial Statements Preparation: They meticulously prepared and reviewed our financial statements, ensuring accuracy and adherence to accounting standards. 
• Financial Analysis: OAK Company provided comprehensive financial analysis, including cash flow, expense tracking, and profitability assessments, which were crucial for informed decision-making. 
• Projection Development: Their development of realistic financial projections was a key factor in building investor confidence. 
• Investor Documentation: They skillfully crafted essential investor documents, such as pitch decks and financial summaries, significantly enhancing our fundraising narrative. 
• Strategic Advisory: OAK Company also offered valuable strategic financial advice, further strengthening our fundraising strategy.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We are currently in the final stages of refining our financials and project presentation, in collaboration with OAK Company. Their expertise has been invaluable in ensuring the accuracy and clarity of our financial statements and in developing a compelling narrative for our project presentation. Key Progress Highlights: 

• Financials: Comprehensive review and fine-tuning of our financial statements are underway, ensuring they meet the highest standards of accuracy and compliance. 
• Project Presentation: We are crafting a detailed and persuasive presentation that effectively communicates the value and potential of our project to potential investors.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

As we progress towards refining our financials and project presentation, we are pleased to acknowledge the exceptional support provided by OAK Company. Their team has consistently demonstrated remarkable availability and flexibility. They adapted to our needs and schedules with commendable professionalism.

What was your primary form of communication with Oak Business Consultant?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

1. Exceptional Availability: Their consistent readiness to provide support at any time has been remarkably impressive, demonstrating a strong commitment to client service. 
2. Flexibility in Approach: OAK Company's ability to adapt to changing requirements and schedules distinguishes them from many others in the field.
3. Professional Conduct: Their business behavior is exemplary, striking a perfect balance between being highly professional and approachable. 
4. Expertise in Financial Matters: The depth of their knowledge in financial documentation and analysis is exceptional, contributing significantly to the accuracy and efficacy of our financials. 
5. Strategic Insight: OAK Company's strategic advice has been insightful, reflecting a deep understanding of business dynamics and market trends. 
6. Effective Communication: Their ability to communicate complex financial information in an understandable and clear manner is noteworthy. 
7. Quality of Network: The extent and quality of their investor network are unique, potentially opening doors to valuable opportunities and partnerships. 
8. Holistic Approach: Their ability to look at the bigger picture and advise on overall business strategy, not just the financials, is particularly unique.

Are there any areas for improvement or something Oak Business Consultant could have done differently?

Not that I think of.

BACKGROUND

Please describe your company and position.

I am the CEO of Eventi Yoga srls

Describe what your company does in a single sentence.

Yoga Events promotion.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Oak Business Consultant to accomplish?
Create a Yoga Studio Customized Financial Management System

SOLUTION

How did you find Oak Business Consultant?

Online Search

Why did you select Oak Business Consultant over others?

Good value for cost

How many teammates from Oak Business Consultant were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

User-friendly customized Excel Template for Financial Tracking of revenue,
expenses, and profits; along with Financial Projections and Variance Analysis for a Yoga Studio

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Excell file created from Zero step by step.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Great support. All milestones and deadlines were respected.

What was your primary form of communication with Oak Business Consultant?

Email or Messaging App

What did you find most impressive or unique about this company?

Professional, quick, flexible and supportive.

Are there any areas for improvement or something Oak Business Consultant could have done differently?

don't have anything in mind about that

BACKGROUND

Please describe your company and position.

I am an Executive of Asase Energy Corporation

Describe what your company does in a single sentence.

Renewable Energy production and EPC services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Oak Business Consultant to accomplish?

• Financial Modeling
• Advise

SOLUTION

How did you find Oak Business Consultant?

Online Search

Why did you select Oak Business Consultant over others?

• High ratings
• Close to my geographic location
• Company values aligned

How many teammates from Oak Business Consultant were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Financial modeling in the energy space for multple financial scenarios for different geographics.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

financial projections, Return on Investment, funding scenarios and shared value modeling

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Very responsive to our needs. there has been no delays to our projects.

What was your primary form of communication with Oak Business Consultant?

Virtual Meeting

What did you find most impressive or unique about this company?

Oak Business Consultant's understanding of the energy industry across multiple geographic locations was impressive.

Are there any areas for improvement or something Oak Business Consultant could have done differently?

N/A

BACKGROUND

Please describe your company and position.

I am the Dealer of Experience Auto Group

Describe what your company does in a single sentence.

We are car dealers

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Oak Business Consultant to accomplish?

• Financial model

SOLUTION

How did you find Oak Business Consultant?

Online Search

Why did you select Oak Business Consultant over others?

High ratings

Describe the scope of work in detail. Please include a summary of key deliverables.

I needed a financial model for a dealership. The work was outstanding

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

A but decision

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Absolutely perfect

What was your primary form of communication with Oak Business Consultant?

Virtual Meeting

What did you find most impressive or unique about this company?

How well they grasped the work

Are there any areas for improvement or something Oak Business Consultant could have done differently?

Honestly, no. I will be a client for life

BACKGROUND

Please describe your company and position.

I am the business development manager of Rum group

Describe what your company does in a single sentence.

Prefab custom made homes

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Oak Business Consultant to accomplish?

• Design a corporate web site

SOLUTION

How did you find Oak Business Consultant?

past work

Why did you select Oak Business Consultant over others?

• High ratings
• Pricing fit our budget

How many teammates from Oak Business Consultant were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

the delivery of a web site to include design , UX , hosting

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We are in the initial stage of website wireframe

Describe their project management. Did they deliver items on time? How did they respond to your needs?

We are at the initial stages

What was your primary form of communication with Oak Business Consultant?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Punctuality , professionalism , speedy response time and knowledge in web development

Are there any areas for improvement or something Oak Business Consultant could have done differently?

We have been happy with what we have seen.

BACKGROUND

Please describe your company and position.

 I am the BD Director of a business services company 

Describe what your company does in a single sentence.

We are a company providing Engineering, construction, procurement and facilities management services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Oak Business Consultant to accomplish?

• Financial modelling
• Financial comparisons

SOLUTION

How did you find Oak Business Consultant?

Online Search

Why did you select Oak Business Consultant over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Oak Business Consultant were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

• Project financial modelling: dashboard, cashflow, P&L, balance sheet...
•  scenario simulations
• cost alternatives and comparisons 
• rate cards

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• deliverables 
• accuracy 
• respect of deadlines

Describe their project management. Did they deliver items on time? How did they respond to your needs?

• Their availability and responsiveness were impressive.
• very skilled and proficient interlocutor 
• ownership of the project as if it was their own, commitment to the deliverables and the deadline

What was your primary form of communication with Oak Business Consultant?

Virtual Meeting

What did you find most impressive or unique about this company?

• Rapid capture of our business model and understanding of our way of doing things, compiling information and rapid adoption of all new concepts to better integrate within our team
• High sense of ownership, delivering as a full member of the team, no excuse.

Are there any areas for improvement or something Oak Business Consultant could have done differently?

• Consultants seem to be on a very heavy workload, we are now going for dedicated consultant within Oak,
• fees added on billing by the invoicing systems and excluded from quotation are too high

BACKGROUND

Please describe your company and position.

I am the Founder/CEO 

Describe what your company does in a single sentence.

A startup, building a network of longevity clinics for women.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Oak Business Consultant to accomplish?

• Develop a financial model for startup
• Develop a business plan for startup
• Develop a pitch deck for startup

SOLUTION

How did you find Oak Business Consultant?

• Online Search
• References

Why did you select Oak Business Consultant over others?

• Pricing fit our budget
• Good references

How many teammates from Oak Business Consultant were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Oak Business Consultants provided detailed financial modeling for my startup. Based on that financial model, they helped develop a detailed business plan and pitch deck.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• detailed financial model
• detailed business plan, detailed pitch deck

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Absolutely. The team was extremely responsive and took all deadlines seriously.

What was your primary form of communication with Oak Business Consultant?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

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

Are there any areas for improvement or something {provider_name} could have done differently?

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 crated with my branding person.