Deep Roots and Strong Branches

Oak Financial and Management Consultant is a leading consulting firm specialized in financial services in Business processes, Financial Planning, Assessing Financial Performance, Business case-study, Accounting and Financial support in every industry, Especially professional services such as Retail, Transportation, Manufacturing and the IT industry.
We as your financial and business consultants take pride in providing you with our strategic financial plans which come with a continuous analysis of your business nature and your operating market. We help you in cutting down your maximum operational cost resulting in better business decisions.

Min project size
Undisclosed
Hourly rate
Undisclosed
Employees
10 - 49
Locations
Dubai, United Arab Emirates
Year founded
Founded 2012

No have been added yet...

Pricing Snapshot

Min. project size Undisclosed

Avg. hourly rate Undisclosed

Rating for cost 4.8 /5

What Clients Have Said

Oak Business Consultant offers good value for cost, as noted by clients. One client invested around $100,000, while others appreciated the pricing alignment with their budgets. The firm is recognized for its effective project management and responsiveness, contributing positively to client satisfaction.

This summary is based on verified Clutch reviews.

Most Common Project Size

< $10,000 based on 8 reviews

< $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000

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Financial Advising Packages

starting at $2,000/total

Oak Business Consultant Review Insights

Overall Review Rating

5.0

Quality 4.8
Schedule 4.9
Cost 4.8
Willing to Refer 5.0

Top Mentions

Review Highlights

Strong Financial Expertise

Oak Business Consultant is praised for their financial expertise across multiple industries, handling tasks such as financial modeling, cash flow management, and strategic advisory. Clients appreciate their ability to deliver accurate financial statements and valuable insights for decision-making.
Effective Project Management

The company is recognized for its organized and responsive project management. Clients mention timely deliveries, clear communication, and a proactive approach, contributing to smooth and efficient project execution.
Professionalism and Client-Centric Approach

Oak Business Consultant is consistently described as professional, supportive, and flexible. Their commitment to client needs and ability to adapt to changes are frequently highlighted as key strengths.
Potential Overload on Consultants

There is a concern about consultants being overworked, which could impact service delivery. Clients suggest having dedicated consultants to manage workloads efficiently and maintain service quality.
Positive Investor Feedback

Clients report receiving positive feedback from investors on documents prepared by Oak Business Consultant, such as business plans and financial models. Their work is credited with enhancing the client's investment appeal.
High Client Satisfaction

Clients express high satisfaction with the deliverables, noting improvements in financial visibility, reporting accuracy, and strategic planning. The company's work has been instrumental in achieving client goals and enhancing business operations.

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Oak Business Consultant Reviews

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Web Development
Less than $10,000
December 2023

5.0

Quality: 5.0

Schedule: 5.0

Cost: 4.5

Willing to Refer: 5.0

"We have been happy with what we have seen."

Dec 4, 2023

Business Development Manager, Rum group

Sam Khair

Other industries
Limassol, Cyprus
1-10 Employees
Online Review

Oak Business Consultant designed a website for a construction company. The team was responsible for UX design, hosting the site, and developing wireframes.

While the project is still in its early phases, Oak Business Consultant demonstrated responsiveness to the client's requirements. They showed professionalism, a quick response, and expertise in web development throughout the project.

The client submitted this review online.

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.

RATINGS

5.0

Business Valuation Services Financial Consulting
Confidential
Aug. 2023 - Ongoing

4.5

Quality: 4.5

Schedule: 4.5

Cost: 5.0

Willing to Refer: 4.5

"Their availability and responsiveness were impressive."

Nov 28, 2023

BD Director, Engineering & Construction Company

Anonymous

Business services
Dubai, United Arab Emirates
1,001-5,000 Employees
Online Review
Verified

Oak Business Consultant has provided financial consulting services for a business services company. They've handled the dashboard, cash flow, P&L, balance sheet, scenario simulations, and cost alternatives.

OAK Business Consultant has delivered satisfactory results in the engagement, earning approval from the client. Their commitment to clear and open communication has established a smooth workflow. The team's hardworking, knowledgeable, and dedicated approach has been noteworthy.

The client submitted this review online.

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

RATINGS

4.5

Business Consulting Financial Consulting
Less than $10,000
Apr. - Aug. 2023

5.0

Quality: 4.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

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

Oct 31, 2023

Founder & CEO, Healthcare Startup

Darci Bentson

Other industries
Bozeman, Montana
1-10 Employees
Online Review

Oak Business Consultant provided business and financial consulting services for a healthcare startup. The team helped the client develop a business plan, financial model, and a pitch deck.

The client was pleased with the final deliverables, which were all very detailed. Oak Business Consultant was a professional partner — they always delivered on time and patiently guided through the process while making sure all their queries and concerns were promptly addressed along the way.

The client submitted this review online.

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.

RATINGS

5.0

Showing 11-13 of 13 Reviews

FINANCIAL MODELING PACKAGES

Our financial models help higher management translate qualitative and quantitative information to accurately forecast their companies’ financial statements. We provide specialized financial modeling services that meet your business requirements. In addition, you can pick a package according to your needs.

Small

Ideal for early-stage startups or business owners.

$2,000 /total

Revenue Model
Income Statement
Balance Sheet
Cash Flow
Financial Analysis Report
10 day delivery

Medium

A deeper dive into the world of financial modeling

$3,000 /total

Revenue Model
Income Statement
Balance Sheet
Cash Flow
Financial Analysis Report
25 day delivery

Large

For private equity firms and ambitious businesses.

$4,000 /total

Revenue Model
Income Statement
Balance Sheet
Cash Flow
Financial Analysis Report
30 day delivery

Features	Small $2,000 /total	Medium $3,000 /total	Large $4,000 /total
Revenue Model
Income Statement
Balance Sheet
Cash Flow
Financial Analysis Report
Startup Cost
Break Even Analysis
Project Evaluation	–
Scenario Analysis	–
Dashboard	–
Account Receivable	–
Account Payable	–
Loan Amortization	–
Equity Table (Seed, Series, Angel)	–	–
Costing	–	–
Investment Consideration	–	–
Inventory Schedule	–	–
And all other relevant reports	–	–
Number of Revision	One	Minor Specifications	Upon discussion

Small $2,000 /total
Revenue Model
Income Statement
Balance Sheet
Cash Flow
Financial Analysis Report
Startup Cost
Break Even Analysis
Project Evaluation	–
Scenario Analysis	–
Dashboard	–
Account Receivable	–
Account Payable	–
Loan Amortization	–
Equity Table (Seed, Series, Angel)	–
Costing	–
Investment Consideration	–
Inventory Schedule	–
And all other relevant reports	–
Number of Revision	One

Medium $3,000 /total
Revenue Model
Income Statement
Balance Sheet
Cash Flow
Financial Analysis Report
Startup Cost
Break Even Analysis
Project Evaluation
Scenario Analysis
Dashboard
Account Receivable
Account Payable
Loan Amortization
Equity Table (Seed, Series, Angel)	–
Costing	–
Investment Consideration	–
Inventory Schedule	–
And all other relevant reports	–
Number of Revision	Minor Specifications

Large $4,000 /total
Revenue Model
Income Statement
Balance Sheet
Cash Flow
Financial Analysis Report
Startup Cost
Break Even Analysis
Project Evaluation
Scenario Analysis
Dashboard
Account Receivable
Account Payable
Loan Amortization
Equity Table (Seed, Series, Angel)
Costing
Investment Consideration
Inventory Schedule
And all other relevant reports
Number of Revision	Upon discussion

Locations (1)

Makateeb Building ,Office number 111, Port Saeed Road UAE Dubai, United Arab Emirates 000

10 - 15

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Abbas Sarfraz

Oak Business Consultant

Deep Roots and Strong Branches

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Services

Focus

Industries

Clients

Pricing Snapshot

What Clients Have Said

Most Common Project Size

Select a service to see pricing information

Highly Rated Similar Providers

Reviews

Oak Business Consultant Review Insights

Overall Review Rating

Top Mentions

Review Highlights

Strong Financial Expertise

Effective Project Management

Professionalism and Client-Centric Approach

Potential Overload on Consultants

Positive Investor Feedback

High Client Satisfaction

Reviews mentioning:

Oak Business Consultant Reviews

Web Design & UI/UX Design for Construction Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Financial Consulting for Engineering & Construction Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Business & Financial Consulting for Healthcare Startup

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Portfolio & Awards

Packages

FINANCIAL MODELING PACKAGES

Small

Medium

Large

Location

Locations (1)

Contact

Connections

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