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

Service Lines

Financial Advising & Planning: 25%
Business Valuation Services: 20%
Financial Consulting: 20%
Funding & Investment: 20%
Accounting: 15%

Select Focus Area

Financial Consulting Focus

Cost Reduction Consulting: 20%
Pricing Consulting: 20%
Financial Forecast Consultants: 15%
Financial Risk Advisory Consultants: 15%
Fundraising Consultants: 15%
Profitability Consultants: 15%

Industries

Automotive: 10%
Construction: 10%
Franchises: 10%
Hospitality & leisure: 10%
Information technology: 10%
Media: 10%
Real estate: 10%
eCommerce: 10%
Advertising & marketing: 5%
Business services: 5%
Education: 5%
Financial services: 5%

Clients

Small Business (<$10M): 75%
Midmarket ($10M - $1B): 15%
Enterprise (>$1B): 10%

Financial Consulting

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, with project investments ranging from $10,000 to $100,000. Clients appreciate their responsiveness and professionalism, often highlighting effective financial planning and modeling as key deliverables. Overall, they are viewed as a reliable partner for financial consultancy.

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

Expertise in Financial Services

Oak Business Consultant excels in providing comprehensive financial services, including financial modeling, planning, and advisory, which have been praised by clients across various industries such as SaaS, sports tech, and renewable energy.
Room for Proactive Engagement

Clients suggest that more frequent proactive check-ins could enhance service delivery, particularly during critical financial performance reviews. This feedback indicates a minor area for improvement in client engagement.
Strong Project Management Skills

Clients consistently commend Oak Business Consultant for their effective project management. They deliver projects on time, maintain clear communication, and are responsive to client needs, ensuring a smooth and professional engagement.
Valuable Financial Insights

Oak Business Consultant provides clients with valuable financial insights, enhancing decision-making and strategic planning. Their work has led to improved financial visibility, accurate forecasting, and effective budgeting strategies.
High Client Satisfaction

Clients from diverse sectors express high satisfaction with Oak Business Consultant’s services, highlighting their professionalism, reliability, and ability to align with client objectives and company values.
Customized Solutions

Clients appreciate Oak Business Consultant’s ability to deliver tailored solutions that meet specific business needs, such as customized financial models and pricing strategies, which are well-suited to each client’s unique requirements.

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Oak Business Consultant Reviews

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Business Consulting Financial Consulting Market Research
Less than $10,000
December 2023

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"The work was outstanding."

Dec 10, 2023

Dealer, Experience Auto Group

Anonymous

Automotive
Brooklyn, New York
51-200 Employees
Online Review
Verified

Oak Business Consultant developed a financial model for an auto dealership. The client needed a finance model.

The client was pleased with the results of the engagement. Oak Business Consultant responded quickly to the client's questions and concerns. They also impressed with their ability to understand the project's needs.

Web Development
HTML5
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
Investment Valuations Pricing 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 11-14 of 14 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

1 Locations

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

Expertise in Financial Services

Room for Proactive Engagement

Strong Project Management Skills

Valuable Financial Insights

High Client Satisfaction

Customized Solutions

Reviews mentioning:

Oak Business Consultant Reviews

Financial Model for Auto Dealership

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

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

SaaS Marketing Agency focused on growing your MRR - Stratigia