Shape a Scalable Future with Expert Financial Leadership

Oak offers management consulting focused on financial modeling, CFO advisory, and business planning. Our consultants strengthen business processes, improve decision-making, and drive scalable, sustainable growth.

Our CFO advisory begins with a gap analysis, as many startups and SMEs approach us without fully structured financial or operational processes. We first identify weaknesses and gaps within existing systems, a critical step toward improvement. After this assessment, we refine internal processes through structured reporting, performance tracking, and cost optimization, helping management teams gain financial clarity and operational control.

Our financial models are built for depth and flexibility, covering 5–10 year projections to capture both short-term performance and long-term growth. For infrastructure-based industries such as real estate and energy, we develop extended models spanning 10–15 years to reflect project lifecycles accurately. Each model includes detailed revenue forecasting, cash-flow analysis, and scenario testing to support strategic planning, investment decisions, and business sustainability.

We begin every funding engagement with an investor readiness assessment to evaluate how prepared your business is for potential investors. If additional support is required, our team provides comprehensive guidance through our Investor Document Service, covering pitch materials, financial model alignment, and documentation. We also offer end-to-end funding consultancy, including investor targeting, pitch preparation, and due diligence, helping clients present a strong and credible financial strategy to attract the right investors.

We integrate digital transformation tools to streamline business processes, improve reporting accuracy, and enhance customer experience through smarter financial management systems.

We collaborate with organizations of all sizes, from startups and SMEs to large multinational companies, across various industries. Our consulting approach adapts to each client’s scale and complexity, delivering tailored financial models, strategic guidance, and growth solutions for every stage of business.

We conduct a thorough gap analysis to identify operational inefficiencies and weak points across financial and business processes. Based on these findings, we recommend practical solutions to simplify workflows, refine supply chain operations, and strengthen internal controls. Our focus is on achieving operational excellence that enhances profitability, performance, and long-term stability.

Yes. We support clients through M&A transactions, succession plans, and exit strategies with tailored financial analysis and business planning that align with strategic objectives.

Our business planning combines deep financial analysis with practical market insights, helping companies set realistic growth targets and prepare for investment or expansion.

Yes. Oak provides professionally designed financial model, business plan, and pitch deck templates to accelerate planning and fundraising preparation.

Yes. We assist with company registration, VAT registration, and AML compliance, helping businesses operate smoothly within UAE’s regulatory landscape.

Book a free consultation through our website. We’ll review your goals, assess your current structure, and recommend a clear plan for financial growth and strategic direction.