Business Plan Formulation, Budgeting and Financial Analysis Services

OHI’s helps start-ups and small mid-sized businesses in formulating business plans, forecasting sales and profits and preparing operational budgets. We also perform multiple types of financial and business analysis services to help managements gain insights and solutions into pressing business challenges. Our business plan formulations and projection services help owners and senior managers plan cash-flows, future expenditures, revenue expansion among others. OHI’s team of financial analysts are skilled in financial analysis tools and have rich experience across various sectors such as real estate (commercial and residential), retail, ecommerce, logistics, IT services and small scale manufacturing.

Learn More About Our Services

Cost Savings

30-50% cost savings compared to in-house staff or US-based service-providers

Skilled Employees

Staff with at-least six years of relevant functional experience

Our Clients

300+ clients in USA across industries like Real Estate, Construction, Retail & more

Business Plan Formulation

Preparation of detailed business plans with market summary, product/service summary, SWOT analysis, competition analysis, financial projections and more.

Simple financial business plan formulation services covering:

  • Preparation of valuations
  • Revenue and expense projections
  • Balance sheets
  • Cash-flow statements
  • Capital expenditure
  • Working capital schedules

We have prepared 50+ business plans for residential real estate, commercial real estate, retail, restaurants, e-commerce, small manufacturing, wholesale distribution, IT and media services companies.

Budgeting Services

Budgeting is a critical yearly activity done in most organizations to plan for financial performance, control expenses and allocate capital and resources. Budgeting models have to be dynamic, detailed easy to understand to ensure regular and seamless updating of budgetary numbers and to drive organizational acceptability and accountability. OHI in-depth budget preparation services ensure an accurate, comprehensive and easy to understand budgets. We also use a variety of methodologies such as historical cost basis, % of revenue, bottoms-up budgeting among others.

  • Detailed Operating budgets covering projected revenues and budgeted expenses
  • Departmental level Budgets/Divisional budgets such as Marketing Budgets, Sales Budgets, Engineering Budgets among others
  • Location level/Branch Budgets with clear delineation of locational expenses and central corporate allocations
  • Capital Expenditure budgets covering fixed asset additions, sale and write-offs
  • Cash-flow budgets at company/ departmental/locational levels using a variety of methodologies

Financial Analysis & Modeling

Financial analysis is crucial in obtaining an understanding of your company’s financial performance. We specialize in providing outsource financial analysis and modeling services. We focus on helping businesses analyze data better and make smart decisions. Our financial analysis outsourcing services provide information regarding the efficiency, profitability, liquidity and stability of the company.

  • Sensitivity Analysis: Scenario Analysis of existing projections to test the financial robustness of business model in different scenarios
  • Pro forma Financials: Preparation of cash flow statements, income statements and balance sheets projections for debt/equity financing proposals
  • Projections/Forecasts: Preparation of monthly, quarterly and annual forecasts of key financial parameters such as revenues, cash balances based on historic data and current trends
  • Financial Analysis like ratio analysis, break-even analysis, NPV and IRR analysis, payback analysis for specific investments
  • Spreadsheet Testing: Identify potential and actual errors in an existing spreadsheet model and to suggest improvements in the financial models
  • Sales Product Mix Analysis: Uncover sales trends and optimal gross margin mix among different products/product lines/categories
  • Margin Analysis to uncover sources of Gross Margin dilution, identify EBITDA (operating margin) expansion opportunities and improve business bottom lines
  • Custom Industry Specific Analysis such as rent roll analysis for real estate companies, customer profitability analysis for IT services companies and freight analysis for logistics companies
  • Retail Analysis: SKU Analysis, Same Store Sales analysis and custom analysis for retail chains
  • Make vs Buy/Buy vs Lease Analysis: We help you in capital expenditure vs leasing decisions

Sample Reports

Below are a few samples of our work in business plan preparation, financial analysis, projection report and a sample of the industry research report. More samples and reports can be provided upon request.

Business Plan
Revenue Projection
Financial Analysis
Break Even Analysis
Industry Research Report
Sales Mix Dashboard
Contact Us
Investor Dashboard

Need More Samples


Our indicative standard charges for business plan preparation and financial analysis services are listed below.

Custom packages of 25, 50 and 80 hours per month are available



* onwards

Request a Quote



* Full-time staffing (160 hours per month)

Request a Quote



* Full-time staffing (160 hours per month)

Request a Quote
Financial Analyst Profile

Related Services

AP, AR, Reconciliations, General Accounting, Payroll, Month End Closing and Financial Reporting


Read More

Management Dashboards

Financial Dashboards, Sales Dashboards, Expense Trend Dashboards and Customized Operational Dashboards

Read More

Acquisition Support

Proformas and Financial Models, Cash Flow Modeling, Market Research, Evaluation of Acquisition Opportunities

Read More
Team & Staff Profile




About Us

  • 300+ clients across North America in all major states
  • High client satisfaction - Most of our clients have been with us since 8+ years
  • Clients across sectors like CPA firms, real estate, construction, logistics & transportation, retail, manufacturing and IT firms
  • Senior management team with rich outsourcing and management experience since 2003 in global companies
  • Staff with at-least six years of relevant work experience in accounting and financial analysis functions
  • Spacious office set-up (30,000 square feet) with modern facilities and uninterrupted power supply
  • 200 MBPS high speed dedicated internet leased line

Real Customers, Real Satisfaction!

A certified WBE specializing in temporary staffing of administrative, clerical and professional personnel. They excel in high-volume VMS/MSP environments and currently provide quality personnel to Fortune 1000 companies in over 40 states.

A mid-size data warehouse consulting and engineering firm based in OH. They build new data warehouse solutions, optimize existing environments, and offer an outsourced service for point of sale data analysis.

A midsized real estate property management firm based out of Beverly Hills, CA. The firm manages over 50 properties, across 9 states, encompassing over 1200 tenants and nearly 1.5 million square feet.

A well known real estate firm in Tampa (FL). The company currently manages over $60M in commercial real estate assets.

A well-known construction and development company in Canada specializing in construction and development of high rise concretes. It is a mid-sized firm and one of British Columbia’s most experienced and respected developers.

A 100 year old moving and storage company headquartered in Colorado with multi-state operations. The firms’ revenues are about 50-75 mn and has about 250 employees.

A fast growing mid size retail chain based in Toronto, Canada. This chain has about 15 franchisees across Canada.

A mid sized rapidly growing furniture distribution and retailing company based out of Idaho in USA, supplying a large retail companies like home depot as well as retail customers.

A large CPA firm based in Northville, MI. The firm has clients from virtually every business sector from around the US.

A mid-sized full service tax firm based in Chicago, IL. The company has a successful track record and is a leading national provider of tax resolution, tax preparation, bookkeeping and accounting services.

An exclusive, #1 reseller of Cosmedix products in Ireland & the UK. The firm also maintains an online store and had significant online presence across UK.

An international media monitoring firm based in Singapore that specializes in a wide range of services including media management and outsourcing of analyst work.

Learn More About Our Financial Analysis and Modeling, Budgeting Support Services

Contact US

All Rights Reserved © 2023 OHI