Western Oak Advisory Revenue

Business Consulting and Services • • 1-10 Employees

Western Oak Advisory revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Business Consulting and Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Western Oak Advisory

Scott Moscatelli

Co-Founder

Company overview

Headquarters	XX
NAICS	5416
Employees	1-10

About Western Oak Advisory

Our process starts with financial analysis, but we draw on a combined 30 years’ experience in Finance, Technology, Operations, Marketing & Sales Strategy to help grow your business. In addition to our professional experience, our team has a Chartered Financial Analyst (CFA) as well as an MBA from NYU Stern. We provide tailored business advisory services that combine financial analysis, operational insights, and strategic recommendations. Our goal is to help small and medium businesses unlock growth, optimize value, and make data-driven decisions. 🧭 Our Process 1. Initial Discovery & Objective Setting Understand the client’s business model, goals, and pain points. Define key focus areas (e.g., profitability, cash flow, valuation). 2. Data Collection & Financial Audit Review financial statements, operational metrics, and market context. Identify gaps, anomalies, and opportunities. 3. Analysis & Insight Generation Perform deep-dive financial analysis. Translate numbers into actionable business insights. 4. Reporting & Strategic Recommendations Deliver a comprehensive report with visualizations, and growth strategies. Present outcomes in a collaborative session. 🎯 What You Get • A clear understanding of your financial health. • Actionable insights for growth and efficiency. • Strategic recommendations tailored to your business. • A professional report and walkthrough session.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Western Oak Advisory has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Western Oak Advisory has never raised funding before.

Frequently asked questions

Western Oak Advisory is located in XX.

Western Oak Advisory generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Western Oak Advisory has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Western Oak Advisory has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Western Oak Advisory

Scott Moscatelli

Co-Founder

4.8

40,000 users