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4.8/5
based on 8,235 client reviews
  • US$20 hourly
    Experienced Business Integrator Experienced Business Executive Experienced Business Process Development Experienced OnBoarding Specialist Experienced Sales Manager Experienced Operation Manager Experienced Billing & Collection Specialist Experienced Customer service Specialist Experienced Patient Relation Specialist - Formulating strategy - Improving performance -Supervising the production of goods or services -Working with Subcontractor with Project Manager and Admin Staff - Work with 8-10 People in one project - Administrative tasks - Microsoft, Google and other tools literate - Inbound/Outbound Calls - Email task
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    Executive Support
    Business Plan
    Business Report
    Business Management
    Business Operations
    Business Development
    Sales Management
    Cost Control
    Customer Service
    Microsoft Office
    Microsoft Excel
    Virtual Assistance
    Administrative Support
    Communications
    Technical Support
  • US$150 hourly
    With over three decades of experience, I am a seasoned attorney specializing in PATENT, TRADEMARK, and CONTRACT law. My extensive expertise includes: - Drafting Artificial Intelligence (A/I); Machine Learning; Neural Network; & Natural Language Processing patent applications, as well as those for all manner of device and system embodiments especially including medical devices. - Crafting effective patent strategies - Conducting thorough patent searches - Skillfully composing patent applications - Navigating the intricacies of patent application prosecution - Conducting meticulous trademark searches - Preparing precise trademark applications - Skillfully handling trademark application prosecution Furthermore, I bring a wealth of CONTRACT law experience, encompassing various types of agreements, such as licensing agreements, contractor agreements, non-disclosure agreements, employee agreements, manufacturing agreements, and product development agreements, among others. I have a particular affinity for collaborating with individual inventors, small inventor teams, and startup enterprises. Throughout my career, I've assisted numerous clients in successfully launching their products and ideas into the market. I am eager to extend my expertise to assist you with your endeavors.
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    Tech & IT
    Science
    Patent
    Wireless Communication
    Patent Law
    Business Plan
    Intellectual Property Law
    Contract Law
    Contract Drafting
    Trademark Consulting
  • US$40 hourly
    🌟 TOP RATED Freelancer 🌟 Are you seeking a seasoned financial professional to manage your accounting, bookkeeping, and financial analysis needs? Look no further! I am a Chartered Accountant (Indian CPA), QuickBooks Certified, and a financial analyst with over a decade of experience in providing comprehensive financial services to clients worldwide. How I Can Assist You: My extensive expertise encompasses a wide range of financial and accounting services: 📈 Setting up new companies tailored to your business requirements. 📊 Establishing precise Charts of Accounts. 📜 Creating and managing Customers and Vendors Lists. 📦 Setting up Inventory items and linking them to the Chart of Accounts. 🏦 Managing Banks and Credit Cards. 🔍 Thorough Bank and Credit Card Reconciliation. 💼 Recording transactions accurately. 🔄 Creating bank rules in Accounting softwares. 💰 Efficient Payroll Management. 📚 Meticulous Bookkeeping. 🔀 QuickBooks Cleanup. 📉 Resolving accounting discrepancies. 🖥️ Expertise in QuickBooks Online or Desktop, Zoho, Xero, Google Spreadsheets, Excel, and more. 🌎 Currently serving clients from USA, Australia, UK, Canada & India. Financial Analysis and Modeling Expertise: I excel as a financial analyst and modeler, synthesizing and analyzing financial data to improve a company's finances. I develop financial models for companies, conduct in-depth business studies, create forecast models, and provide valuable financial insights. If you require assistance with business analysis, assignments, or a professional outlook, I can help with: 💼 Preparation of Cap Tables. 📊 Analysis of business projects. 💰 IRR, NPV, FV calculations. 📈 Balance Sheets, P&L, forecasting. 💸 Working Capital Management. 🧾 Invoice templates. 📉 Cash flow statements. 📋 Schedules supporting financial statements. 💳 Loan amortization schedules. 💱 DCF analysis. 📊 Ratio analysis. 🎯 Sensitivity analysis. Why Choose Me: 🌟 Client Reviews: I prioritize providing value and earning my clients' trust, as evidenced by the reviews and feedback on my profile. 🌟 Over-Delivering: I believe in exceeding expectations, ensuring my clients say "WOW." 🌟 Responsiveness: I maintain open lines of communication, ensuring timely responses. 🌟 Resilience: I'm known for tackling issues and finding solutions, no matter the challenge. 🌟 Kindness: I treat everyone with respect and genuinely seek to improve my clients' situations. 🌟 Flexibility: I'm adaptable and can work according to your time zone. Let's collaborate to meet your financial and business needs. I am eager to provide reliable, consistent, and high-level solutions. Please reach out to discuss how we can work together to achieve your goals!
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    Xero
    Business Plan
    Financial Planning
    Financial Reporting
    Intuit QuickBooks
    Bookkeeping
    General Ledger
    Cash Flow Analysis
    GAAP
    Data Entry
    Cash Flow Statement
  • US$20 hourly
    I am a Qualified Chartered Accountant along with bachelor degree in Business administration with post qualification experience of 8 years in Bookkeeping, Accounting, Excel Functionalities, Data Analysis, Financial Modeling, Crypto Accounting, Budgeting and Projections, Tax Returns and Research, Audit and Company secretarial Services. I possess excellent computer skills that include but not limited to QuickBooks, Xero, Wave Accounting, MYOB administration, G Suite, Microsoft Office Applications (i.e Microsoft Word, Microsoft Excel etc), Data Analysis and projection of trends. For the crypto accounting I have excellent practical experience working on cointracking.info, cointracker.io and koinly In addition to that, I hold certification in QuickBooks pro advisor and Xero certified advisor. I am well versed with bill.com and Expensify, which are cloud-based software that automates back-office financial operations for small and mid-sized businesses Further, currently, I am running my own accounting firm wherein I Provide Accounting and Auditing services to 60+ E-Commerce, Real Estate, Start-Ups, Health care, Manufacturers, Wholesalers and Stockiest Clients. I also worked for a well known chartered accountant firm for 4 Years. The exposure of working for 4 years in a well known chartered accountant firm plus working in my own firm made me skilled adapting to new Situations, People, Culture, Scenario, Constantly changing business environment and government policies. With skillset I Possess, I aim to provide you with excellent outsourcing services, which will help you to improve efficiencies, reduce cost, take accurate business decisions in business planning and meeting deadlines. Treat Upwork as a free consultation, Get to know me, feel free to ask the questions and how I can help your business. I Look forward to speaking with you to see how we can assist each other to reach our business and life goals
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    Cryptocurrency
    Business Plan
    Startup Consulting
    Management Consulting
    Financial Modeling
    CPA
    Data Analysis
    Microsoft Excel PowerPivot
    Xero
    Intuit QuickBooks
    Bookkeeping
    Internal Control
    Account Reconciliation
  • US$60 hourly
    Offering over 35 years of professional government relations and business writing. Specialties include RFP responses for government services and innovative technologies development grants. I provide deep experience in climate change and novel green energy solutions, mitigation and planning grants, GIS systems, and their application. Principal RFP/Grant Writer, surpassing the $280 million mark in federal, state, and local government contracts and government and foundation grant awards: Contract awards include EPA, DoS, DoD (USAF, USN), NOAA, and DoJ among others, and multiple state government awards. Grant awards include The National Science Foundation, Department of Energy, USDA, NIH, DoD/DARPA, and SBIRs from multiple agencies; Federal, state, and private foundation awards in emergency feeding program support and social services, operating and capital grant funding. RFP Consultant: I have been engaged to research requirements and write RFPs for the Kingdom of Saudi Arabia and the University of Salisbury (MD), and multiple municipal government organizations. Business Writer: I have completed multiple business article assignments for SKIM Business Journal (Spatial Knowledge & Information Management) Distribution among the governments and universities of the Gulf Cooperation Council (Persian Gulf): Multiple articles on the Application of GIS technologies for regional development: Climate Change and Resource Management; Energy, Urban Development and Transportation and International Trade and Finance Sectors. Other assignments included national economic profiles for Strategy Reports (an international business journal) focusing on Latin America with articles on Energy, Transportation, the Panama Canal Expansion, Finance & Banking, and Communications Technology Sectors in Panama and Guatemala; multiple assignments for the SAGE Encyclopedia of World Poverty. Freestore Foodbank (2011-2013) - Grant Writer, gaining $1.8 million in public, corporate and private foundation grants for anti-poverty food distribution, social services, and capital campaigns As Manager for Information Services with Labat Anderson (1999-2008), I provided advanced client services to 56 separate offices of US EPA and their national outreach programs. Strong knowledge of climate change and its economic, military, and political impact, national water & air quality programs & policies, I managed the Agency's national contact and order processing center for publications. I was Director for Public Information for the National Space Society (Philadelphia office); writing white papers, newsletters & congressional briefing books. Contributing panelist, OMNI Magazine symposium on US Space Policy. Strong knowledge of space launch systems, in-space manufacturing, and energy generation and defense systems.
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    Grant Writing
    Business Proposal Writing
    Content Writing
    Article Writing
    Energy
    Editorial Writing
    Public Policy
    Business Writing
    English
    Business Plan
  • US$25 hourly
    "Farhan Patel Has done a fantastic Job. He was able to go above and beyond what was requested. He also made plenty of welcomed suggestions on how I could improve the task. I will use him again." "Highly diligent qualified accountant who is a number genius and looks to maximize client's returns. I hired Farhan to deliver his expertise with a business plan. His skills were superb in balance sheet, P&L statement and cashflow forecast. He spent copious amount of time explaining the numbers, and how they were calculated. Thank you and I'll be coming back to you for more work." "Farhan did a great job for me, i would recommend him for anything in his interest." These are a few testimonies from my valuable clients on Upwork. I love playing with numbers and passionate about my work. Being a certified chartered accountant (ACCA, UK), having nine years of practical experience, I can be a complete accounting solution for your business. My objective as an Accountant is to save my client's tax money and critically analyze the outcome to ascertain the actual position. I'm a person who believes in smart work, utilizing my proficiency in MS Excel and finding ways to implement controls and streamline financial discrepancies with consistently strives to boost the business's productivity. I am QuickBooks ProAdvisor, Xero Certified User, and Wave ProAdvisor. I do everything to provide excellent services to my clients using the above applications on an ongoing basis. Apart from accounting and bookkeeping, I have got proven experience in the following fields: 1. Internal Audit 2. Projections & Cashflow 3. Financial Modeling 4. Business Plan 5. Reconciliations 6. Collection & Recovery 7. Financial Analysis 8. E-Commerce 9. Real Estate 10. QuickBooks / Xero / Wave Setup 11. 1099 Reporting 12. Tax Filing
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    Visual Basic for Applications
    Data Analysis
    Google Docs
    Bookkeeping
    Xero
    Financial Analysis
    Business Writing
    Business Plan
    Wave Accounting
    Intuit QuickBooks
    Balance Sheet
    Bank Reconciliation
    Financial Audit
    Microsoft Excel
  • US$160 hourly
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
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    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • US$250 hourly
    Fractional CFO Services for fashion, footwear, beauty & ecommerce brands Helping founders maximise cash flow, profits & dividends, whilst creating visibility & reducing anxiety • CFO & Exec Advisory Services for Founders • Forecasting, Projections & Goal Setting • Cash Flow Forecasting & Planning • Margin/Channel Analysis & Improvements Experienced advisor to omni-channel brands, including D2C ecommerce, retail stores, wholesale & marketplaces. Have you got ambitious growth plans for your fashion, footwear or beauty brand? Do you know how much extra cash you'll need to invest in inventory and ad spend to hit them? Do you know when your brand needs external financing or investment to continue hitting those targets? How does that cash run rate change if you need to hire a key role or outsource to a 3rd party distribution warehouse? Do you sleep soundly knowing that your business can cover your operating expenses next quarter? Growing a brand isn’t easy. You need to balance creativity, quality, and customer demand, while managing your costs, inventory and cash flow. However you don’t have the time to gain mastery in every area of the business. How do founders achieve this balance without sacrificing either creative vision or profits? • They lack the financial expertise to create systems and processes that lead to profits and cash flow. • The only financial support they receive are historic numbers from their accountant and bookkeeper, which doesn't help with strategic decision making. • They do not have the budget for a full time CFO with experience in these sales & marketing channels and funding challenges. Major CFO Consulting was created to provide this very solution, through Fractional CFO Services for ambitious, growth focused, fashion, footwear & beauty brands between £1m-£15m revenue. As a former CFO/FD who has spent almost 2 decades working in fashion, luxury and consumer brands, I understand your priorities, your sales and marketing channels and funding challenges, so I speak your language and communicate in a way that you as a founder understand. Benefits you can expect from working with me: • You will have a clear and accurate picture of your current financial situation and future projections, so you can make informed and confident decisions. • You will have a strategic partner who understands your industry, your challenges, and your goals, and who can advise you on the best course of action for your business. • You will have more time and energy to focus on what you do best: creating amazing products and delighting your customers. Want to leverage some of what I know to increase your profits, solve cash flow issues, and develop a long-term forecast to start planning confidently for ambitious growth? Schedule a free call or send me a message and let’s chat!
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    Business Plan
    Business Analysis
    Financial Planning
    Financial Analysis
    Financial Projection
    Financial Modeling
    Business Consulting
    Streetwear
    Financial Presentation
    Retail
    Financial Consulting
    Ecommerce
    Consumer Goods
    Fashion & Apparel
    Retail & Consumer Goods
  • US$150 hourly
    Expert-Vetted, Top-Rated with 15+ Years of Branding, Marketing and Business Consulting Experience I've helped 100’s of organizations launch and grow including: ecommerce companies, startups, local service businesses and large corporations. I actively listen to understand your needs and the goals of your business. It’s this skill that allows me to provide branding, marketing and business growth services that are truly rewarding for you and your clients. I'm extremely well-organized, maintain great communication, and work well with in-house teams and other third-party providers. You can rely on my experience working with B2B and DTC brands across a wide range of industries from technology to health and wellness, and real estate to security. I use the latest AI tools to enhance the strategies and content that I deliver. When you hire me for your project, you’ll benefit from a truly global perspective grounded in the latest research and best practices for your specific industry, geography and audience. Based in West Chester, Pennsylvania, I’ve consistently proven my ability to deliver high quality work on time and within budget to clients throughout North and South America, Europe, Asia, Africa and the Middle East. If you are considering a project, don’t hesitate to contact me. I'm always happy to listen and learn how I can help you express your brand to the world! Learn more at: upwardarrow.com ------------------- More about me: I hold a degree in Linguistics from the University of Pennsylvania, which offers additional benefits to international businesses that want to connect with English-speaking audiences here in the United States and around the world. I have a background in technology and continue to explore new technology that's on the horizon. I've authored two books, including one on how to achieve greater results with remote work. I'm a dedicated, husband, father and friend. ------------------- More information on the services I provide: I provide services for B2B, B2C, D2C companies and nonprofits across a wide range of industries including health and wellness, technology, security, private equity, real estate and human resources. I use the latest AI tools to enhance my work and deliver the greatest quality and efficiency to you. Here are some of the services I offer to help launch and grow your business: - Brand strategy, brand storytelling, brand safety, extensive brand guidelines and branding briefs - Brand naming, brand messaging and brand tone of voice - Trademark and naming research and due diligence - Audience research and persona development - Market research and competitor analysis - Marketing strategy, audits, implementation and comprehensive marketing plans - Business growth strategy and detailed business plans - Copywriting for websites, email campaigns, business articles, and voice overs - Social media strategy, profile creation, posting and growth - Press release writing and distribution - Editing and proofreading to improve existing content - Design, content creation and editing of pitch decks, presentations, case studies, white papers, PDFs and eBooks - Audio and video storyboarding, production and editing - Website design, development and maintenance including troubleshooting plug-ins and refining responsive themes with custom CSS
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    Website
    Storytelling
    Brand Strategy
    Brand Consulting
    Brand Marketing
    Corporate Brand Identity
    Brand Research
    Content Writing
    WordPress
    Business Writing
    Business Coaching
    Social Media Marketing
    Brand Identity & Guidelines
    Marketing Strategy
    Business Plan
  • US$75 hourly
    I am an expert in all things financial, with several advanced degrees that involve Economics, Finance, Business Law and Management. My current path is leading to post-doctoral work in Non-Profit Management with a concentration on the sustainability of funding/ fund development. If you need Grant Writing, I am able to concisely and with passion convey your message, with financials, if that is needed; that will allow any potential grant committee to put your Grant request at the top of their A list. Able to meet short deadlines with ease. Have worked for years in the Not for Profit sector, helping to generate both large and small scale fundraising and grant writing successful results. Are you starting your first business, need help with grants or fundraising, or just need that extra bit of mentoring to help with a special project? Not sure whom to turn to for answers, with what needs to be done and in what order? Those urgent questions about crowdfunding, grants, general fundraising, need to be answered by an expert. I have over 20 years of experience as a business consultant, grant writer., fundraiser for all types and sizes of Not for Profits. My comprehensive services are tailored to the business needs of both the for-profit and Not for Profit sector. I offer highly individualized service, provide in-depth consulting so that you understand the how's and why's of business, grants and other kinds of funding for all types and sizes of businesses. Specializing in nonprofit start-up and development, small business development, grant writing particularly federal and highly complex grants, including Real Estate acquisition and housing development. Please be advised that for all under two calendar-year-old non-profits, I must be provided in writing the detailed visions on the organizational and programming needs, the financials already in place, and what your expectations are for me as your paid consultant. Many foundations, corporations, and other funding sources are requiring in-depth current real-time financials that often include: IRS 990 forms and audited financials. For most newly forming non-profits these forms are not in existence. It has been my experience that most newly forming nonprofits underestimate the time and financial resources it will take to cultivate and build credible relationships with all types of funding entities and how unstable this time of funding can be in the long term. Also, and this is equally important, it has been my experience that some newly forming non-profits do not have credible financials - or have, in fact, not created any kind of budget to propel the organization forward. I can, of course, assist in developing budgets, but this does take time and discussion. I am a very methodical working...working carefully and consistently in providing superlative products. And my service is next to none: I believe in the power of partnership, collaboration, and open lines of communication. If this is for you...then we should talk! If you, however, want someone "to go it alone" as some clients prefer, then I am not the one for you! My consulting/grant writing services are comprehensive, individualized, personalized and exemplary. I love what I do, and my work reflects this passion and dedication I bring to all the work I do. My for-profit clients get all the same passion and dedication to giving you an effective and targeted result to your needs.
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    Academic Research
    Financial Analysis
    Finance & Accounting
    Social Media Management
    Legal Research
    Nonprofit Organization
    Content Writing
    Business Analysis
    Crowdfunding
    Project Proposal
    Fundraising
    Grant Writing
    Business Plan
  • US$50 hourly
    I will create a professional business plan for your funding needs that will include all the essential components expected by Every Investor, Banks and Financing Institutions. My Business Plan is complete and professionally done and consists of an Executive Summary, Company Description, Products or Services, Marketing Analysis, Operational Plan with Management & Organization Structure, Sales Strategies & Projection, Break-even Analysis, and Financial Projections. I've created winning plans that have allowed businesses to secure funding of over $500,000. My plans prove the long term viability of your business, showcase how your business is going to bring in revenue, and highlight how you're going to use the money you raise. Message me to have a detailed discussion of what I can do to help make your project a success.
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    Marketing Strategy
    Business Coaching
    Business Services
    Executive Summary
    Business Planning & Strategy
    Financial Accounting
    Business Analysis
    Content Writing
    Financial Projection
    Business Plan
    Financial Planning
  • US$235 hourly
    I emphatically enjoy helping people get into and understand the Franchise business model. If you are passionate and excited about expanding the company you started, then franchising can be an excellent method to reach your goals. I hope I can help bring your vision to life! Your success is how I will measure mine. With over 20 years in the franchise industry and my CFE (Certified Franchise Executive) certification from the IFA (International Franchise Association), I have the knowledge and experience to help guide businesses that want to start franchising or improve their franchising effort. I also help potential franchisees evaluate franchisors or existing franchisees deal with issues they may have with their franchisor. These items can typically cost over five times as much from an attorney or consulting firm. - Web-based Operations Manuals - Franchise Recruitment (sales) process - Internal franchise operations and processes -FDD and Franchise Agreement assistance Please take a second to read my reviews, and thank you for your time!
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    Business Consulting
    Business Coaching
    Business Plan
  • US$25 hourly
    An expert content writer with more than 8 years of working experience in 2 reputed organizations of Sweden. I am a postgraduate researcher with a strong grip on multiple fields such as Marketing, Public Administration, Management Sciences, Human Resource Management, Business administration, accounting & Finance, and Mass communication. I can also provide you services regarding SPSS data analysis, survey questionnaires, proofreading, etc I love to deliver quality work in a timely manner. Don't worry about your deadlines as I am very concerned about my commitments. 100% original work will be presented attached with the Turnitin plagiarism report. Feel free to contact me for any kind of content-related queries and you would never regret it.
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    Accounting Principles & Practices
    Survey Question Writing
    Data Analysis
    Finance & Accounting
    Thesis
    Literature Review
    Research Proposals
    Editing & Proofreading
    Hypothesis Testing
    Article Writing
    APA Formatting
    Qualitative Research
    Quantitative Analysis
    IBM SPSS
    Business Plan
  • US$75 hourly
    I AM THE GHOST AT YOUR KEYBOARD! You have the spotlight of authorship. I'm the ghost no one suspects was at your keyboard. BOOKS: Non-fiction and business topics range from all aspects of business, lead generation, how-to books, education & training, economics, geopolitical & social topics, personal development & spiritual growth, inspiration & motivation, autobiographies & memoirs. BUSINESS DOCUMENTS: Grants, RFP proposals, professional profiles. Customized business plans for first-time and repeat entrepreneurs in most sectors and activities, including non-profits.
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    Book Writing
    Memoir
    Ghostwriting
    Business Coaching
    Business Writing
    Business Strategy
    Proposal Writing
    Startup Consulting
    Business Plan
  • US$267 hourly
    Mr. Sequeira has over 20 years of experience with Multi-Million Dollar Cases in the Federal, State, and Administrative Courts. He has Successfully negotiated Multi-Million Dollar Settlements for Clients in Arbitration proceedings, Administrative Courts, and through Mediation. Mr. Sequeira is an International attorney with a Master’s in Intellectual Property from Southwestern Law School in Los Angeles. He has helped hundreds of clients reviewing, editing, and drafting their contracts with clauses that protect them. Mediated cases in civil litigation, HOA disputes, Crypto and securities regulatory compliance, employer/employee disputes, landlord/tenant disputes, attorney/client disputes, insurance/insured disputes, real estate, foreclosure, contractual disputes, mediating divorce cases, debt collection, corporate structure, and personal injury. Mr. Sequeira has worked on hundreds of cases for prestigious law firms, attorneys, and corporations. He has helped clients such as the Law Offices of Paul L. Stanton in Beverly Hills, CA, Cont'l Communities Group, Rezinate Construction Corp., Maravilla Center LLC, Valley Circle Estates Realty, Law Offices of Robert Kayvon, and the Law Offices of Neil Hedke. These law firms know Mr. Sequeira for his positive attitude, exceptional work ethic, and overall passion for delivering great results. Mr. Sequeira has helped the attorneys above under their supervision or as a Mediator with: - Contracts -Settlements - Mediation/Arbitration Proceedings - HOA - Complaints, Motions, and Demurrers - Propounding and Responding to Discovery - Gathering Evidence - Legal Research - Responding to all pleadings - Judicial Council Forms - Notice of Appeals - Filing Legal Documents in Federal and State Courts - Adhering to local court rules and procedures in State and Federal Court - Demand Letters - Stipulations for clients during Mediation and Deposition Preparation - Securitization Reports and Legal Opinions - Cryptocurrency, SEC regulatory compliance, and Loan Audits Mr. Sequeira has helped new law firms set up their Legal Departments and has helped in the hiring, training, and supervising of Paralegals, Legal Assistants, and Attorneys. Mr. Sequeira has experience creating and developing nonprofit organizations (NGOs) and writing grant proposals and has raised $1.8 million in donations working in collaboration with USAID, Habitat for Humanity, Red Cross International, Global Operations and Development, Wheels For Humanity, Doctors Without Borders, Kaiser Permanente, FVGPMAYA, Rotary Club International and Mercy Ships. Mr. Sequeira is an International Civil Law Attorney admitted to practice law in Nicaragua since 2008. From 2014-2019 Mr. Sequeira was Certified and registered as a Foreign Legal Consultant by California State Bar. As a former Foreign Legal Consultant, he has advised U.S. attorneys and law firms handling International cases. Mr. Sequeira has experience in both Common and Civil Law. He also has experience handling cases involving Foreign Sovereign Immunities Act (FSIA) and the Alien Tort Statute (ATS) and Human Rights. Mr. Sequeira is a member of the Southern California Mediation Association (SCMA). His Mediation and Negotiation Services Corporation is government certified in California and is also Federally certified. Mr. Sequeira is a member of the Consumer Attorneys Association of Los Angeles (CAALA), International Trademark Association (INTA), American Society of International Law (ASIL), American Branch of the International Law Association (ABILA), and a legal counsel for the Christian Center for Human Rights (CCDH). He is a Member of the National Association of Mortgage Underwriters (NAMU-CFLA). Mr. Sequeira completed his Master’s in Intellectual Property Law and Entertainment Law at Southwestern Law School in Los Angeles. As a Former Certified California State Bar Foreign Legal Consultant, Mr. Sequeira was able to provide legal analysis for attorneys and corporations concerning Civil Law and their relationship with Common Law in the United States. Mr. Sequeira is currently licensed in Nicaragua and not in the U.S.. As a Mediator, Mr. Sequeira has served as a neutral in disputes such as employer/employee, landlord/tenant, attorney/client, insurance/insured, real estate, foreclosures, contractual disputes, divorce cases, debt collection, and has helped parties find a resolution through negotiated agreement. Mr. Sequeira wrote and produced a video tutorial entitled “How to Succeed in the United States as a Foreign Attorney”. He also teaches paralegal classes for the Alternative Educational Advancement​ Program. Mr. Sequeira is highly regarded as being attentive to detail, prepared, and flexible. His prior experience provides him with an unparalleled grasp of legal disputes and enables him to offer parties valuable insights and creative solutions. Mr. Sequeira is known for his creativity and excellent problem-solving skills.
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    Legal Research
    Employment Law
    Mediation
    Alternative Dispute Resolution
    Litigation
    Corporate Law
    Arbitration
    Legal Writing
    Contract Drafting
    Business Plan
    Civil Law
    Intellectual Property Law
  • US$95 hourly
    If you are a startup or early-stage founder with a compelling business opportunity but under-capitalized and want to seek funding options, let's talk. I understand, very specifically, what institutional investors want to see to consider your opportunity. Or, as well-known Venture Capitalist Marc Andreesen once said, "The difference between a vision and a hallucination is others will see your vision". I have 20+ years experience in capital markets, both as a founder and working with other founders in successful funding events exceeding $ 450 million. The plan that drives a cap raise begins with a cogent, well-organized, and executable roadmap. Where you are today? How will a capital infusion from an outsider willing to take on the risk allow you to get to the next level? Here is how I start: - Funding readiness: Are you operationally ready? If you're ready, I will tell you. If you’re close but not quite there, I’ll tell you. If you have a lot of work to do before investors will consider you, I'll tell you where the gaps are and let you decide what comes next. - Investor Book: If you're (close to) investor-ready, it's time to build a strong Investor book, guided by your industry and what portfolio investors in your space want to see. - Investor Targets: Investor book is underway. In tandem with, we begin investor due diligence to build a targeted investor list. We look for connections and referrals to partners, analysts, or anyone who can open doors to the target investor. Many believe this is a quick & easy process. You need to know the investors you'll be pitching as if you've worked with them before. If what I've shared makes sense, let's connect, either by direct message or you may invite me to a job you posted on the platform. We can briefly discuss your goals and how I can be of material value if there's a fit. To your success, Mike
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    Venture Capital Consulting
    Investor List
    Sales Management
    Fundraising
    Corporate Strategy
    Investor Roadshow
    Forecasting
    Startup Consulting
    Business Continuity Plan
    Valuation
    Company Valuation
    Business Coaching
    Management Consulting
    Business Development
    Business Plan
    Strategic Plan
  • US$150 hourly
    I spent four years as an investor at multi-billion dollar hedge funds before launching my own startup. Prior to investing, I was a management consultant for three years and earned a law degree from Columbia and a Master's in international finance from Tufts. I also hold a B.S. in Math from Yale.
    vsuc_fltilesrefresh_TrophyIcon Business Plan or Pitch
    Visual Basic for Applications
    Financial Modeling
    Competitive Analysis
    Forecasting
    Business Plan
    Financial Analysis
  • US$250 hourly
    🏆 "Highly recommended A+++" 100% Job Success* I help business leaders and teams to define and achieve their business financial goals. I do this by bringing over 16 years of CFO experience with a proven record of establishing cross-functional partnerships to deliver stellar results. I am an agile, strategic, and hands-on leader driving operations within analytics, marketing, sales, and business development areas in early-stage and middle market companies. I have been accountable for budgets up to $130 million and allocate resources to drive organizational and profit growth internationally. I am particularly adept at streamlining, organizing, and leading company staffs productively. I believe that people working together toward a united vision can accomplish more. For this reason, I enable collaborative success through two decades of experience in finance and operations leadership with innovative teams and entrepreneurial organizations, and I specialize in 3 areas: ▶️ FUNDING: I create business plans, financial models, and pitch decks that get funded. My previous projects have included the initial $500,000 capital raise for 4D Healthware, the IPO for American Brewing Company, and the close of $10 million of seed funding for Syncfy. ▶️ VISIBILITY: I implement accounting and finance systems that enhance business success. For CITIZEN Healthcare, I restructured corporate financing and the corporate structure, providing an increased profit margin of 9%, ROA of 1%, and ROE of 11%. ▶️ PROFITABILITY: I develop strategies for profitable businesses. I turned around the North American distribution of CITIZEN® brand calculators from a $1.5 million loss to a $500,000 profit by streamlining distribution, reducing inventory costs and levels, and enhancing communication. 🏆 “Jeremy knows a great deal from experience. In his practice he leverages that experience to find the most efficient path to success for you. If you have a need in his wheelhouse, definitely seek his advice. He is always open to sharing.” –Brian Jessup, Co-Founder of Reuleaux.skin, powered by Cybele Microbiome 🏆 “Jeremy can run with the best of the CFOs. He can lead teams and will roll up his sleeves to get the job done. Jeremy knows how to excel and execute!” –Carter Wigell, CEO at Ideator 🏆 “[F]abulous ongoing strategy advisor!! Awesome results!” –Parker Harris, Founder & President at Junto Global 🏆 “He has a unique ability to solve complex cross disciplinary problems.” –Matt Clifford, Co-Founder & COO at Wholesome Valley Foods (Barnana) My services include: ✔ Part-Time CFO ✔ Forecasting & Budgeting ✔ Financial Systems Assessment ✔ Financial Modeling ✔ Management & Board Reporting ✔ Cash Management ✔ Financial Planning & Analysis ✔ Financial Management ✔ Investor Presentations ✔ Business Advisory ✔ Accounting System Setup and Upgrades ✔ Chart of Accounts Setup and Improvements ✔ Company Dashboard Creation and Advancement ✔ KPI Reporting ✔ Business Process Improvement ✔ Interim CFO ✔ Collections Enhancement ✔ Project Management ✔ Business Planning ✔ Business Intelligence ✔ Financial Advisory ✔ Strategic Advisory ✔ Fundraising Support ✔ Value Creation Audit ✔ Turnarounds ✔ Investment Capital Planning ✔ Policies and Procedures Development ✔ Supply Chain Planning and Optimization ✔ Contract Negotiations ✔ Executive Coaching My industry experience includes: Civic & social organizations, computer software, consumer goods, consumer products, consumer services, food & beverage, furniture, higher education, international trade, internet, law practice, marine, medical devices, nonprofit, real estate, restaurants, venture capital & private equity, wholesale, and many others. My skills & expertise include: ✴ Startup Consulting ✴ Budget Management ✴ Strategic Development ✴ P&L / Revenue Growth ✴ International Business ✴ Due Diligence ✴ Mergers and Acquisitions ✴ Corporate Governance ✴ Risk Management ✴ Trade Finance ✴ Capital Markets ✴ Asset Management ✴ Portfolio Management ✴ Investment Management ✴ Project Finance ✴ Business Credit ✴ Startups / Start-ups ✴ Board Governance ✴ Nonprofit Management ✴ Founder and Co-Founder ✴ Operating CFO ✴ CFO and COO ✴ Outside Director ✴ Corporate Finance ✴ Budgeting & Forecasting ✴ Financial Forecasting ✴ Corporate Strategy ✴ Business Consulting ✴ Business Management ✴ Business Process Reengineering ✴ Presentations ✴ Venture Capital Consulting ✴ Intuit Quickbooks ✴ QuickBooks Online ✴ Process Reengineering ✴ Business Analysis ✴ Business Innovation ✴ Financial Planning ✴ Pitchbooks ✴ Business Proposal Writing ✴ Strategic Planning ✴ Financial Presentations ✴ Business Scenario Development ✴ Business Continuity Planning ✴ Business Modeling ✴ Business Process Modeling ✴ Business Valuation ✴ Business Process Engineering ✴ Business Transformation ✴ Business Writing *Calculation adjusted to account for long-term relationships that have become inactive due to earlier successes; all jobs have been completed successfully.
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    Forecasting
    Finance
    Business Presentation
    Business Plan
    Financial Analysis
    Corporate Finance
    Strategy
    Financial Management
    Startup Consulting
    Financial Modeling
    Venture Capital Consulting
    Growth Strategy
    Financial Projection
    Budget Management
  • US$150 hourly
    I am an experienced executive leadership professional and a high-level administrator with expertise in the for-profit business, non-profit, government, and legal sectors. I have raised millions through grant writing and fund development. I have extensive experience managing complex organizations with complex funding, programmatic, organizational, staffing, and management structures. Therefore, I bring a multifaceted array of skills that will benefit your business and/or non-profit in multiple ways. Below is a summary of my areas of expertise. -Economic/Community Development Expert, Non-profit and Small Business Strategist with expertise in human/social services; neighborhood and property revitalization; legal analyst and policy development, organizational capacity building; and fund development/grants administration. -Fund development and grants administration including sourcing, writing, and management; Human resources and fiscal administration; Board relations and strategic planning; General day-to-day business administration; Advocacy, public policy, community, and public relations; Client centered programs and services development and implementation. -Fundraising and fund development; Organization and program oversight and monitoring; Workforce and educational programs and services development; System-wide strategic analysis, policy development; and operational planning; Fiscal planning, budget development, and expenditure monitoring. -Community Revitalization including, Community Development; Economic Development; Neighborhood Revitalization, and Property Development. -Capacity building in the areas of organizational day-to-day management; program and services assessment, design, development, and enhancement; short and long-range operational, tactical, and strategic planning; needs assessments and organizational enhancement planning; system evaluations and improvement; staff assessment and development planning; and policies and procedures development. -Writing and document production including policy documents; white papers; business plans; SWOT (Strength, Weaknesses, Opportunities, and Threats) analysis. and Community Needs Assessments.
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    Organizational Development
    Business Consulting
    Business Writing
    Management Skills
    Legal Research
    Community Strategy
    Nonprofit Organization
    Grant Proposal
    Program Management
    Strategic Plan
    Policy Development
    Business Plan
    Grant Documentation
    Prospect List
    Grant Writing
  • US$129 hourly
    A data analyst and chartered accountant with an MBA, I have excellent finance, data analysis and data visualisation skills. My work is easy to understand and follow, and is therefore appropriate for both a technical and a non-technical audience.
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    Chartered Global Management Accountant
    Marketing Analytics
    Google Analytics
    Tableau
    Management Accounting
    Business Planning & Strategy
    Data Visualization
    Management Consulting
    Financial Modeling
    Business Cases
    Business Plan
    Business Analysis
    Financial Analysis
    Strategic Plan
  • US$60 hourly
    I’m a former investment banker at Deutsche Bank Alex Brown, general partner at Silicon Valley VC MDV, co-founder of boutique VC firm Fast Ventures, and founder of Jackson Steiner, a micro hedge/distressed real estate investment fund. Combined, this amounts to 25+ years of experience in investment banking and venture finance. Today, a few years into semi-retirement, I help founders and CEOs turn their vision into big-picture stories, align stakeholders across cross-functional teams, and persuade investors to back big strategic moves. My work with clients often comprises creating high-level (i) business plans and financial models, (ii) investor decks to support Pre-Seed, Seed, Series A-D, and venture round fundraising, (iii) strategic narratives, and other high-stakes company presentations. Recent Client Successes: • Wander.com secured a combined $30 million in its Seed, Series A, and venture rounds from top-tier VCs such as QED Investors, RedPoint, Susa Ventures, and others. They also procured a $100 million line of credit from Credit Suisse on Dec 1, 2022. • Wander Atlas launched the first and only vacation rental REIT (Real Estate Investment Trust) raising $100 million in an exempt Reg D offering in Q1 2023. • CoinPanel closed its £10 million Series A round in Q1 2023. But don’t take my word for it; feel free to look them up (e.g., on Crunchbase, Forbes, Bloomberg). Other clients I worked with include Anthem Gold, BMW Group, CoinPanel.com, Neil Mandt (Crime Door), OnePak, PlantLife, Sharekey, Spotify, Viddoze.com, Wander.com, and many others. I would love to hear from you to discuss your project. I'm a native English speaker. I'm fluent in German and somewhat proficient in French. So, how about it? I’m looking forward to speaking. Karl A. Mohr
    vsuc_fltilesrefresh_TrophyIcon Business Plan or Pitch
    Business Presentation
    Business Planning & Strategy
    Financial Presentation
    Presentation Design
    Strategic Plan
    Storytelling
    Financial Prospectus Writing
    Pitchbook
    Strategy
    Financial Modeling
    Business Plan
    Startup Consulting
    Venture Capital Consulting
    Business Modeling
  • US$175 hourly
    I am an enthusiastic, versatile, hands-on and strategic senior executive with experience in financial management, quality assurance, governance, and operations management for private and public companies in many industries, sized from very small to extremely large, and across 3 continents. I partner with businesses to help them grow and succeed; people working together toward a common vision accomplish more. Several clients have derived the greatest value from jointly analyzing their business, identifying easily achievable adjustments, key business drivers to track, and achieved efficient growth, even in difficult economic conditions, without the need for complex sales or marketing. On a team, effectively engaging all members, developing and mentoring, and encouraging effective communication contribute to bottom-line performance and employee engagement. I specialize in 3 areas: ▶ CLARITY, VISIBILITY and EFFICIENCY: I implement accounting and finance systems, or reengineer existing reports and statements, create metrics and charts to highlight and analyze performance, trends and strategies. Clarity of cash flows is an area I consider to be especially important. For a public manufacturer, I analyzed performance in detail (including product, customer, and department) and created tools for daily cash management to achieve a radical turnaround and profitable emergence from bankruptcy. For a power generation company and a public IT and SaaS company implementing new ERP systems and enhanced internal, external and board reporting highlighted performance, improved profitability over 200%, improved cash management, and created efficiency in the preparation and filing of reports. ▶ FUNDING, CORPORATE TRANSACTIONS and DUE DILIGENCE: I create business plans, financial models, investor information sheets and packages for raising debt, equity and grant funding, as well as for acquisition, restructure and disposal of entities and assets. When desired I accompany clients in meetings and manage data rooms for due diligence. For a construction company I closed two government grants and 7 debt instruments to fund capital projects. In aerospace I renegotiated, and later redeemed, all secured debt, raised new funding through unsecured lines of credit, two equity raises, two government grants and a large interest free loan. For an oilfield service group I negotiated and closed on the sale of a subsidiary, and in logistics merged entities. ▶ PROFITABILITY and RISK: I develop strategies for profitable business and for identification and management of risk. I drove growth and strategic realignment, added clients 2.5 times larger and doubled ongoing services in a financial service group. For a not-for-profit entity and a public company I introduced a risk assessment process reported to the boards of directors. For an international public group I development and implemented policies and procedures to ensure consistent standards, reporting and practices among subsidiaries (including bribery, corruption, privacy standards and international law). I renegotiated 26 insurance policies and created methodology to minimize risk and cost. I also have extensive experience in: ▶ Systems and processes ▶ People development ▶ Financial mentor and training ▶ Dashboards for strategic, board of directors, executive, operational or tactical purposes ▶ Strategic planning ▶ Development and implementation of financial policies and procedures ▶ Project tenders ▶ Project management My services include: • Fractional CFO (or FD) - ongoing, Interim, or Part-Time • Financial management • Cash Management • Management, Public and Board Reporting • Company Dashboard or KPI Creation and Enhancement • Financial Systems Assessment and Improvement • Forecasting, Budgeting and Business Planning • Financial Planning and Analysis • Investor and Funder Presentations • Process Design and Re-engineering • Turnarounds, Mergers, Acquisitions and Divestment support • Due Diligence • Corporate and Board Governance • Independent Director • Policies and Procedures • Risk Management and Business Continuity Planning • Fundraising Support • Pitch decks and raises • Business Proposal and Grant Writing • Contract Negotiations • Project Management • Accounting System Setup and Upgrades • Chart of Accounts Setup and Improvements My industry experience includes: ▶ Aerospace ▶ Computer software, hardware and SaaS ▶ Food manufacturing ▶ Health insurance and service ▶ International trade ▶ Manufacturing ▶ Medical services ▶ Not-for-profit ▶ Oil and gas ▶ Oilfield services ▶ Payroll and benefits service ▶ Power generation ▶ Professional services ▶ Transportation and logistics (intermodal) ▶ Utilities, and ▶ Many others. FREE If you would like to send me a copy of your financial statements I will provide you a complimentary initial assessment and recommendations for improvement. Please contact me to discuss your project.
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    CPA
    Business Transformation
    Change Management
    Growth Strategy
    Continuous Improvement
    Process Improvement
    Financial Reporting
    Performance Optimization
    Financial Management
    Management Consulting
    Business Plan
    Compliance
  • US$80 hourly
    Secure investment in your company or idea, get more prospective clients for your business or enter a new market sure-footed with all the reliable data at hand. I held multiple Investment Banking roles in Big 4 companies (PwC, Deloitte) and top London banks (Deutsche Bank, Citi, UBS) specializing in PowerPoint presentations, investor decks, business reports and performing market analysis for sell-side M&A transactions. Now, I rely on my experience so far to help Upwork clients successfully secure investor and client relationships: 🏅 Assisted 50+ Clients (Tier1 as well as startups) with Preparing Fundraising Decks for Amounts Ranging from $6M-$200M across 20+ Industries 🏅 100% Job Success Score as a Top Rated Plus Upwork Freelancer 🏅 9+ Years of Consulting and Investment Banking Experience 🏅 Featured in Forbes, Business Insider, Yahoo Finance ✅My testimonials say a lot about me: ●"Maria delivered a presentation that was exactly what investors were looking for." ●"Maria created a higher quality deck than we could have ever done by ourselves." ●"Maria's expertise in analysis, structuring, and business acumen proved invaluable to our team." ⭐Working with me, you will: ● KNOW that you have a BEST-IN-CLASS PITCH-DECK and that you are putting your best foot forward to get the funding you need from investors and VCs ● GET INVESTOR-GRADE, BIG-4 STANDARD presentations and reports in proper English that are FUTUREPROOF and that will help raise capital and get more clients for your business ● STOP STRUGGLING with finding time to do the rest of the work that ONLY YOU can do. I’ll take everything else off your plate, like writing excellent copy for clients & investors, editing compelling business presentations, and sourcing reliable market and industry data so you don’t have to go down all the research rabbit-holes ● MAKE BUSINESS DECISIONS CONFIDENTLY, knowing that you are counting on data that is recent, accurate, reliable, and complete ● SAVE MONEY by reusing my work in other presentation decks and business collateral in the future ⚡ My background highlights: ● Created business development presentations that helped Big 4 consultancies in London to secure advisory projects of $1m+ in budget ● Created compelling pitch decks that secured funding with investors and VCs ● Researched data, compiled information memorandums and developed marketing materials for sell-side M&A transactions of companies in Fintech, Oil & Gas, Hospitality, Automotive, Chemical and Confectionery industries ● Led comprehensive risk assessments and gap analyses used in the Investment Banking industry as a basis for extensive change management projects ● I have my own company on the side, so I am familiar with the struggles of start-ups when securing funding and prospecting a new market You can confidently hire me for: ✅ Pitch Decks/investor presentations; from pitch deck design to building a pitch strategy, compelling equity story & pitch deck copywriting for seed & Series A-D rounds ✅ Company & product presentations ✅ Summarizing multiple & varied sources of data into PowerPoint presentations ✅ Information Memorandums ✅ Business Plans ✅ M&A support (deal marketing) ✅ Market research to help identify business opportunities ✅ Company and industry research ✅ Competitor analysis ✅ Responding to RFPs ✅ Wording and content improvements / Business and Finance copywriting ✅ Summarising financial news SOUNDS LIKE I COULD BE A GOOD FIT? HERE'S WHAT TO DO: Click on the 'Invite to job' button at the top of the page and let me see how I can help take that work off your plate and deliver excellent results for you and your business. I guarantee fast delivery times within timeline and budget and efficient communication throughout. Areas of expertise: Tech, Fintech, Investment Funds, Banking & Finance, Consumer Finance, Real Estate, SaaS, Deeptech, Edtech, Oil & Gas, Mining, Aviation, Automotive, Agriculture, Chemical, Confectionery, E-commerce, Pharma, Manufacturing, Medtech, Healthcare, Hospitality, Luxury Goods, B2B. Familiarity with Finance & Capital Markets terms and concepts. I specialize in creating decks using PowerPoint and Canva. Fluent English Speaker (native level equivalent). I adapt my writing to my audience (UK or US).
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    Business Presentation
    Microsoft PowerPoint
    Sales Presentation
    Fundraising Presentation
    Pitch Deck
    Presentation Design
    Data Visualization
    Presentations
    Company Profile
    Content Writing
    Investor Overview
    Executive Summary
    Business Plan
    Business Writing
    Pitchbook
  • US$75 hourly
    Hello, and welcome to my profile! With over two decades of experience in technical and business writing as a researcher, scientist, consultant, entrepreneurship advisor, and startup entrepreneur, I'm a clear, compelling communicator who can help you tell your story effectively and persuasively. In the realm of business writing, I deliver the following: • Full-service business plans, financial projections/modeling, and business model design • Pitch decks, market strategy, annual reports, white papers, and executive summaries • Crafting compelling narratives that resonate with investors, customers, and other stakeholders. • Subject matter expertise in entrepreneurship, fundraising, and social impact • The ability to "get smart fast" on any topic, which means I can quickly understand your industry, market, and audience When it comes to technical writing, I offer the following: • Writing and researching a variety of technical documents, including white papers, reports, grants, manuals, dissertations, academic journal articles, blog posts, websites, and more • Broad technical knowledge base and strong research skills • Can come up to speed quickly on any new subject. • Ability to translate technical concepts to non-technical audiences • Subject matter expertise in sustainability and the physical sciences • Providing keen analysis and data visualization skills to draw insight from data Whether you need technical or business writing, I'm here to help. I'm a self-motivated and collaborative writer who will provide structure and solid project management to ensure your project stays on track, on budget, and on time. My 100% job success rating and 5-star reviews on Upwork are a testament to my dedication to delivering exceptional work and exceeding client expectations. I look forward to hearing more about your project and discussing how I can support you in achieving your goals.
    vsuc_fltilesrefresh_TrophyIcon Business Plan or Pitch
    Pitch Deck
    Case Studies
    Executive Summary
    Business Writing
    Business Planning & Strategy
    Article Writing
    Proposal Writing
    Scientific Writing
    Financial Modeling
    Technical Writing
    Editing & Proofreading
    Report Writing
    Business Plan
    White Paper
  • US$50 hourly
    If you are looking to develop financial projections for a small business, I'm your guy! Let me help you secure the funding you need to start or grow your business. In my 25+ years as a Certified Economic Development Finance Professional, I've helped my clients obtain over $509 Million in financing on projects that range from $10,000 to $15,000,000. Areas of Expertise: - Comprehensive Financial Projection development (Income Statement, Cash Flows, Balance Sheet, Industry Ratio comparisons, Lender Ratio calculations and supporting statements) - Loan Program Identification. I can help you determine which loan programs are the best fit for your industry and your stage of business. - Lender Identification. Through my knowledge of the SBA lending programs, I can give you a list of the 5 most active banks in your community for obtaining SBA financing (these can also be great lending partners for non-SBA loans as well!). Not only can this information be sorted by your community, but I can also query the data by your industry type...helping you to find the lenders most interested in making loans to businesses just like yours! - Business Plan Development / Business Plan Review. The best business plans are written by the entrepreneurs themselves. I am glad to assist you in this process by providing you with tools to get a rough draft started and then will review your business plan to ensure that it will meet the standards of your lender. - Business Purchase Review. Through Industry Trade databases, I can review a business that you may be interested in purchasing. Business Purchase reviews would include analysis of historical financials, review of trends and key performance ratio, Industry Benchmark comparisons and Financial Projections. In addition, can evaluate the seller's asking price to compare to the industry standards for the subject business, which provides you an understanding of the value for negotiations with the seller. My goal is to have you prepared to meet with your lenders at the conclusion of our relationship. I will use your information as well as my own research to build the financial projections in an interactive Excel template customized to your business needs and will provide you PDF reports to share with your lenders. In a situation where you have already gathered the basic information about your venture, we can often complete the projection process within a week, eliminating delays with getting to the bank as your next step! Some testimonials from my local clients: “Mark was very helpful and instrumental in our ability to obtain the financing needed to start our company. I would highly recommend it to any entrepreneur looking to start a business.” - Dan B. “Your experience is bar none the best! We never would have been able to get into business without you! Keep up the great work! First Class! Awesome! We may be looking into other business ventures as well and would love to use your services again!” - Brian W. “Mark was a huge help in getting us up and going on time. He was very knowledgeable and always had things prepared on time. It was a pleasure working with him!” - Shawn E.
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    Business Development
    Business Planning & Strategy
    Startup Consulting
    Startup Company
    Business Coaching
    Small Business Administration
    Financial Modeling
    Financial Projection
    Business Plan
  • US$181 hourly
    Are you an entrepreneur that wants to take it to the next level? 100% of my coaching clients have shared they are more clear, inspired and energized after working with me. Let me help you find your mojo! I am a Top Rated Plus Business Coach on Upwork with 100% satisfaction score, contact me today! ⚡︎I can help you if you are struggling with these challenges: ● "I have no idea on how to get started with my startup" ● "Life has been chaotic and I need to get clear on my direction " ● "I don't have the energy or motivation right now to grow my business" ● "I want to get to the next level and I am not sure how to get there" ● "I'm starting a new chapter in my life and I need someone to hold me accountable" ● "HELP! I'm overwhelmed and I don't know what to do next" I focus on working with entrepreneurs with startups or small businesses. The process: Who are you? You are the main factor in your success. Why should your business exist? A purpose. How do you do things? Something that makes you unique. What do you offer? Your product or service. All success revolves around the answers to these four questions. All failure comes from a lack of understanding these questions. This is my method. It does not matter if you are a startup or an existing business, this is the core of your work and journey. A client had dozens of business ideas, I helped him launch just one. A client stopped chasing 3 different startups and now is an executive in a new business. One client grew from 5 to 50 employees in just two years. Let's get on a call today! We can set up an initial zoom call in a free 30 min consultation and I will explain how my process will get you the results you are wanting. Best regards, Brian **If you’re interested in working with me hit the Invite Freelancer button and send me a short description about you and your project.
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    Career Coaching
    Business Analysis
    Business Consulting
    Personal Development
    Business Plan
    Business Modeling
    Leadership Development
    Startup Company
    Startup Consulting
    Growth Strategy
    Innovation Strategy
    Business Coaching
    Entrepreneurship
    Business Development
    Life Coaching
  • US$48 hourly
    I have written thousands of proposals, grants, and investor-focused business plans for 300+ organizations over a 17-year career in development. An American living abroad in South America, I love to write and work for positive social change all over the globe. I have an MA in Environment and Natural Resources and International Studies as well as BAs in English and Political Science, am academically published, and have diverse experience in dozens of different fields. My favorite projects are holistic by design, cross-cutting in innovative ways to achieve sustainability across multi-disciplinary fields. My specialties are in climate resilience, ecology, agriculture, entrepreneurship, women, indigenous rights, youth development and education. I have worked in big tech, AI, health, and energy among other areas as well. I write content and appeals along with more technical proposals and have worked on every continent (save Antarctica!).
    vsuc_fltilesrefresh_TrophyIcon Business Plan or Pitch
    Business Plan
    International Development
    Environment
    Fundraising
    Grant Writing
    Grant Objectives & Methodology
    English
    Article Writing
    Nonprofit Organization
    Grant Proposal
    Writing
    Grant Research & Prospect List
    Proposal Writing
    Grant Application
    Content Writing
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