Michael L.

Michael L.

EdinaMN
Job Success

Financial Modeling Expert, Valuation Consultant and Excel & VBA guru

Founder and principal consultant of financial modeling and business consulting company Excel Savants LLC focused on: • Providing business consulting and support for Startup businesses • Building sophisticated, comprehensive, and elegant financial models. • Transforming and evolving existing business data processes. • Providing best-in-class Excel and VBA solutions and training. I hold a BA in Economics and an MBA with a focus on Finance. I was an Energy Sector Analyst and Fund Manager for an Investment Fund and was a corporate capital Financial Consultant for a major health insurance company for 5 years. My strengths lie in creative and comprehensive financial modeling and financial database design and implementation. I am motivated by the possibility of being part of a business client’s success story, leveraging my expertise in financial modeling as a means to support a start-up’s pursuit of its dreams. Excel Savants LLC client start-ups have included: • Aqsol water treatment solutions company; a Bahamian life insurance venture; an audio visual service start-up, Capriccios Lounge and Restaurant in the Bahamas; a micro lending company in the Dominican Republic; BeOne Green juice bar; Jomper, a premium yoga attire venture based in Hawaii; a charter plane company and more. Excel Savants LLC designs and constructs client database architecture through a synthesis of holistic data evaluation and process analysis, streamlining of data intake, advanced data validation and processing and implementation of custom-built Visual Basic macros for process optimization. Database clients have included: • Commercial construction firm Anderson CC Inc. of Edina, MN; Foothill Municipal Water District in La Cañada Flintridge, CA; Osprey Construction Co. in Nassau, Bahamas and more. Excel Savants experience with valuation for the purposes of securing venture capital investment or ascertaining an acquisition sales price includes: • Created financial model and valuation for a Washington D.C. based private pain management and interventional orthopedics practice to arrive at target acquisition sales price and physician partners' fair value price per share. Analysis included discounted future cash flow valuation based on bottoms up financial forecasting and a cost replacement valuation estimate. • Developed sophisticated financial model for a premium yoga attire start-up, Jomper, which included a discounted future cash flow based enterprise valuation. Provided consulting services to business owner to secure early stage venture capital through structuring the terms of a convertible note deal.
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Michael L.

Michael L.

EdinaMN
Job Success
5
Total Jobs

Financial Modeling Expert, Valuation Consultant and Excel & VBA guru

Specializes in
Founder and principal consultant of financial modeling and business consulting company Excel Savants LLC focused on: • Providing business consulting and support for Startup businesses • Building sophisticated, comprehensive, and elegant financial models. • Transforming and evolving existing business data processes. • Providing best-in-class Excel and VBA solutions and training. I hold a BA in Economics and an MBA with a focus on Finance. I was an Energy Sector Analyst and Fund Manager for an Investment Fund and was a corporate capital Financial Consultant for a major health insurance company for 5 years. My strengths lie in creative and comprehensive financial modeling and financial database design and implementation. I am motivated by the possibility of being part of a business client’s success story, leveraging my expertise in financial modeling as a means to support a start-up’s pursuit of its dreams. Excel Savants LLC client start-ups have included: • Aqsol water treatment solutions company; a Bahamian life insurance venture; an audio visual service start-up, Capriccios Lounge and Restaurant in the Bahamas; a micro lending company in the Dominican Republic; BeOne Green juice bar; Jomper, a premium yoga attire venture based in Hawaii; a charter plane company and more. Excel Savants LLC designs and constructs client database architecture through a synthesis of holistic data evaluation and process analysis, streamlining of data intake, advanced data validation and processing and implementation of custom-built Visual Basic macros for process optimization. Database clients have included: • Commercial construction firm Anderson CC Inc. of Edina, MN; Foothill Municipal Water District in La Cañada Flintridge, CA; Osprey Construction Co. in Nassau, Bahamas and more. Excel Savants experience with valuation for the purposes of securing venture capital investment or ascertaining an acquisition sales price includes: • Created financial model and valuation for a Washington D.C. based private pain management and interventional orthopedics practice to arrive at target acquisition sales price and physician partners' fair value price per share. Analysis included discounted future cash flow valuation based on bottoms up financial forecasting and a cost replacement valuation estimate. • Developed sophisticated financial model for a premium yoga attire start-up, Jomper, which included a discounted future cash flow based enterprise valuation. Provided consulting services to business owner to secure early stage venture capital through structuring the terms of a convertible note deal.
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More than 30 hrs/week

Testimonials

Endorsements from past clients

"Fortunately, I found Michael and engaged him to assist with several complex financial modeling and real estate analysis projects. Most impressively, Michael possesses deep financial modeling and valuation expertise across a myriad of industries with expert level proficiency. I’ve always found Michael’s insight to be invaluable and he executes every project with the highest level of detail, professionalism, responsiveness, and efficiency. Overall, Michael has been a tremendous asset and I highly recommend his services!"

Ben C. | Real Estate Development
Sep 2022
Verified