Matthew P.
Savannah, United States
100%
Job Success
Top Rated
CFO & Mergers & Acquisitions Advisor
$150.00/hr
With a B.S. in Finance and extensive experience in M&A, I’m here to help you navigate acquisitions, mergers, and growth strategies that maximize value for your business. My approach is collaborative and focused on delivering actionable insights to investors, banks, partners, and stakeholders. Before joining Upwork, I had the opportunity to work closely with entrepreneurs to strengthen their acquisition strategies, improve ROI, and build compelling financial models and pitch decks. Since joining Upwork, I’ve been able to leverage this platform to guide ambitious business owners in achieving their goals through strategic M&A.
I specialize in:
M&A Strategy and Advisory
Valuation and Financial Modeling
Due Diligence and Risk Assessment
Business Plan Writing
Financial Projections
Strategic Growth and Business Development
Financial Statements Analysis
Pitch Decks for Acquisitions and Sales
My style is highly interactive—I ask a lot of questions to truly understand your business, ensuring that every recommendation is tailored to your unique vision and objectives.
I love helping entrepreneurs solve their critical challenges by crafting strategic acquisition plans, building value, and positioning businesses for long-term success.
Looking forward to collaborating with you!
Work history
Work history
Financial Forecast Quality Review
Nov 7, 2022
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Apr 7, 2025
"Great freelancer on Upwork! Knows his stuff"
Private earnings
You will get an Investor/Bank Ready Business Plan
May 25, 2023
-
Jun 28, 2023
"The freelancer did a nice job on the project. He was responsive to any feedback or questions and readily available to communicate on Upwork about the project. The end result…
Private earnings
Visa Business Plan
Sep 26, 2022
-
May 4, 2023
Private earnings
Quarterly business report writing.
Aug 5, 2022
-
Oct 21, 2022
Private earnings
Financial Analyst I Consultant
Jun 6, 2022
-
Sep 8, 2022
No feedback given
Private earnings
Business Plan
May 21, 2022
-
Jul 21, 2022
No feedback given
Private earnings
You will get an Investor/Bank Ready Business Plan
May 15, 2022
-
Jul 5, 2022
"Very professional presentation. Delivered what was promised."
Private earnings
You will get an interactive Financial Model/Forecasts
May 25, 2022
-
Jun 9, 2022
Private earnings
Outsource CFO for Company Listed on OTCMarkets
Mar 22, 2022
-
May 31, 2022
No feedback given
Private earnings
30 minute consultation
May 16, 2022
-
May 22, 2022
No feedback given
Private earnings
Company Valuation Expert Needed for M&A
Feb 6, 2025
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Present
Job in progress
Private earnings
Quick consultation – looking for your insight.
Mar 18, 2024
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Present
Job in progress
Private earnings
C&C Pickleball December 2023 Revised Financials Spreadsheet
Dec 24, 2023
-
Present
Job in progress
Private earnings
Business Plan for CDFI Loan Application
Oct 24, 2023
-
Present
Job in progress
Private earnings
Pickleball Business Plan Writing
Sep 27, 2023
-
Present
Job in progress
Private earnings
2022 Personal & Business Tax Returns
Aug 21, 2023
-
Present
Job in progress
Private earnings
Startup business plan
Mar 14, 2023
-
Present
Job in progress
Private earnings
Bank Ready Business Plan
Feb 22, 2023
-
Present
Job in progress
Private earnings
Fractional CFO for Projections and Business Consultant
Feb 15, 2023
-
Present
Job in progress
Private earnings
Conducting Product / User Research (accounts payable & accounts receivable)
Nov 18, 2022
-
Present
Job in progress
Private earnings
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Skills
Skills
- Finance & Accounting
- Business Analysis
- Business Plan
- Business Development
- Market Research
- Financial Report
- Business Planning & Strategy
- QuickBooks Online
- Market Analysis
- Forecasting
- Shareholder Relationship
- Pro Forma Statement
Project catalog
Get started working with Matthew quickly with these predefined projects.
Get started working with Matthew quickly with these predefined projects.
You will get an interactive Financial Model/Forecasts
From $1,000
15 days delivery
You will get a Business Plan Template
From $50
1 day delivery
You will get an Investor/Bank Ready Business Plan
From $250
14 days delivery