Hire the best Acquisitions specialists

Check out Acquisitions specialists with the skills you need for your next job.
  • $175 hourly
    Certified Valuation Analyst (CVA) member of NACVA, Member of New York State CPA Society (NYSSCPA) and its Business Valuation and Digital Assets Committees, Member of Licensing Executives Society (LES). Adjunct Professor of Finance, Stevens Institute of Technology. 20+ years of experience with business valuations, corporate finance, mergers & acquisitions, venture capital and private equity transactions, in the US, Europe, Middle East, Latin America and Asia. Wharton MBA and undergraduate degree from Stockholm School of Economics. Speak fluent English, French and Swedish, basic German and Spanish. Services include: * Certified Business Valuations - for 409A (options), business sale or acquisition, capital raising, estate tax, gifts of shares and other securities, financial reporting (ASC 718 & 820 fair value, purchase price allocation (ASC805), E-2 visa, and other purposes (NO REAL ESTATE VALUATIONS) * Intellectual Property Valuations (patents, copyrights, software) and Intangible Asset Valuations * Cryptocurrency/Bitcoin Appraisals and Blockchain Project Valuations * Valuation consulting for investment funds regarding valuation of securities * Acquisition Target Screening (identifying and/or contacting potential acquisition targets in North America or Europe) * Company Buyer Searches (identifying and/or contacting potential buyers for a company in North America, or Europe) * Company Sale Preparations (assisting owner to prepare company for sale) * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity, mezzanine or debt) * Deal Negotiations (business sales, acquisitions, financing transactions) * Complex Financial Models (incl. acquisitions, buyouts, recapitalizations, valuations, private equity, venture capital, debt financing, portfolio analysis, OPM analysis, PWERM, rNPV, Monte Carlo analysis, Real Options) I DO NOT PROVIDE ANY ACCOUNTING, TAX ADVISORY OR LEGAL SERVICES! Industry experience includes: * Biotechnology / Pharmaceuticals / Diagnostics * Medical Devices, Products and Equipment * Compounding Pharmacies * Healthcare Services (medical, dental, veterinary, IT) * Educational Services and Technology * Financial Services & FinTech * Blockchain / Cryptocurrencies / Digital Assets * Cloud Services / Software-as-a-Service (Saas) / Enterprise Software * E-commerce * Games & Gaming * Telecommunications / Mobile Services * Electronics * Security Software, Services and Hardware * Food & Beverages * Cannabis * Consumer Products * Luxury Goods * Electrical Products and Equipment * Plastics & Rubber * Automotive * Industrial Products & Services * Sourcing, Quality Control, Testing and Logistics * Paper and Packaging Recent projects include: - Gift tax share valuation report for SaaS company - Investor business valuation report for biotechnology company focused on cell therapy - Estate tax valuation report for real estate holding company - 409A business valuation report for cybersecurity company - Business and financial plan development for private equity investment firm - Blockchain technology intellectual property valuation - M&A advisory for process monitoring technology business - Purchase price allocation (ASC 805) for financial services company acquisition - Patent valuation for medical device technology - Business valuation of building products company for potential sale - 409A business valuation for simulation software company - 409A business valuation for biotechnology company - Sale of business services company in Asia - Business valuation of publishing business - Pre-IPO company valuation - Financial model for ecommerce business - Business valuation of dental practice - Business valuation litigation support - Financial model for SaaS startup - 409A business valuation for medical device company - Business valuation of medical app company - Acquisition advisory in consumer products sector - Financial due diligence for educational services acquisition - 409A business valuation for software business - Business valuation of SaaS company - Comprehensive financial model for SaaS business - Business acquisition search process for family investment group - Valuation analysis for acquisition of life sciences service business - Business valuation of digital media company - Financial due diligence on oil & gas energy business for private equity investment - Financial plan for early stage consumer products business - Business valuation of restaurant chain - Acquisition search for life sciences products business - Investor presentation for digital streaming media business - Financial plan for early stage healthcare services business - Financial plan for private equity acquisition of medical equipment company
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Financial Analysis
    Private Equity
    Investment Research
    Corporate Strategy
    Venture Capital Consulting
    Corporate Finance
    Valuation
    Business Valuation
    Financial Prospectus Writing
    Financial Modeling
  • $75 hourly
    🥇Over $375m raised across deals with funding success rate >90% 🥇75+ Investment Advisory Clients; AUM $3 billion average 🥇20+ Years of Qualified IB and VC/PE Experience in London, US, Canada and Europe 📈With over 60 years of combined experience, our team has demonstrable expertise in connecting entrepreneurs with funds, and investors with opportunities - scroll down to read just some of our glowing testimonials. Sector Specialities: 🌲Cleantech and Net Zero,👩‍💻Tech (Mining, Advertising, Marketing, HR, SaaS), 💡Renewables & Energy, 🛒eCommerce, 🎬Media, 👨‍🏫Consulting Top benefits noted by Entrepreneurs 🎯Cost-effective access to experienced CFOs 🎯Increased success in fundraising efforts 🎯Smoother transition from start-up to scale-up 🎯Financial models that bring clarity and confidence 📈Fractional CFO services include financial planning and analysis (FP&A), budgeting and forecasting, cashflow management, strategic planning and risk management, accounting and bookkeeping, and financial reporting. Top Strategic Clients: 💼Big Four (Deloitte, PWC) 💼Sequoia 💼BP Ventures 💼Unilever 💼Boost&Co 🏆“We were extremely pleased with the service received and for Jamie’s support through each stage of the process. Having grown the business from start-up it was critical for us to find the right partner to move forward with. Key to this was Jamie’s deep knowledge of the cleantech venture capital markets and his ability to introduce us to a number of potential investors who shared our enthusiasm and ambition for the market opportunity. We are extremely pleased to have CGF and Gulf as strategic investors and we look forward to hopefully working with Jamie again in the future” - MS, Indra Renewable Technologies 🏆 “We have worked with Jamie on a number of investment opportunities and his perspective continues to be a valuable asset for the Group; he is one of those rare straight-talking advisors who balances world-class business modelling, a critical, commercial mindset, and some good humour. All deliverables were created on time and within budget. Without hesitation, I would recommend Jamie and his team to leaders of any high-growth organization that wants to innovate and drive change – but needs capacity, expertise or both.” - AA, Meridian Media (Neom SPV) 🏆“Jamie did an outstanding job in helping us develop and articulate our strategy and operating model. His data-driven, insight-led approach allowed us to better position our overall business vs. our competitors, and his outputs were crisply presented, content-rich, and to the point. We especially valued Jamie's hands-on approach and highly collaborative working style, which made for a fun and engaging project. I would definitely recommend Jamie to anyone seeking a genuinely fresh perspective on their business from what I see as a tier-1 strategy boutique.” - QS, Modo Energy 📝NEXT STEP: I would be happy to talk to you about how I can assist you as a business owner or investor. Please send me a message and we can start the conversation. Reachable at jamie@corby.associates. Calendar at calendly.com/jpscorby/30-minutes
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Commercialization
    Visualization
    Financial Reporting
    Strategic Planning
    Fundraising
    Competitive Analysis
    Business Plan
    Microsoft PowerPoint
    Financial Modeling
    Business Valuation
  • $175 hourly
    ⭐️ M&A and capital raising expert with more than $6 billion in closed transactions ⭐️ 10 years IB experience (both middle market and Wall Street) ⭐️ Worked with clients in many industries across the globe (US, UK, Europe) ⭐️ Active entrepreneur, angel investor, and private equity investor ⭐️ CFA Charterholder & MBA I am a finance expert with over a decade of experience in investment banking, consulting, angel investing, and private equity. With a proven track record of advising clients on transactions worth more than $6 billion in the middle market and on Wall Street, I am excited to offer my expertise to assist you with any projects you may have. Throughout my career, I have worked with various companies, from start-ups to global enterprises, venture capital firms, and private equity funds, on sell-side and buy-side M&A, capital raising, strategic planning, and corporate development engagements. These experiences have provided me with a unique combination of financial expertise, strategic insight, and interpersonal skills that I bring to every project. I recently also founded a partnership of executives, entrepreneurs, and investors that invests in companies in the lower middle market. This allows me to maintain a constant pulse on the market and stay informed of the latest trends in many industries. My areas of expertise include the following: ✅ Wall Street quality pitchbooks, investor presentations, and information memoranda ✅ Sell-side M&A support: buyer screening/lists, process management, due diligence ✅ Buy-side M&A support: target screening & research, investment thesis, due diligence ✅ Financial analysis & modeling: three-statement models, budgeting, forecasting ✅ Valuation modeling: DCF, public comparables, precedent transactions, LBO ✅ Business plan writing ✅ Market research ✅ Interim CFO / VP of Finance / Corporate Development My promise to you: ✅ I am fully committed to delivering a project only with the highest quality ✅ I will always be transparent in my communication and provide timely updates ✅ I will not take on an engagement unless I can guarantee its success ✅ I can deliver time-sensitive projects expeditiously Please do not hesitate to get in touch. I am excited to work with you.
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Microsoft Excel
    Accounting Principles & Practices
    Investment Banking
    Chartered Financial Analyst
    Valuation
    Pitchbook
    Capital Markets
    Venture Capital
    Pitch Deck
    Startup Consulting
    Financial Modeling
    Company Valuation
    Private Equity
    Mergers & Acquisitions
    Financial Analysis
  • $200 hourly
    I’m the Top 1%, Expert-Vetted, Finance Freelancer who has become a go-to consultant with the secret sauce recipe here on Upwork for financial forecasting, M&A, business planning, underwriting due diligence, and valuations on B2B, CRE, D2C, and B2C transactions. If you are looking to grow your business, need interim CFO services to help your business grow, participate in a merger, acquire a business, or seek capital for your venture in our capital markets, I’m the guy people talk to here because I have 30 years of experience in the field. Yeah, I’m that end-to-end guy who can help you keep it out of the ditch and sleep at night. You don’t have to settle when you can have the best for a fraction of what I used to charge on Wall Street. Key experiences you will want in your corner: * Millions raised for my own projects. * $2 Billion+ in valuations for Upwork clients. * $15 Billion+ in underwriting, feasibility, and capital raise projects over the years. * Over 100 client assignments complete with rock-solid 95%+ Client Success Rating. * Former FINRA Compliance Vendor - SEC compliance is in my bones for crowdfundings, Reg A. and Reg D securities offerings. * Buy-Side/Sell-Side/Your Side Always. You can get there from here but it starts with reaching out to the professional who just doesn’t stop. I love this business and you will too – I guarantee it.
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    Financial Analysis & Valuation
    Real Estate Financial Model
    Business Management
    Business Proposal
    Capital Markets
    Equity Valuation
    Partnership Agreement
    Commercial Lending
    Financial Prospectus Writing
    SEC Regulation
    Underwriting
    Contract Negotiation
    Business Valuation
    Mergers & Acquisitions
  • $85 hourly
    I am a finance professional with an MBA in Finance and an Excel expert. I am comfortable using advanced financial formulas in Excel along with Macros, Power Query and Power Pivot. I have worked as a Financial Reporting Specialist for a Global Logistics company where I prepared financial reports for executive management; Some reports included 3 Statement models, Budget vs. Actuals and AR/AP Analysis. I have experience using Microsoft Power BI to build KPI dashboards for financial and data analysis. Please see my Data Visualization profile for specific rates and details. I build financial models as well such as Financial Projection Models, Monthly Cash Flow Forecasts, and DCF Valuation models. Please see my Financial Analysis & Modeling profile for specific rates and details. I use my critical thinking, educational background and attention to detail to solve problems in financial analysis & modeling. I provide financial tools to help you run your business at optimum efficiency. Allow me to handle the financial planning & analysis so you can focus on what you do best to grow your business.
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Financial Reporting
    Private Equity
    Corporate Finance
    Forecasting
    Data Visualization
    Dashboard
    Financial Modeling
    Financial Projection
    Pro Forma Statement
    Microsoft Power BI
    Microsoft Excel
    Financial Analysis
  • $110 hourly
    I'm a CFA Charterholder, (Chartered Financial Analyst - charter number #185489). I have created detailed, and connected financial models and BI dashboards for Fortune 500 companies. My list of clients includes public firms such as Sony, Medavail, Novo Nordisk, and Unilever. I have done my time as CFO in SaaS, Blockchain, E-commerce, Real Estate and Manufacturing companies. I'm a modern Fractional CFO that can optimize your finance department, or create one from scratch. I have deep expertise in financial modeling, valuation, financial analysis, and data science. I have over 19 years of experience in finance in Canadian, US, Australian, Israeli and Italian companies. I've helped raise +$600 million in the last 19 years in debt and equity for real estate projects and startups. I'm well versed in advanced statistics, time series analysis, VBA, Google Scripts, R, Python, SQL, DAX, M, Excel Automation, SPSS, PowerBI, GDS, Dynamics 365 and more. I'm ranked #113th in the world in the recent Financial Modeling World Cup competition. The aim of all my skills is to optimize, automate, present and control your financial and analytical processes. My favorite quote is by Warren Buffett, who is my greatest inspiration: "Someone’s sitting in the shade today because someone planted a tree a long time ago." This quote summarizes my attitude towards financial management, and business.
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Chartered Financial Analyst
    Economics
    JavaScript
    API Integration
    Visual Basic for Applications
    Looker Studio
    Budget Management
    Microsoft Power BI
    Blockchain
    SQL
    Real Estate Financial Modeling
    Data Science
    Investment Research
    Financial Modeling
    Financial Analysis
  • $495 hourly
    IF YOU'D LIKE TO WATCH THE UPWORK WEBINAR I DID ON BUSINESS ORGANIZATIONS -- ADD THIS TO UPWORK.COM IN THE ADDRESS BAR: community/events/upwork-live-tips-and-tricks-for-starting-a-business-in-the-us. I am an attorney and accountant, and was a professor of finance and law at the University of Southern California where I taught business law, real estate and accounting. I have saved clients millions of dollars through insight and experience in negotiating and drafting contracts and a thorough understanding of accounting; and how the legal and financial elements affect one another. If you're considering starting your own business or you have started your own business you may find the book "You Want To Be An Entrepreneur" extremely useful. Search for that title on Amazon or see my portfolio below. I am considered an expert in licensing/franchising and brand management, and am one of the most experienced executives in the hospitality/entertainment fields. I have been an owner, operator, executive and consultant with more than 20 years in product and brand licensing for such world-famous entities as the Rolling Stones, Playboy, Warner Bros. and Penthouse. Additional info on LinkedIn.
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Trademark
    Mergers & Acquisitions
    Post-Merger Integration
    Due Diligence
    International Taxation
    Corporate Law
    Business Plan
    Contract Drafting
    Licensing
    Brand Licensing
    Contract Law
    Legal Consulting
    Intellectual Property Law
    Financial Projection
  • $300 hourly
    A highly experienced and entrepreneurial lawyer, I work primarily with business owners and founders in connection with mergers and acquisitions, securities law and contracts. I graduated magna cum laude from the University of Pennsylvania, finished in the top 7% of my law school class, where I graduated with honors and was selected as a Managing Editor of the Law Review, worked as a law clerk for a federal judge where I drafted opinions for the judge's review and briefed the judge on applicable law, and I was trained at Ballard Spahr and Morgan Lewis, two of the largest law firms in the United States. I also acquired, built and sold dozens of businesses, exposing me to corporate and securities law from a real world, entrepreneurial perspective. I did most of the contractual, M&A, tax planning, employment law and other legal work myself for my own companies because I love practicing law. I thoroughly enjoy working with business owners and their management teams to craft efficient and creative solutions to legal challenges. That's why I returned to the full-time practice of law after building and selling a number of successful businesses. I’m now seeking creative ways to build a practice that fits into my lifestyle, and that requires primarily working remotely. Upwork is an ideal platform for me to connect with innovative business owners, corporations and law firms seeking top-notch legal work that leverages technology to meet both my objectives and and my clients' goals as well. I have substantial experience with mergers and acquisitions, tax planning (I also have an LL.M. in Taxation from NYU), employment law, corporate formation and governance. I've helped many clients comply with securities law issues in connection with raising capital through private placements and crowdfunding transactions. NEED HELP WITH A BUSINESS LAW CHALLENGE? DON'T HESITATE TO CONTACT ME FOR: √ Letters of Intent √ Private Placement Memos √ Subscription Agreements √ Reg D Filings / Private Placements √ Regulation Crowdfunding Compliance √ Securities law compliance including Reg A+, Reg D, Reg CF, Reg S √ Operating Agreements √ Partnership Agreements √ Employment Agreements √ Independent Contractor Agreements √ NDAs and Confidentiality Agreements √ Website terms and conditions and privacy policies √ Asset purchase agreements, stock purchase agreements, mergers and acquisitions √ Copyright issues √ Trademark issues √ Employment discrimination, overtime and other employment issues √ Appellate briefs √ Motions and a supporting memorandum of law √ Any other legal issues requiring experienced, realistic and actionable advice. I look forward to hearing from you, and to the prospect of working together in the near future. Sincerely, Barry
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Legal Writing
    Mergers & Acquisitions
    Contract Law
    Tax Law
    Intellectual Property Law
    Legal Research
    Employment Law
    Legal Consulting
  • $50 hourly
    Having certifications from the two largest Accounting Bodies of the world (AICPA, US - licensure pending, and ICAI, India), the professional is a young, energetic and aspiring service provider proficient in US GAAP, IFRS, and IFRS-based Accounting Standards. He has 4 years of experience in Financial Controlling, Financial Management and Analysis, Financial Reporting, Taxation (US, India, International) and Management Accounting. He is currently serving a Netherlands-based HR start-up as its Fractional CFO, as well as a UK-based luxury fashion startup as its Head of Finance. What can you expect? -Immediate replies to questions and queries: available 16 hours a day (mainly ET hours), Monday to Saturday -Accurate and cost-effective Strategic Financial Management, Financial Analysis, Accounting, Tax Planning and Preparation, and Financial Assignments (Financial Forecasts, Financial Modeling, Project Reports, and Investment Analysis) -Compliance with the Industry Best Practices, with an aim to customize the Financial Reports as per the Business (The professional has worked with clients belonging to varied industries-HR, Construction, Automobile Retail, IT Outsourcing, FinTech, Consumer Goods Manufacturing, Retail, and Financial Services Industries) -Availability post completion of the project: You may contact the professional any time even after the completion of the project for any queries or assistance. The professional hopes to create a long-term business relationship with you, helping you with anything and everything connected to Finance, Financial Accounting and Management Accounting.
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Financial Planning
    US Taxation
    Financial Reporting
    International Taxation
    Bookkeeping
    Article Writing
    Cost Accounting
    Private Equity
    Financial Accounting
    Financial Audit
  • $60 hourly
    Experienced financial analyst (Deloitte; Rand Merchant Bank) who is new to the freelance scene. I have advanced modeling skills (Excel, VBA, Python) and a specialist background in project finance transactions within financial advisory firms, private equity, and senior lenders. I build financial models to support your: ✅ Project Finance Transaction ✅ Investment Valuation ✅ Investment Exit Planning & Strategy ✅ Commercial Bid Pricing ✅ Startup's Investor Pitching and Financing ✅ Financial Planning & Analysis The models will capture your business’ future seen through its financial accounts, offering you actionable, quantitative insights. Its structured calculations allow you to explore the impacts of different situations on your business outcomes. All designs are tailor-made in Excel, making them easy to use without special expertise. I look forward to working with you!
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Dashboard
    Sustainable Energy
    Wind Energy
    Solar Energy
    Private Equity
    Energy & Utilities
    Visual Basic for Applications
    Quantitative Analysis
    Project Finance
    Finance & Accounting
    Forecasting
    Financial Analysis
    Valuation
    Financial Modeling
  • $250 hourly
    PROFILE: I am a strategically focused, tech-savvy entrepreneurial executive. My roles have included VC General Partner (GP), Board of Directors, Strategic Advsiory, Operating Executive (Chief Financial Officer (CFO)/Chief Operating Officer (COO)), Investment Banking Equity Analyst and entrepreneurial management. I have broad and deep financial expertise coupled with experience in company strategy, business models, product strategy, financial modeling, pitch decks, capital raising, due-diligence, deal structuring, negotiations and business disputes. Career engagements include Fortune 500 companies (2x), entrepreneurial ventures - bootstrapped (2x) and venture-backed (1x), a venture capital fund (1x), and investment banks (2x). ------- Key deliverables and areas of focus: Founders' economics, startup/start up, seed capital, Series A, Series B, financial model/models/modeling, revenue model, dynamic cost model, staffing model, cap table/capitalization table, charts, dashboards, KPIs, OKRs, business model, pricing model, pricing strategy, go to market strategy, pitch deck, pitchdeck, waterfall analysis, equity, debt, value proposition, unique selling proposition (USP), venture capital/capitalist (VC), private equity (PE), investment funds, term sheets, negotiate/negotiation, deal structure, preferred stock, convertible notes, SAFE notes, commercial bank credit agreements, covenants. financial planning & analysis (FP&A), forecasting, operating budgets (OPEX), capital expenditure budgets (CAPEX), acquisition analysis, liquidity event, pro forma statements, scenario analysis, sales compensation / incentive compensation, and MBO structures. Corporate development, investment bankers/advisors, equity investments, M&A, acquisitions, exit events, partial liquidity events.
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Fundraising
    Executive Summary
    Business Modeling
    Growth Strategy
    Analytics
    Corporate Strategy
    Business Presentation
    Startup Consulting
    Venture Capital Consulting
    Entrepreneurship
    Financial Analysis
    Strategy
    Financial Modeling
    Business Plan
  • $170 hourly
    Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. From the simple to the highly complex. My models are institutional-quality, and create a powerful impression on equity investors. A few highlights on my specialization in real estate modeling: - Modeled billions of dollars worth of real estate at financial institutions - Microsoft Certified “Excel Expert” - Master’s in real estate development - Chartered Alternative Investment Analyst As a well-known real estate modeler, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal. I have deep experience with all real estate product types, including office, industrial, retail, mixed-use, condo, multi-family, SFR, land, self-storage, cannabis, and all forms of hospitality (resort, hotel, motel, etc.). If you need a pro forma, waterfall, or any other real estate model, let’s chat.
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Equity Research
    Real Estate Investment Assistance
    Cash Flow Analysis
    Fundraising
    Capital Markets
    Real Estate
    Real Estate Financial Modeling
    Microsoft Excel
    Financial Analysis
    Pro Forma Statement
    Financial Modeling
  • $45 hourly
    🙌🏽 350 𝗙𝗼𝘂𝗻𝗱𝗲𝗿𝘀 𝗵𝗲𝗹𝗽𝗲𝗱 💰$20𝗠+ 𝗶𝗻 𝘀𝘁𝗮𝗿𝘁𝘂𝗽 𝗳𝘂𝗻𝗱𝗶𝗻𝗴 𝗿𝗮𝗶𝘀𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗺𝘆 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝘀 𝗮𝗻𝗱 𝗗𝗲𝗰𝗸𝘀 3️⃣𝘅 𝗘𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿 🥇𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗘𝘅𝗶𝘁 💃🏻30 𝘆𝗲𝗮𝗿𝘀 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗮𝘀 𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗯𝗮𝗻𝗸𝗲𝗿 𝗮𝗻𝗱 𝗖𝗙𝗢 📡𝗞𝗶𝗻𝗱, 𝗧𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝘁, 𝗠𝗮𝘁𝘁𝗲𝗿 𝗼𝗳 𝗳𝗮𝗰𝘁 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗼𝗿 "What truly sets Monica apart is her dedication to excellence. Every interaction, every iteration, and every piece of feedback was met with understanding, insight, and an unwavering commitment to deliver the best. Her work is not just professional; it's exceptional." - Sam Lee, CEO of Chrom Adjust "Monica's dedication, skill, and professionalism have immensely contributed to the promising future of our startup. I wholeheartedly recommend Monica for her exceptional expertise and positive demeanor." - Joy K, CEO of Tiger Connect 📞 Invite me to your job and we can book a complimentary 30-minute consultation together that I know you'll find extremely helpful even if you decide not to work together 📞 Here’s a brief summary of how I help my clients most often: ✅ Telling the most compelling story to investors through numbers in a Financial Model and through words in a Pitch Deck so they can raise funds successfully ✅ Building an intuitive and easy-to-use Financial Plan that allows them to run their business more effectively as small business owners ✅Advising startup founders on growth, fundraising, proven investor strategies, and financial management best practices Why I’m worth talking to ✅ I've done this a few hundred times before 🔎 I’ll “get” your business model right away without you having to do too much explaining 🕵️‍♀️ I’ll ask questions that you probably haven’t even thought about, so you may end up understanding your own business better 🚶🏽‍♀️I’ve walked in your shoes as an entrepreneur multiple times, I feel for you, and can share what I learned Thank you for reading my profile 🙏 If you’re ready to take your business to the next level and/or need to fundraise to get there, invite me to your job and we can talk more about how to achieve your goals. Monica Chitnis "Monica crushed it. Deliverable was excellent" - Felipe Azenha, CEO of CinderFit
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Investment Research
    Financial Analysis
    Financial Management
    Business Modeling
    Business Proposal Writing
    Castilian Spanish
    Financial Writing
    Business Writing
    Business Plan
  • $100 hourly
    🏆 Get 10X more investor meetings🏆 $𝟗𝟎𝟎𝐌+ 𝐟𝐫𝐨𝐦 𝐭𝐨𝐩 𝐕𝐂𝐬: 𝐒𝐞𝐪𝐮𝐨𝐢𝐚, 𝐚𝟏𝟔𝐳, 𝐏𝐥𝐮𝐠 & 𝐏𝐥𝐚𝐲, 𝐀𝐜𝐜𝐞𝐥, 𝐀𝐧𝐝𝐫𝐞𝐞𝐬𝐬𝐞𝐧 𝐇𝐨𝐫𝐨𝐰𝐢𝐭𝐳 🌟+10 years capital markets experience 🥇 Top 1% on Upwork worldwide. 🟢 𝐖𝐚𝐧𝐭 𝐭𝐨 𝐨𝐩𝐞𝐧 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫'𝐬 𝐜𝐡𝐞𝐜𝐤𝐛𝐨𝐨𝐤𝐬? Let's keep it real here. 𝐘𝐨𝐮 𝐨𝐧𝐥𝐲 𝐠𝐞𝐭 𝐎𝐍𝐄 𝐬𝐡𝐨𝐭 𝐰𝐢𝐭𝐡 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬, one wrong move in this process, and poof! All your hard work and time? Down the drain. 𝐈'𝐯𝐞 𝐜𝐫𝐞𝐚𝐭𝐞𝐝 𝐚 𝐰𝐞𝐥𝐥-𝐨𝐢𝐥𝐞𝐝 𝐦𝐚𝐜𝐡𝐢𝐧𝐞 𝐭𝐡𝐚𝐭: 📢 Gets you 𝟏𝟎𝐗 𝐦𝐨𝐫𝐞 investor meetings 📢 Saves your TIME by raising 𝟒𝐗 𝐅𝐀𝐒𝐓𝐄𝐑 📢 𝐒𝐓𝐎𝐏𝐒 𝐘𝐎𝐔𝐑 𝐒𝐓𝐑𝐔𝐆𝐆𝐋𝐄𝐒 and allows you to focus on your core business My clients have a LOT to say about me: ✅ 𝑾𝒆 𝒘𝒐𝒓𝒌𝒆𝒅 𝒘𝒊𝒕𝒉 𝒂𝒏 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝒃𝒂𝒏𝒌 𝒇𝒐𝒓 𝒐𝒗𝒆𝒓 𝒂 𝒚𝒆𝒂𝒓 𝒂𝒏𝒅 𝒏𝒆𝒗𝒆𝒓 𝒈𝒐𝒕 𝒕𝒉𝒆 𝒐𝒖𝒕𝒄𝒐𝒎𝒆 𝒕𝒉𝒂𝒕 𝑮𝒖𝒓𝒈𝒆𝒏 𝒑𝒓𝒐𝒗𝒊𝒅𝒆𝒅 𝒇𝒐𝒓 𝒖𝒔 - AI founder with $200M raised + 3 exits + 1 IPO ✅ 𝑴𝒚 𝒘𝒉𝒐𝒍𝒆 𝒕𝒆𝒂𝒎 𝒘𝒂𝒔 𝒆𝒙𝒕𝒓𝒆𝒎𝒆𝒍𝒚 𝒊𝒎𝒑𝒓𝒆𝒔𝒔𝒆𝒅 𝒘𝒊𝒕𝒉 𝒕𝒉𝒆 𝒘𝒐𝒓𝒌 𝑮𝒖𝒓𝒈𝒆𝒏 𝒑𝒓𝒐𝒅𝒖𝒄𝒆𝒅 -Series A founder who raised $12M in 10 weeks ✅ 𝑩𝒆𝒔𝒕 𝒅𝒆𝒄𝒌 𝑰’𝒗𝒆 𝒆𝒗𝒆𝒓 𝒔𝒆𝒆𝒏! - Lead investor of a Fintech business (ex-JP Morgan) ✅ 𝑰 𝒔𝒆𝒏𝒕 𝒕𝒉𝒆 𝒑𝒊𝒕𝒄𝒉 𝒅𝒆𝒄𝒌 𝒂𝒏𝒅 𝑰 𝒓𝒂𝒊𝒔𝒆𝒅 𝒐𝒗𝒆𝒓 𝒕𝒉𝒆 𝒑𝒉𝒐𝒏𝒆 𝒕𝒉𝒆 𝒏𝒆𝒙𝒕 𝒅𝒂𝒚! 𝑮𝒖𝒓𝒈𝒆𝒏 𝒊𝒔 𝒎𝒂𝒈𝒊𝒄! - $20M raised with multiple VC backing in 8 weeks (Oversubscribed) Sound like a fit? Next steps: 📺 Watch the video on my profile and check out my portfolio 🟢 Press '...' button then ‘Send Message’ button in the top right-hand corner
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Business Writing
    Microsoft PowerPoint
    Business Presentation
    Investor Roadshow
    Fundraising
    Management Consulting
    Venture Capital
    Venture Capital Consulting
    Startup Consulting
    Investor Overview
    Financial Modeling
    Business Plan
    Pitchbook
    Pitch Deck
    Presentation Design
  • $999 hourly
    Worldwide venture capital expert for startups & investors. Capitalize!℠ VENTURE CAPITAL, PRIVATE EQUITY, MERGERS AND ACQUISITIONS, DEAL FLOW AND DESIGN LEGAL AND BUSINESS, DEAL MASTERY, STARTUP AWARENESS, Since 2008, Ross J. Wolfe has been shaping the futures of hundreds of entrepreneurs from the earliest stages of their ventures to ultimate scalability. Over his career as counsel to venture capital and private equity firms, he has improved upon best practices and systems designed to navigate his clients’ new ventures from their startup stages to scalability. His latest role took him into the world of Exponential Technologies where he continued his efforts to foster clean new technologies that improved our quality of life while at the same time creating lasting businesses that were either acquired or merged. Ross quickly recognized that the world was changing and technology was democratizing information and services forever affecting the investing public; leading Ross to pivot from advising venture capital firms and private equity firms to helping entrepreneurs achieve their dream and change the world as we know it. DEAL MASTERY, LEGAL AND BUSINESS Ross has a deep and specialized understanding of the business and law surrounding Startup companies, mergers and acquisitions, venture capital, and private equity. He is a highly experienced executive capable of leading change across all aspects of an organization. Throughout his career Ross has led efforts in investor relations, company constitutions, equity class creation, onshore / offshore fund administration, company governance, company structure, and international mergers & acquisitions. His overall experience makes him ideally suited to represent founders and entrepreneurs in engaging venture capital and private equity firms when seeking additional capital and scale. Ross earned his Law degree from the Barry University School of Law, an MBA from the University of Miami and a BA in Political Science from George Mason University. He is also a best-selling author. LICENSES AND CERTIFICATIONS Previously held Series 7, Series 65, Series 63, and Series 6 licenses. Was also a Supreme Court Certified county, circuit civil court, and appellate court mediator and has mediated numerous large dollar, banking, lending, finance, insurance, fraud, money and investment controversies.
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Private Equity
    Business Development
    Crowdfunding
    Fundraising
    Corporate Governance
    Venture Capital Consulting
    Pitchbook
    Contract Law
    Corporate Law
    Contract Negotiation
    Mergers & Acquisitions
    Stock Issuance
    SEC Regulation
  • $225 hourly
    **100% Upwork client success score - top rated** **20+ positive reviews on Google - check out Washington Business Brokers LLC** You are an expert on your business. We are experts on the process of selling a business. Expect market knowledge, transaction / process expertise, and results. MBA, CPA, and licensed Commercial Real Estate Broker. Hello! I am a business broker and founder of Washington Business Brokers LLC. I’m a licensed CPA, possess a top 20 MBA, licensed commercial real estate broker and have years of experience as both a financial analyst and auditor. I’m proficient reviewing financial statements, tax returns, and (importantly) identifying non-recurring expenses and add-backs that will need to be accounted for to arrive at a true understanding of the cash flows of a private business. I can assist you with valuation multiples based on revenue, gross profit, EBITDA, discretionary earnings, and other financial metrics. In addition, I can assist you as a business owner in assessing and preparing your company for optimal value in a sale. Business owners need valuations and market comparables for a variety of reasons beyond selling their business, including when buying out or bringing in a partner, to review eligibility for a commercial loan, private wealth & estate planning, divorce, etc. Our strategic advisor at Washington Business Brokers, Glen Cooper, has sold 500+ businesses in his career and is a nationally recognized expert and trainer in selling private businesses. In addition to being a licensed CPA I am a member of the International Business Brokerage Association; through this membership ($500 / year) I have access to a number of valuation tools and transaction comps that may be of value to you. I subscribe to DealStats ($1,500 / year), the gold standard used by deal experts, business brokers, CPAs, and transaction attorneys in valuing private businesses. It contains comparables on 35,000+ businesses. In addition, I have access to BizComps, another valuation tool with comparables on 14,000+ businesses. Beyond these I have access to 500+ industry guides and rules of thumb through the Business Reference Guide and a network of seasoned business brokers that have represented and sold thousands of businesses over 40+ years. You can expect transaction expertise and market knowledge. Glad to have a quick video call to learn more about you, your business, and what you need. Frequent questions: Documents needed for a valuation? • Profit & Loss (3 years - 2020, 2021, and 2022) and 2023 YTD – Excel please • Balance Sheet (3 years) and recent for 2023 – Excel please • IRS filings including all supplemental schedules (3 years) • Any internal sales reporting that details breakdown of revenue by product line, channel, customer, etc. (some businesses have a mix of product vs service revenue that we may apply different valuation metrics to; this sales reporting also helps us understand the lines of business and identify appropriate comparable transactions) – Excel please • Context on any associated real estate (if leased space, copy of current lease(s)) How long does it take? I work on an hourly basis, once I learn a little about the business (industry, size, revenue, profitability) and the types of financial documents you possess I will be able to give you a time estimate. I can generally move quickly if your documents are organized and you are responsive to questions about the financials and operating model. I've valued a $500k revenue gym in 5 hours and a $45M revenue professional services business in 21 hours. 10 hours is a reasonable expectation. I have multiple clients / owners that I work with at a time, some are able to easily and quickly respond to questions about the financials, others need time to get answers from their employees, CPA, etc. What to expect and more on our background Check out the "Business Valuation 101" and "Business Valuation 401" posts on our site (Washington Business Brokers) for what you can expect. Unfortunately Upwork will not let us link to it directly - the site is wabusinessbrokers dot com. We are easy to find online, you can read more about us at our site and/or via LinkedIn to better understand experience, credentials, and background. In addition to the reviews here on Upwork, there are a number of positive reviews from past and current clients / owners on our Google My Business profile - simply Google "Washington Business Brokers" to find us (again, can't share a link on Upwork). Cheers and thank you for reading! Ryan Hemmert CPA, MBA, Business Broker / Founder at Washington Business Brokers LLC And finally, a couple caveats: I do not provide tax or legal advisory services. Valuing a pre-revenue and/or unprofitable start-up is far more of an art than a science; it is not our area of expertise.
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    Company Valuation
    Due Diligence
    Go-to-Market Strategy
    CPA
    Business Valuation
    Business Strategy
    Financial Analysis
    Cash Flow Analysis
    Business Analysis
    Management Consulting
    Mergers & Acquisitions
  • $45 hourly
    ❗️FREE 30-Min Consultation ✅100% Job Success Score 🏗️ Construction and Real Estate Consulting. My 7 years in the construction industry including 2 years providing real estate consulting services have honed my skills in construction cost estimating, project scheduling, building financial models and underwriting potential real estate acquisitions, ensuring my clients receive holistic analysis and dependable financial picture for their ventures. 🏡Owner’s Representative Are you looking to do a major remodel work on your home or maybe even build a custom home? Do you not know where to start, dont the have the time to manage process or simply dont want to deal with the contractors? Consider hiring me as your owner-representative to help with initial planning and cost estimating, project oversight, cost control and coordination. 🛖 Automation for Airbnb Self-Management As an owner and operator of several Short and Mid Term Rentals including out of state, I consult those who want to start self managing vacation rentals and/or want to optimize existing STRs. My expertise is in tech tools and systems automation that are needed in order to effectively self manage STR listings which includes streamlining operations, enhancing guest experience, and maximizing rental revenue. 🤝Collaborative & Client-Centric Approach. I am genuinely passionate about connecting with individuals and businesses to understand their unique project needs. With a commitment to excellence and a client-centric approach, I am eager to contribute my expertise to bring your vision to fruition and ensure the success of your project. Talk soon! Rod
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Real Estate
    Real Estate Investment Assistance
    Pro Forma Statement
    Real Estate Appraisal
    Financial Analysis
    Cost Analysis
    Project Scheduling
    Financial Modeling
    Underwriting
    Data Visualization
    Dashboard
    Microsoft Power BI
  • $90 hourly
    Hello! I'm Sonabh Bubna, Founder & CFO at StrategyCFO. With over 15 years of experience, me along with my full team of experts, empower high-growth startups & businesses in the US and UK with financial management, budgeting, fundraising, advanced reporting, & data analytics. I hold both a CA (CPA Equivalent) and an MBA degree by qualification. My team includes seasoned CFOs, Data Scientists, FP&A experts & Controllers to Tax & Accounting experts. We can provide a single-point solution to all your needs, no matter how complicated they may be. In order to ensure we are the right fit, we are pleased to offer an #Exclusive First 5-Hour Complimentary Services/Discussion/Consultation, on us. We provide #Fractional CFO Services, #Advanced Data and FP&A services, and #support for Strategic projects like M&A, Fund Raising & Due Diligence. I have experience working with over 30 clients from diverse industries & countries across Startups, MNCs, big businesses and Consulting firms. I hold both a CA (CPA Equivalent) and an MBA degree by qualification. ____________________________________________________________________ My areas of expertise include: - - Full Finance Department Services ( From Bookkeeping to Reporting, to Analytics & CFO oversight) - Financial Controller & Remote CFO - Advanced Analytics, & Management Dashboards - Power BI, Tableau, Domo and more - Business Strategy & Management Consulting - Financial Modelling, Projections & Valuations - Business Planning, Budgeting & Forecasting - Management Assistance in strategic and everyday business PROJECT PORTFOLIO HIGHLIGHTS: #E-Commerce, USA ($30Mn): Overhauled financial systems, boosting sales and margins. #Solar/Renewable Energy, USA ($150M): Directed financial forecasting and managed M&A transactions. #Vape Brand, UK: Implemented KPIs and OKRs, led ERP transition, enhancing efficiency. #Cyber Security, UAE: Readied financials for fundraising and developed investor decks. #Private Equity, USA ($500Mn): Refined investor reporting and financial systems for portfolio companies. #Education Services, UK: Optimized budgeting processes and financial operations. #Lending Business: Revolutionized product profitability tracking and cost management. I excel in turning financial challenges into growth opportunities, ensuring businesses are not only financially sound but also poised for future success. WHAT NEXT ---- 1. We can chat more on Upwork. I usually respond in less than a few minutes. 2. Or, You can also HIRE my services now. Let's discuss your next big project. Cheers, Sonabh
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Google Sheets
    Financial Policies & Procedures
    Financial Planning
    Analytics
    Financial Modeling
    Cash Flow Modeling
    Microsoft Power BI
    Business Consulting
    Xero
    Data Analytics & Visualization Software
    Financial Management
    Fundraising
    Budget Planning
    Data Analytics
    Managerial Finance
  • $100 hourly
    Financial Modeling, Valuations & Pitch Deck ✔ 10+ years’ experience in the financial services industry with a focus on Valuations, Pitch decks & Financial Modeling ✔ Over 200+ Financial Models built from scratch, 300 + business plans and 350 + Pitch decks in my career ✔ Completed deal structures with multinational corporations and small family-owned businesses. ✔ Worked for Financial Advisory Institutions around the world, including the USA, UK and across Africa ✔ 5+ years of executive operational experience as Managing Director of an Insurance Underwriter ✔ Worked for Financial Advisory Institutions around the world, including the USA, UK and across Africa ✔ Graduate Studies completed in both South Africa and the USA with a focus in Financial Modeling ✔ Bachelor’s (honours) degree with a focus on Finance Analysis ✔ Strong understanding and interpretation of financial statements ✔ Native English speaker My clients have a LOT to say about me (65 Jobs all 5-star reviews): • "Devin has done a couple of projects for me now and is about to start on his 3rd. I have no desire to seek out anyone else because Devin is just that good. Highly recommended." • Devin took my frantic and urgent need and smashed it all in one evening first time. He's extremely knowledgeable about what he does and is extremely impressive. I will certainly be hiring him again and I look forward to it! • "Excellent freelancer, very professional, gives lots of good advice and always ready to help. Definitely recommended." Where I offer the most value: Private Equity PE, Venture Capital VC, Healthcare, Medtech, SaaS, Tech, Fintech Forecasting, Modeling, Valuation, Investor Search, Pitch Deck, Pitchbook, Teaser, Executive Summary, PPM, CIM, Capital Raising
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Fundraising
    Startup Consulting
    Startup Company
    SaaS
    Investment Banking
    Business Coaching
    Corporate Finance
    Business Valuation
    Valuation
    Financial Modeling
    Financial Projection
    Mergers & Acquisitions
    Business Plan
    Financial Analysis
  • $70 hourly
    Adding Value to Your Business! From e-commerce to cryptocurrency and everything in between, the digital landscape is constantly evolving, presenting unique tax and legal challenges. Having experience of more than twelve years working in International Legal Firms and International Audit/Consulting/Accounting Companies (Big4) mainly focused on International Taxation issues and International Commercial law. Graduated from England based university with experience working in common law jurisdictions as follows: US: Delaware, TX, NY, CA, IL, WY. England and Wales Canada Australia Civil law jurisdictions: France, Italy, Poland, Lithuania, Estonia, Iceland, Sweden, Spain, Germany, Portugal, Malta, the United Arab Emirates, including its free zones. What sets me apart from others is my extensive background in tax auditing, accounting, and investment advisory. I can view your situation not only from a legal perspective, but from different angles, providing comprehensive solutions tailored to your unique needs. I offer a business and flexible multi-layered approach to tax and legal services, focusing on risk and tailored to your needs. I will be glad to provide you with quality and professional Tax/Legal Services based on my expertise and knowledge. Please contact me directly today, and you will receive the most efficient and valuable solution for all your distinct tax and legal necessities, regardless of the field!
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    Copywriting
    Policy Writing
    Legal Consulting
    Tax Law
    Legal Writing
    International Taxation
    English
    Media & Entertainment
    Brand Licensing
    Business Writing
    Blockchain
    Tax Strategy
    Investment Preparation
    Copyright
    Financial Accounting
  • $95 hourly
    I am a senior level investment banker. I am the Founder and Managing Director of RedShift Advisors, a lower middle market investment bank in Pittsburgh, PA. We provide strategic planning, investment banking, merger and acquisition, and corporate finance services to privately held and entrepreneur-owned companies in the lower middle market. STRATEGIC PLANNING: We are focused on delivering strategies and solutions to increase the value of your business. We work with our clients to identify, articulate, and prioritize the objectives of a business and its owners. We are thorough in our research and analysis. Our strategic planning services can address business planning, managing cash flow, forecasting and modeling, growth strategy, succession planning, exit planning, transaction planning, and management decision making. INVESTMENT BANKING: We provide a traditional set of investment banking services to small and medium sized enterprises (SME). Our suite of services includes mergers, acquisitions, and capital raising. We maintain relationships with financial institutions throughout the capital markets including banks, private lenders, investment companies, and private equity funds. MERGERS & ACQUISITIONS: We provide both buy-side and sell-side M&A advisory services. On Upwork, we can provide solutions to all or just a portion of your desired transaction. Our M&A services include valuation reports, buyers lists, acquisition search and screening, due diligence, modeling and forecasting, and writing memorandums and presentations. CORPORATE FINANCE: Our corporate finance services include capital raising to finance growth (including working capital, capital spending and acquisitions), fund distributions, and improve cash flow. We can help improve your capital structure, reduce your cost of capital, manage cash flows, and understand and minimize interest rate risk. Let us help you finance working capital (including accounts receivable and inventory, equipment purchases and acquisitions.
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Succession Plan
    Business Valuation
    Company Valuation
    Pitchbook
    Executive Coaching
    Small Business Administration
    Capital Markets
    Investment Banking
    Due Diligence
    Corporate Finance
    Management Consulting
    Strategy
    Business Plan
    Mergers & Acquisitions
  • $190 hourly
    15+ years of experience in U.S. real estate investment analytics, including market research, underwriting, financial modeling, pro forma, scenario analysis, and creating investment presentations / offering memorandum (OM) / pitch decks. Cornell University MBA with a Graduate Minor in Real Estate.
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Financial Analysis & Valuation
    Business Plan
    Financial Projection
    Financial Modeling
    Financial Analysis
    Market Research
    Feasibility Study
    Pitch Deck
    Presentation Design
    Data Visualization
    Financial Presentation
    Real Estate Business Plan
    Real Estate Appraisal
    Real Estate
    Real Estate Financial Modeling
  • $90 hourly
    M&A professional and LSE Graduate, experienced across the full transaction cycle. I would be happy to help with any aspects of market research, M&A transactions (diligence, modelling, closing items, pitch books), or business plan creation. I also have extensive experience in ESG and Impact Investing, including company- and portfolio-level implementation, overall advisory, and fundraising.
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Mergers & Acquisitions
    Business Consulting
    Modeling
    Investment Research
    Financial Modeling
    Microsoft PowerPoint
    Private Equity
    Sourcing
    Market Research
    Microsoft Excel
    Data Analysis
  • $30 hourly
    Professional Profile I am a business consultant with an MBA in marketing and Finance and have completed my chartered accountancy as well. I have over 10 years of diversified professional experience with leading multinationals and now a dedicated freelancer with the below set of expertise. I am based in Paris, France. Ø Business plans, Pitch decks, Financial modeling, Market research, Feasibility studies, Ex.summary Ø Bookkeeping and Accounting services Ø Business planning, Business process improvement, financial planning, Digitalization Ø Leadership, Sales & development, Sales strategy, Sales management Ø Customer care, Account management, CXM , Churn management & reduction, NPS expert, CSAT & DSAT ----------------------------- Services; I am an expert in the below-listed services and as a business consultant, get in touch with me to talk about your business venture Business Plans Pitch decks Financial modeling Market research Feasibility studies Executive Summary Business Idea Generation Ø Bookkeeping: Accurate maintenance of financial records. Regular reconciliation of bank statements. Accounts set up Regular Accounts management Chart of Accounts Weekly and monthly reports Tools Quickbooks online Xero Fresh books Oracle net suit Ø Financial Statement Preparation: Comprehensive income statements, balance sheets, and cash flow statements. Monthly, quarterly, and annual financial reporting. Ø Tax Planning and Compliance: Strategic tax planning to maximize savings. Ensuring compliance with all relevant tax regulations. Ø Payroll Services: Timely and accurate processing of payroll. Compliance with payroll tax regulations. Ø Financial Analysis: In-depth analysis of financial data to support informed decision-making. Recommendations for improving financial performance. Whether you are looking for an investment, need a business plan for immigration, need to secure a grant, OR just for internal direction, I will do it right as per YOUR needs. For all the start ups, I have a collaboration with a UK-based investor matching platform as well where you can find more than 25,000 investor leads and can connect to showcase your work. With my promo code, you get 10% discount. Get in touch to have more details. ----------------------------- Clients: I have worked ( but not limited to ) with clients from all over the world in the below industries Fintech SAAS Tech Food & packaging Aviation Real Estate Telecommunication Education Cryptocurrency Cannabis Sports --------------------------- Systems: I have worked ( but not limited to) on the below systems/working tools CRMs - Salesforce, Pipedrive, Zoho Accounting software- SAP, Oracle & QuickBooks Project management - Click up, Asana Other - Slack, Trello, Intercom, etc ---------------------------- Feel free to get in touch with me to discuss your project and I will assure you of the best outcome. Thank you
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Financial Modeling
    Bitcoin
    Strategy
    Pitchbook
    Cryptocurrency
    Market Planning
    French
    Business Services
    Business Plan
    Market Segmentation Research
  • $155 hourly
    Recognized by peers and clients as an award winning investor and successful business driver with 20 years of financial and operational leadership experience in multinational and startup environments. Delivers valuable insights into the challenges faced by companies and investors. Key expertise includes: • Investment analysis and valuation • Structured finance and credit analysis • Budgeting and forecasting • Corporate finance, capital markets, M&A • Strategic planning and execution
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Accounting
    Company Valuation
    Business Valuation
    Investment Banking
    Cryptocurrency
    Investment Research
    Corporate Finance
    Business Presentation
    Valuation
    Asset Management
    Finance
    Presentations
    Financial Analysis
    Strategy
    Finance & Accounting
  • $30 hourly
    Simply Wealth Group- Property Investment Adviser; Melbourne, Aus : Employed by a prominent property investment firm in Melbourne, Australia, as a "Property Investment Adviser." Collaborated with the sales manager to collect comprehensive financial data and ascertain the client's house-buying objectives during virtual Zoom sessions. I aimed to develop effective strategies highlighting specific property aspects and facilitating successful real estate sales transactions. : Within half a year, I earned a promotion to "Sales manager," marking the transition to actively finalizing sales. During initial consultations, my primary aim was to gather extensive information and comprehend clients' life goals linked to property investment. Subsequently, in follow-up meetings, I formulated tailored sales approaches for properties. Over a year, my efforts culminated in approximately $11 million of generated sales. Telemarketing | appointment setting | Sales | Real Estate | Customer service | Business Development Manager| Sales manager | Inside Sales agent | PC University - Inside Sales Agent. : I supported the Senior Account Manager in enhancing lead generation by contacting technology directors across various school districts in the United States. My primary objective was to establish phone communication book an appointment and assess their interest in procuring classroom technology, ranging from laptops and printers to 3D printers and charging carts. : Once their needs were identified, I collaborated with the state "Account Manager" to obtain quotations for the requested products. This involved ongoing communication with the schools, facilitating negotiations, and ultimately sealing the sales. I have generated a significant amount of revenue over the years. SMB Team- Sales Manager : Engaging in circle prospecting through telemarketing, I contacted various small and mid-size businesses to uncover potential opportunities. Under the guidance of my boss, who used to work at "Yellowpages" (YP), our objective was to identify enterprises interested in launching Google AdWords campaigns to amplify their business prospects. Collaborating closely with "Bill Hauser," we orchestrated sales that generated sales exceeding $1 million through telemarketing. Bill emerged as the top performer among the 3,000 sales representatives at YP. : Following our triumph in sales, Bill established his venture, "SMB Team," with me as his very first employee. While our initial journey involved challenges, our persistent efforts and strategic approaches propelled the company's growth. Today, "SMB Team" is the 641st fastest-growing IT firm in the United States. Telemarketing | appointment setting | Sales | Real Estate | Customer service | Business Development Manager| Sales manager | Inside Sales agent | : I have consistently achieved impressive results with extensive experience as a Sales Manager. My success is evidenced by my "Top Rated Plus" freelancer status here, where I have accumulated over 17,000 logged hours and received recognition for my work. English and cultural understanding helped me succeed. Telemarketing | appointment setting | Sales | Real Estate | Customer service | Business Development Manager| Sales manager | Inside Sales agent |
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Cold Calling
    Digital Ad Campaign
    Market Research
    Lead Generation
    Sales
    Telemarketing
    Podio
    Customer Service
    Real Estate Investment Assistance
    Real Estate
    Business with 1-9 Employees
    HubSpot
  • $25 hourly
    A disciplined & self-driven professional accountant with creative, objective & problem solving approach. My experience and skills include the following: ● Diverse experience of reorganization, restructuring, startups & new ventures. ● Conducted variety of SWOT, PESTEL, due diligence, financial/non-financial/Legal reviews & wrote multiple related reports. ● Wrote comprehensive business review reports & business plans along with making detailed financial models. ● Experience of acquisition, merger, JV, liquidation, project financing, infrastructure financing, investment appraisal, valuation, bid analysis. ● Carried out Multi-level consolidations for management pack, audit, budget, projection & segment reporting. ● Experienced in performance reporting, KPI writing, cyclic meetings, operational reviews & data mining. ● Experienced in SAP, Oracle R12, EnY Sidat Hyder ERP system, in-house ERPs, hospital management systems & multiple ERP implementations. ● Carried out different functions in tendering process, RFPs & Group insurance policy management. ● Skilled in management of finance, accounting, treasury, costing, auditing, taxation, SOPs & operations. ● Expericed Analyst of Global Equity, Commodity and Derivative markets with trading experience.
    vsuc_fltilesrefresh_TrophyIcon Acquisitions
    Financial Writing
    Valuation
    Financial Reporting
    Writing
    Budget Management
    Data Analysis
    Business Intelligence
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