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A poor valuation doesn’t just cost you thousands—it can cost you millions $$$, along with wasted time and stress. I help entrepreneurs, private equity groups, and business owners value private small to midsize businesses for investment, partner buyouts, tax and litigation purposes. Unlike many finance freelancers on Upwork, I’ve personally invested in, operated, bought & sold—made and lost money on—private acquisitions and investments. That real-world risk taught me the stakes of an inaccurate valuation. For the past 15 years, I’ve analyzed thousands of start up, small and mid-sized businesses and have become certified across multiple SME appraisal and finance bodies. I am certified by the National Association of Certified Valuators and Analysts (NACVA) and the International Society of Business Appraisers (ISBA). I follow a structured process that documents every step, explains conclusions, and ensures credibility. Services Include: 🤝 Partner Buyouts - deliver certified, accurate and defensible valuations when an owner is considering selling to a business partner or related party. 📑 Business Acquisition Investment Review & LBO Analysis – get value of a private business you are considering acquiring or investing in. 🧾 Tax & Estate Valuation – independent certified business valuations for estate and gift tax reporting as required by the IRS. ⚖️ Litigation Valuation – lost profits and economic damage reports based on court-tested techniques that deliver accurate estimates of SME private business value. 🚀 Startup & Venture Capital Valuation – get an accurate and defensible pre-money value for your startup or investment. 📈 Strategic Planning – provides owners, leadership teams, and investors with a clear view of business value to guide growth strategies. 🚚 Equipment Valuation – Certified desktop appraisals for machinery, vehicles, and other equipment assets. 🧮 Quality of Earnings - assess the quality of reported EBITDA adjustments and discretionary earnings of the business 💵 Proof of Cash – our best defender against fraud and manipulation of financial statements 🔄 Working Capital – create accurate estimates for operating working capital needs and target PEG for negotiations. 💼 Acquisition CFO – support from post-acquisition accounting integration and cash flow forecasting. Why Work With Me: ✔️ Authoritative knowledge: thousands of businesses analyzed ✔️ Certified across multiple Institutes (CVA®, BCA®, CMEA®, FMVA®, and more) ✔️ Proven structured process that documents every step for credibility ✔️ Deliver fast turnaround (24–48 hours) when deadlines are tight ✔️ Top Rated on Upwork with 100% job satisfaction rating What Upwork Clients Say: 💬 “Josh is exceptional at what he does and provided the exact skills I needed for a potential business acquisition. Accountants might be able to review financials, but Josh knows exactly what to look for. 💬 "Josh is hands down one of the best consultants I’ve worked with on up work. He is perhaps the most professional person I’ve worked with, as well as the most talented business valuation expert I’ve ever worked with." 💬"Working with Josh has been one of the best decisions we've made. We're happy to recommend him to anyone looking to understand the value of their company." About Me: I’m Josh and 15 years ago when I got out of the military I wanted to buy a business. When I got the numbers from the business I wanted to buy, despite having a degree in finance, I could not come up with how they put the numbers together. I outsourced the analysis to different financial professionals but got conflicting information on the business’s value. The pressure mounted as I was about to put up a significant amount of my net worth, and I could not sleep. From that moment, I vowed to never be put in this position again and have been on a quest to know how these companies are valued. This past decade I’ve analyzed thousands of these businesses along with gaining multiple business appraisal institute certifications. To go along with my degrees and certifications, I have read over 400 books on private business valuation and transaction analysis. My credentials include: ✸ Certified Valuation Analyst (CVA)® ✸ Business Certified Appraiser (BCA)® ✸ Certified Machinery & Equipment Appraiser (CMEA)® ✸ Financial Modeling and Valuation Analyst (FMVA)® ✸ Professional Bookkeeper (PB)® ✸ QuickBooks Specialist (QS)® ✸ Profit and Growth Expert (PGE)® ✸ Certified Turnaround Analyst (CTA)® ✸ Accredited Small Business Consultant (ASBC)® ✸ M.S. in Applied Economics (MSAE) – Johns Hopkins University ✸ M.S. in Finance (MSF) – George Washington University ✸ B.B.A. in Finance—Radford University ✸ Certificate in Forecasting in Organizations—Johns Hopkins University ✸ Certificate in Real Estate Finance and Investment—New York University I’m new to Upwork and offering introductory pricing to build client relationships here. I offer a free consultation, so send me a message.

I have 9 years of experience in real estate, with 6 years in residential and with 3 years on commercial acquisitions in addition to working with a private equity firm. My main focus is helping investors and developers find off-market commercial properties that fit their investment goals. Whether you’re looking at multifamily, retail, or industrial assets, I work to identify opportunities, connect directly with owners, and provide you with qualified leads-not just cold lists. Here’s what I typically handle: Finding off-market commercial deals through research, skip tracing, and outreach Contacting owners directly via calls and emails Preliminary underwriting to screen deals based on your criteria Market research, including comps and rent roll analysis Organizing leads and tracking progress through CRM tools I work with investors and developers who want to see real opportunities before they hit the market and who appreciate straightforward communication and practical results. If you want a reliable sourcing partner with solid experience who can help you build your pipeline of commercial deals, let’s connect. I’m happy to discuss your acquisition criteria and how I can support your goals. I am licensed in two states: Texas & Nevada.

I help brands scale profitably through performance marketing, full funnel paid media, and conversion optimization. I specialize in Google Ads, Meta Ads, funnels, and data driven growth systems that turn traffic into revenue. If you're looking for a senior marketer who can drive measurable results, not guesses or awareness, but real performance outcomes, you're in the right place. I'm a performance marketing strategist with 23 years of experience leading paid acquisition, conversion optimization, and full-funnel growth for 800+ clients ranging from funded startups to Fortune 500 brands. Where I excel is combining rigorous data analysis with high-impact creative, turning campaigns into scalable revenue systems. Whether you need a complete funnel buildout, profitable Google Ads, a Meta retargeting engine, or CRO across your site or landing pages, I deliver the strategy and the execution. ___________________________________________________ What I Do Best: Paid Acquisition Google Ads (Search, Performance Max, Display, YouTube) Meta Ads (Facebook + Instagram) Retargeting + full-funnel sequencing Ad creative strategy + testing frameworks Campaign builds, rebuilds, audits & optimization Funnels & Conversion Systems Landing page strategy + wireframes Funnel architecture (cold → warm → hot) CRO: analytics, heatmaps, A/B testing Offer optimization + messaging refinement Lead gen, eCommerce, SaaS, B2B funnels Analytics & Optimization Campaign auditing + diagnostics Attribution setup + tracking fixes Performance dashboards (GA4, Tag Manager) Conversion rate optimization ROI modeling + scaling strategy ___________________________________________________ Results I’ve Delivered: 70 percent+ sales lift from a 90-day paid ads + funnel overhaul $0.13 user acquisition via Meta Ads (education vertical) 500,000+ app downloads in 6 months using organic + retargeting systems 150 percent+ traffic growth across multiple performance-led campaigns $480K raised through a paid/earned hybrid launch funnel 8M dollars in VC funding secured by clients following GTM + growth strategy Consistent 3–7x ROAS across multiple eCommerce and lead gen accounts Tools & Platforms Ads: Google Ads, Meta Ads Manager, TikTok Ads Analytics: GA4, Tag Manager, Looker Studio, Hotjar Optimization: Optimizely, VWO, Crazy Egg Funnels: ClickFunnels, Webflow, Unbounce, Shopify Email/Retention: Klaviyo, Mailchimp, ActiveCampaign ___________________________________________________ About Me: I started my agency with $250 in high school and scaled it to one of the leading performance-focused firms in the NYC tri-state area. I’ve worked across nearly every industry, giving me a deep understanding of how to structure campaigns, offers, messaging, and funnels that convert, not just “get clicks.” I work with the speed, precision, and strategic clarity that comes from 20+ years of hands on execution. My approach is simple: high quality communication, rigorous data-driven decision making, and relentless optimization. If you're ready to scale your acquisition, improve your ROAS, or fix a funnel that’s not converting.

Native English speaker (USA) with over 25 years of sales and customer service experience from cold calling to warm leads, in person and over the phone. Also, an experienced lead manager and acquisition specialist. I can run the whole back end of your real estate investing business, but my passion and aptitude are in acquisitions! Certified in Commercial Real Estate as well with the NCREA but most of my experience is in single family off market real estate. I have experience in multiple CRM's related to Acquisitions and dispositions. Specializing as a lead manager, and can introduce you to connections on all levels! Proficient in several autodialers and conversion of cold leads into warm, motivated home sellers. I have thousands of hours of experience on the front lines and dozens of hours of training in real estate investing. I can bring in warm, motivated home seller leads per hour when given new lists to call. I am trained to get one property under contract per day through virtual acquisitions. I know how to maximize the lists so that your marketing dollars are spent more efficiently. I have proven scripts and know how to get pertinent information relating to time frames, motivation, price, and maintenance level of the properties. I have invested over $10,000 into sales training and continued education in off-market real estate acquisitions and dispositions, in addition to my Bachelor's Degree. I continue to invest in my network because, as we all know, your network is your net worth! I look forward to networking and collaborating with YOU! Compensation is negotiable. I prefer a lower base with high incentives to close. I want to be the oxygen to your business! Reliable, not a thought when there but sorely missed when gone! You share the profits equitably, I will stay FOREVER! Highly effective communicator with professional cadence and courtesy. Graduate with Latin Honors distinction of Summa Cum Laude from the University of Texas at Dallas. Bachelors of Science in Psychology.

I secure funding and win government contracts for nonprofits, startups, and businesses ready to scale their impact and revenue. Whether you're pursuing competitive grants, responding to complex RFPs, or establishing nonprofit compliance, I transform your capabilities into winning proposals that deliver essential resources and sustainable growth. My Track Record: Over three years, I've secured more than $2.8 million in grant funding and developed proposals for government contracts ranging from $100,000 to $12 million. My clients span energy, healthcare, housing, facility management, public safety, and social services sectors. With 91% Job Success and Top Rated Plus status across 80+ completed projects, I deliver results that matter. What I Do: I craft compelling grant proposals for federal agencies (DOE, NIH, HUD, USDA, SAMHSA), foundations, and corporations. I translate technical innovation and programmatic vision into narratives that align with funder priorities and secure awards. Beyond federal opportunities, I conduct strategic funding research and manage complete application lifecycles from concept through submission. For government contracting, I develop compliance-driven proposals that position you as the contractor of choice. I navigate SAM.gov registration, decode complex RFP/RFQ solicitations, develop technical and management volumes demonstrating capability, create detailed cost proposals, and build comprehensive compliance matrices. My contract experience includes facility management operations worth $11.7 million, digital infrastructure, law enforcement coordination, transportation services, and professional consulting. I also provide complete 501(c)(3) formation services including IRS applications, bylaws development, and state registrations for organizations establishing nonprofit status. What Sets Me Apart: My dual expertise in grant acquisition and government contracting gives you a strategic advantage—I understand how agencies evaluate both programmatic funding and procurement proposals. I bring deep knowledge of federal compliance frameworks including Federal Acquisition Regulation, OMB Uniform Guidance, and agency-specific requirements. This means your proposals meet the technical standards that separate funded projects and awarded contracts from rejected submissions. My Approach: I identify competitive differentiators, anticipate evaluator questions, structure narratives for maximum scoring impact, collaborate to incorporate your expertise, and manage aggressive deadlines without compromising quality. Clients choose me because I deliver proven results, communicate clearly, and understand that behind every application is an organization working to create meaningful change or sustainable growth. Whether you need a grant writer who understands funder priorities, an RFP strategist who can win competitive contracts, or a comprehensive funding consultant who navigates complex opportunities, I bring the technical expertise, strategic insight, and persuasive documentation that transforms organizational capacity into funded programs and awarded contracts.

Hello! I am a financial analyst specializing in high-powered LBO models and Fractional CFO services. My primary work involves (1) developing detailed buy-side (acquisition) models and (2) managing a company's finance function via budgeting, forecasting, and strategic advisory. I've been building LBO models for the last 8 years, constantly pushing to create the most interactive, user-friendly, and visually appealing models. My objective is to make it easier for investors and operators to decide whether to purchase a particular business and to then find a price/structure that will both manage risk and maximize returns. I have worked with family offices, private equity firms, and individual investors, primarily involving deals within the $1mm-$10mm EBITDA range. CFO/FP&A: Outside of transactions, I enjoy working side-by-side with business owners, navigating challenges and powering the decisions that fuel growth and efficiency. Crafting a well-formulated fiancial plan ensures that owners no longer have to fly blind and provides a comprehensive roadmap to success. I am passionate about working hand in hand with business owners to help give them better insight into performance, to identify potential weaknesses, and to map out an effective growth path. I seek to build comprehensive 3-statement models that can accurately forecast near-term and long-term cash flows. I use this as a baseline to inform future strategy layering in strategic decision making such as: (1) Expansion planning (2) Growth by Acquisition (3) Capital Planning Finally, I integrate interactive dashboards and variance analyses into my projects to communicate performance to key stakeholders and help shape future strategy.