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I am a Certified Valuation Analyst (CVA®) and private-company valuation specialist. My work is built around the purpose of the assignment—tax, litigation, partner disputes, acquisitions, retirement plans, financial reporting, strategic planning, or another defined need. I help business owners, attorneys, CPAs, investors, buyers, and lenders answer a deceptively difficult question: What is this business actually worth—and can the conclusion be defended? Over the past 15+ years, I have analyzed thousands of privately held small and midsize businesses, including complex assignments requiring judgment, financial normalization, and reconciliation of multiple valuation approaches. My principal focus is CERTIFIED BUSINESS VALUATION I am a Certified Valuation Analyst (CVA®) through NACVA, Business Certified Appraiser (BCA®), and Certified Machinery & Equipment Appraiser (CMEA®), with an M.S. in Applied Economics from Johns Hopkins University and an M.S. in Finance from George Washington University. There is no one-size-fits-all valuation report. Scope depends on the purpose, standard of value, valuation date, ownership interest, evidence, and intended user. The deliverable may be a valuation memo, calculation, or full narrative report. I prepare valuations for: 🤝 Partner Buyouts & Shareholder Disputes — buyouts, minority interests, buy-sell agreements, and disputed ownership interests. 🧾 Estate, Gift & Tax Valuation — estate tax, gift tax, IRS Fair Market Value (FMV), Revenue Ruling 59-60, ownership transfers, and tax-reporting valuations. 🏛️ ROBS, 401(k) & Retirement-Plan Valuation — ROBS employer stock, annual/termination valuations, distributions, and self-directed IRA interests. 👥 ESOP & Employee Ownership Valuation — employer-stock and employee-ownership valuation. ⚖️ Litigation & Economic Damages — litigation business valuation, lost profits, economic damages, business divorce, and personal vs. enterprise goodwill. 🏦 Acquisition, SBA & Exit Valuation — acquisition valuation, SBA 7(a), succession planning, exit planning, and transaction support. 🚀 Startup, IRC 409A & Intangible Asset Valuation — startup/pre-revenue valuation, IRC 409A, intellectual property, goodwill, and promissory notes. 📊 Financial Reporting Valuation — ASC 805 purchase price allocation, ASC 820 fair value, ASC 350 goodwill impairment, and ASC 718 stock-compensation valuation. 🚚 Machinery & Equipment Valuation — desktop appraisal of machinery, vehicles, and equipment. COMPLEX VALUATION ASSIGNMENTS I specialize in assignments requiring judgment, reconstruction, and multiple layers of analysis: 📉 Inconsistent, Declining, or Limited Profitability 🧮 Complex EBITDA, SDE & Owner-Compensation Normalization 📊 Minority & Noncontrolling Interests | DLOC & DLOM 👤 Personal vs. Enterprise Goodwill & Key-Person Risk 🔗 Related-Party Transactions & Multi-Entity Structures ⚠️ Distressed Businesses or Unusual Debt & Capital Structures 🏭 Machinery, Equipment, IP & Other Intangible Assets ⚖️ Tax & Litigation Valuations with Complex or Unclear Financials A valuation should not be a spreadsheet that produces a number. It should explain the economics, assumptions, valuation approaches, and why the conclusion is reasonable. For disputed or high-scrutiny assignments, I clearly document the evidence, adjustments, and reasoning so sophisticated readers can follow the analysis. WHAT AN UPWORK CLIENT SAID “He understands business valuation forwards and backwards…” — IRS-Compliant Business Valuation Client REAL-WORLD TRANSACTION EXPERIENCE My perspective is not purely academic. I have personally invested in, operated, acquired, and sold private businesses—and I have made and lost money doing it. That experience changed how I evaluate sustainable earnings, add-backs, working capital, capital expenditures, concentration risk, debt service, and valuation assumptions. QUALITY OF EARNINGS & M&A DUE DILIGENCE Valuation is my primary focus, but I also assist buyers and investors with: 🧮 Quality of Earnings — reconstruct sustainable EBITDA/SDE and evaluate seller adjustments. 💵 Proof of Cash — compare reported revenue with deposits and cash activity. 🔄 Working Capital — estimate normalized operating working capital and a defensible working-capital peg. 🏦 SBA & Acquisition Analysis — evaluate debt-service coverage, financing structure, seller notes, equity requirements, and acquisition risk. FIXED-FEE VALUATION ENGAGEMENTS Most valuation reports are quoted on a fixed-fee basis. After a brief scope review, I provide a defined scope, professional fee, and delivery timeline before work begins. If you need a valuation for a specific purpose—even if it is not listed above—send me the assignment, intended use, and deadline. I can recommend the appropriate valuation scope and report type.

🎖️ Top 1% on Upwork | Former SBA Underwriter & Loan Broker | 10+ Years | 150+ Projects on Upwork only 🚀 I build lender-ready business plans and financial models that actually get deals approved, from SBA and USDA loans to investor funding and immigration visas. As a former SBA underwriter and active loan broker, I know exactly what lenders look for and I design every plan and model to meet real underwriting standards. What I do 📌 SBA-compliant business plans (7(a), 504, microloans), investor-ready plans, franchise, landlord, export, strategic, continuity, and immigration plans (E-2, L-1A, EB2-NIW, EB-5, H-1B, O-1) 📊 Full 5-year financial projections, 3-statement models, investor-ready financial models with cap tables, and SBA acquisition models for business purchases 🧮 Feasibility studies and business plans for SBA and USDA Business & Industry loans, including financial projections, market analysis, and economic impact assessments 💼 Buyer-side financial analysis, business valuations, Quality of Earnings reports and reviews, seller add-back and earnings review, cash flow and DSCR/debt service analysis, and post-close forecasting 📣 Pitch decks, executive summaries, CIM/OMs, investor teasers, and consulting for SBA loan readiness and funding strategy My work is designed to be clear, defensible, and easy for lenders, investors, and management teams to follow, with rush delivery (including 72-hour options) available when timelines are tight. Why clients work with me Most business plan writers and modelers guess what lenders and investors want; I work with them daily and build your package around real SBA, USDA, and private lending standards. I focus on decision-grade analysis, realistic and defensible assumptions, and clean Excel models that support acquisition planning, financing strategy, and ongoing management. Funding and approval outcomes My work has supported SBA 7(a) loans from 350K to 5M+, USDA Business & Industry loan approvals, investor raises including a recent 5MM SaaS deal, and multiple immigration visa approvals. Examples include a 600K SBA 7(a) loan for a deli, a 1MM+ SBA loan for a pickleball franchise, and a 4MM USDA-backed storage facility loan, along with numerous lender-ready and investor-ready packages from day one. If you need a business plan, financial model, feasibility study, or acquisition analysis that can stand up to lender and investor scrutiny and move your deal toward approval, message me and let’s discuss your project.

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’m Andreas Ortiz, Founder & Managing Partner at REK Partners and a licensed California real estate broker with a 15+ year background spanning private equity, ground-up development, construction, finance, and asset management. I specialize in helping family offices, institutional investors, and ambitious real estate entrepreneurs deploy capital intelligently in multifamily and mixed-use markets—particularly in high cap-rate or undervalued submarkets across the U.S. Before launching REK Partners, I served as a Senior Associate at CIM Group, overseeing $20B in development assets and spearheading capital tracking, financial modeling, and syndication oversight. I’ve also held roles in cost accounting and construction finance for multi-agency public works programs in Los Angeles and San Diego. Core Offerings: - Strategic consulting for real estate investment theses and fund structures - Commercial-grade underwriting and 10-year financial modeling - Hands-on coaching for new investors seeking deal flow and financing - Value-add deal evaluations and stress-tested pro forma analysis - LOI and purchase strategy optimization (seller-financing, wrap notes, JV structuring) - Institutional-grade investor decks and pitch reviews - Process enhancement, asset ops planning, and capital stack design Results I Deliver: - Clear visibility into cash flow, risk-adjusted returns, and capital exit strategies - Tailored acquisition and disposition plans aligned with macroeconomic outlooks - Syndication-ready financials with waterfall modeling and investor share splits - On-demand Q&A for live deals and negotiations - Embedded coaching on deal sourcing, financing, and execution for beginners - Ad hoc / Tailored strategic & enhancement services

I help franchise and multi-location businesses turn disconnected marketing activity into a clear customer acquisition and growth system. As a Fractional CMO and Franchise Marketing Strategist, I work with leadership teams on Marketing Strategy, Lead Generation, Customer Acquisition Strategy, Growth Strategy, and Marketing Management while staying close enough to execution to make sure the plan actually performs. My experience includes managing marketing across multi-location businesses, healthcare and medical aesthetics, SaaS, education, retail, wellness, and service brands in the US, UK, and UAE. I can support your business with: • Franchise Marketing & Multi-Location Growth • Marketing Strategy & Growth Strategy • Customer Acquisition Strategy & Lead Generation • Go-to-Market Strategy • Meta Ads, Facebook Ads & Google Ads • Search Engine Marketing & Local SEO • Marketing Automation & CRM Workflows • Retargeting & Funnel Optimization • Email Marketing & Lead Nurturing • Brand Positioning & Market Analysis • Channel Prioritization & Budget Management • Marketing Campaign Setup & Implementation • Marketing Analytics & Executive Reporting My background includes overseeing $50K+ in monthly paid media, supporting marketing across a 7-location franchise operation, leading marketing teams, improving acquisition funnels, and building campaigns across paid, organic, CRM, content, and conversion channels. I’ve also contributed to campaigns that delivered 4X growth in university admissions and generated 300,000+ AED in revenue within five months for a retail business. I’m typically a strong fit when a company already has marketing activity in place but needs better direction, stronger accountability, improved lead quality, or a scalable system for growth. If your marketing feels fragmented, acquisition costs are rising, or you’re preparing to scale across locations, I can help identify the gaps and build a clearer growth strategy around them.