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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.

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.

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've provided 5,000+ hours of Sales and Business Development leadership for teams in growth mode over the past five years, consistently achieving % Over Quota Results ($mil), with a proven track record in crafting and delivering approaches that drive new business and secure recurring revenue for the teams I work with. I'm focused, energetic and passionate about helping teammates and clients do great things, deeply experienced and expert in: Using advanced techniques & tools to identify and contact high quality prospects. Composing authentic and compelling messaging that resonates with recipients. Crafting, executing and leading outbound email, phone, LinkedIn and gifting initiatives to secure new and recurring business. Coordinating teammate efforts for outbound prospecting and content sharing campaigns. Uncovering prospect business challenges and identify relevant new business opportunities. Initiating conversations, demos, follow up and winning of new customers. Inbound lead handling, qualification and closing of phone, live chat and email inquiries. Communicating, managing, tracking and reporting on the sales funnel activities in the CRM and management tools of choice. Sales tool selection, implementation and training expertise. Learn and maintain in-depth knowledge of products, industry trends and competition. Support of Sales, Product, Technical and Executive team efforts. Productivity tools including Apollo, Hubspot, Clearbit, Salesforce, Outreach, Snov, LeadIQ, Pipeline, Woodpecker, Zopim, SendBloom, Asana, Slack, Yesware, SalesLoft, etc. I represent teams that are leaders & innovators in: AI, SaaS, Cloud and IPaaS Solutions Marketing, Design and Digital Services Advisory Services Technology Services Software Engineering & Development Applications, Sites & Mobile Experiences Business Intelligence & Analytics Professional Services Data Visualization and Analytics Enterprise Solutions Monitoring & Management Dashboards & Data Visualization User Centered Design On behalf of the firms I represent, recent client wins include: 20+ SF Bay Area design agencies, the leading nonprofit data firm in U.S, the largest U.S. healthcare provider, the largest managed cloud platform, the world's largest online retailer, the leading mobile advertising platform, the world largest mobile carrier, award-winning health data startups, a leading US political-action organization, a leading insurance provider, the #1 U.S. horticulture brand, the makers of Dr. Pepper and 7UP, the world's largest boat manufacturer, a global leader in transportation manufacturing, a leader in education CMS platforms, a leading maker of banking software, a big-box building products maker, the largest web-based fundraising platform, and the world's largest software maker. TOP RATED PLUS Upwork certification 100% Job Success rating Expert Vetted

I initiate an outbound campaign that produces qualified conversations in week one. Recent findings, including a cold-only case snapshot, are recorded in my portfolio. I roll up my sleeves and work with founders and operators to drive pipeline quickly through actual outbound execution, not just theory. What I Do • Cold email, SMS, and voice drop campaigns • Warm lead reactivation and list monetization • Message testing and rapid iteration • Early pipeline development for SaaS and service-based companies No fluff. No bloated playbooks. Just outreach that gets replies and books conversations. Recent Early-Stage Results • Multiple positive responses and same-week calls from warm reactivation using voice drops • A qualified cold outbound opportunity created in ~10 hours on a brand-new campaign • Multiple outbound campaigns running simultaneously with $0 ad spend (These are detailed in my portfolio.) When I’m a Good Fit • You need conversations booked now, not “eventually” • You have a list (or need help building one) and want it worked properly • You value speed, clarity, and straightforward communication • You want someone who executes and adapts in real time When I’m Not a Fit • You want copy without volume or testing • You want decks instead of conversations • You expect guaranteed closes without iteration How I Work Launch quickly. Listen to real objections. Refine messaging. Create opportunities early. This keeps costs low and momentum high. If you’re looking for proof-driven outbound execution and early pipeline traction, review the portfolio snapshot and let’s discuss timelines.