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based on 8,235 client reviews
  • $150 hourly
    With over three decades of experience, I am a seasoned attorney specializing in PATENT, TRADEMARK, and CONTRACT law. My extensive expertise includes: - Drafting Artificial Intelligence (A/I); Machine Learning; Neural Network; & Natural Language Processing patent applications, as well as those for all manner of device and system embodiments. - Crafting effective patent strategies - Conducting thorough patent searches - Skillfully composing patent applications - Navigating the intricacies of patent application prosecution - Conducting meticulous trademark searches - Preparing precise trademark applications - Skillfully handling trademark application prosecution Furthermore, I bring a wealth of CONTRACT law experience, encompassing various types of agreements, such as licensing agreements, contractor agreements, non-disclosure agreements, employee agreements, manufacturing agreements, and product development agreements, among others. I have a particular affinity for collaborating with individual inventors, small inventor teams, and startup enterprises. Throughout my career, I've assisted numerous clients in successfully launching their products and ideas into the market. I am eager to extend my expertise to assist you with your endeavors.
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    Tech & IT
    Science
    Patent
    Wireless Communication
    Patent Law
    Business Plan
    Intellectual Property Law
    Contract Law
    Contract Drafting
    Trademark Consulting
  • $20 hourly
    Experienced Business Integrator Experienced Business Executive Experienced Business Process Development Experienced OnBoarding Specialist Experienced Sales Manager Experienced Operation Manager Experienced Billing & Collection Specialist Experienced Customer service Specialist Experienced Patient Relation Specialist - Formulating strategy - Improving performance -Supervising the production of goods or services -Working with Subcontractor with Project Manager and Admin Staff - Work with 8-10 People in one project - Administrative tasks - Microsoft, Google and other tools literate - Inbound/Outbound Calls - Email task
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    Executive Support
    Business Plan
    Business Report
    Business Management
    Business Operations
    Business Development
    Sales Management
    Cost Control
    Customer Service
    Microsoft Office
    Microsoft Excel
    Virtual Assistance
    Administrative Support
    Communications
    Technical Support
  • $25 hourly
    "Farhan Patel Has done a fantastic Job. He was able to go above and beyond what was requested. He also made plenty of welcomed suggestions on how I could improve the task. I will use him again." "Highly diligent qualified accountant who is a number genius and looks to maximize client's returns. I hired Farhan to deliver his expertise with a business plan. His skills were superb in balance sheet, P&L statement and cashflow forecast. He spent copious amount of time explaining the numbers, and how they were calculated. Thank you and I'll be coming back to you for more work." "Farhan did a great job for me, i would recommend him for anything in his interest." These are a few testimonies from my valuable clients on Upwork. I love playing with numbers and passionate about my work. Being a certified chartered accountant (ACCA, UK), having nine years of practical experience, I can be a complete accounting solution for your business. My objective as an Accountant is to save my client's tax money and critically analyze the outcome to ascertain the actual position. I'm a person who believes in smart work, utilizing my proficiency in MS Excel and finding ways to implement controls and streamline financial discrepancies with consistently strives to boost the business's productivity. I am QuickBooks ProAdvisor, Xero Certified User, and Wave ProAdvisor. I do everything to provide excellent services to my clients using the above applications on an ongoing basis. Apart from accounting and bookkeeping, I have got proven experience in the following fields: 1. Internal Audit 2. Projections & Cashflow 3. Financial Modeling 4. Business Plan 5. Reconciliations 6. Collection & Recovery 7. Financial Analysis 8. E-Commerce 9. Real Estate 10. QuickBooks / Xero / Wave Setup 11. 1099 Reporting 12. Tax Filing
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    Visual Basic for Applications
    Data Analysis
    Google Docs
    Bookkeeping
    Xero
    Financial Analysis
    Business Writing
    Business Plan
    Wave Accounting
    Intuit QuickBooks
    Balance Sheet
    Bank Reconciliation
    Financial Audit
    Microsoft Excel
  • $20 hourly
    I am a Qualified Chartered Accountant along with bachelor degree in Business administration with post qualification experience of 8 years in Bookkeeping, Accounting, Excel Functionalities, Data Analysis, Financial Modeling, Crypto Accounting, Budgeting and Projections, Tax Returns and Research, Audit and Company secretarial Services. I possess excellent computer skills that include but not limited to QuickBooks, Xero, Wave Accounting, MYOB administration, G Suite, Microsoft Office Applications (i.e Microsoft Word, Microsoft Excel etc), Data Analysis and projection of trends. For the crypto accounting I have excellent practical experience working on cointracking.info, cointracker.io and koinly In addition to that, I hold certification in QuickBooks pro advisor and Xero certified advisor. I am well versed with bill.com and Expensify, which are cloud-based software that automates back-office financial operations for small and mid-sized businesses Further, currently, I am running my own accounting firm wherein I Provide Accounting and Auditing services to 60+ E-Commerce, Real Estate, Start-Ups, Health care, Manufacturers, Wholesalers and Stockiest Clients. I also worked for a well known chartered accountant firm for 4 Years. The exposure of working for 4 years in a well known chartered accountant firm plus working in my own firm made me skilled adapting to new Situations, People, Culture, Scenario, Constantly changing business environment and government policies. With skillset I Possess, I aim to provide you with excellent outsourcing services, which will help you to improve efficiencies, reduce cost, take accurate business decisions in business planning and meeting deadlines. Treat Upwork as a free consultation, Get to know me, feel free to ask the questions and how I can help your business. I Look forward to speaking with you to see how we can assist each other to reach our business and life goals
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    Cryptocurrency
    Business Plan
    Startup Consulting
    Management Consulting
    Financial Modeling
    CPA
    Data Analysis
    Microsoft Excel PowerPivot
    Xero
    Intuit QuickBooks
    Bookkeeping
    Internal Control
    Account Reconciliation
  • $40 hourly
    🌟 TOP RATED Freelancer 🌟 Are you seeking a seasoned financial professional to manage your accounting, bookkeeping, and financial analysis needs? Look no further! I am a Chartered Accountant (Indian CPA), QuickBooks Certified, and a financial analyst with over a decade of experience in providing comprehensive financial services to clients worldwide. How I Can Assist You: My extensive expertise encompasses a wide range of financial and accounting services: 📈 Setting up new companies tailored to your business requirements. 📊 Establishing precise Charts of Accounts. 📜 Creating and managing Customers and Vendors Lists. 📦 Setting up Inventory items and linking them to the Chart of Accounts. 🏦 Managing Banks and Credit Cards. 🔍 Thorough Bank and Credit Card Reconciliation. 💼 Recording transactions accurately. 🔄 Creating bank rules in Accounting softwares. 💰 Efficient Payroll Management. 📚 Meticulous Bookkeeping. 🔀 QuickBooks Cleanup. 📉 Resolving accounting discrepancies. 🖥️ Expertise in QuickBooks Online or Desktop, Zoho, Xero, Google Spreadsheets, Excel, and more. 🌎 Currently serving clients from USA, Australia, UK, Canada & India. Financial Analysis and Modeling Expertise: I excel as a financial analyst and modeler, synthesizing and analyzing financial data to improve a company's finances. I develop financial models for companies, conduct in-depth business studies, create forecast models, and provide valuable financial insights. If you require assistance with business analysis, assignments, or a professional outlook, I can help with: 💼 Preparation of Cap Tables. 📊 Analysis of business projects. 💰 IRR, NPV, FV calculations. 📈 Balance Sheets, P&L, forecasting. 💸 Working Capital Management. 🧾 Invoice templates. 📉 Cash flow statements. 📋 Schedules supporting financial statements. 💳 Loan amortization schedules. 💱 DCF analysis. 📊 Ratio analysis. 🎯 Sensitivity analysis. Why Choose Me: 🌟 Client Reviews: I prioritize providing value and earning my clients' trust, as evidenced by the reviews and feedback on my profile. 🌟 Over-Delivering: I believe in exceeding expectations, ensuring my clients say "WOW." 🌟 Responsiveness: I maintain open lines of communication, ensuring timely responses. 🌟 Resilience: I'm known for tackling issues and finding solutions, no matter the challenge. 🌟 Kindness: I treat everyone with respect and genuinely seek to improve my clients' situations. 🌟 Flexibility: I'm adaptable and can work according to your time zone. Let's collaborate to meet your financial and business needs. I am eager to provide reliable, consistent, and high-level solutions. Please reach out to discuss how we can work together to achieve your goals!
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    Xero
    Business Plan
    Financial Planning
    Financial Reporting
    Intuit QuickBooks
    Bookkeeping
    General Ledger
    Cash Flow Analysis
    GAAP
    Data Entry
    Cash Flow Statement
  • $60 hourly
    Offering over 35 years of professional government relations and business writing. Specialties include RFP responses for government services and innovative technologies development grants. I provide deep experience in climate change and novel green energy solutions, mitigation and planning grants, GIS systems, and their application. Principal RFP/Grant Writer, surpassing the $280 million mark in federal, state, and local government contracts and government and foundation grant awards: Contract awards include EPA, DoS, DoD (USAF, USN), NOAA, and DoJ among others, and multiple state government awards. Grant awards include The National Science Foundation, Department of Energy, USDA, NIH, DoD/DARPA, and SBIRs from multiple agencies; Federal, state, and private foundation awards in emergency feeding program support and social services, operating and capital grant funding. RFP Consultant: I have been engaged to research requirements and write RFPs for the Kingdom of Saudi Arabia and the University of Salisbury (MD), and multiple municipal government organizations. Business Writer: I have completed multiple business article assignments for SKIM Business Journal (Spatial Knowledge & Information Management) Distribution among the governments and universities of the Gulf Cooperation Council (Persian Gulf): Multiple articles on the Application of GIS technologies for regional development: Climate Change and Resource Management; Energy, Urban Development and Transportation and International Trade and Finance Sectors. Other assignments included national economic profiles for Strategy Reports (an international business journal) focusing on Latin America with articles on Energy, Transportation, the Panama Canal Expansion, Finance & Banking, and Communications Technology Sectors in Panama and Guatemala; multiple assignments for the SAGE Encyclopedia of World Poverty. Freestore Foodbank (2011-2013) - Grant Writer, gaining $1.8 million in public, corporate and private foundation grants for anti-poverty food distribution, social services, and capital campaigns As Manager for Information Services with Labat Anderson (1999-2008), I provided advanced client services to 56 separate offices of US EPA and their national outreach programs. Strong knowledge of climate change and its economic, military, and political impact, national water & air quality programs & policies, I managed the Agency's national contact and order processing center for publications. I was Director for Public Information for the National Space Society (Philadelphia office); writing white papers, newsletters & congressional briefing books. Contributing panelist, OMNI Magazine symposium on US Space Policy. Strong knowledge of space launch systems, in-space manufacturing, and energy generation and defense systems.
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    Grant Writing
    Business Proposal Writing
    Content Writing
    Article Writing
    Energy
    Editorial Writing
    Public Policy
    Business Writing
    English
    Business Plan
  • $160 hourly
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
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    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $25 hourly
    An expert content writer with more than 8 years of working experience in 2 reputed organizations of Sweden. I am a postgraduate researcher with a strong grip on multiple fields such as Marketing, Public Administration, Management Sciences, Human Resource Management, Business administration, accounting & Finance, and Mass communication. I can also provide you services regarding SPSS data analysis, survey questionnaires, proofreading, etc I love to deliver quality work in a timely manner. Don't worry about your deadlines as I am very concerned about my commitments. 100% original work will be presented attached with the Turnitin plagiarism report. Feel free to contact me for any kind of content-related queries and you would never regret it.
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    Accounting Principles & Practices
    Survey Question Writing
    Data Analysis
    Finance & Accounting
    Thesis
    Literature Review
    Research Proposals
    Editing & Proofreading
    Hypothesis Testing
    Article Writing
    APA Formatting
    Qualitative Research
    Quantitative Analysis
    IBM SPSS
    Business Plan
  • $250 hourly
    Fractional CFO Services for fashion, footwear, beauty & ecommerce brands Helping founders maximise cash flow, profits & dividends, whilst creating visibility & reducing anxiety • CFO & Exec Advisory Services for Founders • Forecasting, Projections & Goal Setting • Cash Flow Forecasting & Planning • Margin/Channel Analysis & Improvements Experienced advisor to omni-channel brands, including D2C ecommerce, retail stores, wholesale & marketplaces. Have you got ambitious growth plans for your fashion, footwear or beauty brand? Do you know how much extra cash you'll need to invest in inventory and ad spend to hit them? Do you know when your brand needs external financing or investment to continue hitting those targets? How does that cash run rate change if you need to hire a key role or outsource to a 3rd party distribution warehouse? Do you sleep soundly knowing that your business can cover your operating expenses next quarter? Growing a brand isn’t easy. You need to balance creativity, quality, and customer demand, while managing your costs, inventory and cash flow. However you don’t have the time to gain mastery in every area of the business. How do founders achieve this balance without sacrificing either creative vision or profits? • They lack the financial expertise to create systems and processes that lead to profits and cash flow. • The only financial support they receive are historic numbers from their accountant and bookkeeper, which doesn't help with strategic decision making. • They do not have the budget for a full time CFO with experience in these sales & marketing channels and funding challenges. Major CFO Consulting was created to provide this very solution, through Fractional CFO Services for ambitious, growth focused, fashion, footwear & beauty brands between £1m-£15m revenue. As a former CFO/FD who has spent almost 2 decades working in fashion, luxury and consumer brands, I understand your priorities, your sales and marketing channels and funding challenges, so I speak your language and communicate in a way that you as a founder understand. Benefits you can expect from working with me: • You will have a clear and accurate picture of your current financial situation and future projections, so you can make informed and confident decisions. • You will have a strategic partner who understands your industry, your challenges, and your goals, and who can advise you on the best course of action for your business. • You will have more time and energy to focus on what you do best: creating amazing products and delighting your customers. Want to leverage some of what I know to increase your profits, solve cash flow issues, and develop a long-term forecast to start planning confidently for ambitious growth? Schedule a free call or send me a message and let’s chat!
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    Business Plan
    Business Analysis
    Financial Planning
    Financial Analysis
    Financial Projection
    Financial Modeling
    Business Consulting
    Streetwear
    Financial Presentation
    Retail
    Financial Consulting
    Ecommerce
    Consumer Goods
    Fashion & Apparel
    Retail & Consumer Goods
  • $181 hourly
    Are you an entrepreneur that wants to take it to the next level? 100% of my coaching clients have shared they are more clear, inspired and energized after working with me. Let me help you find your mojo! I am a Top Rated Plus Business Coach on Upwork with 100% satisfaction score, contact me today! ⚡︎I can help you if you are struggling with these challenges: ● "I have no idea on how to get started with my startup" ● "Life has been chaotic and I need to get clear on my direction " ● "I don't have the energy or motivation right now to grow my business" ● "I want to get to the next level and I am not sure how to get there" ● "I'm starting a new chapter in my life and I need someone to hold me accountable" ● "HELP! I'm overwhelmed and I don't know what to do next" I focus on working with entrepreneurs with startups or small businesses. The process: Who are you? You are the main factor in your success. Why should your business exist? A purpose. How do you do things? Something that makes you unique. What do you offer? Your product or service. All success revolves around the answers to these four questions. All failure comes from a lack of understanding these questions. This is my method. It does not matter if you are a startup or an existing business, this is the core of your work and journey. A client had dozens of business ideas, I helped him launch just one. A client stopped chasing 3 different startups and now is an executive in a new business. One client grew from 5 to 50 employees in just two years. Let's get on a call today! We can set up an initial zoom call in a free 30 min consultation and I will explain how my process will get you the results you are wanting. Best regards, Brian **If you’re interested in working with me hit the Invite Freelancer button and send me a short description about you and your project.
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    Career Coaching
    Business Analysis
    Business Consulting
    Personal Development
    Business Plan
    Business Modeling
    Leadership Development
    Startup Company
    Startup Consulting
    Growth Strategy
    Innovation Strategy
    Business Coaching
    Entrepreneurship
    Business Development
    Life Coaching
  • $50 hourly
    I will create a professional business plan for your funding needs that will include all the essential components expected by Every Investor, Banks and Financing Institutions. My Business Plan is complete and professionally done and consists of an Executive Summary, Company Description, Products or Services, Marketing Analysis, Operational Plan with Management & Organization Structure, Sales Strategies & Projection, Break-even Analysis, and Financial Projections. I've created winning plans that have allowed businesses to secure funding of over $500,000. My plans prove the long term viability of your business, showcase how your business is going to bring in revenue, and highlight how you're going to use the money you raise. Message me to have a detailed discussion of what I can do to help make your project a success.
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    Marketing Strategy
    Business Coaching
    Business Services
    Executive Summary
    Business Planning & Strategy
    Financial Accounting
    Business Analysis
    Content Writing
    Financial Projection
    Business Plan
    Financial Planning
  • $150 hourly
    Expert-Vetted, Top-Rated with 15+ Years of Branding, Marketing and Business Consulting Experience I've helped 100’s of organizations launch and grow including: ecommerce companies, startups, local service businesses and large corporations. I actively listen to understand your needs and the goals of your business. It’s this skill that allows me to provide branding, marketing and business growth services that are truly rewarding for you and your clients. I'm extremely well-organized, maintain great communication, and work well with in-house teams and other third-party providers. You can rely on my experience working with B2B and DTC brands across a wide range of industries from technology to health and wellness, and real estate to security. I use the latest AI tools to enhance the strategies and content that I deliver. When you hire me for your project, you’ll benefit from a truly global perspective grounded in the latest research and best practices for your specific industry, geography and audience. Based in West Chester, Pennsylvania, I’ve consistently proven my ability to deliver high quality work on time and within budget to clients throughout North and South America, Europe, Asia, Africa and the Middle East. If you are considering a project, don’t hesitate to contact me. I'm always happy to listen and learn how I can help you express your brand to the world! Learn more at: upwardarrow.com ------------------- More about me: I hold a degree in Linguistics from the University of Pennsylvania, which offers additional benefits to international businesses that want to connect with English-speaking audiences here in the United States and around the world. I have a background in technology and continue to explore new technology that's on the horizon. I've authored two books, including one on how to achieve greater results with remote work. I'm a dedicated, husband, father and friend. ------------------- More information on the services I provide: I provide services for B2B, B2C, D2C companies and nonprofits across a wide range of industries including health and wellness, technology, security, private equity, real estate and human resources. I use the latest AI tools to enhance my work and deliver the greatest quality and efficiency to you. Here are some of the services I offer to help launch and grow your business: - Brand strategy, brand storytelling, brand safety, extensive brand guidelines and branding briefs - Brand naming, brand messaging and brand tone of voice - Trademark and naming research and due diligence - Audience research and persona development - Market research and competitor analysis - Marketing strategy, audits, implementation and comprehensive marketing plans - Business growth strategy and detailed business plans - Copywriting for websites, email campaigns, business articles, and voice overs - Social media strategy, profile creation, posting and growth - Press release writing and distribution - Editing and proofreading to improve existing content - Design, content creation and editing of pitch decks, presentations, case studies, white papers, PDFs and eBooks - Audio and video storyboarding, production and editing - Website design, development and maintenance including troubleshooting plug-ins and refining responsive themes with custom CSS
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    Website
    Storytelling
    Brand Strategy
    Brand Consulting
    Brand Marketing
    Corporate Brand Identity
    Brand Research
    Content Writing
    WordPress
    Business Writing
    Business Coaching
    Social Media Marketing
    Brand Identity & Guidelines
    Marketing Strategy
    Business Plan
  • $135 hourly
    I help food businesses leverage data to become more strategic, efficient, and profitable. After graduating from Georgetown University, I led analysis for Sweetgreen, generating insights and building tools that produced financial results and operational efficiencies, enabling the business to grow 6x during my 5-year tenure. Since 2018, I have impacted over 65 food businesses as a consultant, providing strategic and analytical services to optimize their menu offerings and grow their bottom line. My skills include: - Menu Strategy (Food Costing, Pricing Strategy, Menu Engineering) - Business Analysis (Custom Dashboards, Cost & Sales Analysis, Financial Forecasting) - Business Strategy (Market Research, Business Planning, Sourcing & Procurement) - Operational Systems Development (Inventory Management, Supply Chain Forecasting, Prep Production) Organizations I have worked with include: - Small to Medium-Sized Restaurant Groups - Quick Service and Full Service Restaurants - CPG Brands - Food Trucks - Bakeries and Cafes - Grocery Markets - Caterers - Food Industry Technology Companies Programs I have worked with include: - Spreadsheets (Microsoft Excel, Google Sheets) - Accounting & Restaurant Software (Compeat, Quickbooks, Wave, Bill.com) - POS Systems (Micros, PCAmerica, Lightspeed) - Cloud Storage (Google Drive, Dropbox, Box) See more at lianesullivan.com and contact me to schedule an introductory call.
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    Business Analysis
    Business Plan
    Cost Analysis
    Pricing Strategy Consulting
    Financial Analysis
    Sourcing
    Operating Systems Development
    Retail Sales Management
    Food & Beverage
    Microsoft Excel
    Competitive Analysis
    Data Analysis
  • $240 hourly
    I have a history of high success in both the corporate and startup worlds: - Founded Hiperwall, grew it into a global multi-million-dollar business without investors - Managed Zetera global sales, marketing and manufacturing, helped raise over $20M - Part of the 4 person team that launched the Westinghouse line of LCD televisions - Oversaw a corporate turn-around at Premier mounts, restoring profitability and growth - Grew Canon computer sales by over 20% while increasing gross margin by 13% - Increased Compaq notebook sales by 50% to $500M annually in less than 1 year - Received a Silver Anvil from the Public Relations Society of America, their highest award I began my career as a software engineer, working for large enterprises like McDonnell Douglass and Xerox, as well as startup Dayflo, named software company of the year by PC Magazine. Over time, I transitioned to a technical marketing role, then through product management, brand management, strategic planning and eventually into general management. In 2000 I shifted my focus to the world of hi-tech startups. Since that time, I have worked exclusively for emerging companies as a consultant, employee, advisor, board member or founder. I am an adjunct college professor, teaching start-up skills to would-be entrepreneurs. I hold multiple granted patents, with additional patents pending, and am a published author whose work has appeared in preeminent publications such as PC Magazine, U.S. News & World Report, PC Computing and Digital Signage Magazine.
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    Communications
    Business Plan
    Marketing Strategy
    Corporate Strategy
    Corporate Brand Identity
    Business Modeling
    Business Coaching
    Business Management
    Product Marketing
    Product Management
  • $100 hourly
    I have worked with hundreds of founders as a Business Strategist - Pitch Deck, and Business Plan writer. Also helped them raise $M in funding. As a serial Entrepreneur with successful starts and exits, I know how to help you reach your goals. A compelling Pitch Deck and Business Plan are the most important aspects of your future fundraising. It is vital to tell your story with a structure supported by a great design. It's a message that gets the attention of Investors. and you only get one chance at it. While I am new to UpWork, I have worked on hundreds of Decks that have raised over $130M+ in funding as a Business Coach and Mentor at several San Francisco Incubators and Accelerators. Whether you are a startup or an existing larger corporation, you need to make sure your financials have focused projections backed up by relevant marketing and sales processes and structure and competitive analysis that gets attention and ultimately ends in funding. Great Decks are a balance of content and design, but you have to get the numbers right. I do both very well and build winning decks from Angel to Series C. Because I have a Law, Science, and MBA background with Adobe CS Design Certifications, I get work done quickly and effectively, so while I charge $100 an hour, I create compelling Decks for less cost overall. Looking forward to hearing from you. Brad
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    Investment Preparation
    Business Plan
    Venture Capital Consulting
    Blockchain
    Business Strategy
    Pitchbook
    Business Coaching
  • $100 hourly
    ⭐⭐⭐⭐⭐I work with entrepreneurs to: 1. Solve their most critical problems, 2. Create and deliver value. An accomplished MBA, I am the principal consultant of a management consulting practice with over a decade of experience working with SME's on competitive business intelligence and strategy development. I offer consulting services that will support your business to thrive. My expertise includes: ✔Business plans ✔Market research (including feasibility reports) ✔Financial planning and forecasts ✔Risk analysis ✔Strategic design, development and execution ✔Governance ✔Sustainability ✔People Management My Background ✔ Over a decade working with SME’s in idea, start-up and growth phase ✔ Strong background managing teams of 100+ across multiple locations ✔ Experience in many areas of business, including but not limited to Process Improvement, HR, Procurement and Supply Chain Development, Marketing & Promotions, New Product Development (NPD), Category Management, Restructures, Customer Experience and Project Management. My Qualifications ✔ Bachelors Degree: Business Management ✔ Masters Degree: Business Administration (MBA) honours ✔ Graduate of the Australian Institute of Company Directors ✔ Member of the Chartered Institute of Procurement and Supply Chain CIPS ✔ Certificate I, II, III & IV in Retail Operations ✔ Certificate III in Information Technology How I Can Help * Ideas Phase: If you have an idea but aren’t sure where to start, I’m here for advice. I can help with your market research and designing your business model as well as integrating your objectives/mission with market gaps. I can also build your business plan inclusive of market analysis and financials, as well as a pitch deck for raising capital. * Pre-Launch Phase: If you have already got some information together and need some help refining your business model, business plan, devising your Go-To-Market Strategy or other advice, I can consult. * Start-Up Phase: If you’ve already launched and are looking to develop systems/structures/processes to ensure the business and employees are working towards goal attainment and achieving the strategic vision, I can help. I can create dashboards to capture how your organisation is progressing using the Balanced Scorecard approach to set out SMART goals and appropriate KPI’s. We can also review your 2- and 5-year plan to consider milestones. * Growth/Change Phase: If you are looking to take your business to the next level, diversify your offering, enter new markets or re-structure I can consult on all of this, including new market research, risk assessments and new business plans. * Learning: If you prefer a coaching/mentoring relationship so you can navigate these processes with guidance to build on your business skills for the future, or just require the support to move forward from wherever you are - I can coach you. You can expect an honest and transparent approach when working with me, I am reliable and a collaborator, taking into consideration your feedback and organisations requirements. My goal is to provide you with what you need to create and sustain your competitive edge, make evidenced-based decisions from sound market analysis, follow your road-map to success and feel supported throughout your process. **If you’re interested in working with me hit the Invite Freelancer button and send me a short description about you and your project.
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    Business Writing
    Entrepreneurship
    Management Consulting
    Business Consulting
    Business Development
    Business Coaching
    Strategic Plan
    Financial Modeling
    Startup Consulting
    Financial Analysis
    Business Plan
    Market Analysis
  • $150 hourly
    My background is primarily in business plan writing, however, I also do pitch decks, marketing work, and have served as the project lead on a Regulation-CF Equity Crowdfund and have gained tremendous experience in running these projects. I have written over 300 business plans for satisfied clients in fields that include Energy, Construction, Marketing, Mobile Apps, Technology Products, and more. Typically, I can turn around a first draft of a business plan in three weeks or less, assuming that we are in lockstep with our communication! I offer plans ranging from fairly basic plans that are about 20 pages in length and made in Microsoft Word to putting together visually impactful and professionally designed plans using Adobe InDesign which, when trying to raise capital from investors, can really highlight the professionalism of your business and attention to detail. I have been responsible for the development and growth of a number of businesses and managed projects within these businesses. I have produced financial models and business plans that assisted in securing investments of more than $1M in seed money for small businesses showing little to no revenue. I have managed projects of for start-up companies, political campaigns/fundraisers, educational consultancies and technology companies. I have consulted with businesses in developing alternate revenue sources and strategically planning pivots in business models. I also produce market feasibility studies for companies, performing in-depth research into a local market, and evaluating the company's overall ability to perform successfully in that market. These studies are typically longer in length and more detailed in scope than a business plan. That said, the synergism between both a comprehensive business plan and a market feasibility study cannot be understated. In terms of crowdfunding work, I have run a Regulation-CF Equity Crowdfund and am familiar with the Reg-A+ Crowdfund as well. I am currently involved in launching other crowdfunding campaigns as well for clients. I have legal resources to deploy in connection with these crowdfunds, but primarily am involved in the marketing and running of campaigns. I'm happy to chat with you over Upwork's communications platform and am eager to work on many different types of projects of varying complexity.
    vsuc_fltilesrefresh_TrophyIcon Business Plan or Pitch
    Crowdfunding Platform
    Startup Consulting
    Pitchbook
    Business Proposal Writing
    Business Writing
    Crowdfunding
    Strategy
    Business Plan
  • $93 hourly
    Jason Stone is a Senior Financial Analyst and Executive with over 16 years of investment banking, financial advisory, and corporate consulting experience serving clients in a wide array of industries, including aviation, security and defense, food service and safety, energy and infrastructure, and commercial real estate. Jason founded Stone Global Advisors (stoneglobaladvisors.com) in 2021 to provide a range of strategic advisory services to a select group of clients, with a specific focus on the commercial real estate, agribusiness, technology, and energy and infrastructure industries.  Prior to starting his own consultancy, Jason spent his entire career with TF Americas, a boutique investment bank, where he was responsible for managing the bank's global operations, as well as serving in a variety of management and C-suite roles for the bank’s portfolio companies, including the CFO position for North American Jet.  In addition to successfully managing the relocation and expansion of the bank's office from New York to Atlanta, Mr. Stone developed and implemented a proprietary training program that yielded a nearly 100% success rate in private debt and equity financing mandates. Jason also served as the team leader and lead financial analyst in the successful closing of the first privately held and independently financed hydroelectric facility in the history of Mexico’s deregulated power market, an accomplishment that was subsequently recognized by Infrastructure Investor/PEI as Latin America’s Deal of the Year in 2013. Additionally, Mr. Stone has authored numerous proprietary market studies covering multiple sectors, including Mexico’s Electricity Market, Caribbean Luxury Resort Real Estate, Global Commercial Real Estate, and Global Homeland Security, among others.  Jason holds a BSEd from the University of Georgia, is a participant in the Chartered Financial Analyst (CFA) program, and is currently pursuing a Finance Master of Business Administration degree from the University of Georgia's Terry College of Business. He currently resides in Georgia with his wife, two children, and their two dogs.
    vsuc_fltilesrefresh_TrophyIcon Business Plan or Pitch
    Problem Solving
    Financial Modeling
    Business Presentation
    Startup Consulting
    Financial Analysis & Valuation
    Project Workflows
    Private Equity
    Innovation Strategy
    Investment Banking
    Corporate Finance
    Feasibility Study
    Business Plan
    Mergers & Acquisitions
    Project Management
    Finance & Accounting
  • $75 hourly
    I AM THE GHOST AT YOUR KEYBOARD! You have the spotlight of authorship. I'm the ghost no one suspects was at your keyboard. BOOKS: Non-fiction and business topics range from all aspects of business, lead generation, how-to books, education & training, economics, geopolitical & social topics, personal development & spiritual growth, inspiration & motivation, autobiographies & memoirs. BUSINESS DOCUMENTS: Grants, RFP proposals, professional profiles. Customized business plans for first-time and repeat entrepreneurs in most sectors and activities, including non-profits.
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    Book Writing
    Memoir
    Ghostwriting
    Business Coaching
    Business Writing
    Business Strategy
    Proposal Writing
    Startup Consulting
    Business Plan
  • $35 hourly
    Greetings, My name is Bryan and I am an outstanding assistant. I have a professional background in business planning and communications. Over my 20 year career history I have served on executive management boards, line operation positions, and worked on vast array of writing and/or communication projects. I have achieved these experiences in three main realms of organizations; private business mainly investment research and analysis, a charitable organization serving as both staff and trustee; finally in multiple political campaigns in public communications, management, and operations. In essence I have seen and done quite a bit, therefore it goes without saying that I am very diversified in abilities. To assist you better in deciding on my skills, I am always open to show you examples of my work and to let you know what I can bring to a project. I know you will find that I am a super worker and an outstanding asset to whomever I work for on any project. Thank you for your time and consideration for thhis project. Sincerely, Bryan
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    Business Development
    Business Plan
  • $150 hourly
    TOP RANKED FINANCE FREELANCER FOR OVER 5 YEARS: Fractional CFO for SaaS, health care, cultivation and other businesses, Corporate Finance Specialist, Experienced Venture Capital and Private Equity Principal, Entrepreneur, and Portfolio Manager with excellent track record. While in the financial sector for over 20 years, I have worked in management positions with start-ups, early and mid-stage companies as well as small, medium and large cap enterprises. This experience allows me to offer professional financial and accounting services to all my clients. Specifically, I enjoy being able to help in the decision making process by developing sophisticated business models for new enterprises, new product or service offerings, bank and equity financings as well as for company valuations, M&A activities and general business purposes. As part of my CFO responsibilities, I prepare budgets, cash flow projections, detailed financial statements for internal and external reporting purposes, as well as compliance reports for regulatory agencies and banks. On the corporate finance side, I have analyzed, structured and closed on hundreds of deals from equity and mezzanine to senior level financing. As a portfolio manager, I have also been responsible for guiding companies at all levels of their development providing critical advice, strategic planning, analysis and direction, and accounting services, taking early stage companies to higher levels and successfully addressing structural issues at mature companies. In addition, having analyzed and developed hundreds of business plans and presentations for a wide variety of businesses, I am able to apply those principles to produce effective presentation material that places the enterprise in the best possible light while maintaining fiduciary integrity. Having been on both the buy and sell side of transactions, I know what investors need to be able to make informed decisions. Also, I am thoroughly comfortable preparing and making C-Suite level presentations. While I am a generalist regarding industry specialization, I have particular experience in media and communications, health care, particularly in the nursing home and assisted living sector, publishing, entertainment, real estate and consumer industries. My mission is client satisfaction through effective communication, attention to detail and efficient execution.
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    Financial Accounting
    Business Development
    Business Valuation
    Financial Prospectus Writing
    Business Modeling
    Business Plan
    Financial Modeling
    Financial Analysis
    Microsoft Excel
  • $79 hourly
    Investor-Ready Business Plans/Financial Models/Pitch Decks/Cap Tables As a corporate CFO, Wall Street banker, Director of Equity Research and senior commercial bank lender who has worked in the US, Europe, Asia and Latin America, I have extensive experience with funding for companies in a wide variety of industries. I know what a serious professional or angel investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will seriously consider providing you with the money you need to build your business. In close collaboration with you I will create any of these documents and the financial forecasting/budgeting tools you, your investors or your banker require. (A due diligence review by an angel investor group of a recent client's application package said it was "...one of the few combinations of documents that we reviewed from a potential client where all components of a well thought out business model were present.") I will build your customized Microsoft Excel-based financial model using my very robust and fully customizable proprietary template. This template, developed over many years of real world use, helps assure your own unique forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Microsoft Office applications, please let me know. I do not create Google documents, though I am happy to use them as sources of information.) When your financial model is complete, you will be able to change any assumption in the Model and the effects of that change will instantly flow throughout all elements of the Model. Any user can easily test all of the financial effects of any assumptions about revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity and debt. You or your investor/banker can use the model to easily do unlimited "What If?" testing, sensitivity analysis or breakeven analysis. For the text and graphics (charts, pictures, tables, etc.) in your plan, presentation or pitch deck I will use Microsoft Office software. (If you need specific advanced graphic skills for your document(s), you will need to hire a specialist graphics person.) Typically, the time needed to complete a detailed corporate financial model for one product in one market is about 18 - 20 work hours (add 10% - 25% for multiple products or services, multiple target customer groups, various complexities, etc.). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires an additional 15 - 25 hours of work over three to six weeks to create, depending on how quickly you can respond to my daily questions during the project, the complexity of your business, how much text you add to the business plan versus how much original text I have to create, etc. If you are planning to create a new company whose industry you have no experience in, the time required for completion will typically be greater than for an established company with existing operations. I can begin work on your project as soon as you wish or once your payment method is verified by Upwork, whichever is sooner. If you would like me to sign a non-disclosure agreement (NDA), that is not a problem. If you need a pitch deck, that will flow easily once your business plan or investor presentation is complete. My basic average hourly rate is $89 /hr., depending on the complexity of the work required. Minimum Charges: Per Project - 4.0 hours; Per Work Session: 10 minutes. Premium for urgent completion (10 business days or less): 50%, 48-hour Rush Projects: 100% premium. I do not typically work on a fixed price basis for these documents for start-ups due to the uncertainty in regards to how much work will be required. All of my work time, including all phone or Zoom conversations with you regarding your project, will be tracked by Upwork's software and reported to you by Upwork each Monday. If you are not well-versed in finance or accounting, I will be happy to explain everything to you as we go. That will be very important to your effort to raise money, as your banker or investor(s) will require that you fully understand the details of your business planning. I am committed to your complete satisfaction and will gladly make minor changes to my work within 14 calendar days of completion and closure of the project on Upwork at no additional cost to you. So, let's talk! I am usually in the US Eastern time zone and available to discuss your project at your convenience. I'm happy to have an initial consultation at no cost to you. Will Lyons Ocala, Florida (USA)
    vsuc_fltilesrefresh_TrophyIcon Business Plan or Pitch
    Executive Summary
    Business Proposal Writing
    Business Planning & Strategy
    Business Writing
    Business Plan
    Financial Analysis
    Business Analysis
    Business Valuation
    Financial Modeling
    Business Modeling
    Financial Report
  • $100 hourly
    I have 25+ years experience as a startup engineer and executive. I studied engineering and entrepreneurship at Stanford under a fellowship from and mentorship of Don Valentine, the founder of Sequoia Capital. Since then, I have participated in over a dozen startups (4 went public) and consulted with hundreds more. Just in 2022, the companies that I have worked with raised $80M and acquired over 5 million customers. I have in-depth knowledge of the defense, oil and gas, renewable energy, education, fashion, semiconductors, software, government, and many other sectors. My engineering background encompasses mechanical engineering, electrical engineering, structural engineering, industrial engineering, nuclear engineering, naval architecture, marine engineering, fluid dynamics, controls design (Hardware, Software, and PCBs), thermodynamics, risk and decision analysis, 3D CAD and software. I was the head R&D engineer for Northrop Grumman Marine Systems, and wrote the machine-learning-based semiconductor yield enhancement software for several companies, including Applied Materials. Based on my business background, I consult with companies teaching them how to plan their engineering, marketing, sales, management, accounting, and fund raising. I write business plans, proposals, pitch decks, pro forma and help with fund raising. For several years, I wrote major defense project proposals of Northrop Grumman. The business plans and proposal I wrote in 2022 raised $80M in capital. Additionally, I have 30+ years of experience in the construction, power and energy industries, including engine, power plant, and ship design (steam, reciprocating piston, gas turbines, nuclear and solar thermal), waste-to-energy systems, bio-, and syn-fuel production (Green Atmospheric Methanol and Ethanol Plants), hydrogen production (SMR, electrolysis, and storage) for an onsite hydrogen refueling station, and emissions control systems. I have 20+ years of analytical consulting skills with machine learning, data mining, expert systems, statistics, decision analysis, risk analysis, big data, including data visualization.
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    Consumer Electronics
    Marine Engineering
    Naval Engineering
    Product Design
    Autodesk Inventor
    Startup Consulting
    Mechanical Engineering
    Electrical Engineering
    Control Engineering
    Engineering & Architecture
    Business Proposal Writing
    Technical Writing
    Industrial Engineering
    Structural Analysis
    Business Plan
  • $195 hourly
    Founder and CEO of Top Tier Advisory With 15 years in financial services, I specialize in preparing businesses for capital raises. As CEO of Top Tier Advisory, my team and I have developed a framework that has successfully served over 500 early-stage companies and startups, consistently earning 5-star reviews. Professional Highlights: ✔ Extensive Experience: Built over 500+ financial models, completed 500+ valuation projects and crafted 600+ pitch decks. ✔ Leadership: 4 years as CEO of Top Tier Advisory and over 5 years as Managing Director of an Insurance Underwriter. ✔ Global Reach: Worked with clients from over 50 countries, providing tailored financial solutions across diverse markets. ✔ Educational Background: Undergraduate degree in Financial Analysis and a graduate degree in Financial Engineering, specializing in financial modelling. Services Offered: ✔ Pitch Decks: Creating visually appealing, data-driven presentations that effectively communicate your business’s value and potential to investors. ✔ Financial Modeling: Developing detailed financial models that accurately project business growth, profitability, and return on investment, tailored to investor needs. ✔ Business Valuations: Providing accurate and comprehensive business valuations to determine fair market value and support investment decisions. ✔ Investment Memorandums: Crafting thorough investment memorandums detailing business strategies, market opportunities, and financial forecasts. ✔ Capital Raising Strategy: Advising on effective strategies to attract investment, including private equity, venture capital, and other funding sources. ✔ Documentation and Compliance: Ensuring all financial documents and investor communications meet regulatory standards and best practices. Why Work With Us? ✔ Seamless Integration: Our team works on both financial models and pitch decks, ensuring consistency and simplifying your life as a founder. ✔ Collaborative Expertise: All work is audited by team members before submission, ensuring accuracy and high quality. ✔ Clarity in Complexity: We excel at making complex financial concepts easy to understand, helping you communicate effectively with investors. ✔ Tailored Solutions: Our strategies are customized to meet your specific business needs, ensuring relevance and effectiveness. ✔ Proven Track Record: With consistent 5-star reviews and global experience, we have a proven track record of success in diverse markets. Industry Expertise: ✔ Early-stage, Series A, Seed, Pre-seed: Expertise in guiding startups through their initial fundraising rounds. ✔ Private Equity (PE) and Venture Capital (VC): Extensive experience in preparing businesses to attract PE and VC investments. ✔ Healthcare, Medtech: Providing specialized financial services for healthcare and medical technology companies. ✔ SaaS, Tech, Fintech: Supporting software as a service, technology, and financial technology companies with tailored financial solutions. ✔ Crypto and AI Projects: Expertise in financial modeling and capital raising for cryptocurrency and artificial intelligence ventures. ✔ Real Estate, Renewable Energy, Consumer Goods: Offering comprehensive financial services across a variety of industries.
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    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
  • $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.
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    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
  • $150 hourly
    I'm a finance professional with over 10 years of experience in real estate investment with specialty of hotel investments, and few years of venture capital investment and structuring. What really drives me is helping entrepreneurs, developers, and investors bring their visions to life. I invest in real estate myself, so I understand the excitement of finding a great opportunity and the hard work required to make it successful. I have worked with developers and investors looking at all kinds of things from small boutique luxury hotels to large portfolio deals with multiple joint venture partners. I have worked on new fund structures and investing into existing funds, both in venture and real estate. My passion lies in collaborating with driven individuals who are doing something interesting. I'm also passionate about impact investment, sustainable finance, and using my skills to drive positive change. Whether it's affordable housing, social enterprises, or green finance projects, I'm excited to contribute my expertise. I work remotely with clients worldwide, offering a blend of technical financial modeling skills and a genuine enthusiasm for helping you achieve your goals. If you're an entrepreneur, developer, or investor seeking a collaborative finance partner, I'm ready to dive in and support your success. Let's make interesting things happen!
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    Visual Basic for Applications
    Real Estate
    Real Estate Investment Assistance
    Real Estate Financial Modeling
    Hotel Design
    Microsoft Power BI
    Hospitality
    Hospitality & Tourism
    Financial Modeling
    Business Plan
    Microsoft Excel
    Financial Analysis
  • $125 hourly
    I am a driven financial analyst with 10+ years of experience working at a top Wall Street bank and as an independent financial consultant. I specialize in building complex financial models and have built 1,000+ models for companies that represent almost every industry and range in size from startup to corporations. My clients include major VC's and startups and my models have been used to raise more than $1 billion in debt and equity capital. I am a CFA Charterholder and possess all the required qualifications to complete 409A valuations. I am a modeling expert in the following industries: - Ecommerce - SaaS - Energy - Manufacturing and logistics - FinTech/Lending Financial modeling: I believe in the mantra: "Garbage in, garbage out". Building a financial model/analyzing any type of financial data is pointless if you don't first understand the economics of the underlying business. I seek to understand the message behind the numbers and build models that demonstrate that message without needless complexity. Every business is unique and the model I build for you will be too. My goal is to capture the forces that drive your business in a succinct, professional, and user-friendly form that will produce real insights about the nature of your pricing, operations, and scale.
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    Management Consulting
    Venture Capital Consulting
    Startup Consulting
    Business Analysis
    Financial Modeling
    Business Modeling
    Business Valuation
    Financial Analysis
    Business Plan
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