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Rating is 4.8 out of 5.
4.8/5
based on 269 client reviews
  • $75 hourly
    • 5.0/5
    • (39 jobs)
    Want to give your business idea it's BEST shot at success? I've helped entrepreneurs raise millions from banks, investors and the SBA to help them realize their vision. Have a business and was to OPTIMIZE your profits? I've successfully run hotels, bars and restaurants and I'm happy to show you how to do the same. My clients are serious about taking their ideas from concept to reality, and I help them do just that! My personal favorite client quotes (check my portfolio below) ✅"Sam was very professional and thorough. He completed the job earlier than proposed. He was always available and very detailed. Great job!!" ✅"Hey Sam, just wanted to forward along the good news that the loan was approved today!" ✅"Sam was great to work with. He was always available and quick to respond with updates and revisions. His knowledge in the field was sound and was able to efficiently create an outline on which we were then able to collaborate towards my specific needs and goals. " My clients are able to confidently present their proposals anywhere and get the results they need. I can't help everyone, but we may be a good fit if you're thinking: ⚡️"I'm not an expert at writing proposals or making spreadsheets, and I don't have the time to mess around with it" ⚡️ I need a fresh set of expert eyes to help me see where I can improve my business ⚡️"My last business plan was an embarrassment, and I don't want that EVER again" ⚡️"I know how to run my business, but maybe I'm too close to it" ⚡️"I need a full business plan package that I KNOW 100% will tell my company's story right" Working with me you'll: ⭐️ A clear, concise game plan to help take your business to the next level ⭐️Stop struggling with Excel and spending hours on the Internet- I handle all FINANCIAL STATEMENTS, FINANCIAL MODELS, GRAPHS and MARKET RESEARCH ⭐️Put your best foot forward the FIRST time! ⭐️Get delivered TURNKEY, INVESTOR GRADE documents that raise capital. ⭐️SAVE MONEY by getting high quality work that you can reuse for your PowerPoint presentations My clients have a lot to say about me: ✅"Sam was a great business partner" ✅"Excellent, James knew his craft in producing a thorough business plan." always available and very detailed. Great job!!" ✅"communication was good, and he was open and receptive when I had feedback, and patient and knowledgeable" What I look for in a new client: ● Open mind, relaxed attitude ● Values integrity & relationships ● Focused on improving, lets their actions speak louder than words ● Knows our minimum scope, and wants the BEST Sound like a fit? Next steps: 📺 Watch the video on my Upwork profile 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner 💬 Write me a personalized note including why you think we’re a good fit to work together in your message. About me: Proven track record of optimal revenue performance: managing P&L, leading annual planning, driving monthly/quarterly analysis and reporting; Initiator of creativity and collaboration towards common goals by spearheading operational process redesigns from conception to implementation; Relationship-oriented leader diligently cultivating, maintaining established/potential partnerships, demonstrated success of supervising, unifying and motivating various teams to surpass targeted goals while maintaining quality performance
    Featured Skill Business Plan or Pitch
    Financial Modeling
    Social Media Marketing
    Business Writing
    Accounting Principles & Practices
    Email Marketing
    Microsoft Excel
    Business Plan
    Financial Analysis
    Forecasting
  • $150 hourly
    • 5.0/5
    • (20 jobs)
    Worked with over 110 founders and senior executives at tech and B2B services companies mostly between $1-150M in revenue as a consultant and business coach to drive: - Growth & exit strategies - Higher enterprise value, top-line revenue growth, and profitability - Growth capital injections (VC/PE) If you're a founder or executive that's: - Expanding into new markets - Launching new products - Developing growth or go-to-market plans - Evaluating new investments (e.g., AI, digital transformation, etc.) I can help you rapidly develop data-driven strategies and presentations that will win over your board, exec team, and investors and set your company up for accelerated growth. Career highlights: • Drove 55% increase in valuation for FinTech company in 7 months through re-architecting its go-to-market strategy, leading to a $36M exit. • Worked with over 75 B2B Services CEOs to help them close consistent 6 and 7-figure deals, establish recurring revenue models, grow margins to 70%+, create scalable delivery mechanisms, and position their businesses as 1-of-1's in their respective niches. • Helped raise over $40M in early-stage capital • Supported the development of a growth plan to reach $155M ARR that encompassed product, sales (direct + channel), and overall go-to-market for a logistics software company that led to a $950M Private Equity buyout. • Assessed a $20M Healthcare IT company and its market opportunities in the private sector and helped develop its growth strategy. This included new brand and market positioning, a product and IT transformation that consolidated many disparate products and services into a single Health Intelligence Platform, and uncovered M&A opportunities to accelerate the commercialization of its platform. My experience spans a wide range of sectors and technologies, including: • AI/ML • B2B & B2C SaaS • Web3 • FinTech • Healthcare IT & HealthTech • IoT • Cloud Computing • Developer Tools, Platforms, and Infrastructure • IaaS, PaaS, iPaaS • Professional Services • Tech-Enabled Services • Marketing Agencies • Supply Chain Tech • Enterprise Software • Consumer Goods & CPG • Manufacturing
    Featured Skill Business Plan or Pitch
    Strategic Plan
    Business Plan
    Fundraising
    Marketing Strategy
    Business Modeling
    Business Consulting
    Business Management
    Investment Preparation
    Market Research
    Market Analysis
  • $65 hourly
    • 5.0/5
    • (6 jobs)
    Please note: I only consider offers that include a base monthly salary plus performance-based commissions. No commission-only roles. 💰Top 6 Sales Achievements: 1. Sold over $600,000 in Sales as a Client Advisor for Louis Vuitton at the Miami Design District 2. Generated Over $1.5 Million in revenue as a Sales Rep for City Furniture 3. Led Sales to over $1.2 Million as Head of Sales at the custom software development firm named NetForemost 4. Worked at Dell Technologies as an Inside Product Specialist, where I gained firsthand experience in world-class customer service and honed my expertise in product solutions and client relations. 5. I successfully secured two strategic partnership alliances between two companies in the software industry. These partnerships generate a steady flow of weekly SOWs and RFPs, making them collectively worth over $10 million in long-term project value. 6. Led the initial conversations, negotiations and business presentations with a regional bank (fintech) resulting in the bank acquiring a 20% stake in the company I represented. I LOVE selling and understand what it takes to convert a NO to a YES! How Do I Achieve Success? 1. Deep Product Knowledge: I thoroughly research and understand your product or service. 2: Identifying Unique Value: I analyze the key differentiators that set your offering apart from the competition. 3. Relentless Execution: I persist with strategy and tailored approaches until the deal is closed. My Secret Sauce? I’ve mastered the art of follow-up. Most prospects are interested in your product, but timing isn’t always right. That’s why I maintain a structured follow-up system, ensuring I reach out consistently, month after month. Some of my biggest deals have closed after years of persistence. The key is staying top of mind until the timing is perfect!
    Featured Skill Business Plan or Pitch
    Sales Strategy
    Sales Development
    Sales Call
    High-Ticket Closing
    Sales & Marketing
    Business Planning & Strategy
    Business Plan
    Business
    Sales Presentation
    Sales Management
    Sales Coaching
    Market Research
    Marketing
    Sales
    Business Development
  • $300 hourly
    • 4.9/5
    • (84 jobs)
    I equip startups, fintechs, and private funds with SEC-compliant fundraising infrastructure, combining regulatory expertise (Reg CF/D), Plaid-powered data integration, and automated KYC/AML workflows. With 45+ successful filings and zero deficiencies, I bridge the gap between capital strategy and compliance-ensuring your raise avoids delays, fines, or operational bottlenecks. Core Services Regulatory Compliance: Reg CF/D Filings: Form C/PPM drafting, accredited investor verification (Plaid Identity), and ongoing reporting templates. KYC/AML Tech: Plaid-integrated identity checks, transaction monitoring (Plaid Transactions API), and OFAC/Sanctions screening via platforms like ComplyAdvantage. Consumer Lending Compliance: TILA/APR calculators with Plaid Balance for real-time account validation. Whitelabel Fundraising Solutions: Embed Plaid Link for instant bank account verification and SEC-compliant share sales directly on your website. Custom investor portals with Plaid-powered transaction history dashboards and automated AML audit trails. Investor Materials: Financial Models: Scenario-based IRR analyses with Plaid-derived cash flow validation. PPMs/Decks: FDIC-aligned risk disclosures, including AML policy summaries and beneficial ownership structures. Due Diligence Kits: Plaudit-verified financials, KYC/AML compliance logs, and liquidity event comparables. Tech Stack Integration Plaid API: Bank account aggregation (Auth/Transactions), balance checks, and income verification for KYC/AML workflows. KYC Tools: Jumio (ID+biometrics), Alloy (risk scoring), and Chainalysis (crypto compliance). AML Automation: Solidus Labs for transaction monitoring + Unit21 for suspicious activity reporting (SAR). Why Clients Choose Me Speed: Reduced Reg D onboarding from 14 days to 48 hours via Plaid-powered KYC. Audit-Proof: Built a Reg CF portal handling 3,200+ investors with 100% Plaid-verified accounts. Cost: Slashed client AML operational costs by 60% using Plaid+ComplyAdvantage API bundling. Recent Projects: Integrated Plaid Auth/Identity for a $12M Reg D 506(c) real estate fund, automating 98% of investor KYC. Designed a whitelabel Reg CF platform with embedded Plaid Link, cutting issuer onboarding by 70%. Let’s turn compliance into your competitive edge-no theoretical jargon, just actionable systems to scale securely.
    Featured Skill Business Plan or Pitch
    Due Diligence
    Valuation
    Equity Valuation
    Investment Research
    Company Valuation
    Discounted Cash Flow
    Financial Analysis & Valuation
    Investment Banking
    Financial Projection
    Business Plan
    Financial Modeling
    Microsoft Excel
    Pitch Deck
    Blockchain
    Presentations
  • $50 hourly
    • 5.0/5
    • (16 jobs)
    As a seasoned grant consultant and business plan developer, I specialize in securing non-dilutive grant funding and crafting comprehensive business strategies. With a proven track record, I have successfully garnered over $20 million in grant funding for various research institutes, nonprofit organizations, and other entities. My expertise extends to business plan writing and development, as well as financial planning, where I excel in turning complex concepts into actionable plans. If you're looking to transform your ideas into reality, book a consultation with me today. Let's work together to achieve your goals! Grant writer, NSF, NIH, DoE, DoD & SBIR/STTR Grant, RFP | Business Plan Grant writer, NSF, NIH, DoE, DoD & SBIR/STTR Grant, RFP | Business Plan Grant writer, NSF, NIH, DoE, DoD & SBIR/STTR Grant, RFP | Business Plan Grant writer, NSF, NIH, DoE, DoD & SBIR/STTR Grant, RFP | Business Plan Grant writer, NSF, NIH, DoE, DoD & SBIR/STTR Grant, RFP | Business Plan
    Featured Skill Business Plan or Pitch
    Nonprofit
    Grant Documentation
    Grant Evaluation Plan
    NIH
    Business Proposal Writing
    Business Proposal
    Business Plan
    Business Plan Writing
    Grant Objectives & Methodology
    Grant Writing Consultation
    Grant Research & Prospect List
    Grant Application
    Grant Proposal
    Grant Writing
    Grant
  • $75 hourly
    • 4.9/5
    • (275 jobs)
    *******All Pricing customized to client's needs******* Business Consultant, Bookkeeper/Accountant, with 10+ years helping over 253 clients on Upwork --Quickbooks Certified --Cleanup Services/Catchup --Monthly bookkeeping --Performance Analysis --CPA Collaboration --Affordable monthly rates
    Featured Skill Business Plan or Pitch
    Accounting
    Bookkeeping
    Financial Statement
    Microsoft Excel
    Financial Modeling
    Forecasting
    Business Coaching
    Business Strategy
    Microsoft PowerPoint
    Business Plan Writing
    Product Analytics
    Marketing Strategy
    Finance & Accounting
    Financial Analysis
    Business Plan
  • $85 hourly
    • 5.0/5
    • (8 jobs)
    Professional content developer available to help you succeed on your projects, proposals, and more! Experience based in writing content to help generate growth and interest in your product- whether that is a website, item for sale, or even yourself. A large portion of my experience is in writing and proofreading blog posts, resumés, college application essays, newsletters, and business plans, but as new experiences pop up every day, I look forward to meeting any challenges that I might be afforded the opportunity to take on!
    Featured Skill Business Plan or Pitch
    Travel & Hospitality
    Content Writing
    Economics
    Marketing
    Strategy
    Customer Service
    Proofreading
    Business Plan
  • $100 hourly
    • 5.0/5
    • (7 jobs)
    Want to turn your startup dream into a $125 million reality? That's the kind of impact I deliver. With a track record of crafting 150+ winning business plans, financial forecasts, and pitch presentations, I've directly facilitated over $125 million in VC capital and powered 50+ successful VC investments. I don't just write plans; I engineer funding. Here's how I can help you achieve similar results: For over 25 years, I've been the architect behind successful startups and established businesses, specializing in: Strategic Planning: Crafting comprehensive business plans, startup plans, feasibility studies, and investor pitch decks. Financial Mastery: Developing precise financial projections, pricing models, and strategies for sustainable growth. Market Penetration: Designing effective marketing and sales strategies, and crafting compelling product/service specifications. Fundraising Expertise: Building VC-ready pitch decks and coaching founders through the capital-raising process. Operational Excellence: Enhancing and automating corporate business processes, and providing crucial IT-related legal documents. Talent Acquisition: Writing effective job descriptions and assisting with candidate interviews. My Expertise Spans Diverse Industries: With an MBA and deep knowledge in Startups, SaaS, FinTech, Insurtech, Blockchain, Artificial Intelligence, Retail, and Real Estate Investment, I understand the nuances of your industry. Proven Success Stories: Transformed a struggling fast-food chain, boosting income by 125% and eliminating losses. Revitalized an IT services business in Atlanta, turning monthly losses into consistent profits. Founded and scaled Digital Analytica Inc., a global IT services company. As Founder and CEO of a Silicon Valley software company, secured major deals with Fortune 500 giants. Why Choose Me? *Silicon Valley startup veteran with a proven track record. *Trusted advisor to established corporations, including The Phillips Group. *Expert in creating high-impact analysis reports for Fortune 500 companies. *Recognized thought leader, serving as a judge for the InsureTech Innovation Rewards and a speaker at global events like Seamless. *MBA graduate with a focus on global business strategies. I will work with you "hand in hand" to develop your business strategies and write plans that provide positive results. My Core Services: *Service and product market assessment *Service and product pricing plan *Business Feasibility study *Business Plan *Marketing Strategy *Sales strategy *Business expansion strategy. *Financial forecasting *VC “Venture Capital” Pitch deck (based on a well-developed plan) *Branding ideas (Plus digital art / logo) *Value proposition *Vision & mission statements *Enhance your corporate business processes *Automate your corporate business processes *Provide IT related NDA and Non-Compete contracts (Plus more). *Write Job descriptions and help interview candidates *Feasibility study *Coach founders and management teams *Raising capital Let's collaborate to transform your vision into a funded, thriving business.
    Featured Skill Business Plan or Pitch
    Financial Planning
    Financial Projection
    Pitch Deck
    Sales Strategy
    Business Coaching
    Management Consulting
    Business Plan
    Corporate Strategy
    Business Writing
    Brand Consulting
    Startup Consulting
    Financial Modeling
    Business Modeling
    Marketing Strategy
  • $80 hourly
    • 4.9/5
    • (20 jobs)
    (Total hours worked only shows hourly contracts, not hours dedicated in projects. Value/hour is discounted price) Business consultant and project finance expert., with over 20 years experience with startups and small businesses in an array of industries. Worked in consulting for Accenture and other multinational companies and startups. Focus areas: Small and Medium Enterprises & Start-ups in diverse industries. Project Finance: Strategically and operationally experienced project finance expert. I can assist you in linking strategy with operations and project finance. STRATEGY CONSULTANT: Strategic brainstorming & planning, product strategy, business model, financial modeling, company building, establishing objectives & key results (OKRs), and board of directors. FINANCIAL MODELLING: Every good strategy needs a sound financial model and forecast. I can deliver financial models that are scenario based and with dashboards for revenue, analysis, ROI, IRR, risk. I can assist you with planning, forecasting, and doing operating budgets, CAPEX, acquisition analysis, and pro formas. BRIEF BACKGROUND: Bachelor's degree in Business. Extensive experience with new business ventures, both as an employee and as an entrepreneur. Whether you are starting a business, planning on expanding to new lines of business, or need someone in the day-to-day operation, I have the necessary skillet and business acumen to accompany you throughout the process. Upwork rate is discounted, given lower rates generally offered in Upwork. Thank you.
    Featured Skill Business Plan or Pitch
    Business Cases
    Startup Consulting
    Business Consulting
    Financial Projection
    Financial Management
    Business Management
    Financial Modeling
    Financial Planning
    Cash Flow Modeling
    Business Plan
    Process Design
  • $100 hourly
    • 4.8/5
    • (45 jobs)
    Helping You Navigate Complex Challenges with Strategic Insights and Proven Expertise I’m Ryan Powell, an accomplished strategist and business consultant with a passion for guiding companies and leaders through their most pressing challenges. With over a decade of experience across technology, business planning, and leadership coaching, I help my clients move from uncertainty to clarity, from obstacles to opportunities. Why I Do What I Do: I’ve been in your shoes. As a founder, consultant, and executive, I’ve faced the frustration of tackling complex problems without the right guidance. I know how it feels to navigate the ever-changing landscape of business while trying to scale, innovate, and remain competitive. My mission is to ensure that others don’t have to go it alone. I’m here to provide the strategic insights and practical solutions you need to succeed. What Sets Me Apart: Proven Track Record: I’ve guided startups to millions in revenue, developed comprehensive business plans for major pitches, and led strategic turnarounds. I understand what it takes to build from the ground up and scale sustainably. Strategic Storytelling: My approach goes beyond tactics—I help you articulate your “why” and connect it to your audience in a meaningful way. This isn’t just about selling a product; it’s about sharing your vision and building relationships that last. Tailored Solutions: No two clients are the same. I specialize in creating customized strategies that align with your unique needs, goals, and market dynamics. How I Can Help: Whether you’re looking to refine your sales process, develop a compelling business plan, or navigate the complexities of scaling your business, I provide tailored, actionable insights that drive results. My services include: Business Strategy Development: Crafting bespoke plans that turn your vision into a clear, actionable strategy. Sales Optimization: Guiding you from founder-led sales to scalable, repeatable processes that drive growth. Leadership Coaching: Equipping you with the skills and insights to lead confidently and effectively, no matter the challenges ahead. Your Next Step: Ready to take your business to the next level? Let’s connect and explore how I can help you achieve your goals. Together, we’ll build a strategy that doesn’t just get you from point A to point B—but sets you up for long-term success. Best Regards, Ryan Powell, MBA-ITM, ACC Certified Executive Leadership Coach Doctoral Candidate, Business Admin.
    Featured Skill Business Plan or Pitch
    Brand Strategy
    Business Writing
    Executive Coaching
    Leadership Development
    Leadership Coaching
    Management Consulting
    Startup Consulting
    Business Plan
    Organizational Plan
    Business Planning & Strategy
    Military
    Business Proposal Writing
    Business Modeling
    Market Research
  • $75 hourly
    • 5.0/5
    • (1 job)
    Carmelita Brown, a seasoned business leader with over 30 years of experience, has dedicated her career to empowering businesses to succeed. With a rich background in Operations, Human Resources, Payroll, Finance, & Accounting, she is no stranger to the complexities and challenges that come with running a business. Now, as the Managing Partner of Elite Professionals USA, Carmelita is channeling her expertise to create an epicenter of innovation and growth for entrepreneurs and established business owners alike. From startup ventures to corporate giants, her solutions are tailored, strategic, and most importantly, effective. Passionate about keeping abreast of the latest trends, regulations, and technologies, Carmelita continues to be the guiding light for businesses aiming for the next level.li
    Featured Skill Business Plan or Pitch
    Risk Assessment
    Startup Consulting
    Human Resource Information System Implementation
    Administrative Support
    Training
    Employment Law
    Bookkeeping
    Business Plan
    Compensation & Benefits
    HR & Business Services
    Finance & Accounting
  • $80 hourly
    • 5.0/5
    • (95 jobs)
    Centaur Digital Corp addresses the accounting and tax needs of busy business owners. As a business grows, owners have less time to devote to their accounting and tax compliance, both of which are crucial functions for any successful business. In the past, these functions were typically interwoven into a business in a way that made an in-house accounting team essential. But that has changed! There have been numerous advancements in accounting technology in recent years, and cloud computing has made them accessible and affordable for smaller enterprises. Now, small companies can take advantage of new technology to help them grow and generate larger profits. Proper implementation of these technologies, however, is paramount. Centaur Digital Corp is here to help you identify relevant accounting technologies. We work with you to implement the necessary technologies to improve the clarity and efficiency of your business’s accounting system and increase your profits. Centaur Digital Corp was founded by Vlad Rusz, who has over a decade of experience working as a senior manager of small companies and providing managerial consulting to other businesses. While working as the CEO of a previous enterprise from 2014 to 2016, Vlad Rusz achieved tremendous growth by providing business consulting and business plan services to hundreds of satisfied clients. This success earned Vlad Rusz countless 5-star ratings and various prestigious awards. At Centaur Digital Corp, we look forward to providing world-class service to our clients, helping you increase profits and achieve your business goals. We take responsibility not just for our work, but for your entire accounting and tax system! AWARDS AND ACHIEVEMENTS 2020 Quickbooks Online ProAdvisor 2020 Xero Certified Advisor 2019 Passed the CMA Exam 2018 Passed the CPA Exam 2016 Became a member of the Forbes Finance Council 2016 EY Young Entrepreneur of the Year Southeast Semi-finalist 2016 Gwinnett Pinnacle Award “Young Entrepreneur of the Year” Winner 2015 Gwinnett Pinnacle Award “Rising Star” Winner 2015 #1 Business Plan Consultant in Atlanta by Thumbtack
    Featured Skill Business Plan or Pitch
    Accounting Software
    Tax Strategy
    Business Plan
    Zoho CRM
    Zoho Creator
    Bookkeeping
    Sales Tax
    Tax Return
    Tax Preparation
    Technical Accounting
    Financial Projection
    Microsoft Excel
  • $100 hourly
    • 5.0/5
    • (23 jobs)
    A seasoned professional with decades of experience providing consultation from the Fortune 5 to the less than 5 small businesses. Expert advice for business planning, sales management, process and system design, and solutions implementation for entrepreneurs and small businesses. Solutions are custom built with your available software, and tailored to your business. Whether it's process improvement or software development, all implementations are focused on reducing expenses and improving profitability. From the initial marketing outreach, to sales support, to operations, delivery, and maintaining customer satisfaction, I can improve your business end-to-end.
    Featured Skill Business Plan or Pitch
    Documentation
    Sales
    Management Consulting
    Customer Relationship Management
    Sales Optimization
    Business Plan
    B2B Marketing
    Company Research
    Lead Generation
    Sales Development
    Business Planning & Strategy
    Writing
    SaaS
    Training
    Price & Quote Negotiation
  • $34 hourly
    • 4.9/5
    • (15 jobs)
    Analytical and Innovative accounting strategy, designed to help businesses to achieve financial growth. I am a Boca Raton-based Controller and Full-Charge Bookkeeper helping small to medium-size businesses. Together, we will establish accounting procedures by detailing daily business activities. I learn that bottlenecks are a part of conducting business, and the creation of daily tasks provides stability and the opportunity for growth. Please send me an invite to your job to start the conversation.
    Featured Skill Business Plan or Pitch
    Wave Accounting
    Xero
    Bookkeeping
    Accounting Software
    Business Plan
    Microsoft Word
    QuickBooks Online
    Bank Reconciliation
    Microsoft Excel
    Financial Report
  • $65 hourly
    • 5.0/5
    • (15 jobs)
    My goal is to deliver value to your organization by combining my experience with my Master's degree in Business Management, Human Resources, and SHRM Certification. Hello there! My name is Ryan Smith, I have spent the last 5 years in HR & IT, holding positions such as IT Manager, HR Director, HR Business Partner, Recruiting Coordinator, and HR Generalist. Working primarily for a variety of start-ups and in fast-paced environments, I've seen it all-such as assisting companies with partnership agreements, acquisitions, employee contracts, employee engagement, and building winning cultures. While also coaching numerous companies on all facets of employee performance, including employee handbooks, hiring, policies and procedures, job descriptions, and I’ve utilized many different HR tools to help make a company successful. Additionally, I have recruited, built teams, and established a winning culture for several startup companies. These teams include supply chain, marketing, finance, human resources, accounting, customer service, and more. By doing so, organizations I have worked for have won the award "Best Place to Work" in the Orlando Business Journal. Diving more into the specifics, in three complex business environments, I have built HR departments from the ground up with great success in three start-up organizations. In addition to onboarding and offboarding employees, I have extensive experience with employee relations, investigations, mergers and acquisitions, FMLA, various leave policies, program and project development, employee engagement, writing job descriptions and resumes, managing performance, PTO, developing career maps, implementing tools for successful and professional recruiting, strategic planning, change management, FLSA, classification and compensation, payroll, benefits, and all other human resource functions. Overall, I operate with a high sense of urgency and ownership, providing 110% effort in every aspect of work I perform. I would love to partner together and help bring your organization to the next level.
    Featured Skill Business Plan or Pitch
    Compensation
    Recruiting
    Business Plan
    IT Infrastructure
    Employment Law
    Employee Relations
    Human Resources Compliance
    Human Resource Management
    Information Technology
    Performance Management
    Microsoft Office
    Human Resources Consulting
    Employee Training
    Training & Development
    HR & Business Services
  • $150 hourly
    • 5.0/5
    • (3 jobs)
    Strategic thinker with strong technical skills and experience in finance and mergers & acquisitions. Love to work with clients and advise on growth and strategy challenges with a creative approach
    Featured Skill Business Plan or Pitch
    Corporate Finance
    Business Development
    Financial Modeling
    Business Plan
    Valuation
    Mergers & Acquisitions
    Strategy
    Financial Analysis
  • $75 hourly
    • 4.7/5
    • (6 jobs)
    **Transform Your Brand: Authentic, Captivating Messaging That Converts** Are you ready to elevate your brand to its most authentic, captivating form? I’m a seasoned Brand Strategist and Messaging Architect with over 30 years of experience in engineering, entrepreneurship, and brand messaging. My mission is to excavate the authentic core of your brand, unearthing the unique elements that make you genuinely one-of-a-kind. In a world saturated with derivative marketing speak, your true essence can easily get lost. I specialize in breaking through superficial layers to uncover the gold within your brand’s purpose, values, and philosophies. Through an intensive discovery process, I will craft an unmistakable identity and voice for your brand that demands to be heard, attracting your ideal clients effortlessly. What I Offer: 1. Undeniable Brand Narratives: --Bold brand manifestos that clarify your world --Authentic storytelling that eliminates competition --Clear articulation of purpose, mission, vision, and unique value propositions (UVP) 2. Thought-Leading Content: --Persuasive brand messaging across all marketing channels --Educational content (blogs, videos, webinars) that establish thought leadership --Keynote presentations that position you as an expert 3. Persuasive Value Propositions: --Unique value propositions aligned with your brand essence --Clearly articulated product/service benefits and sales messaging --Industry-disrupting marketing campaigns 4. High-Converting Copywriting: --Psychologically-driven website copy that enlightens and converts --Sales funnel copywriting that seamlessly guides prospects --Persuasive ad copy, emails, lead magnets, and more Why Choose Me: Too often, passionate professionals with brilliant ideas struggle to stand out. My role is to help you break this cycle. With my technical mastery and finely-tuned human touch, I’ll create a brand presence that magnetizes your perfect prospects. No more chasing clients with diluted pitches. Let’s work together to reveal the inimitable treasure within your brand, ensuring your message resonates deeply with those who truly value what you offer. Ready to transform your brand? Let’s initiate the excavation and uncover the unique essence that will set you apart. Hand me the metaphorical tools, and we’ll venture deep into your brand’s bedrock to find the gold that lies within. Skills 👉Brand Strategy 👉Messaging Architecture 👉Authentic Storytelling 👉Persuasive Copywriting 👉Value Proposition Development 👉Thought Leadership Content 👉Marketing Campaign Strategy 👉Sales Funnel Optimization MY RATE: Starts at $49/hr. I do prefer to be deliverable-based if you have a clear statement of work. That means I work until the job is done for an upfront investment (regardless of hours.) WHAT THEY ARE SAYING "Josh was such a perfect match for our organization. Working with him was seamless. He's a very dynamic person, with a great sense of humor, with seemingly endless energy and enthusiasm for what he does. He spent time to really understand our organization. I would highly recommend Josh to anyone " Kelly K. "Josh’s enthusiasm and his abrasive honesty rocked me to my core. His tenacity and ability to make me stand up for what I truly want was life changing. For the first time in a long time I had someone meeting me at my level and holding me accountable." Jackie V. "Josh conveyed a professional and confident personality that, as a not-for-profit organization toughing it out during this pandemic, we valued above all other applicants. Once we started working together, I was amazed by how quickly Josh transformed my wordy first draft into an effective and targeted message. Josh seems to have a natural strength for helping people organize their thoughts and simplify the steps they need to take in order to accomplish their goals. We've already sent out our letter, but Josh hasn't stopped there. He continually offers to help, and sends his tips for closing the deals with personal contact. We would glowingly recommend Joshua to any organization looking to boost their promotional, marketing, and communication arenas. He's got what it takes to help build a business!" Dena H.
    Featured Skill Business Plan or Pitch
    Branding & Marketing
    Personal Branding
    Brand Positioning
    Business Plan
    Life Coaching
    Brand Identity
    Telemarketing Scriptwriting
    Business Coaching
    Speech Writing
    Writing
    Public Speaking
    Sales Writing
    Copywriting
  • $70 hourly
    • 4.9/5
    • (24 jobs)
    Greetings! My name is Ismael, and I specialize in crafting investor-focused business plans and financial models for entrepreneurs and startups. Whether you're an individual, founder, or organization seeking funding or guidance on how to grow forecasted profits, I'm here to help. My process starts with a complimentary interview to learn all about your business idea. From there, I conduct thorough market research using vetted sources to identify problems, solutions, and market opportunities. My strategically written documents include idea plans, growth plans, financial forecasts, and financial summary reports. If you have new and disruptive ideas, I'd love to work with you! Let's collaborate and make your business dreams a reality. Education My credentials include a BS in Biology from Nova Southeastern University, an MS in Biotechnology with a concentration in Business from Adelphi University, and an MBA from Nova Southeastern University with a concentration in Finance. Services -Business Plan Deciding to start a business can be terrifying. Its often characterized by massive uncertainty, fear, and not knowing where to start. That is where I come in. After assessing your idea, I will detail its problems, solutions, foreseeable risks, and opportunities, drastically improving your chances of launching a successful business the first time around. The deliverable will be an actionable blueprint that gives you an adequate evaluation of how your product or service fits within a niche market. A drafted report can be used to secure a business loan, identify and avoid potential business risks, and determine if pursuing the idea is realistic. With a complimentary pre-screening meeting, you will have the opportunity to share your dream with me, where I will then conduct the back-end research on your behalf. This is followed by a post-delivery consultation to ensure that you understand the report in its entirety. My goal is to help make your dreams come true, and I will be there with you every step of the way. -Growth Analysis We create client-centered growth plans with the focus in mind to identify your operational barriers and provide detailed solutions. Our comprehensive reports deliver an actionable roadmap to reaching quantifiable milestones through strategic decision making and solution-based analytics. The experience of our business team stretches across an array of industries, giving our clients a thorough outlook of where they currently stand in their respective markets and how to reach long-term profitability. -Financial Forecast Report Clients will receive a comprehensive financial forecast report purposed to monitor company growth over time, present to investors, and maximize profit. Each excel forecast also comes with an intuitive financial summary report that sources key findings from the forecast into an investor-friendly illustration. I work with clients to ensure that their intended message is heard and investors are able to see their company's potential as well as the client themselves. Clients receive an extensive pre-screening interview so I can have the opportunity to fully understand the product or service before beginning my research. Following the acceptance of the deliverables, the client will also receive a complimentary consultation call to go over the report in its entirety. Service Breakdown 1) Business Consulting (2-4 hours) 2) Market (Research and Plan) (4 to 8 hours) 3) Financials (4 to 10 hours) - 1 to 3 years of Sales, Profit & Loss, Cash Flow and Breakeven, and Market opportunity revenue forecasts. 4) Writing (8 to 16 hours) - following a financial-based format focused on investor-ready reports, charts, maps, graphics, etc., to clarify your business idea. I plan to make a significant impact in business development and strategically guiding startups. Before beginning one of my projects, please message me first. Thank you! ___________________ Thank you for your time and have a great day! Ismael
    Featured Skill Business Plan or Pitch
    Pitch Deck
    Personal Business Plan
    Business Plan Writing
    Business Consulting
    Startup Consulting
    Financial Modeling
    Business Plan
    Business Process Modeling
    Business Analysis
    Nonprofit Organization
    Cash Flow Analysis
    Business Development
    Business Planning & Strategy
    Financial Planning
    Competitive Analysis
  • $65 hourly
    • 4.9/5
    • (98 jobs)
    🚀 Need a business plan that doesn’t just look good — but actually gets you funded? You're in the right place. As a former SBA loan underwriter and both an experienced Business Plan Writer and an SBA Loan Broker, I know exactly what lenders and investors look for — and I craft every business plan to meet those critical standards. This is not theory — I work directly with SBA lenders, USDA lenders, to help clients secure real funding. 📈 My Unique Advantage: Most business plan writers can only guess what lenders want. I work directly with lenders daily. I know what gets approved — and what gets rejected — so I tailor your plan to meet real-world underwriting guidelines. ✅ Services I Offer: - SBA-Compliant Business Plans - SBA Financial Projections for Startups - SBA Projections for Business Acquisitions - Investor-Ready Business Plans - Investor-Ready Financial Models with Cap Tables - Immigration Business Plans (E-2, L-1A, EB2-NIW, EB-5) - Feasibility Studies for USDA Loan Applications - Pitch Decks and Investor Teasers - Business Consulting for SBA Loan Readiness - Cash Flow and DSCR Analysis for SBA Loans 🎯 Why Clients Work with Me: - Dual Expertise: Business Planning + SBA Funding Strategy - 72-Hour Rush Service Available - Deep knowledge of SBA, USDA lending standards - Customized financial models aligned with lender expectations - White-glove service — personalized and strategic, never templates 📊 Funding Success Examples: - Helped Domenico's Deli secure SBA 7(a) loan of $600,000 - Pickleball Franchise Dill Dinkers owner just approved for $1MM on SBA 7(a) Loan - Created feasibility studies leading to USDA Business & Industry loan approvals - Supported immigration clients with business plans resulting in visa approvals - Advised entrepreneurs on building lender-ready applications from day one 📚 USDA Loan Expertise: If you're seeking USDA Rural Development funding, I deliver comprehensive feasibility studies designed to meet USDA requirements. From financial projections to market analysis and economic impact assessments, I prepare everything you need for a compelling and compliant submission. 📅 Next Step: If you want a business plan, solid financial projections, feasibility studies, or funding package that positions you for approval, I’m ready to help. 📩 Message me today — let's make your vision a reality!
    Featured Skill Business Plan or Pitch
    Commercial Lending
    Loan Approval
    Loan Processing
    Feasibility Study
    Financial Analysis
    Management Consulting
    Small Business Administration
    Business Proposal
    Immigration Business Plan
    Pitch Deck
    Business Planning & Strategy
    Financial Modeling
    Business Plan Writing
    Financial Projection
    Business Plan
  • $269 hourly
    • 5.0/5
    • (4 jobs)
    Hi, and thank you for visiting my profile! Looking over my profile, you will quickly note that I am an outcome-driven leader with hands-on experience leading organizations to new heights through innovative strategies, exceptional financial acumen, and unwavering dedication to exceeding customer expectations. Possessing exceptional capabilities and proven aptitude to stimulate revenue growth, streamlining operations, and promoting innovation. Furthermore, my documented history incorporates that I am a detail-oriented individual with a strong command of crafting innovative prompts to drive AI systems' capabilities, enabling more accurate, efficient, and human-like interactions with a commitment to pushing the boundaries of AI technology and creating intelligent solutions to transform industries. I am known by my colleagues for championing a nurturing culture of excellence, adaptability, and collaboration and mentoring teams to achieve evident results Some of the areas where I excel include Business Development, Strategic Planning & Execution, and Revenue Growth While others take pride in meeting all standards set before them, my passion is for delivering service that goes beyond organizational expectations, creating a win-win scenario for everyone involved.
    Featured Skill Business Plan or Pitch
    Generative AI Prompt Engineering
    Budget
    Forecasting
    Management Skills
    Continuous Improvement
    Managerial Finance
    Product Development
    Business Management
    Web Application
    Financial Management
    Financial Planning
    Desktop Application
    Contract
    Business Plan
    Business Development
  • $56 hourly
    • 5.0/5
    • (243 jobs)
    Good Day! I have been working as an investment analyst for nearly 5 years now for a multi-billion dollar investment firm in Manhattan remotely. This professional experience comes after working with startups and Fortune 500 companies in various analysis and leadership roles. I excel in determining whether or not a company is likely to be successful in the mid-to-long term through extensive social, psychological, financial, and industrial analyses. The companies I analyze are typically tech-based in a wide array of industries. Currently, I am in search of another long-term partnership for up to 20 hours per week. Cheers for reading and look forward to chatting soon, WW
    Featured Skill Business Plan or Pitch
    Startup Consulting
    International Business
    Content Writing
    Cybersecurity Management
    Market Research
    Content Management
    Business Writing
    Business Analysis
    Business Plan
  • $85 hourly
    • 4.9/5
    • (50 jobs)
    Envision your company as a 3D success story, where each puzzle piece is perfectly aligned to deliver what matters most: growth, efficiency, and profits. 🧩✨ For less than the cost of hiring one high-tech employee, you gain a well-oiled business system machine—designed to scale your business and maximize results. I help startups, scaling businesses, and established enterprises optimize operations, implement efficient systems, and drive business growth. With deep expertise in management consulting, digital project management, and AI-driven solutions, I deliver tailored strategies, implementation, and hands-on support to transform your business. 💡 🧩 My Simple Approach: 1️⃣ Focused Audit, Strategy & DIY Toolkit (One Puzzle Piece) 2️⃣ Comprehensive Business Audit & Strategy (All Puzzle Pieces) 3️⃣ Implementation & Support Plan 🌟 Why Work With Me? ✅ Proven track record with startups, SMEs, and enterprise clients 📖 Author of a book on ClickUp & AI systems 🧑‍💼 Unique blend of consulting, project management, and technical expertise 📊 Committed to delivering measurable results and ongoing improvement 👥 Who I Work With: 🚀 Startups & Scaling Businesses 🏭 SMEs & Enterprises 👔 Business Owners, Founders, Project Managers, Operations Leaders ⭐️ Client Review “I can't recommend Edward highly enough. I learned so much from him. He is incredibly knowledgeable about:🏢 Business🗂️ Personal & Professional Organization📈 Project Management I feel empowered with my new ClickUp system—ready to be efficient in my task management and take my work habits to the next level. It's already happening, but now I'm equipped to do it on my own! Anyway, that's my journey. We all have different business backgrounds and learning curves. But I can't recommend enough to my fellow entrepreneurs and business owners: Work with Edward! You'll learn so much You'll gain a powerful system to help your company grow and thrive 🚀 P.S. Edward, I'll probably be in touch for future projects to continue benefiting from your expertise and ideas. And thank you for the book! I received it in the mail (yes, he's also an author! 📚). Wishing you all the best! — The Best of the Best Bookstore 💼 What I Offer: 🏗️ Business Management System Implementation & Support ⏰ Time Management & Delegation System Planning 🛠️ Team & Technology Tools Optimization & Budget Planning 📈 Project Management & Accountability Systems 🤖 AI Tool Systems to Streamline Your Business ✍️ AI Content Generating System 🌐 Website Design, Maintenance & Hosting 📣 Digital Marketing & Social Media Automation 🧑‍💼 HR Systems & Job Role Planning 📝 Hiring, Recruiting & Employee Onboarding 💰 Business Budgeting & Accounting 🖥️ IT Support, Data Backup & Help Desk 🌍 Remote & Creative Team Workflow 🏡 Personal & Family Productivity Systems for Founders, Executives, and Busy Professionals 🔹 Service Focuses: 🏢 Business Management Consulting 📊 Audits & Strategy 🗂️ Business Management Systems 🔄 Process Optimization 🤖 Workflow Automation 🧠 AI Integration & Generative AI 📚 ClickUp Systems (Author of Book on ClickUp & AI) ⚙️ Go High Level (GHL) Systems 🔗 Integration with Third-Party Software 🛠️ Custom Development for Additional Platforms (Inquire for Details) 🧩 Frameworks & Methodologies 🌀 Agile, Scrum, Kanban, Waterfall, Knowledge Management, Idea Management, (OKRs) Objectives and Key Results, Getting Things Done, Pomodoro Technique, SMART Goals, Eisenhowever Matrix, SWOT Analysis, EOS. 💻 Technology Platforms 🚀 ClickUp, GHL, Zoho CRM, Zoho Desk, Notion, Trello, Jira, Asana, Teamwork, Accelo, Zoom, Pipedrive, Vonage, Ringcentral, Better Proposals, Pandadocs, Sharpspring, Unbounce, AWS, Pivotal Tracker, Xero, Intuit, Freshbooks, Bill.com, Orbitera, Capsule, WordPress, Magento 2, Basecamp, MyIntervals, OSticket, Mailchimp, Campaign Monitor, Kayako Help Desk, Joomla, Zendesk, HighRise CRM, CubeCart, Windows Server, VMwa 👤 About Me Specialties: 🧭 Strategic Operations 📊 Executive Project Management Accountability 💡 Empowering individuals & companies to achieve their goals ✅ Expert at getting things done ⚙️ Business Optimization, PM, Productivity, Leading Teams, Fulfillment Systems & more Recognition: 🥇 Top 1% of all UpWorkers globally 🏅 Expert-Vetted Professional in Business Operations, Project Management, Efficiency ❓ Key Questions to Consider 🚂 Are your projects going off the rails regarding budget or schedule? 😵‍💫 Is your workload overwhelming, leaving you unsure of where to start? 🤔 Does managing a team feel more burdensome than beneficial? 😞 Have you been disappointed by a vendor or agency that didn't meet your expectations? 🤝 Would you like a trustworthy partner by your side? 🌊 My Philosophy "A rising tide raises all ships." I strive to be more than just a service provider—I aim to be your partner in success! 💬 Let’s Connect! Ready to optimize your business systems and accelerate growth? 📩 Message me to discuss your needs and see how I can help!
    Featured Skill Business Plan or Pitch
    Marketing Automation
    Process Infographics
    Market Analysis
    Business Plan
    Automation
    Product Management
    Strategy
    ClickUp
    AI Consulting
    Business Analysis
    Management Consulting
    Digital Project Management
    Business Operations
    Process Improvement
    Project Management
  • $150 hourly
    • 5.0/5
    • (20 jobs)
    Hello, I'm Jason, based in sunny Florida! I specialize in steering small and medium-sized businesses toward optimized efficiency and increased profitability - without the cost of a full-time executive. Before diving deeper, don't forget to watch the video about me. (Note: On mobile, you might need to scroll to the bottom of the page to find the video; otherwise, it should be to the left of this description.) With over two decades of experience in leadership, I focus on what your business needs to thrive. My approach is centered on advising as well as actively engaging with your team to implement strategies that enhance performance and foster sustainable growth. Are you struggling with inefficient processes or looking to improve financial strategies? Do you need a clear plan to lead your team toward common goals? I provide the expertise and guidance to help you overcome these challenges. Key Services: - Strategic Planning & Implementation - Financial Oversight & Risk Management - Team Leadership & Development - Process Optimization How I Work: I see my role as a guide. Empowering you, the expert in your field, to navigate the complexities of business operations with ease. After understanding your challenges and goals, I craft tailored solutions that align with your vision and help prime your team and business for growth. Ideal Project: My expertise is best applied in scenarios where a business faces growth pains and leadership voids. An ideal project for me is one where I work closely with business owners or key team members who are deeply committed to their company’s growth but would benefit from clear, actionable strategies and robust leadership support to reach their goals. Why Me: Known for a track record of operational excellence, I'm often recognized for my ability to transform visions into reality quickly and effectively. My focus is on making your business operate smoothly and profitably, realizing the vision you’ve set for it. Fun Fact: I love all things innovation and am actively engaged in the Web3 and Blockchain communities. Availability: I am available for up to 20 hours per week and am interested in forming long-term, impactful business relationships.
    Featured Skill Business Plan or Pitch
    Web Development
    Business Coaching
    Ecommerce Website Development
    SEO Keyword Research
    Web Design
    Search Engine Optimization
    Content Management
    Search Engine Marketing
    Business Research
    Business Process Modeling
    Business Development
    Business Process Reengineering
    Business Innovation
    Business Consulting
    Business Analysis
    Business Operations
    Business Plan
    Business Planning & Strategy
    Financial Planning
    Financial Analysis
    Project Management
    Startup Consulting
  • $90 hourly
    • 4.8/5
    • (120 jobs)
    With 16+ years of experience helping entrepreneurs launch and grow ventures, I specialize in turning early-stage ideas into investor-ready assets. On Upwork and beyond, I’ve built hundreds of pitch decks, business plans, and financial proformas that have helped raise over $37.5M in the past year alone for clients in tech, fintech, SaaS, manufacturing, franchises, education, and non-profits. 📂 Curious about my work? Feel free to browse my Upwork portfolio to see real examples of pitch decks and plans I’ve created for clients across multiple industries. 🔧 My Startup Toolkit Includes: - Investor Pitch Decks (Y Combinator, Sequoia formats) - Business Plans, Proformas & Market Research - Financial Modeling & Valuation Assessments - Business Model Canvas & Go-to-Market Strategy - Lean Startup & Design Thinking Approaches - AI-Powered Tools for Insights & Content - Clean, professional design in PowerPoint or Google Slides 💡 My “secret sauce” is simple but rare: I’m a great listener and highly creative — a combination that helps me bring structure and clarity to complex, ambitious ideas. 🎯 What You Can Expect: 1) A free discovery call to align on your goals 2) A clear proposal with timeline, deliverables & pricing 3) Collaborative, step-by-step development of your materials 4) Honest feedback rooted in real-world startup experience 5) U.S.-based communication and deep understanding of the U.S. startup ecosystem Whether you’re raising funding, preparing for a strategic partnership, or launching something new — I’ll help you communicate your story with clarity and confidence. Let’s talk about your venture and make something great together. — José Bello
    Featured Skill Business Plan or Pitch
    B-2 Visa
    Work Visa
    Business Valuation
    Startup Consulting
    Financial Report
    Financial Management
    Financial Modeling
    Microsoft PowerPoint
    Business Modeling
    Presentation Design
    Business Development
    Business Plan
  • $300 hourly
    • 4.9/5
    • (306 jobs)
    I perform research for clients on a wide range of topics in business, finance, energy, real estate, infrastructure, crypto, international trade, politics, healthcare, etc. Don't hire a dozen people to produce for your team what I can do as a solo consultant. My guided and targeted research process is supported by a voracious knowledge base across a wide range of topics that are business-critical. What you get with me is someone: •with experience across the technology industry, from startups to product to VC •with a real-world track record converting concepts in sales psychology to actual business outcomes •showing a reputation for detailed work as a three-time graduate student in academia and the meticulous writing and editing skills that come with it •hailing an international business track record dealing with the thorniest, highest-risk issues one can imagine, from pandemic-era supply chains/transactions to frontier market entry to private equity deal negotiation (equity and debt) •with a knack for "translating" between functional lingos, from one role or industry, to another •demonstrated results applying online research techniques to empower clients with the best knowledge of opportunities •with a history as a current affairs junkie from decades of seminar attendance on advanced topics in political science, area studies, economics, markets, and cultural studies •with heavy experience with extremely detailed, highly specialized research projects in renewable/non-renewable energy, crypto/web3, infrastructure, medicine, the law, finance, philosophy, real estate, you name it •with a low ego and focus on results (in part from a direct sales background) I hold bachelor's degrees from the University of California, Berkeley as well as master's degrees from Stanford and Harvard. I completed advanced coursework as a non-lawyer at Harvard Law School and as a non-MBA, completed electives in Stanford's MBA program, and did graduate coursework while an undergrad at Berkeley on information economics. I did my master's thesis at Harvard with a scholarship award from Harvard and attended the Stanford Graduate School of Business with a scholarship provided by the President of Stanford. I write prolifically on a range of topics, keeping my ability to serve clients as sharp as possible with thought leadership constantly tested in the global, public marketplace of ideas. Let's chat about your needs and see if I can replace some overpaid employees or potential hires with a few hours of contract work. Save a fortune and just hire me instead.
    Featured Skill Business Plan or Pitch
    Content Strategy
    Sales Writing
    Marketing Consulting
    Branding & Marketing
    Content Writing
    Life Coaching
    Career Coaching
    Business Proposal Writing
    Resume Writing
    Human Resources Consulting
    Business Coaching
    Cover Letter Writing
    Startup Consulting
    Marketing Strategy
    Business Plan
  • $89 hourly
    • 4.8/5
    • (499 jobs)
    As a corporate CFO, Wall Street banker, Director of Equity Research and senior 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. As a result, I know what a serious investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will even consider providing you with the money you need to build your business. In close collaboration with you I will create 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.") Whether you need only a detailed financial model or both a model and full business plan or investor presentation package (including pitch deck, cap table, etc.), you can see samples of previous projects in my Upwork profile. I will build your 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 forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Excel, let me know and I'll arrange access for you while we work together.) 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. (Let me know if you will require inventory tracking or a balance sheet. Most companies I work with do not and it is not included in my project pricing unless you specifically request it.) 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 15 - 18 work hours (add about 20% - 25% for a start-up, subscription-style revenue, a balance sheet or inventory management). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires 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 once your payment method is verified by Upwork. 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 $69 - $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 (8 calendar days or less): 30%, 48-hour Rush Projects: 100% premium. All of my work time, including all phone 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 all of the details of your business. 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
    Featured Skill 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
  • $78 hourly
    • 4.8/5
    • (19 jobs)
    **Ranked #1 of over 17,000 Upwork users for business planning skills. Other test scores available below.** My forte is data driven planning, including strategic plans, business plans, and marketing plans. I am a strong researcher, and use this as the foundation for identifying and documenting opportunities. I believe in starting from the evidence, and finding ways to drive it into practice. I have the written and verbal communication skills to make this happen. Senior executive bringing 15+ years of progressive leadership and management success to Upwork. As a national player in healthcare payment and policy, I have excelled at facilitating collaboration of diverse stakeholders, assessing market opportunities, and leading and evaluating change initiatives. I have a demonstrated ability to develop and launch organizational solutions in a variety of business settings, from small non-profit entities to large corporations. In addition to my experience noted below in my work history, I also obtained my Masters In Business Administration (MBA), and recently became certified as a Lean Six Sigma Black Belt. My training and skill set are vast, and I am available for a wide range of professional opportunities.
    Featured Skill Business Plan or Pitch
    Training & Development
    Technical Writing
    Assessment Activity
    Policy Writing
    Public Health
    Content Creation
    Grant Writing
    Healthcare Management
    Marketing Strategy
    Management Consulting
    Project Management
    Business Plan
    Strategic Plan
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