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4.9/5
based on 1,429 client reviews
  2. Finance & Accounting Talent
  3. Business Analysts
  4. (Current) Business Valuation Specialists
  • $175 hourly

    • 5.0/5
    • (273 jobs)
    Certified Valuation Analyst (CVA) member of NACVA, Member of New York State CPA Society (NYSSCPA) and its Business Valuation and Digital Assets Committees, Member of Licensing Executives Society (LES). Adjunct Professor of Finance, Stevens Institute of Technology. 20+ years of experience with business valuations, corporate finance, mergers & acquisitions, venture capital and private equity transactions, in the US, Europe, Middle East, Latin America and Asia. Wharton MBA and undergraduate degree from Stockholm School of Economics. Speak fluent English, French and Swedish, basic German and Spanish. Services include: * Certified Business Valuations - for 409A (options), business sale or acquisition, capital raising, estate tax, gifts of shares and other securities, financial reporting (ASC 718 & 820 fair value, purchase price allocation (ASC805), E-2 visa, and other purposes (NO REAL ESTATE VALUATIONS) * Intellectual Property Valuations (patents, copyrights, software) and Intangible Asset Valuations * Cryptocurrency/Bitcoin Appraisals and Blockchain Project Valuations * Valuation consulting for investment funds regarding valuation of securities * Acquisition Target Screening (identifying and/or contacting potential acquisition targets in North America or Europe) * Company Buyer Searches (identifying and/or contacting potential buyers for a company in North America, or Europe) * Company Sale Preparations (assisting owner to prepare company for sale) * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity, mezzanine or debt) * Deal Negotiations (business sales, acquisitions, financing transactions) * Complex Financial Models (incl. acquisitions, buyouts, recapitalizations, valuations, private equity, venture capital, debt financing, portfolio analysis, OPM analysis, PWERM, rNPV, Monte Carlo analysis, Real Options) I DO NOT PROVIDE ANY ACCOUNTING, TAX ADVISORY OR LEGAL SERVICES! Industry experience includes: * Biotechnology / Pharmaceuticals / Diagnostics * Medical Devices, Products and Equipment * Compounding Pharmacies * Healthcare Services (medical, dental, veterinary, IT) * Educational Services and Technology * Financial Services & FinTech * Blockchain / Cryptocurrencies / Digital Assets * Cloud Services / Software-as-a-Service (Saas) / Enterprise Software * E-commerce * Games & Gaming * Telecommunications / Mobile Services * Electronics * Security Software, Services and Hardware * Food & Beverages * Cannabis * Consumer Products * Luxury Goods * Electrical Products and Equipment * Plastics & Rubber * Automotive * Industrial Products & Services * Sourcing, Quality Control, Testing and Logistics * Paper and Packaging Recent projects include: - Gift tax share valuation report for SaaS company - Investor business valuation report for biotechnology company focused on cell therapy - Estate tax valuation report for real estate holding company - 409A business valuation report for cybersecurity company - Business and financial plan development for private equity investment firm - Blockchain technology intellectual property valuation - M&A advisory for process monitoring technology business - Purchase price allocation (ASC 805) for financial services company acquisition - Patent valuation for medical device technology - Business valuation of building products company for potential sale - 409A business valuation for simulation software company - 409A business valuation for biotechnology company - Sale of business services company in Asia - Business valuation of publishing business - Pre-IPO company valuation - Financial model for ecommerce business - Business valuation of dental practice - Business valuation litigation support - Financial model for SaaS startup - 409A business valuation for medical device company - Business valuation of medical app company - Acquisition advisory in consumer products sector - Financial due diligence for educational services acquisition - 409A business valuation for software business - Business valuation of SaaS company - Comprehensive financial model for SaaS business - Business acquisition search process for family investment group - Valuation analysis for acquisition of life sciences service business - Business valuation of digital media company - Financial due diligence on oil & gas energy business for private equity investment - Financial plan for early stage consumer products business - Business valuation of restaurant chain - Acquisition search for life sciences products business - Investor presentation for digital streaming media business - Financial plan for early stage healthcare services business - Financial plan for private equity acquisition of medical equipment company
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Financial Analysis
    Private Equity
    Investment Research
    Corporate Strategy
    Venture Capital Consulting
    Corporate Finance
    Valuation
    Financial Prospectus Writing
    Financial Modeling
  • $160 hourly

    • 5.0/5
    • (322 jobs)
    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.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Process Improvement
    Capital Markets
    Mergers & Acquisitions
    Budget Plan
    Strategic Plan
    Business Plan
    Startup Consulting
    Business Coaching
  • $199 hourly

    • 5.0/5
    • (306 jobs)
    Here’s the situation… You need some sort of financial service done for your company: Modeling, startup consulting, pitch deck content creation, annual budgets, new acquisition due diligence, accounting system setup, etc. But, you don’t have the time/resources/expertise to make it happen. Luckily, instead of trying to complete those complex tasks in-house, you can hire a top rated freelancer (like me) to take care of them. Now, you might be asking, “why you?” Good question. The following is a quick description of me and my history. • Licensed CPA. • Fundraising expert. • Experienced with a variety of industries: SaaS, manufacturing, breweries, Amazon retailers, consumer goods, and more. • Focused, efficient, and reliable. • Over 150 successful collaborations on Upwork. • Hundreds of more jobs completed throughout my career. That’s all great, but there’s one thing that matters over all else. It’s the fact that working with me has an incredibly high ROI. For example, not long ago, I worked with an organization that needed a financial model done. They paid me about $2K for it. Now, that’s a lot of money, but what came next? This company ended up going to a slew of investor meetings, blowing their audiences away, and coming out with $2 million dollars in funding. Sure, they could have chosen a cheaper option, but why skimp on quality at the finish line? When you build something that you’re going to share with the world, it needs to be top of the line. That is precisely what I delivered to them, and what I provide for all of my clients. Ultimately, working with me is not cheap, but it’s 100% worth it. If you’re ready to get started, hit that little “Hire Now” button. If you’re not quite ready, send me a message, and we can discuss your goals at length. I look forward to working together!
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    CPA
    Venture Capital Consulting
    SaaS
    Startup Consulting
    Financial Modeling
    Accounting
    Financial Accounting
    Microsoft Excel
  • $50 hourly

    • 4.8/5
    • (77 jobs)
    Hello! I'm a member of the American Board of Forensic Accounting, ABFA, and hold the CRFAC and RFI designations. I'm also an IRS Enrolled Agent, a Canadian CPA, a Chartered Accountant, and a certified member of the Association of Chartered Certified Accountants (ACCA)! ACCA is the global professional accountant's body with international recognition in about 175 countries. In addition, I also hold a certification in US international Tax and Master in Professional Accountancy! Just for a little more clarification for those may need it, the Enrolled Agent (or EA) credential is held by a tax practitioner who is federally-authorized and empowered by the U.S. Department of the Treasury to practice! Enrolled Agents represent taxpayers before the Internal Revenue Service (IRS) for tax issues that include audits, collections and appeals. Enrolled Agent status is the highest credential awarded by the IRS and it's recognized across all 50 states in the USA. I have been an accountant, bookkeeper, and tax practitioner for many years. I have a vibrant background in Investigative and Forensic Accounting, Tax planning, Tax Preparation, IFRS adoption procedures, Corporate Governance, Business Process Re-engineering, Taxation (US, UK, Canada and Ghana), Software Selection & Deployment, and practices that impact the bottom line. I am a QuickBooks Advanced ProAdvisor certified in both the United States and Canada and have experience in many other proprietary accounting and ERP software programs, including but not limited to Excel, Airtables, QuickBooks, Tally Accounting, CINC Systems, turbo tax and ProConnect Tax Online, and Larcet! I have worked with companies of various sizes and structures. I have held leadership positions for many years over my 20 plus career life. I worked for Intuit QuickBooks for years and then with Legal Zoom Tax and Turbo Tax as a Tax Manager! I currently run my own accounting/tax business in North Carolina. You may visit our website at aryeeat.com to learn more about me. Please note the rate above is strictly for monthly/ongoing bookkeeping services only. Prices for any other service requests will be negotiated prior to service commencement. Thanks for the opportunity to serve. I look forward to speaking with you! Warm regards, Christopher T. Aryee, MScPAcc, EA, CA, CRFAC, RFI, CGA, ACCA
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Tax Planning & Advisory
    IRS Resolution
    Cryptocurrency
    Certified Tax Preparer
    Digital Forensics
    Tax Law Compliance
    International Financial Reporting Standards
    Tax Strategy
    International Taxation
    IRS Income Tax Audits
    Bookkeeping
    Intuit QuickBooks
    Tax Return
    Payroll Accounting
  • $100 hourly

    • 5.0/5
    • (163 jobs)
    I am a senior finance professional with over 30 years of experience across multiple industries. I have a comprehensive understanding of corporate finance, accounting, cash flow management, financial planning and analysis, financial projections, and modeling. In addition to being a full-time consultant, I am also an adjunct professor of finance at three local universities. I am experienced working with startups and helping them determine financial feasibility and demonstrate value to both equity and debt investors. For growth-stage and established firms, I am a scalable addition to the finance team to be used on an interim or special project basis. My clients find me capable, knowledgeable, a good communicator, and willing to go the extra mile to make their businesses a success. See my client feedback below for more insight into what you can expect from working with me. My goal is to help you be successful. I am looking forward to speaking with you about your needs and how I can help you accomplish your goals. Industries I have experience in include: Commercial Real Estate (including Multi-Family, Retail, Office, Flex-Space, Self Storage, Mobile Home Parks), Residential Real Estate, Manufacturing, Retail including eCommerce, Salons / Spas, Saas, and many others.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Spreadsheet Software
    Corporate Finance
    Business Modelling
    Investor Overview
    Cash Flow Modeling
    Financial Projection
    Financial Forecast
    Financial Variance Analysis
    Microsoft Excel
    Budget Plan
    Financial Modeling
  • $100 hourly

    • 4.9/5
    • (178 jobs)
    Financial Modeling, Valuations & Pitch Deck ✔ 10+ years’ experience in the financial services industry with a focus on Valuations, Pitch decks & Financial Modeling ✔ Over 200+ Financial Models built from scratch, 300 + business plans and 350 + Pitch decks in my career ✔ Completed deal structures with multinational corporations and small family-owned businesses. ✔ Worked for Financial Advisory Institutions around the world, including the USA, UK and across Africa ✔ 5+ years of executive operational experience as Managing Director of an Insurance Underwriter ✔ Worked for Financial Advisory Institutions around the world, including the USA, UK and across Africa ✔ Graduate Studies completed in both South Africa and the USA with a focus in Financial Modeling ✔ Bachelor’s (honours) degree with a focus on Finance Analysis ✔ Strong understanding and interpretation of financial statements ✔ Native English speaker My clients have a LOT to say about me (65 Jobs all 5-star reviews): • "Devin has done a couple of projects for me now and is about to start on his 3rd. I have no desire to seek out anyone else because Devin is just that good. Highly recommended." • Devin took my frantic and urgent need and smashed it all in one evening first time. He's extremely knowledgeable about what he does and is extremely impressive. I will certainly be hiring him again and I look forward to it! • "Excellent freelancer, very professional, gives lots of good advice and always ready to help. Definitely recommended." Where I offer the most value: Private Equity PE, Venture Capital VC, Healthcare, Medtech, SaaS, Tech, Fintech Forecasting, Modeling, Valuation, Investor Search, Pitch Deck, Pitchbook, Teaser, Executive Summary, PPM, CIM, Capital Raising
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Fundraising
    Startup
    Startup Consulting
    SaaS
    Startup Company
    Mergers & Acquisitions
    Investment Banking
    Financial Projection
    Financial Analysis
    Business Coaching
    Corporate Finance
    Financial Model
    Valuations
    Business Plan
  • $49 hourly

    • 5.0/5
    • (250 jobs)
    I build clear, easy-to-use FINANCIAL MODELS that showcase your BUSINESS's potential and help you get a FUNDING. 🟢 Financial Modeling Development: The investor-ready best practices Financial Models reflect your strategy and action plan, with critical metrics, valuation, and funding roadmap. For startup founders and small business owners, the Financial Model is a fundamental tool for managing the business and making educated business decisions about the company's future. 🟢Business Budgeting: Put, maintaining an excellent short- and long-range financial plan enables you to control your cash flow instead of having it manage you. 🟢Financial Analysis and Reporting: Set up regular health checks for the business by producing a balance sheet, profit and loss statement, aged payables report, aged receivables report, and a cash flow forecast. Find the levers that affect the proper health of the business. 📈 An expert in Financial Modeling and Analysis, I am a qualified chartered accountant, and I have ten years of experience in preparing and proofreading financial statements and reports. I provide Financial Modeling and Financial Analysis to help owners and executives to meet their needs and make the right business decisions. 💻My core competency lies with a strong foundation in financial and costs accounting knowledge for SaaS, E-Commerce, Marketplaces, Apps If you are looking for a professional financial modeling service ... then you come to the right place. If any of that is what your need, message me. Core Experiences: ✅ Financial Modeling and Forecasting ✅Financial Statement Preparation/Analysis ✅Budgeting & Cost controlling ✅Business valuation ✅Financial analysis Customers: ✈️ New Startups 🚀 Growing Startups 🏢 Established Companies
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Company Valuation
    Startup Consulting
    Financial Accounting
    Financial Report
    Bookkeeping
    Financial Analysis
    Financial Modeling
    Google Sheets
    Microsoft Excel
    Corporate Finance
    Financial Model
  • $15 hourly

    • 4.9/5
    • (80 jobs)
    An MBA (Finance & Marketing) and a qualified Data Analyst with 10+ years experience in financial consultancy, research, corporate finance with specific focus in preparing feasibility reports, business plans, pitch decks, research reports, financial analysis, underwriting real estate properties, project management of fintech projects, etc. Being creatively inclined, I am also a Graphic Designer. I would be keen to undertake Finance, Data Analytics and research based projects. PROFESSIONAL EXPERIENCE Current Projects  Underwriting of real estate properties to understand the feasibility and viability to rent out these properties  Financial Research of Companies (Mergers & Acquisitions)  Working in the capacity of a Project Manager and Research Analyst to coordinate and implement fintech projects through tech partners and conducting high-level research of financial softwares/features in the data analytics space to be incorporated in the client’s firm.  Working on sell mandate of a technology-based entertainment recommendation application  Investor research and Account Management for a Private Equity firm engaged in finding investors for firms in growth stage in the Silicon Valley.  Business Plan and Pitch Deck for a client in the Knowledge Transfer software segment. Past Projects  Investor research and Account Management for a Venture Capital firm engaged in finding investors for firms in the seed/early stage  Research and content development for a corporate trainer – prepared a Brochure and Course document for training sessions  Strategic and marketing advisory services for a block-chain firm  Consultancy services for multiple start-up projects  Prepared an Offering Memorandum for sale of a property  Developed a financial model for an e-vehicle project  Prepared a Pitch Deck for a freelancer online business  Developed content for a marketing and branding monthly newsletter  Prepared Work Plan and Gantt Chart for an online education portal  Did equity-based research and client portfolio reporting  Conducted detailed study on Foreign Portfolio Investor (FPI) – Procedure to invest and documentation requirements  Performed weekly composite ranking of stocks using a customized software and back testing  Conducted research and developed a M&A Buyers list  Prepared 200+ work plans in Project Management and Marketing sectors Delhi, India July 2017  Analyzed financial statements of a company and arrived at the valuation to facilitate the client’s requirement of understanding the worth of the company. Cochin, India Finance & Research Analyst August 2013 – February 2015 Conducted research and financial analysis for a US based client in the Real Estate sector. As the client was new to the sector, the assignments were more in the nature of web-based research, assistance in setting up the firm, property analysis, etc. The major assignments included: CALEIDOSCOPE KNOWLEDGE SOLUTIONS Delhi, India Research Associate (as a freelancer) March 2018 – October 2018  Research on African Pharma Industry companies specialized in various segments based on certain specific criteria.  Quantitative and qualitative research on MICE (Meetings, Incentives, Conventions & Exhibitions) industry in South Africa and other African countries  Publication update – Updating 2017 information of 10 Asian countries with respect to MICE industry  Research on Food & Beverage wholesalers across various segments in Germany Fortress Financial Services Ltd. Mumbai, India Senior Executive (Infrastructure Consultancy & Corporate Finance, M&A) June 2007 – August 2009  A research on the Real Estate, road, airport, railways and hospitality sectors in India  Location Analysis & Commercial Feasibility of a Multi-Utility Tractor  A Report on India: An Economic Power House  M & A deals in the areas of textile, mining, hotel, power, furniture, chemicals, infrastructure – railways, etc.  Commercial & Financial Feasibility for setting up an IT unit  Preparation of international bid documents  Feasibility, JV & funding projects  Commercial feasibility for setting up of Office Complexes in Pune  Successfully mentored 3 summer trainees on their summer internship projects  Preparation of JV agreements to facilitate JV with an international company  Brief association with Corporate Finance department for preparation of business plans.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Financial Services
    Financial Modeling
    Presentations
    Microsoft PowerPoint
    Financial Report
    Pro Forma Statement
    MS Excel
    Data Analysis
    Real Estate Appraisal
    Qualitative Research
    Mergers & Acquisitions
    Infrastructure as Code
  • $85 hourly

    • 5.0/5
    • (44 jobs)
    5+ years of experience in business valuation and financial consulting. Skilled in financial modeling in Excel, analysis of historical and development of proforma financial statements, and market research.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Tutoring
    Data Analysis
    Business Presentation
    Financial Modeling
    Financial Report
    Microsoft Excel
  • $89 hourly

    • 4.8/5
    • (430 jobs)
    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 Valuation
    Financial Report
    Executive Summary
    Business Proposal Writing
    Business Planning & Strategy
    Pitch Deck
    Business Plan or Pitch
    Financial Modeling
    Business Modeling
    Financial Analysis
    Business Analysis
    Business Writing
    Financial Forecasting
    Business Plan
  • $120 hourly

    • 5.0/5
    • (58 jobs)
    20+ years experience as a Financial Analyst, including the last 7 years as a full time freelancer and contractor assisting clients with all their financial analysis needs. I specialize in financial modelling, including : • Building 3-statement financial models for capital raising and cash flow forecasting • Preparing annual budgets and forecasts • Monthly reporting and variance analysis • Constructing pricing models • DCF analysis and business valuations • Automation of financial reporting process Industries i have worked with include banking, insurance, health, software, retailing, e-commerce, beverage, manufacturing, SaaS, and land development.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Budgets
    Cash Flow Modeling
    Management Accounting
    Data Analysis
    Microsoft Excel
    Business Modeling
    Business Analysis
    Financial Analysis
    Financial Reporting
    Budget Plan
    Financial Forecasting
    Financial Modeling
  • $55 hourly

    • 5.0/5
    • (55 jobs)
    After working for almost 10 years in international financial institutions including Creditanstalt Investment Bank (Austrian investment banking boutique which was subsequently purchased by HVB group) and later corporate finance department of UniCredit Bank, I have substantial experience in executing various types of investment banking deliverables I have a Master degree in Economic Theory from NES and have a CFA designation since 2007. Key skills and services include: Specialized in data analysis, financial modeling, and presentations. A quick snapshot of services provided: - Forecasting and cashflow analysis - DCF/Valuation Models - Business plans - Financial models for real estate projects - Review/auditing of financial models - Financial models for Leveraged Buyouts and mergers - Startup consulting, pro-forma projections and pitch decks - Excel/Power BI guru
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Financial Projection
    Accounting
    MS Excel
    Microsoft Power BI Data Visualization
    Corporate Finance
    Chartered Financial Analyst
    Microsoft Excel
    Excel VBA
    Business Proposal Writing
    Financial Writing
    Financial Modeling
    Financial Analysis
    Investment Banking
  • $100 hourly

    • 5.0/5
    • (45 jobs)
    * Ex-Big 4 (PwC) * Expert in Financial Modelling * Investment Analysis, Equity Analysis, Real Estate * Financial Analysis and Valuation (CFA) * Fundraising I started my professional career in PwC and just after three years I was leading audit engagements and consulting both large and small enterprises. During this period I also managed to simultaneously pass all exams of both ACCA and CFA. At that time I was headhunted to work on a start-up project for provision of financial services in the Middle East and Africa. I was responsible for setting up the operations in on of the markets. This included - market research, opportunity assessment, product development, competitive positioning, go-to market approach, valuation and consolidation of all markets and building the funding prospectus in collaboration with external consultants. My career continued with an attractive proposal from one of the biggest biotech pharmaceutical companies, where I was responsible for innovation projects and digital marketing. Currently I am freelancing for a Fintech fund based in NY building financial models and valuations for start up companies. I have always been interested and enthusiastic to provide financial and consulting services to start-up businesses, helping them solve critical problems and to explore all opportunities for growth. I feel very confident to expand my freelance career, so I can leverage my broad experience and knowledge to provide valuable services to your business. My greatest pleasure is to help you make better decisions and see your business growing. I will be happy to offer any of the following services: - financial modelling; - investment analysis - financial planning and analysis; - valuation and fundraising preparation; - due diligence. I'm also open to any interesting project or service, relevant to my experience.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Chartered Financial Analyst
    Due Diligence
    Equity Research
    Private Equity
    Real Estate Financial Modeling
    Fundraising
    Business Analysis
    Financial Analysis
    Accounting
    Financial Modeling
    Modeling
    Marketing
    Data Analysis
  • $185 hourly

    • 4.9/5
    • (41 jobs)
    Specializing in business valuations, small business acquisition consulting, financial due diligence, and financial statement reviews. Qualifications: Certified Valuation Analyst, CPA, Certified Life Coach Master’s Degree in Accounting Big 4 Accounting Experience Franchise Owner Real Estate Investor Experience: Owner Barclay Financial: CPA and Business Valuation firm providing accounting and consulting services. Professionally delivered work product in the following areas: Business Valuations Business Sale and Acquisition Consulting Financial statement prep and review Comfort & Expert Opinion Letters Business plan writing Strategic growth consulting Financial projection Financial due diligence PwC Tax Manager: Examined and reviewed federal tax forms prepared by interns and associates for completeness and accuracy; including a large consolidated return with over $1 billion in revenues. Analyzed balance sheets, income statements, and trial balances for necessary M-adjustments and other required book adjusting entries. Researched tax law for possible tax savings and additional compliance requirements while communicating openly with clients. Responded to and disputed tax notices from the IRS and other state tax authorities. Lead interns and associates and educated them on tax concepts and software. Responsible for the implementation of OneSource tax software across the Missouri market. Led office wide trainings/seminars on how to use and implement the software. Coordinated software implementation with our Global Delivery Support Team in India. PwC Associate: Prepared federal and state tax returns for a wide variety of entities, including large consolidated corporations, partnerships, s-corps, LLCs, trusts, and individuals. HealthSource Franchise Owner: Interviewed and staffed all necessary positions Successfully implemented and utilized Traction EOS (Entrepreneurial Operating System) Negotiated leases, contract bids, and professional fees Coordinated and organized a build-out of a new clinic while adhering to a strict budget Created, ran, and delegated a successful marketing campaign prior to opening Responsible for all employee payroll; monthly, quarterly and annual tax filings; and all HR duties Won new franchise of the year in 2019
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    CPA
    Bookkeeping
    Business Coaching
    Business Plan
    Management Consulting
    Due Diligence
    Startup Consulting
    Financial Statement
    Valuation
    Mergers & Acquisitions
    Strategic Plan
    Leadership Development
    Income Statement
  • $30 hourly

    • 4.7/5
    • (190 jobs)
    I am founder and principal consultant at Caston Corporate Advisory Services. We are a team of Seasoned professionals with proficiency in financial research, accounting, data entry, business valuation and investment banking. We are committed to top quality service delivery within agreed timelines. With more than 50 satisfied clients across the globe, Caston takes pride to be one of the most trusted service partners by its clients. Confidentiality remains a protocol. Our key service area include: - Financial Forecasting - Business Plan - Investor Presentation - Management and financial reports - Accounts payable reconciliation - Inventory reconciliation - Accounts receivable reconciliation - Business valuation - working capital management - Financial risk management - Financial due diligence - Credit Appraisal forms I am a CFA, and graduated in Commerce with more than 14 years of experience in corporate finance and advisory.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Pro Forma Statement
    Financial Projection
    Due Diligence
    Cash Flow Modeling
    Investor Overview
    MS Excel
    Chartered Financial Analyst
    Business Writing
    Accounting Basics
    Investment Strategy
    Investment Research
    Cost Accounting
    Accounts Payable Management
    Investment Banking
  • $225 hourly

    • 5.0/5
    • (19 jobs)
    **100% Upwork client success score - top rated** **20+ positive reviews on Google - check out Washington Business Brokers LLC** You are an expert on your business. We are experts on the process of selling a business. Expect market knowledge, transaction / process expertise, and results. MBA, CPA, and licensed Commercial Real Estate Broker. Hello! I am a business broker and founder of Washington Business Brokers LLC. I’m a licensed CPA, possess a top 20 MBA, licensed commercial real estate broker and have years of experience as both a financial analyst and auditor. I’m proficient reviewing financial statements, tax returns, and (importantly) identifying non-recurring expenses and add-backs that will need to be accounted for to arrive at a true understanding of the cash flows of a private business. I can assist you with valuation multiples based on revenue, gross profit, EBITDA, discretionary earnings, and other financial metrics. In addition, I can assist you as a business owner in assessing and preparing your company for optimal value in a sale. Business owners need valuations and market comparables for a variety of reasons beyond selling their business, including when buying out or bringing in a partner, to review eligibility for a commercial loan, private wealth & estate planning, divorce, etc. Our strategic advisor at Washington Business Brokers, Glen Cooper, has sold 500+ businesses in his career and is a nationally recognized expert and trainer in selling private businesses. In addition to being a licensed CPA I am a member of the International Business Brokerage Association; through this membership ($500 / year) I have access to a number of valuation tools and transaction comps that may be of value to you. I subscribe to DealStats ($1,500 / year), the gold standard used by deal experts, business brokers, CPAs, and transaction attorneys in valuing private businesses. It contains comparables on 35,000+ businesses. In addition, I have access to BizComps, another valuation tool with comparables on 14,000+ businesses. Beyond these I have access to 500+ industry guides and rules of thumb through the Business Reference Guide and a network of seasoned business brokers that have represented and sold thousands of businesses over 40+ years. You can expect transaction expertise and market knowledge. Glad to have a quick video call to learn more about you, your business, and what you need. Frequent questions: Documents needed for a valuation? • Profit & Loss (3 years - 2020, 2021, and 2022) and 2023 YTD – Excel please • Balance Sheet (3 years) and recent for 2023 – Excel please • IRS filings including all supplemental schedules (3 years) • Any internal sales reporting that details breakdown of revenue by product line, channel, customer, etc. (some businesses have a mix of product vs service revenue that we may apply different valuation metrics to; this sales reporting also helps us understand the lines of business and identify appropriate comparable transactions) – Excel please • Context on any associated real estate (if leased space, copy of current lease(s)) How long does it take? I work on an hourly basis, once I learn a little about the business (industry, size, revenue, profitability) and the types of financial documents you possess I will be able to give you a time estimate. I can generally move quickly if your documents are organized and you are responsive to questions about the financials and operating model. I've valued a $500k revenue gym in 5 hours and a $45M revenue professional services business in 21 hours. 10 hours is a reasonable expectation. I have multiple clients / owners that I work with at a time, some are able to easily and quickly respond to questions about the financials, others need time to get answers from their employees, CPA, etc. What to expect and more on our background Check out the "Business Valuation 101" and "Business Valuation 401" posts on our site (Washington Business Brokers) for what you can expect. Unfortunately Upwork will not let us link to it directly - the site is wabusinessbrokers dot com. We are easy to find online, you can read more about us at our site and/or via LinkedIn to better understand experience, credentials, and background. In addition to the reviews here on Upwork, there are a number of positive reviews from past and current clients / owners on our Google My Business profile - simply Google "Washington Business Brokers" to find us (again, can't share a link on Upwork). Cheers and thank you for reading! Ryan Hemmert CPA, MBA, Business Broker / Founder at Washington Business Brokers LLC And finally, a couple caveats: I do not provide tax or legal advisory services. Valuing a pre-revenue and/or unprofitable start-up is far more of an art than a science; it is not our area of expertise.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Company Valuation
    Due Diligence
    Go-to-Market Strategy
    CPA
    Business Strategy
    Acquisitions
    Financial Analysis
    Cash Flow Analysis
    Business Analysis
    Management Consulting
    Mergers & Acquisitions
  • $110 hourly

    • 4.9/5
    • (167 jobs)
    I am a driven financial analyst with three years of experience at a top Wall Street bank in NYC and two years experience as a freelance financial consultant, during which time I have helped my clients raise more than $80 million in venture debt and equity capital. I am a CFA Charterholder and possess a bachelors degree in finance. These experiences have allowed me to become intimately familiar with Excel/financial modeling and leveraging financial data to make rational business decisions. Let me use my skills to help improve your business! "Joe did a fantastic job! For a very reasonable price, he built an incredibly professional financial model that we are using to talk to institutional investors. He saved us a huge amount of money, considering we didn't have to use the resources of an investment bank. Highly recommend Joe to any size business that needs a tool for financial forecasting and business valuation." 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. I don’t simply force your data into a standard template. 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. I have spent thousands of hours working on financial models from a vast array of industries. I was trained on modeling best practices with J.P. Morgan’s top analysts from around the world. I have completed numerous courses on specialized forms of financial modeling. Finally, my undergraduate education, completion of the CFA program, and work experience has given me an expert understanding of the financial concepts that modeling is based on.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Management Consulting
    Venture Capital Consulting
    Startup Consulting
    Business Analysis
    Financial Modeling
    Business Modeling
    Financial Analysis
    Business Plan
  • $40 hourly

    • 4.9/5
    • (1,837 jobs)
    I have assisted clients with raising millions in funding by preparing by business plans, financial models and pitch decks. This is what sets me apart from other freelancers in the business planning category: ✅ Unlimited revisions without any additional charges ✅ Multiple design templates to choose from ✅ Free consultation regarding fundraising ✅ Mulitple versions (for banks and VCs without any additional charges) ✅ Meetings with investors if required. ✅ Prepared more than 1,400 successful business plans, pitch decks, and financial models.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Business Writing
    Business Plan
    Business Analysis
    Business
    Financial Presentation
    Financial Modeling
    Business Proposal Writing
    Financial Writing
    Company Valuation
  • $200 hourly

    • 4.9/5
    • (126 jobs)
    I have 16 years of experience in the tech sector, working with 200+ clients on different aspects of private market investing, such as financial modeling, valuation, and due diligence. I work with VC-backed startups between pre-seed and Series B, bootstrapped startups, and investors in the tech sector. My clients are located in the US, UK, and EU. Overall, I've supported transactions with an aggregated value of more than $1.4 billion. Recent clients said: "An invaluable asset to all startups! Lior supported us with all the necessary models, forecasts, and assumptions - making us look like financial pros in front of our investors :)" "Lior has done an exceptional job and financial forecasting for our web-based app. He's the best financial forecaster I have experienced." "Would recommend Lior for all your financial modeling needs as well as wider financial support for startup businesses." ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Are you looking to buy or sell shares of a tech company? Are you looking for an expert valuation for a tech company by someone who knows the tech industry? Do you need a financial model for a tech small or medium company? You're exhausted from the fundraising process and looking for an expert who knows the ins and outs of the tech industry to help you develop a high-quality financial model that adheres to investors? This is where I come in. My valuation and financial modeling services are designed to meet the specific needs of tech small and medium businesses like you, including: • Top-notch financial modeling services that show the guts of your business, including how you acquire users, generate revenue, grow your headcount, and spend cash. The financial model shows the ins and outs of your business by walking the reader through your main assumptions and growth drivers so they can see the potential and possible challenges you may face. The models are easy to update, so you can test a few different scenarios in seconds and save precious time during the fundraising or M&A process. • Expert valuation specific for tech business that combines several relevant valuation methods to show not only the intrinsic value of the business but also its value compared to its peers. My valuation models show your business' value based on industry-standard valuation methods while providing insights into the state of the market and previous deals in the niche. My valuation will put you in a well-established starting point when selling or buying equity in tech companies. Click on the green 'Invite" button on the top right corner so we can set a short call to talk some more about your specific needs.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Startup Consulting
    Mergers & Acquisitions
    Valuation
    Management Consulting
    Valuations
    Due Diligence
    Company Valuation
    Business Analysis
    Business Plan
    Financial Forecasting
    Investment Research
    Venture Capital Consulting
    Financial Modeling
    Financial Analysis
  • $75 hourly

    • 4.9/5
    • (70 jobs)
    Financial analyst and modeling expert with 7 years in private equity, venture capital, and investment banking I build financial models, projections, and spreadsheets for a variety of purposes, including capital raises, acquisitions, expansion projects, and strategic planning $300M+ in capital market transactions since 2020 including IPOs and late-stage VC raises with prominent SaaS, fintech, and healthtech companies Recent clients: McLaren Racing, Fung Group, Softbank Robotics, InvestCloud, Qolo, Dormeo, Certify Health, truLOCAL, CoinFlip Services include: • Financial modeling and projections • Pitch decks • Business plans • Valuation • Cap tables • Market research • Financial reporting • Investment analysis • Data analytics
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Financial Writing
    Microsoft Excel
    Data Analysis
    Report Writing
    Financial Planning
    Business Plan
    Investment Research
    Financial Modeling
    Financial Analysis
  • $40 hourly

    • 4.7/5
    • (675 jobs)
    🎯 Expert Vetted + Top Rated Plus I offer Complete CFO Services. The goal is to become a one stop finance, business planning and accounting solution for your company. Mission Statement: Partnering with clients to drive growth, profitability, and success I have graduated from Manchester Business School, England (A Top 20 Global B School) I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent). I manage Efincatalyst, with a focus on offering Business and Financial Consulting. We also offer white label solutions to consultants, coaches, lawyers and bankers. Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors. I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England. Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom and MS Suite. ✅ Proficient in: ---------------- - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Business Plan Writing - Investment Research - Financial Research, Planning, Analysis - Data Visualization and Analytics - Memorandum for Sale Presentation (Investor Memorandums) - Valuation Report and Analysis - Accounting and Financial Reporting - Financial Forecasting - FP&A SaaS Ops - M&A LBO Modeling - Real Estate Modeling - Investor MIS KPI Dashboards ✅ Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. (Published Writers) - ~60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. - I have traveled extensively across the United States, Europe and GCC. - 50% of our clients are from US and Canada, 30% from Europe and Middle East - We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform. - We focus on supporting Startups, SMBs and Corporates Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. Please feel free to have a no obligation call to understand if we can add value to your business.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Business Plan
    Financial Accounting
    Investment Research
    Financial Management
    Legal Consulting
    Bookkeeping
    Budget Management
    Business Analysis
  • $75 hourly

    • 4.9/5
    • (81 jobs)
    American, native English speaking corporate finance professional with over 24 years of uniquely broad and well-rounded analytical and managerial experience. For the last ten years I’ve been a full-time contractor. I provide top-quality, full-scope solutions and services in the areas of financial analysis, financial modeling, budgeting, dashboards, financial projections, investment research and analysis, accounting, business plan and pitch deck content & design, investor presentations, report automation and much more. My work product is always high-quality and professional. I'm not capable of delivering to a lower standard; quality work is important to me not just personally but also because I feel a real sense of obligation to deliver real value in every engagement I enter. Doing my job well is both expected and given so satisfaction for me really comes from helping good people become more successful in their professional lives and (by extension) their personal lives as well. For me this is the most motivating aspect of contracting; I truly enjoy seeing clients receive real, meaningful and tangible benefit(s) from the work I deliver. If you have important work that you need done right then we ought to talk.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Managerial Finance
    Balance Sheet
    Bank Reconciliation
    Content Writing
    Bookkeeping
    Business Analysis
    Business Plan
    System Automation
    Corporate Finance
    Financial Prospectus Writing
    Financial Accounting
    Financial Management
    Financial Modeling
    Financial Analysis
  • $35 hourly

    • 4.9/5
    • (95 jobs)
    Leave a MESSAGE or BOOK a 15-min STRATEGY CALL to go over your task and requirements 🏆 Ernst & Young trained Finance Expert with 15+ Yrs' Experiene 📊 Financial Modeling & Valuation Expert ✅ Certified Financial Modeler & Chartered Accountant 🤝 Collaborated with 150+ Clients Globally 💰 Delivering Significant Cost Savings via Strategic Financial Guidance Greetings, I am an esteemed Financial Controller and Interim CFO with a stellar track record, providing expert counsel to clients worldwide, spanning the United States, United Kingdom, and Canada. My forte lies in shaping critical decisions through data-backed financial metrics and performance evaluation. Holding the esteemed title of Chartered Accountant (equivalent to CPA) and a Certified Financial Modeling and Valuation Analyst (FMVA), and bolstered by a prestigious Big 4 public accounting firm background, I bring a wealth of financial expertise to fulfill your unique requirements. 🔸 Specialized Services 🔸 My competencies span a wide spectrum of financial services, encompassing: 📈 CFO Services 📊 Financial Modeling & Projections 🔍 Financial Due Diligence 📉 Budgeting & Forecasting 📈 Financial & Ratio Analysis 💹 Business Valuation (DCF, NPV, IRR) 📊 Presentation & Pitch Deck Crafting 🌟 Industry Specializations 🌟 I have honed my skills in various sectors, including: 🚀 Startup Financial Modeling 🛒 E-Commerce & Subscription Models 📱 SaaS & Mobile App Finances 🏢 Real Estate & M&A Analysis 💊 Pharmaceutical & Clinical Research 🌐 Investor-Ready Business Plans 📊 Market Research & Competitor Analysis ✨ Additional Proficiencies ✨ Complementing my expertise are: Accounting & Bookkeeping Financial Analysis & Reporting Dashboard Design Advanced Excel & PowerPoint Proficiency Accounting & Bookkeeping Financial Analysis & Reporting Dashboard Design Advanced Excel & PowerPoint Proficiency Financial analysis Financial statement analysis Ratio analysis Trend analysis Performance metrics Key performance indicators (KPIs) Profit and loss analysis (P&L) Balance sheet analysis Cash flow analysis Variance analysis CFO services Chief Financial Officer services Financial strategy Budgeting and forecasting Financial planning Financial management Business advisory Strategic financial leadership Financial decision-making Financial risk management 🌟 Tools I Use: * PowerBI * Tableau * Microsoft Excel * Google Sheets * Power Query * Quickbooks Online * Quickbooks Enterprise * Xero * Oracle NetSuite * ChatGPT 3.5 * Google BARD Anticipate the highest caliber of work quality, unwavering adherence to deadlines, and a dedication to not only meeting but exceeding your expectations. Trust in my expertise, and you may well find yourself awarding a coveted 5-star rating. Warm Regards, OanAli
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Real Estate Financial Modeling
    Pitch Deck
    Management Consulting
    Startup Consulting
    Corporate Finance
    Xero
    Financial Management
    Financial Consulting
    Financial Projection
    Financial Modeling
    Financial Analysis
    Business Plan
    Company Valuation
    Microsoft Power BI
    Intuit QuickBooks
  • $40 hourly

    • 4.9/5
    • (121 jobs)
    I have experience with Financial Modeling, Business Valuations, Pitch Deck / Investment Memo and Private Equity transactions at large banks and boutique advisory firms. Experience in Investment Banking, Private Equity & Venture Capital ***The financial models I build allow any user to change any assumption 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 assumption in regards to revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity investments, debt or valuation. You or your investor/banker can easily use the model to easily do unlimited; testing, sensitivity analysis or break-even analysis in real time.*** Recent projects include: * Certified Business Valuations - for business sale or acquisition, capital raising, financial reporting and other purposes * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity and debt) * Deal Negotiations (business sales, acquisitions, financing transactions) * Financial due diligence for acquisitions * Financial Models and Operational Models for new and existing investments using DCF and Multiples valuation (incl. acquisitions, buyouts, recapitalization, valuations, private equity, venture capital, debt financing and portfolio analysis) * Business Plans / Investor Presentations / Private Placement Memorandum (PPM), Investor Memorandums, Prospectuses * Business and financial plan development for private equity investment firm * Business valuation of publishing business * Pre-IPO company valuation * Financial model startup companies * Financial due diligence for Food and Beverage sector Industry experience includes: * Healthcare Services * Medical Devices, Products and Equipment * Pharmaceuticals * Financial Services * Food & Beverages * Consumer packaged goods * Financial services * Automotive * Agribusiness * Micro finance * Tech/FinTech I can help you with your revenue model, business plan and cash flow management or just cleaning up an Excel spreadsheet. I am available to assist with projects of different duration depending on the scope. I Speak fluent English, French and Arabic Please reach out with any questions or just to chat about how I can help you. I look forward to getting in touch!
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Business Proposal Writing
    Business Modeling
    Venture Capital Consulting
    Pro Forma Statement
    Pitch Deck
    Financial Plans
    Chartered Financial Analyst
    Investment Research
    Investment Banking
    Private Equity
    Valuation
    Financial Forecast
    Financial Analysis
    Financial Modeling
  • $20 hourly

    • 5.0/5
    • (9 jobs)
    Result-driven, end to end accounts and finance solutions, valuations, forensic reporting in financial disputes and accounting fraud. 🏆 100% Satisfied Clients 🏆 Big4 Experienced Accountants 🏆 Accountants with Law background 🏆 Internationally Qualified in Accounting 🏆 All 5 Star Ratings I am founder of Outcare India Pvt Ltd, an offshore accounts service company based in India incorporated in 2017. We offer accounting, regulatory, tax, financial analysis & modeling business advisory and forensic investigation services created by Big-4 and MNC professionals with a collective experience of more than 20 years. Our service offering includes: ✅ Book-keeping including books cleanup, closing activities ✅ Accounting System / Process setup ✅ International Forensics & Investigation ✅ Business Valuations (DCF, Asset approach, Market value) ✅ AR & AP Management ✅ Payroll Processing ✅ Preparing Balance Sheet, Profit & Loss, and Cash flow statement ✅ Management Accounts ✅ Budgeting and Analysis ✅ Tax Advisory Services ✅ Financial Modeling & Analysis Our team has expertise in pharmaceuticals, construction, recruitment, engineering, healthcare, retail market, professional and IT services, food business, and Power and Oil & Gas. 📞 Get in touch 📞 📞 Free 30-Minutes Consultations
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Data Analysis
    Alternative Dispute Resolution
    Contract Drafting
    Legal Writing
    Bookkeeping
    Cash Flow Statement
    Forensic Accounting
    Commercial Litigation
    Fraud Analysis
    Balance Sheet
    Profit & Loss Statements
    Bank Reconciliation
    MS Excel
    Intuit QuickBooks
  • $80 hourly

    • 4.8/5
    • (428 jobs)
    🏆 Certified Business Valuation Analyst (ABV credential in Business Valuation) from American Institute of Certified Public Accountants, USA (AICPA No.- 255907545) 🏆 MBA & Ph.D-Finance from Indian Institute of Foreign Trade, New Delhi (Top 10 B-School). 🏆 15+ Years of experience with Business Valuation, Startup Consulting & Real Estate 🏆 Ex- Venture Capitalist & Investment Banker 🏆 GRI, Netherland- Certified Sustainability Professionals Dr. Gaurav Barick has started his career as an Investment Banker and just after 7 years move to Venture Capital Industry. Currently, he is founder of Transaction Capital LLC is a Delaware, United States registered Company. ------------------------------------------------------------------------------------------------------------------------- My Skills are- Startups Consulting:- 🏆 Start-up Valuation/Early stage Company Valuation 🏆 Business Plan 🏆 Financial Projection/Financial Model 🏆 Cap-table 🏆 Virtual CFO 🏆 Industry Research/Market Research 🏆 Go to Market Strategy 🏆 Feasibility Study 🏆 Information Memorandum/Prospectus 🏆 E1, E2, EB5 & L1 Visa Business Plan 🏆 LBO/MBO Modelling Corporate Transaction Valuation:- 🏆 409A Valuation 🏆 Valuation of Intellectual property (Intangible Valuation) 🏆 Brand Valuation 🏆 Valuation of Convertibles, Option & Warrants 🏆 ESOP Valuation 🏆 Hybrid Valuation/Complex Valuation/Convertible Valuation 🏆 Valuation of Corporate Guarantee 🏆 Valuation of Trademark & Customer contract 🏆 Database & Non-Compete Agreement Valuation 🏆 Litigation Valuation/Divorce Valuation 🏆 BackSolve Valuation/Black Scholes/Binomial Valuation 🏆 Patent Valuation 🏆 Discounted Cash Flow (DCF) Valuation/Comparable Valuation 🏆 Distress Valuation 🏆 Cryptocurrency/Bitcoin Appraisals and Blockchain Project Valuations 🏆 Currency Swap Valuation Research:- 🏆 Equity Research 🏆 Pre-IPO Research 🏆 ESG Reporting/ESG Research 🏆 GRI/SASB Reporting 🏆 Sustainability Research 🏆 Impact Assessment of CSR Activities Real Estate Advisory 🏆 Property Valuation 🏆 Land Valuation 🏆 Real Estate Valuation/REIT 🏆 Real Estate Private Equity Fund (GP/LP, Waterfall, IRR, DSCR) 🏆 Real Estate Underwriting 🏆 Multi Family/Single Family 🏆 Real Estate Appraiser Tax Compliance Valuation:- 🏆 Share-Based payments including for Tax Reporting purposes (IRC 409A, ASC 718, IFRS 2) 🏆 Specialized Tax and Financial Reporting Situations (IRC 338, IRC 331, ASC 852, IFRS 9, and IAS 39) 🏆 Valuation of Charitable Trust (IRC 170) 🏆 In-Process R&D Analysis (IRC 170) 🏆 Valuation of Non-Compete agreements (IRC 197) 🏆 Asset Allocation Analysis (IRC 1060) 🏆 Valuation for “C” to “S” Conversion (IRC 1374) 🏆 NOL Limitations (IRC 382) 🏆 Business & Legal Entity Valuations (IRC Section 338 and IRC Section 355) 🏆 Gift and Estate Tax Planning (Sec 20.2031-1(b) & 25.2512-1) 🏆 Valuation support for Section 83(b) elections) Financial Reporting Valuation:- 🏆 Fair value Measurement (ASC 825) 🏆 Impairment or disposal of long-lived assets (ASC 360) 🏆 Goodwill and Indefinite-Lived Intangible Impairments (ASC 350) 🏆 Purchase Price Allocation and Impairment Testing (ASC 805, IFRS 3, IAS 36) 🏆 Venture Capital and Private Equity Portfolio Valuation Support (ASC 820 and IFRS 13) 🏆 Options (ASC 718) and restricted securities 🏆 401(k) investments in closely held companies 🏆 Asset Retirement Obligation (ASC 410) 🏆 Derivatives instruments (ASC 815) 🏆 Section 382 NOL Ownership Change Studies 🏆 Non-Cash Charitable Contributions
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Investment Preparation
    Real Estate Financial Modeling
    Financial Model
    Sustainability
    Underwriting
    Financial Prospectus Writing
    Real Estate Appraisal
    Company Valuation
    Startup Consulting
    Financial Projection
    Business Plan
    Venture Capital Consulting
    Equity Research
    Financial Analysis
  • $125 hourly

    • 5.0/5
    • (182 jobs)
    Welcome! I specialize in helping managers overcome their business challenges with creative solutions that I develop with Microsoft Excel and Visual Basic. In a career working internationally as an accountant and business analyst for S&P 500 companies, I have practiced my skills in a variety of disciplines, from Accounting & Reporting to Financial Planning; from Taxation to Compliance; and from Enterprise Resource Planning (ERP) implementation to Business Process Improvement. I am motivated to see my clients operate more efficiently and to make better decisions faster. Please see my service offerings below, view my video, and check-out some of my models in the Portfolio section of my profile. I am very personable and want to learn how I can be of assistance to you! ◊ Service Offerings ◊ Financial Modeling: • Integrated/Three Statements Enterprise Planning • Capitalization Table • Taxation • Reporting • Debt Management • Personal Finance Valuation: • Monte Carlo Simulation • Discounted Cash Flow Analysis • Abnormal Earnings/Residual Income Management & Decision-making Tools: • Business Process Automation • Pricing • Form Automation • Dashboards & Performance Measurement • Data Visualization • Optimization • Decision Tree • Scheduling
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Venture Capital Consulting
    Corporate Finance
    Data Visualization
    Cash Flow Analysis
    Business Analysis
    Company Valuation
    Financial Reporting
    Financial Analysis
    Financial Planning
    Financial Projection
    Financial Modeling
    Accounting
    Visual Basic
    Microsoft Excel
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