Hire the Best Business Valuation Specialists
in Canada

RBC mid-market banker with 30+ executed deals ($15M–$300M). I build financial models, investor decks, and due-diligence materials that that help you raise capital and close deals. Rotman MBA. Banker-quality work, freelancer speed. Prior to finance, I was a chemical engineer and worked in different engineering and operational capacities in manufacturing.

I have built, valued, and modeled over 1,000 companies across all 50 US states, every Canadian province, and 50+ countries. CFA charterholder. 10 published books, all rated 5.0 on Amazon. $200K+ earned on Upwork with 100% Job Success. Top Rated Plus. Ranked #1 Financial Modeling in Canada and #2 Investment Banking globally on Upwork. When a founder sends me their financial model, I already know the three questions their investors will ask, because I spent years reviewing deals from the investor side as a fund fiduciary. That perspective separates my work from everyone else in your inbox. I wrote 10 books on this. Literally. My Amazon series, A Founder's Conversations with a Fractional CFO, covers every financial decision a founder faces: CFO Versus Accountant, Pitch Decks, 409A Valuations, Financial Modeling, Business Plans, KPIs and Dashboards, Private Company Stock Options, Fundraising Mechanics, Real Estate Financial Modeling, and SBA Loans. WHAT I DELIVER: Financial Modeling: Three-statement models, revenue models, SaaS models, startup financial projections, scenario analysis, sensitivity analysis, unit economics, breakeven analysis, cash flow forecasting, pro forma financials, budget models, and investor-ready models built in Excel. Published on Bloomberg, Reuters, FactSet, and S&P Global terminals. Business Valuations: DCF analysis, comparable company analysis, precedent transactions, startup valuations, fair market value, certified business valuations, and 409A valuations for fundraising, M&A, tax compliance, equity compensation, and internal planning. Business Plans: Investor business plans, SBA lender business plans, immigration business plans (EB-2, EB-5, USCIS), startup plans, feasibility studies, market analysis, competitive analysis, go-to-market strategy, and executive summaries for banks, investors, and regulatory bodies. Pitch Decks: Seed decks, Series A decks, fundraising decks, investor presentations, and data room preparation. Helped raise hundreds of millions in capital across angel, seed, Series A, and Series B rounds. Cap Tables and Equity: Cap table modeling, stock option plans (ISOs, NSOs, RSAs), SAFE and convertible note modeling, option pool sizing, dilution analysis, waterfall analysis, pre-money and post-money calculations, vesting schedules, 83(b) elections, and 409A compliance. Fundraising: Term sheet analysis, SAFE structuring, convertible note terms, liquidation preferences, closing mechanics, investor negotiation, due diligence preparation, and capital raising advisory from pre-seed through Series B. Fractional CFO: Financial strategy, KPI dashboards, OKR tracking, board reporting, investor reporting, cash flow management, burn rate analysis, runway modeling, and startup growth consulting. As former CEO of SentimenTrader and founder of ExemptAnalyst (acquired by Pinnacle), I have been on your side of the table. Real Estate Financial Modeling: Acquisition models, development pro formas, NOI and cap rate analysis, rent roll analysis, construction draws, lease-up modeling, waterfall distributions, LP/GP splits, DSCR, and sensitivity analysis for commercial, multifamily, and value-add deals. SBA Loans: SBA 7(a) and 504 loan modeling, lender packages, debt service coverage, seller note structuring, business acquisition models, and goodwill analysis. Due Diligence and Investment Banking: M&A due diligence, credit analysis, investment memos, structured finance, SPV structuring, and institutional-grade research. Ghostwriting: 10 published books on Amazon (all 5.0). Available for personal finance and business book ghostwriting. BACKGROUND: 25+ years in capital markets. Former CEO of SentimenTrader. Founded ExemptAnalyst (largest private research firm in Canada, acquired by Pinnacle). Director at Eiffel Peak Capital. MD at Pinnacle Wealth Brokers. VP at IA Clarington. Advised on $79M Wes-tower acquisition. Co-Host of The Dales Report (40K YouTube). Finance Instructor, University of Toronto. CFA, CFP, CIM, FCSI Fellow. My schedule fills up fast. If my status shows available, reach out now for a quick call to scope your project.

I'm a finance professional with deep experience in business valuation, financial modeling, and strategic planning—especially for small and medium-sized businesses looking to grow, raise capital, or gain clearer insight into their financial performance. •Business valuation and financial modeling (3 statement models, scenario analysis and projections) • Budgeting, forecasting, investment and capital planning • Pitch deck creation and presentation material

"Khaled did a terrific job on the project. The quality of the work was exceptional and he gave it to me a few days earlier than the deadline. He was very cooperative in answering my questions and was very open to making changes. I would highly recommend him as a freelancer." "He went above and beyond to over deliver on a financial analysis and valuation exercise and I was very happy with his results. Khaled was thoughtful, expedient and nice in character, as he always is. I will be looking to use him again at his earliest convenience, very professional and good guy all around. 5/5, A+, Top Shelf!" Those are some of clients testimonials as I am passionate about startups and helping entrepreneurs as well as investors making insightful decisions. I am a finance professional with over 11 years experience in Venture Capital, Investment Banking and Financial Advisory. Currently, I work with Deloitte Canada, as a senior associate specializing in modeling & valuation so you can get the quality of a big 4 firm for a fraction of the price. I developed strong Excel skills building valuation models and reviewing business plans. In my career, I participated in 7+ investments in startups from initiation to closing with over $50 MM under management. I am a Chartered Business Valuator (CBV) and certified FMVA (Financial Modeling & Valuation Analyst) from the Corporate Finance Institute so I can be efficient in delivering you the best practices.

As a Chartered Financial Analyst (CFA) and Master of Finance (MFin) from one of the renowned business school with 6+ years in corporate finance including consulting experience in M&A transaction advisory, I have developed expertise in preparing dynamic financial models, conducting Financial Due Diligence(FDD), preparing Quality of Earning report (QoE), writing comprehensive pitch book, CIM, teasers to support in raising capital, data analytics to find insights and presenting the output in a visually intuitive dashboard. I have worked with the Royal Bank of Canada (ex-RBC) and a boutique consulting firm as an Assistant Manager providing off-shore strategic support on M&A transactions within the lower-middle market to Private Equity in North America. Here are the key highlights of my experience: 1. Private Equity- Consumer Goods and Healthcare- Each Deal Size: $10 Million to $100 Million Off-shore support to M&A team of a USA Private Equity in Consumer Goods and a Canadian Private Equity in the healthcare sector. I was a pivotal part of 10+ deals and evaluated the financial statements, analyzed the historical trends, consolidated financial data from multiple sources to conduct financial due diligence, prepared details financial models including LBO models, recommended optimal transaction structure, reviewed the critical metrics through screening criteria for acquisition, preparing internal reports for stakeholders. I have also supported them in preparing a comprehensive pitchbook including Confidential Information Memorandum (CIM) and Teasers. The presentation reports were pivotal in raising capital and preparing and analyzing deal documents including LOI, SPA/APA. 2. Quality of Earning reports in a Strategic Buyout in GCC with a deal size of approximately $100 Million Prepared a detailed Quality of Earnings(QoE) report within the packaging industry in GCC covering working capital cycle and aging, revenue component analysis, normalized EBITDA calculation, Leverage analysis, operational due diligence, and comments on accounting practice. The reports helped the client in negotiating the deal by approximately 10 Million. 3. Investment Bank- Diversified Sectors Prepared Teasers, and CIM in renewable, hospitality, and technology sectors. Written research reports within the Industry and gathered and consolidated documents and compliance requirements to commence a fund in Dubai International Financial Centre (DIFC) 4. Financial models including DCF and relative valuation for clients within Manufacturing Industry, Healthcare (Cell & Gene Therapy), circular economy, and technology sector.

I am a finance and accounting professional with over 7 years of industry experience, who excels in financial modelling, financial planning & analysis, company valuation, financial statement analysis, and more. I take immense pride in helping clients achieve their financial goals and I have experience working with businesses in many different industries. Here's what I will bring to your project: -Robust, professionally presented financial models with a focus on accuracy -Extensive experience analyzing large data sets and deriving actionable recommendations -Responsiveness and reliable communication -Commitment to making the necessary revisions to my work, ensuring you are 100% satisfied with the final product. Please don’t hesitate to reach out so we can schedule an introductory call where I can learn more about your needs. Regards, Connor F., CFA, CPA