Hire the Best Business Valuation Specialists
in Canada

I have 6+ years of experience in •⠀Financial Modeling, Projections and Cash flow modeling •⠀Company valuation •⠀Secondary Market research across industries •⠀Advisory reports and presentations I can prepare complex cashflow models with macros which is easy to use & interpret by even a non-finance background person. I have worked with Royal Bank of Canada, Toronto and SBI Capital Markets, Mumbai and have built numerous financial models for debt and equity financing.

I work with businesses that need stronger financial visibility, better decision support, and practical strategic finance expertise. I am a CFA charterholder. My background includes experience across M&A, equity research, strategic analysis, and operational finance. I have supported businesses and investors with financial modeling, valuation, forecasting, cash flow planning, reporting, and broader business analysis. This allows me to approach projects with both an investor’s lens and an operator’s mindset. Areas I commonly help with include financial modeling, forecasting, budgeting, cash flow planning, profitability analysis, valuation work, and financial reporting. I also support businesses that want clearer insight into performance and more structure around financial decision-making. I aim to deliver work that is thoughtful, practical, and easy to use — not just technically sound, but genuinely helpful for making decisions. If you are looking for strong analytical support paired with real business judgment, I’d be happy to connect.

I have more than 12 years of experience in financial advisory in various firms. I have completed ~100 projects including management presentations, financial modelling, industry research and financial advisory (both debt and equity). I have a good command of English language and am able to articulate my thoughts in crisp presentation slides. Also, I have the skill set to develop financial models for any business. Also, I have a wealth of experience in doing primary and secondary industry research. I never over-bill my hours and am honest about my work. Integrity and timeliness are the cornerstones of my work ethic.

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

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. $300K+ earned on Upwork with 100% Job Success. Top Rated Plus. Ranked top 10 globally on Upwork for Fractional CFO, Valuations, Financial Models, Business Plans, and Pitch Decks. 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 help businesses achieve their strategic goals and drive growth. With experience in mergers & acquisitions, I offer a comprehensive suite of services including financial analysis, modeling, valuation, projections, and negotiation. How I Can Help: Strategic Insight: Providing actionable insights that align with your business goals. Financial Analysis: Conducting detailed financial analysis to support decision-making. Financial Modeling: Developing robust financial models for planning and forecasting. Valuation: Performing thorough valuations to guide investment decisions. Projections & Forecasting: Creating detailed financial projections to support decision-making and secure funding. Negotiation Skills: Skilled in negotiating deals that maximize value and minimize risk. If you're seeking a finance and strategy partner who can provide expert guidance and support, let's connect and explore how I can contribute to your business' success.