Hire the best Business Valuation Specialists in California

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$45 hourly
Shella A.
- 5.0/5
- (11 jobs)
With my expertise in accounting, bookkeeping, and as an EA, coupled with my certifications in QuickBooks and Xero, I have developed a strong skill set to effectively manage financial operations and provide accurate financial insights. My experience working with startup-growing and capital venture companies has given me valuable insights into the unique challenges and opportunities they face. I am dedicated to delivering comprehensive and reliable financial services while ensuring compliance with regulations and optimizing financial performance. I am confident in my ability to contribute to your organization's success by providing exceptional accounting and bookkeeping services. My line of work Accounting: *Proficiency in Financial Analysis and Cost Analysis *Expertise in Financial Reporting, Financial Statement Preparation, and Tax Preparation *Competency in Routine Bookkeeping Activities *Skillful Accounts Receivable/Payable Management, including reconciliations, using software such as Bill.com *Proficient in filing Federal, State, and Sales Tax Returns *Extensive experience in the formation and advisory of New Corporate Structures in compliance with US Corporate laws, with a focus on startups (10 years of experience) *Software Expertise: QBD-QBO, Xero, Gusto, ADP, ERP (Oracle, SAP), Bill.com, Concur, etc., ranging from implementation to end-user support, thereby enhancing accuracy and productivity Payroll: *Proficient in Payroll Setup for all states *Expertise in Benefits and Retirement Plan Setup *Skilled in preparing Profit Share Distribution statements. *Competent in Payroll Reconciliation and Payroll Accounting Tax: *Proficiency in handling Federal and State taxes for all types of entities, including foreign entities.

Business Valuation
Gusto
Compensation & Benefits
Accounts Payable Management
Corporate Tax
Bookkeeping
Intuit QuickBooks
Account Reconciliation
GAAP
Tax Preparation
Bank Reconciliation
$150 hourly
Katherine C.
- 4.6/5
- (4 jobs)
I'm a FINANCE PRO and entrepreneur with 20+ years of experience in FINANCIAL MODELS AND BUSINESS PLANS. With a background in investment banking, capital markets, and management consulting, I have deep expertise in: ADVANCED EXCEL MODELS, professional and polished POWERPOINT PRESENTATIONS, pitch decks, and more. I also have a history of success in MARKETING AND CORPORATE STRATEGY projects. I've really done it all! More recently, I've been working as a FRACTIONAL CFO, creating and overseeing company financials, corporate accounting and reporting tools (including QBO), business models, and revenue forecasts. I have an MBA from UC Berkeley, and a BS in Business from The Wharton School, and I've worked on Wall Street and in Silicon Valley. MY AREAS OF EXPERTISE: Financial Models, Revenue Models Business Plans Corporate Strategy Marketing Strategy Product Marketing Product Monetization Strategic Branding Business Optimization MY SIGNATURE SKILLS: Start-Up CFO, Fractional CFO Business Cases Total Addressable Market (TAM) Assessments Market and Competitive Research Data Analysis Product Roadmaps Go-to-Market (GTM) Frameworks Customer Use Cases Financial Planning & Analysis (FP&A) Financial Forecasting ROI Performance Tracking Equity Valuation Corporate Finance Operational / Organizational Efficiency Improvement

Business Valuation
Pricing Strategy Consulting
Data Analysis
Financial Planning
Business Planning & Strategy
Startup Consulting
Educational
Budget Management
Business Modeling
Program Curriculum
New Product Innovation
Marketing Strategy
Business Operations
Finance & Accounting
Business Analysis
$100 hourly
Aaron H.
- 5.0/5
- (1 job)
With over 10 years of professional experience across several strategy, business development and consulting roles, I have developed a strong ability to solve complex business problems, evaluate new growth opportunities, and perform complex financial and operational analysis. I also have extensive experience distilling my work into clear and concise summaries. I'm here to help with your strategy or finance needs, creating value for you and your stakeholders. Business Analysis and Strategy: I've spent the last 6 years in various strategy and business development positions at a Fortune 100 firm. Projects included strategic planning, market entry analysis, new product development, market research and other commercial analysis. Each project required a concise summary of analysis and recommendation, often delivered to Senior Executives as high as the Board of Directors. During my time as a freelancer, I've advised small to medium sized businesses on business models, go-to-market strategies and investor presentations. Financial Analysis and Modeling: My career started at a top strategy consulting firm, focused on M&A due diligence. Projects included business valuation, financial statement analysis, cash flow modeling, and monthly reporting that tracked core business KPIs. I developed expert Excel skills and a hyper focus on attention to detail and organization. I specialize in the following: • Business strategy planning • Market entry analysis • New product development • Company, industry, and market research • Business cases and investor presentations • Problem solving • Business valuation, cash flow modeling and investor return metrics (IRR, NPV) • Sensitivity and multiple scenario analyses • Operational and financial modeling • Board of Director’s and other Executive presentations • 3-statement (P&L, balance sheet, and cash flow) modeling • Excel file and data cleanup, analysis, and visualization

Business Valuation
Travel & Hospitality
Media & Entertainment
Competitor Research
Product Development
Consumer Research
Market Analysis
Strategic Planning
Financial Analysis
Microsoft Excel
Financial Modeling
Presentations
Business Cases
$150 hourly
Tyler E.
- 5.0/5
- (5 jobs)
I am a consulting professional specializing in holistic exit planning and business growth strategy. I have personally sold over 150 businesses totaling over $100 million in total enterprise value. Areas of specialty include business valuation, assessing roadblocks to business growth, strategic planning to maximize business value, financial modeling, financial analysis, business forecasting. Member of: Mergers & Acquisitions Source, CalCPA, Exit Planning Institute, International Business Brokers Association, California Association of Business Brokers, various regional Chambers of Commerce

Business Valuation
Accounting
Business Plan Writing
Business Planning & Strategy
Business Coaching
Business Continuity Planning
Business Consulting
Business
Business Analysis
$50 hourly
Leland O.
- 5.0/5
- (1 job)
Commercial real estate finance professional with over 10 years of experience developing a broad skillset across acquisitions, raising institutional joint-venture equity, and arranging conventional, construction, and structured debt. Successfully transacted on 122 closed deals valued at $2.0 billion in both a brokerage and principal capacity. Expert in Commerical Real Estate Financial Analysis & Pro Forma Modeling for Property Acquisitions, Ground-Up Development Projects, Value-Add Renovations, Valuations, Sales, Loan, Debt, and Equity Underwriting for all property types including Apartments, Student Housing, Condos/For Sale Housing, Industrial, Retail, Hotel, and Office Buildings. Also experienced in Debt and Equity Capital Raising, Loan Underwriting, Investor Relations, and Project Management. Financial modeling and analysis performed in Microsoft Excel. I can create custom financial models from scratch, and I can modify and improve existing financing models. I can create Investment Memos / Presentations in Microsoft Powerpoint. I can perform commercial real estate research and market analysis including rent and sales comps, development pipelines, rental and vacancy rates, etc. I can perform ad-hoc analysis as needed.

Business Valuation
Real Estate Listing
Real Estate Marketing
Real Estate Investment Assistance
Real Estate Financial Modeling
Real Estate Acquisition
Real Estate Appraisal
Microsoft PowerPoint
Underwriting
Loan Processing
Financial Analysis & Valuation
Business Presentation
Real Estate
Microsoft Excel
Valuation
$190 hourly
Lucas W.
- 5.0/5
- (80 jobs)
My Background: - Equity research in technology and healthcare (Goldman Sachs, JPMorgan, WRHambrecht, Ascendiant) - Startup fundraising, both large and small raises - Business consulting for startups in software, health care, technology, real estate, financial services, and more - FINRA Series 7, 63, 86, 87 -25 years of personal investment experience - Lived and worked in Hong Kong, Beijing, New York, and Silicon Valley, currently based in Italy Hard Skills: investment research, business analysis, financial analysis, valuation, financial modeling, writing Soft skills: presenting, communicating, teaching, listening, empathy, mentoring I look forward to discussing how I may bring my background to bear on your business challenge/s to help you achieve your objectives.

Business Valuation
Business Plan
Industry Research
Business Consulting
Investment Research
Marketing Strategy
Financial Analysis
SaaS
Pitch Deck
Market Analysis
Startup Consulting
Equity Research
Venture Capital
Proposal Writing
Content Writing
Financial Writing
$150 hourly
Robert B.
- 4.8/5
- (16 jobs)
CPA, JD, CVA, CFE, CFO Public company accounting/reporting Valuations Forensic Accounting CFO work Mergers&Acquisitions Expert Witness

Business Valuation
Audition Preparation
Financial Statement
SEC Reporting
Financial Management
Fraud Detection
Fraud Mitigation
Financial Accounting
Financial Modeling
Financial Analysis
$150 hourly
Mark K.
- 4.8/5
- (58 jobs)
Struggling with Financial Clarity - Let's Change That. I’m Mark Krickovich, a Business Analytics & Finance Professional. I love numbers and tech - paired with creativity ...that’s where the magic happens. I discover overlooked and future opportunities, turning raw data into smart strategy by blending finance, tech, and automation to answer the big questions: 🗸 What channels are best — and worst — performers? 🗸 We are growing, but where’s our cash? 🗸 Tell me where we invest our growth capital? 🗸 How do we scale profitably? 🗸 Our churn is currently an issue — can you help? 🗸 Which KPIs should we be tracking, and how often? 🗸 We want to see customer behavior patterns, how can you do this? 🗸 We need to measure customer lifetime value and retention rates! 🗸 Can you optimize our operations for cost savings? 🗸 Can you help us visualize our operations into dashboards? 🗸 Our Financial Data is everywhere, can you aggregate our scattered systems? 🗸 How do we automate our repetitive processes? 🗸 We have the data, but can’t see the trends, can you help? MY SERVICES: ‣ Profitable Growth (Cash Flow, Cost Controls, Margin Studies) ‣ Pitch Decks: Investor Narratives & Financial Projections ‣ Financial Modeling, Forecasts, Budgets (Excel, Sheets, Python) ‣ Business Intelligence (Power BI, Tableau, Looker, Canva, LucidChart) * ‣ Process Automation (Zapier, Power Automate (AI Builder), Make, UIPath, Google) * ‣ Data Modeling & Pipelines (Docker, dbt, Spark, Snowflake, Prefect) * ‣ Database & Analytics (SQL Server, PostgreSQL, SQLite, Azure, Fabric) * ‣ Predictive Analytics (Python, ML) ‣ Finance System Upgrades * ‣ Systems: CRM, ERP, QuickBooks & more * ‣ Custom FP&A Tools (Power Apps, AppSheet, Airtable, Dataverse) ‣ Business Consulting & Startup Planning ‣ Valuation & Exit Modeling (*Some services may use vetted U.S.-based contractors.) MY BACKGROUND 30 years in Finance & Data, including 15 years in Business Valuation. I’ve helped public and private companies, startups, and investors. My specialty: solving financial problems by combining tech, data, and strategy — without fluff. I work confidently with all stakeholders, from analyst to C-suite. Known for accurate, high-quality deliverables. 97% JSS, Top-Rated Plus. Let’s connect — happy to offer a 30-minute consultation. — Mark

Business Valuation
Google Sheets
Data Analysis
Tableau
Market Analysis
Microsoft Access
Dashboard
Python
Data Science
SQL
Cash Flow Software
Microsoft Power BI
Financial Modeling
Microsoft Excel
Financial Analysis
$150 hourly
Zahra y.
- 5.0/5
- (130 jobs)
🥇 𝙀𝙓𝙋𝙀𝙍𝙏 𝙑𝙀𝙏𝙏𝙀𝘿, among the 𝐓𝐨𝐩 𝟏% of Finance consultants. 💯 🎤Featured on 𝙁𝙤𝙧𝙗𝙚𝙨, 𝙉𝙖𝙨𝙙𝙖𝙦, CEO weekly, etc. I have advised 𝟏𝟐𝟎+ 𝘁𝗲𝗰𝗵 companies and helped raise 💰$𝟰𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 💰 in funds for my clients within the past four years. 📞Invite me to your job and book a 𝙘𝙤𝙢𝙥𝙡𝙞𝙢𝙚𝙣𝙩𝙖𝙧𝙮 30-minute 𝘾𝙖𝙡𝙡📞 ✨I help CEOs/Founders understand the financial impact of their decisions on the business. My specialty are subscriptions ( SAAS), e-commerce, Tech,AI,Healthcare, Government, and Real estate .✨ 𝗖𝗮𝘀𝗲 𝘀𝘁𝘂𝗱𝗶𝗲𝘀 on my clients prove between 𝟭𝟬𝗫 𝘁𝗼 𝟯𝟱𝗫 return on their investment on pricing & revenue services.📈 𝗪𝗵𝗮𝘁 𝗱𝗼 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗮𝘆 𝗮𝗯𝗼𝘂𝘁 𝗺𝗲? 𝙁𝙤𝙪𝙣𝙙𝙚𝙧 𝘾𝙀𝙊( 𝙎𝙚𝙚𝙙 𝙍𝙤𝙪𝙣𝙙 𝙎𝙩𝙖𝙧𝙩𝙪𝙥) 𝟱 𝗼𝘂𝘁 𝗼𝗳 𝟱 ⭐⭐⭐⭐⭐ “The financial expert for non-financial people! Zahra was splendid to work with and provided exactly what I needed to help me attract new investors into my business. She created a full financial business model for me and helped me understand my business and its potential so much more. Well worth the investment! I can’t recommend her enough, especially if you’re a startup or looking to take your business to the next level.” 𝗔𝗕𝗢𝗨𝗧 𝗠𝗘: I have an MBA in finance, a Master's in economics, and a Bachelor's in business, with 15+ years of experience. I have experience starting businesses from scratch, setting up finance departments, managing cross-functional teams, running business units, turning a bankrupt company into a profitable one, creating roadmaps and strategies for growth, and launching new product offerings. 🛠𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: Advanced Financial Excel Models for SAAS / Subscription, Fintech, Technology, and Real estate. Budgeting, Forecast , and Cash Flow Management Revenue, Cost and Profit Optimization Pricing and Promotion strategies Financial Projections and Proforma for Business plans and offering memorandum Financial Statements: FP&A and Ad-Hoc Analysis Executive C suite Presentations Investment returns and cash flow analysis for rental real estate More: KPI tracking and reporting Models (MRR, CAC, LTV, ARPC, Churn,…) OPEX,COGS and Marketing Expense (SEM,SEO,AFF,….) Analysis Data Reconciliation Models Compensation Plans & Payroll structure Setting targets for Sale and marketing team based on the company revenue goals. Developing hiring plans for Sale teams Date visualization and reporting for presentation Automation and streamlining processes Advanced Excel Modeling

Business Valuation
Forecasting
AI Consulting
Investment Banking
Financial Analysis
Venture Capital
Business Planning & Strategy
Financial Projection
Mergers & Acquisitions
Pricing
Business Modeling
Pricing Strategy Consulting
Financial Modeling
SaaS
Fundraising
$155 hourly
Craig I.
- 4.4/5
- (19 jobs)
Recognized by peers and clients as an award winning investor and successful business driver with 20 years of financial and operational leadership experience in multinational and startup environments. Delivers valuable insights into the challenges faced by companies and investors. Key expertise includes: • Investment analysis and valuation • Structured finance and credit analysis • Budgeting and forecasting • Corporate finance, capital markets, M&A • Strategic planning and execution

Business Valuation
Accounting
Company Valuation
Investment Banking
Cryptocurrency
Investment Research
Corporate Finance
Business Presentation
Valuation
Asset Management
Finance
Presentations
Financial Analysis
Strategy
Finance & Accounting
$50 hourly
C M.
- 0.0/5
- (0 jobs)
Dynamic and seasoned professional with over a decade of experience in financial operations and a proven track record in full-stack development seeks to leverage expertise in process optimization, project management, and financial regulatory compliance. Core Competencies Process Optimization: Developed and implemented a fully online ANSI-accredited certification process for an international nonprofit, transforming traditional operations into streamlined digital workflows, demonstrating technical proficiency and an ability to understand and model complex processes. Project Management: Experience overseeing complex projects, ensuring all components are effectively structured and efficiently executed: managed preparations of life care plans to address lifetime needs of catastrophically injured patients; prepared tax returns for individuals, businesses, estates, trusts, and nonprofits; led the development of interactive web applications.

Business Valuation
Nonprofit
Accounting
SQL
Salesforce
Small Business Administration
Tax Accounting
$167 hourly
Adam B.
- 0.0/5
- (0 jobs)
I’m Adam, the founder of VYSPR, and for the past 20 years, I’ve been helping business owners maximize their revenue and scale with confidence. With a background spanning investment banking, wealth management, small business operations, and accounting, I’ve had a front-row seat to the challenges founders and CEOs face at every stage of growth. From startups with zero revenue to billion-dollar enterprises, I’ve identified the success patterns that separate thriving businesses from struggling ones. I’ve developed customized strategies for hundreds of entrepreneurs, helping them increase the value of their company by growing revenue, cutting unnecessary costs, and building stronger customer relationships. My mission is simple: to partner with you and equip you with the tools, insights, and strategies to become the business owner you’re meant to be. Primary Services: - Data driven business development strategies - Financial & KPI analysis - Financial modeling - Company valuations - M&A process preparation - Financial system development - Investor presentation development - Board of director communications and presentation development - Operations optimization Industries of Interest: - Health & Wellness - Food & Beverage - SaaS - Tech Enabled Services - Ecommerce - Consumer - Marketing (social media agencies, managers, and content creators)

Business Valuation
Company Valuation
Valuation
Managerial Finance
Corporate Finance
Financial Modeling
Financial Model
Financial Planning
Management Consulting
Financial Presentation
Business Presentation
Private Equity
Equity Valuation
Financial Analysis & Valuation
Business Coaching
$47 hourly
Shamim H.
- 0.0/5
- (0 jobs)
💼 Corporate Finance | Investment Management | Business Development📊 I’m a results-driven financial consultant and strategist with over 6 years of experience helping businesses make smarter decisions, raise capital, and grow sustainably. As CEO of Mana Abrar Aria, I’ve led 70+ successful projects across business development, M&A, financial planning, and strategic management. My expertise covers a wide range of services: ✔ Financial Planning & Wealth Management ✔ Business Planning & Strategy ✔ Investment Portfolio Review & Strategy ✔ Feasibility Studies & Business Valuation ✔ Financial Analysis & Corporate Valuation ✔ Mergers & Acquisitions (M&A) Advisory ✔ Fundraising Presentations & Pitch Decks ✔ Due Diligence & Corporate Finance ✔ Portfolio & Asset Management 🔹 What sets me apart is my hands-on leadership and ability to turn complex financial data into actionable insights. I’ve helped clients enhance profitability, optimize costs, and secure investment through strategic, data-backed decisions. Whether you're a startup looking to raise funds or an established business aiming to scale, I bring precision, insight, and a tailored approach to every project. Let’s build your business with clarity and confidence.

Business Valuation
Due Diligence
Wealth Management
Portfolio Management
Corporate Finance
Pitch Deck
Fundraising Presentation
Mergers & Acquisitions
Financial Analysis & Valuation
Valuation
Feasibility Study
Investment Strategy
Investment Portfolio Review
Business Planning & Strategy
Financial Planning
$50 hourly
Baruch H.
- 0.0/5
- (0 jobs)
Financial/real estate/corporate finance/data analysis and FP&A professional. Analytical and adaptive.

Business Valuation
Argus
Microsoft Access
Data Analysis
SQL
Real Estate Acquisition
Real Estate
Financial Modeling
Financial Analysis & Valuation
Financial Analysis
Microsoft Excel
Microsoft Power Automate
PowerPoint Presentation
Management Consulting
Analytical Presentation
$50 hourly
Johnny W.
- 0.0/5
- (0 jobs)
Hi, I’m Johnny — a former Y Combinator-backed founder with a successful exit, and a strategic finance leader with 15+ years of experience across high-growth SaaS, B2C, and platform companies. I help founders, operators, and finance teams build clarity through clean, actionable financial modeling and planning. Whether you’re gearing up for a fundraise, need to build a GTM budget, or want confidence in your hiring or cash runway—I bring both operator instincts and structured finance tools to help you move fast and make smart decisions. ✅ Services I Offer Full P&L and 3-statement models with forecast + actuals SaaS metrics dashboards (ARR, CAC, LTV, churn, payback) Headcount planning + cost allocations GTM + Marketing budgeting (B2B and self-serve SaaS) Fundraise support: financial narrative + investor model Scenario modeling for hiring, pricing, product expansion Cash flow & runway planning Tools: Excel, Google Sheets, Tableau, Salesforce, SQL (basic), Adaptive Planning 🧠 What I’ve Done Exited founder: Scaled a YC-backed startup through 500% YoY growth and led it to a successful exit Built the The Sims 4 revenue model for EA (a $1B+ franchise) Increased forecast accuracy by 54% at a PE-backed healthtech firm by integrating Salesforce + Tableau Helped a founder reach cashflow positive and secure a follow-on equity round through model clarity I’ve worked closely with CEOs, GTM leads, and Product leaders. I ramp fast, ask sharp questions, and leave behind financial systems you can trust—even after the engagement ends. Let’s make your numbers work as hard as your product does.

Business Valuation
Cash Flow Modeling
Real Estate
System Administration
Operations Management Software
Sales & Marketing
CRM Automation
Fundraising
Venture Capital
Acquisitions
Pitch Deck
TAM Analysis
Microsoft Excel
Modeling
Financial Planning
$65 hourly
Nichole O.
- 5.0/5
- (4 jobs)
I have spent the past 20 years creating innovative communications and marketing strategies for B2B companies, specializing in C-Level Executive buyers and cloud software companies. The power of the written word has always captivated me, and I have built my career upon it by helping companies and executives clearly, concisely, and consistently communicate their most powerful messages to their customers. Having held executive level roles at technology companies and in venture capital, I am uniquely skilled in the following topics: SaaS, leadership, startups, technology, and cloud business software. I have created: thought-leadership articles, investor presentations (VC and LP), pitch decks and product presentations, product marketing copy, and web copy.

Business Valuation
Startup Consulting
Writing
Italian
Translation
Marketing Communications
B2B Marketing
Business Writing
Marketing Strategy
$65 hourly
Patrick b.
- 0.0/5
- (1 job)
UCLA Anderson MBA | Equity Analyst | CFA Level II Candidate | Former Navy fighter pilot I am a buy-side equity analyst and a significant part of my role is to construct and maintain financial models, customizable to any business scenario. In addition, I produce top-down or bottoms-up financial forecasts that incorporate a variety of macroeconomic factors and management-driven guidance. These models also consist of valuation models (DCF, comparable, etc.) that are useful in many economic decisions. More importantly, I regularly conduct due diligence (financial analysis, host discussions with management, financial reporting, etc.) to determine the feasibility of equity investments within the context of an investment portfolio. I have been described as a strong leader with excellent analytical and interpersonal skills and I always take initiative to ensure that the client takes priority. Please reach out if any of these skills are right for your job!

Business Valuation
Financial Analysis
Microsoft Excel
Financial Report
Valuation
Financial Modeling
Financial Statement
Equity Valuation
Due Diligence
Equity Research
$250 hourly
Avril H.
- 0.0/5
- (0 jobs)
Professional services for small business owner or investor: Our gamut of services include any thing related to real estate from market research to financing to capital raising . High quality services available on project basis or at attractive hourly rates I have work within the real estate industry on both the buy side and sell side and have and have developed deep market knowledge and relationships in the US Real Estate market which we will leverage to your benefit. I have efficiently evaluated many Retail/Office/Multifamily/Hotel/Mixed-Use properties in several US markets. Private Company Investments and Setup - I have set up private companies in other industries and have direct experience with ecommerce and marketing as well as capital raising to fund growth

Business Valuation
CPA
Financial Management
Insurance Consulting
Insurance Policy Analysis
Financial Analysis
Corporate Finance
Financial Modeling
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