Hire the Best Business Valuation Specialists in Florida

Profile * Certified Valuation Analyst (CVA), certified with the National Association of Certified Valuation Analysts (NACVA) since September of 2014. * I write well-written, accurate and thorough business valuation reports for gift tax, estate, mergers & acquisitions, divorce and other scenarios. I have experience with complex international/multi-jurisdictional valuations as well as relatively simple "what's my small business worth" engagements. * Much of my work -- gift tax, estate, charitable contributions of a business, etc. -- has been reviewed by the IRS and my work has yet to be challenged even once by the agency. * Expert witness on matters pertaining to business valuation (divorce, partnership disputes, etc.), IP valuation, IP infringement, business damages/lost profits, etc. * Past clients include Westinghouse, Honeywell and Alpine Global Partners. * Aside from U.S. clients, I have served clients in many other countries, including Mexico, Canada, Japan, France, Belgium, and Nigeria. * Bestselling author of The Einstein of Money (biography of the life and methods of value investing pioneer Benjamin Graham, for which I interviewed Warren Buffett and other renowned value investors), A Brief History of Entrepreneurship (endorsed by business guru Brian Tracy), and co-author of From Lifeguard to Sun King, the biography of the founder of the Banana Boat sun care brand.

As a corporate CFO, Wall Street banker, Director of Equity Research and senior bank lender who has worked in the US, Europe, Asia and Latin America, I have extensive experience with creating the various funding and corporate planning documents required for innovative companies in a wide variety of industries worldwide. I know what a serious investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will even consider providing you with the money you need to build your business. In close collaboration with you I will create these documents and the financial forecasting/budgeting tools you, your investors or your banker require. (A due diligence review by an angel investor group of a recent client's application package said it was "...one of the few combinations of documents that we reviewed from a potential client where all components of a well-thought out business model were present.") Whether you need only a detailed financial model or both a model and full business plan or investor presentation package (including pitch deck, cap table, etc.), you can see samples of previous projects in my Upwork profile. I will build your Microsoft Excel-based financial model using my very robust and fully customizable proprietary templates. These templates, developed over many years of real world use, helps assure your own forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Excel, let me know and I'll arrange access for you while we work together.) When your financial projections are complete, you will be able to change any assumption in the Model and the effects of that change will instantly flow throughout all elements of the Model. Any user can easily test all of the financial effects of any assumptions about revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity and debt. You or your investor/banker can use the model to easily do unlimited "What If?" testing, sensitivity analysis or breakeven analysis. (Let me know if you will require inventory tracking or a balance sheet. Most companies I work with do not and it is not included in my project pricing unless you specifically request it.) For the text and graphics (charts, pictures, tables, etc.) in your plan, presentation or pitch deck I will use Microsoft Office software. (If you need specific advanced graphic skills for your document(s), I can help you find the right specialist graphics person.) Typically, the time needed to complete a detailed corporate financial model for one product in one market is about 15 - 18 work hours (add about 10% - 15% for a start-up, subscription-style revenue, a balance sheet or inventory management). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires 15 - 25 hours of work over two to six weeks to create, depending on how quickly you can respond to my frequent questions during the project, the complexity of your business, how much text you add to the business plan versus how much original text I have to create, etc. If you are planning to create a new company whose industry you have no experience in, the time required for completion will typically be greater than for an established company with existing operations. I can begin work on your project as soon as you wish once your payment method is verified by Upwork. If you would like me to sign a non-disclosure agreement (NDA), that is not a problem. If you need a pitch deck, that will flow quickly once your business plan or investor presentation is complete. My basic average hourly rate is $69 - $89/hr., depending on the complexity of the work required. Minimum Charges: Per Project - 4.0 hours; Per Work Session: 10 minutes. Premium for urgent completion (8 calendar days or less): 30%, 48-hour Rush Projects: 100% premium. All of my work time, including all phone conversations with you regarding your project once an Upwork contract is in place, will be tracked by Upwork's TimeTracker software and automatically reported to you by Upwork each Monday. If you are not well-versed in finance or accounting, I will be happy to explain everything to you as we go. That will be very important to your effort to raise money, as your banker or investor(s) will require that you fully understand all of the details of your business. I am committed to your complete satisfaction and will gladly make minor changes to my work within 14 calendar days of completion and closure of the project on Upwork at no additional cost to you. So, let's talk! I am usually in the US Eastern time zone and available to discuss your project at your convenience. I'm happy to have an initial consultation at no cost to you. Will Lyons

As a seasoned Mergers & Acquisitions and Finance Professional with ~20 years of i) investment banking (analyst to managing partner); ii) valuation consulting; iii) equity research; and iv) private equity experience, I am your go-to expert for comprehensive and accurate M&A work and Business Valuations. My services are tailored for M&A, shareholder buy-outs, carve-outs, fundraising, and any other business owner need. Why choose me? Proven Expertise: CFA Charterholder with a deep understanding of financial markets and valuation techniques. Comprehensive Services: From independent business valuations to financial modeling and investor pitch decks, I offer a full suite of services to meet your needs. Track Record of Success: With a strong academic background and professional certifications, I deliver high-quality, reliable results. Let's work together to unlock the true value of your business. Contact me today to discuss how I can assist with your valuation needs. Licenses/Certifications/Achievements Include: -CFA Charterholder -Series 7, 63, 79, 87 -3.98/4.00 GPA from University of Florida Primary Services Include: -Certified Business Valuations (for M&A, shareholder buy-outs, banks, fundraising, etc.) -Financial Modeling (Professional LBO, DCF, M&A models in excel) -Investor / Pitch Decks (Full PowerPoint-based memorandum for business plans and/or investments) -Equity Research Reports (Research reports on a specific equity or an entire industry) -Portfolio Advisory (investment selection, portfolio management) -Capital Markets Advisory -Fundamental Finance & Capital Markets Education Expertise Includes: -Mergers & Acquisitions -Valuation -Financial Modeling -CFA Examinations -Equity Investments -Fixed Income -Equity Analysis -Derivative Trading -Industry & Competitive Analysis -Bloomerberg, Cap IQ, Pitchbook, Apollo.ai, ZoomInfo, Placer.ai, Thompson One, Factset -Microsoft Excel/PowerPoint/Word

Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and investment materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. I typically close 1-2 transactions a quarter. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas. Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.

Expert-Vetted financial modeling and strategic analysis for acquirers, investors, and operators. I build investor-grade financial models, business plans, and pitch decks for clients raising capital, evaluating acquisitions, or preparing for strategic conversations. Recent project engagement: 5-year operating plan, integrated three-statement financial model, and investor pitch deck for a luxury wilderness lodge. Concurrent ongoing engagement: finance lead for a sponsor-backed multi-clinic acquisition platform financed by a $20M acquisition facility. Workstreams include the consolidated operating model, LP investor model, target valuation models, weekly cash flow, quarterly lender compliance, and Big-4 QofE integration into the deal models. Prior to Upwork, financial markets valuation specialist at PwC. Where I add the most value: — Driver-based financial models for acquisitions, capital raises, and strategic decisions — Business plans and investor decks anchored on the model rather than around it — Valuation work for operating businesses, real estate, and transactions — Buy-side QofE analysis and EBITDA normalization for sub-$10M acquisitions — Quarterly lender compliance reporting and covenant testing against credit agreements — Strategic financial analysis for owner-operators and search funders How I work: Most engagements are fixed-price project work in the $5K–$25K range depending on scope. Hourly availability for ongoing modeling support and analysis. I work fast, deliver clean output, and write quotes after we've defined what you actually need. Background: M.S. Finance and International MBA, Florida International University. Ex-PwC valuation. Recent platform-finance work across roll-up acquisitions and lender compliance. Expert-Vetted on Upwork (top tier), 100% Job Success across 51 engagements, 1,600+ hours delivered. Strategic Engagement Package — Financial model + business plan + investor pitch deck. Typical scope: $15K–$25K Financial Model — Driver-based, integrated three-statement output, scenario analysis. Typical scope: $6K–$12K Bank Financing Package — Projections, debt service analysis, lender presentation. Typical scope: $5K–$8K Buy-Side QofE & Valuation Package — Adjusted EBITDA bridge, owner compensation normalization, non-recurring and personal add-back review, deal-structure modeling, and indicative valuation against multiple scenarios. Typical scope: $4K–$8K Lender Compliance & Covenant Reporting — Quarterly covenant testing against your credit agreement, compliance certificate preparation, and lender package delivery. Quarterly: $3K–$5K. Monthly retainer: $8K–$12K Hourly modeling and analysis — $100/hr Message me to discuss your project.

Need a sharp, CFA-level financial modeler to help you raise capital, forecast growth, and make smarter financial and investment decisions? You’re in the right place. I’m a performance-driven Finance professional with 10+ years of experience in financial modeling, forecasting, FP&A, budgeting, valuation, and corporate finance — helping founders, investors, and executive teams turn data into decisions that drive real results. With a background spanning Oil & Gas, SaaS, Manufacturing, Construction, Real Estate, and Asset Management ($1B+ AUM), I combine deep accounting and analytical expertise (IFRS, financial statements, ERP systems) with strategic financial leadership to deliver actionable insights, precise models, and decision-ready reports. ⚙️ What I Do I build clear, dynamic, and investor-ready financial models and reporting systems that help you take control of your numbers and plan with confidence: ✅ 3-Statement Financial Modeling — Integrated P&L, Balance Sheet & Cash Flow with charts, ratios, and scenario testing ✅ Valuation & Investment Models — DCF, IRR, NPV, payback, comps, and capital budgeting analysis ✅ FP&A & Budgeting Systems — Forecasting, cost optimization, and variance tracking dashboards ✅ Cash Flow Forecasting — Weekly, monthly, and 13-week rolling models for liquidity and runway planning ✅ KPI & Performance Dashboards — LTV/CAC, ROI, burn rate, margin tracking in Excel or Google Sheets ✅ Cap Table & Equity Modeling — Ownership dilution, fundraising scenarios, LP/GP waterfalls ✅ Scenario & Sensitivity Analysis — Base, bear, and bull cases to guide confident decision-making ✅ Management & IFRS Reporting — Investor, board, and audit-ready financial packages 🧠 Why Clients Hire Me ✔️ Strategic + Technical: I bridge accounting precision with investor-grade financial storytelling ✔️ Flexible & Scalable: Tailored solutions for startups, SMEs, and established enterprises ✔️ Industry Versatility: From SaaS and AI startups to multi-branch manufacturing and real estate firms ✔️ Proven Impact: Built dashboards that cut overhead by 20%, shortened month-end closes from 7 days to 5 hours, and helped clients avoid cash crunches months in advance 🌎 Industries I Serve SaaS, Tech & eCommerce Manufacturing & Construction Real Estate & Investment Firms Healthcare & Private Practices Traditional & Alternative Investments 📊 Results You Can Expect Accurate forecasts that attract investors and lenders Data-driven insights that optimize growth and profitability Clean, automated models that simplify complex decisions Financial clarity that lets you run your business like a CFO 📩 Let’s Talk If you’re looking for a trusted financial partner to help you understand your numbers, build investor-ready financial models, or take control of your financial strategy — send me a quick message. I’ll tell you exactly how I can help or point you in the right direction.