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Hire the best Business Valuation Specialists in Massachusetts

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  • $175 hourly

    • 5.0/5
    • (116 jobs)
    I am an active CPA with multiple skills including bank financing, financial statement analysis, personal and business tax returns, business planning, financial and estate planning, SBA Disaster Loan Assistance, and operational reviews. I am current with all tax laws and accounting principles. I work with clients to provide a range of financial tools that help them meet and exceed their monetary goals. My skills include strategic planning, bank financing, compliance, budgeting, and more. Even the most successful CEOs rely on a team of experts to achieve their business goals, as it is simply impossible for one person to do it all. With a background in business consulting and extensive CPA experience, I help individuals meet and exceed their financial objectives. Working with numbers has always come easily to me, as I not only passed the CPA exam on my first try, but I also obtained Masters' degrees in Accounting and Education. I have also taught postgraduate college courses and my deep understanding of finance has allowed me to become a qualified expert witness. I founded my own CPA firm and developed partnerships with a range of clients for over 20 years. I now work as a consultant and assist my clients with financial modeling, projections, and forecasts as well as tax planning and preparation. I specialize in startups and can help with the choice of entity selection, general business planning, and much more. Whether you are in need of an operational review, a financial statement analysis, or an expert to take your financial future to the next level, I am here to help. Clients who partner with me can count on exceptional communication and work completed in a timely and thorough manner.
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    Disaster Recovery
    Legal Entity Structuring
    Research & Development
    Tax Strategy
    Estate Planning
    Strategic Plan
    Tax Planning & Advisory
    Mergers & Acquisitions
    Business Consulting
    CPA
    Tax Law
    Tax Preparation
  • $100 hourly

    • 4.9/5
    • (3 jobs)
    Mergers and acquisitions, financial modeling, Excel, PowerPoint, fundraising, valuation, sensitivities analysis, LBO, DCF, biotech, healthcare, clean tech, renewable energy, life sciences, investor presentations
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    Healthcare IT
    Project Accounting
    Healthcare Management
    Microsoft PowerPoint
    Biotechnology
    Management Consulting
    Financial Modeling
    Mergers & Acquisitions
    Microsoft Excel
  • $275 hourly

    • 5.0/5
    • (45 jobs)
    I have worked with inventors for over 23 years, converting their inventions into solid US patents. Give me a call to discuss how I can help protect your ideas. As an inventor with 35 US patents, I know how to relate to engineers and to accurately document (and claim) inventions. My undergraduate degree is in Computer Science with a minor in Electrical Engineering, with 20 years work as an engineer. I have had very good success responding to office action, and I can draft new applications quickly.
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    Patent Law
    Intellectual Property Law
  • $125 hourly

    • 4.9/5
    • (27 jobs)
    I am the founder of Town Square Advisors, a boutique consulting firm that leverages a proprietary method - the Square Management System - to focus strategies on development of strategic priorities, assessment of M&A targets (buy-side), valuation enhancement and sell-side M&A advisory, and assistance with organizational design and institutional culture. Additionally, as a Certified M&A Advisor (Alliance of M&A Advisors) and Certified M&A Professional (Institute for Mergers, Alliances and Acquisitions), Town Square Advisors also supports corporate finance projects, including both sell and buy-side M&A (process navigation, enterprise valuations, target company analysis, DCF/LBO/merger modeling), and building financial projections for growth-stage and startups (setting foundational operations as well as building proforma financial statements). My disparate career path work includes award winning tenure in corporate development (M&A, strategy and internal investment projects) for a large multi-national market research company and a private-equity backed portfolio company after having spent several years within middle-market investment banking where I supported M&A transactions for privately-held companies. I have built a foundation in corporate finance from financial modeling, including revenue projections and cost-estimating, to understanding valuation and pre-market positioning and strategy and can help guide a company through a liquidity event. I enjoy assisting companies understand their value proposition and also helping position a company to achieve maximum valuation. While I have extensive corporate finance experience, I am, at heart, first and foremost a small business operator, having spent over a decade building, growing and transforming professional sports franchises. Through work at these companies, I have overseen implementation of successful, and award-winning, sales and marketing initiatives, guided cost-saving operational improvements and handled full staff augmentations and staff training and development programs. I enjoy applying the lessons learned during my executive management tenure to helping other small and medium-sized business overcome growth hurdles or avoid operating obstacles. Recently, I was recognized for my work in strategy and M&A by being named a Finalist for the Alliance of M&A Advisors Thought Leader of the Year for 2022.
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    Corporate Finance
    Business Consulting
    Financial Analysis
    Mergers & Acquisitions
    Investment Banking
    Startup Consulting
    Financial Modeling
    Corporate Strategy
    Strategic Plan
    Organizational Design & Effectiveness
    Private Equity
    Business Plan
    Finance & Accounting
  • $80 hourly

    • 0.0/5
    • (1 job)
    Hi everyone, My name is Jaime and I am the founder of J. Sousa Ventures, a financial analytics firm that specializes in financial modeling, projections, and valuations. J. Sousa Ventures was founded in 2021 to provide individuals and businesses with the tools they need to make smarter capital decisions and allocate their resources more efficiently. Over the past two years, we have worked with a variety of clients in industries including e-commerce, financial services, politics, real estate, and technology. You can learn more about us and the work we do via our website www.jsousaventures .com Please do not hesitate to reach out with any questions. I am always interested in having a conversation to figure out how we can help you make smarter capital decisions. Jaime
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    Business Analysis
    Analytics
    Modeling
    Valuation
    Finance & Accounting
    Discounted Cash Flow
    Problem Solving
    Forecasting
    Financial Analysis
    Trend Analysis
    Tableau
    Data Analysis
    Microsoft Excel
  • $20 hourly

    • 5.0/5
    • (1 job)
    I use Excel daily at work as an auditor. My work entails auditing operations ad process development for Private Equity portfolio company. Here's what functions I usually use: I use lookups (mostly Xlookups but can do any lookup), INDIRECT, conditional formatting, sorting and data cleaning for auditing. For process development, I work with more data, so I clean data a bit more before doing the above. I also use pivot tables and create visuals for ad hoc analysis tasks. I enjoy this the most. I am also enjoying using Power Query to help me transform data that is a bit too "dirty" for common cleaning functions. Before this job, I had some experience at a small private equity company learning and performing financial valuation for public companies, which really helped me learn how to use Excel efficiently by almost never using the mouse.
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    Internal Auditing
    Financial Audit
    Microsoft PowerPoint
    Microsoft Excel
    Company Valuation
    Financial Modeling
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