Hire the best Business Valuation Specialists in Washington
Check out Business Valuation Specialists in Washington with the skills you need for your next job.
- $50 hourly
- 5.0/5
- (4 jobs)
Mr. Foster is an experienced professional in the financial services industry, with a focus on acquisitions and sales. As a Certified Valuation Analyst (CVA), he has performed hundreds of valuations for a variety of purposes. He is highly adept at identifying opportunities for growth and maximizing value for his clients. Mr. Foster earned his degree in Economics from the University of Montana and he is a Certified Valuation Analyst (CVA) through the National Association of Certified Valuators and Analysts.Business Valuation
Accounting Principles & PracticesCash Flow ModelingCash Flow AnalysisAppforfinance Financial Statement AnalysisFinancial ModelingFinancial Projection - $250 hourly
- 5.0/5
- (19 jobs)
**100% Upwork client success score - top rated** **25+ positive reviews on Google - check out Washington Business Brokers LLC** You are an expert on your business. We are experts on the process of selling a business. Expect market knowledge, transaction / process expertise, and results. MBA, CPA, and licensed Commercial Real Estate Broker. **2022 - Chairmen's Circle - International Business Broker Association** Awarded to top 5% of deal makers nationally for verified M&A transactions **2023 - Outstanding Producer - International Business Broker Association** Hello! I am a business broker and founder of Washington Business Brokers LLC. I’m a licensed CPA, possess a top 20 MBA, licensed commercial real estate broker and have years of experience as both a financial analyst and auditor. I’m proficient reviewing financial statements, tax returns, and (importantly) identifying non-recurring expenses and add-backs that will need to be accounted for to arrive at a true understanding of the cash flows of a private business. I can assist you with valuation multiples based on revenue, gross profit, EBITDA, discretionary earnings, and other financial metrics. In addition, I can assist you as a business owner in assessing and preparing your company for optimal value in a sale. Business owners need valuations and market comparables for a variety of reasons beyond selling their business, including when buying out or bringing in a partner, to review eligibility for a commercial loan, private wealth & estate planning, divorce, etc. In addition to being a licensed CPA, I am a member of M&A Source and the International Business Brokerage Association; through these memberships I have access to a number of valuation tools and transaction comps that may be of value to you. I subscribe to DealStats ($5,000 / year), the gold standard used by deal experts, business brokers, CPAs, and transaction attorneys in valuing private businesses. It contains comparables on 45,000+ businesses. In addition, I have access to BizComps, another valuation tool with comparables on 17,000+ businesses. Beyond these I have access to 500+ industry guides and rules of thumb through the Business Reference Guide and a network of seasoned business brokers that have represented and sold thousands of businesses over 40+ years. You can expect transaction expertise and market knowledge. Glad to have a quick video call to learn more about you, your business, and what you need. Frequent questions: Documents needed for a valuation? • Profit & Loss (3 years - 2021, 2022, and 2023) and 2024 YTD – Excel please • Balance Sheet (3 years) and recent for 2024 – Excel please • IRS filings including all supplemental schedules (3 years) • Any internal sales reporting that details breakdown of revenue by product line, channel, customer, etc. (some businesses have a mix of product vs service revenue that we may apply different valuation metrics to; this sales reporting also helps us understand the lines of business and identify appropriate comparable transactions) – Excel please • Context on any associated real estate (if leased space, copy of current lease(s)) How long does it take? I work on an hourly basis, once I learn a little about the business (industry, size, revenue, profitability) and the types of financial documents you possess I will be able to give you a time estimate. I can generally move quickly if your documents are organized and you are responsive to questions about the financials and operating model. I've valued a $500k revenue gym in 4 hours and a $45M revenue professional services business in 21 hours. 10 hours is a reasonable expectation. I have multiple clients / owners that I work with at a time, some are able to easily and quickly respond to questions about the financials, others need time to get answers from their employees, CPA, etc. What to expect and more on our background Check out the "Business Valuation 101" and "Business Valuation 401" posts on our site (Washington Business Brokers) for what you can expect. Unfortunately Upwork will not let us link to it directly - the site is wabusinessbrokers dot com. We are easy to find online, you can read more about us at our site and/or via LinkedIn to better understand experience, credentials, and background. In addition to the reviews here on Upwork, there are a number of positive reviews from past and current clients / owners on our Google My Business profile - simply Google "Washington Business Brokers" to find us (again, can't share a link on Upwork). Cheers and thank you for reading! Ryan Hemmert CPA, MBA, Business Broker / Founder at Washington Business Brokers LLC And finally, a couple caveats: I do not provide tax or legal advisory services. Valuing a pre-revenue and/or unprofitable start-up is far more of an art than a science; it is not our area of expertise.Business Valuation
Company ValuationDue DiligenceGo-to-Market StrategyCPABusiness StrategyAcquisitionsFinancial AnalysisCash Flow AnalysisBusiness AnalysisManagement ConsultingMergers & Acquisitions - $175 hourly
- 5.0/5
- (22 jobs)
Salutations. I'm a former entrepreneur who found a passion for corporate finance after starting and selling a few businesses over the years. Now, I operate as a Fractional CFO for a few select clients, and advise other entrepreneurs on buying or selling businesses. I'm not the Harvard-Wharton-McKinsey-Goldman corporate guy who manages from a spreadsheet. I'm a guy with a resume built on hard success from starting and selling my own businesses, leading teams, raising capital, and advising dozens of business owners on doing the same. In short: I'm the guy who can build bombproof finance systems into your business. In total I've founded & lead 4 companies with 2 exits and worked with 100+ leadership teams ranging from startups to PE-backed SMBs to F50. All while working remotely. Some specific things I can help you with: - Financial planning & budgeting - Raising debt/equity capital - Cashflow management (incl. in a cash crisis) - Financial controls - Debt restructuring - Accounting incl. management - Bookkeeping incl. management - Analyzing and presenting key financial information to management & the board - Business strategy - Managing strategic objectives to completion - Operational Excellence in finance operations - Navigating the M&A process - LOI to Due Diligence to closing (buy-side) - Post-close integration (buy-side) Here's what some of my clients say about me: "Andrew has a knack for pushing the envelope and having it actually work. I watched over and over again as he brought fresh ideas and initiatives into fruition that directly translated into ROI... Andrew is a blast to work with. He's witty, hyper intelligent, and above all else, he genuinely cares about the people that are in front of and alongside him. 10/10." - President, SpeakerFlow "Working with Andrew has been a fantastic experience. I'm grateful to have him as part of the team! He brings great ideas to the table, keeps things organized, and sees his initiatives through. I would highly recommend Andrew and his partners for any project that you may have - you won't regret it!" - Senior Sales & Marketing Manager, CoolBot "Andrew is genuine. He offers information transparently, and in an accessible way - even if you don't have prior [technical] knowledge. Highly recommend Andrew and his team." - Founder & President, BELA / TCF "Andrew has developed and implemented several key projects and initiatives with our team in recent years and has simply exceeded expectations at every juncture... always with stellar results. Identify a project, talk to Andrew, and Go!" - EVP Sales & Marketing, Arctic Industries If we work together, here's what you can expect: 1. I will help you accomplish your goals with relentless focus 2. I will generate an ROI on my services 3. I will make sure to give you the tools and education you & your team need to succeed 4. I will not quit until we reach success. Failure is not an option.Business Valuation
Financial Analysis & ValuationFinancial ProjectionPro Forma StatementDue DiligenceCorporate FinanceFinancial ConsultingBusiness StrategyMergers & AcquisitionsBusiness OperationsFinancial ModelingFinancial AnalysisBusiness TransformationManagement ConsultingMarketing Strategy - $75 hourly
- 4.9/5
- (71 jobs)
Financial analyst and modeling expert with 7 years in private equity, venture capital, and investment banking I build financial models, projections, and spreadsheets for a variety of purposes, including capital raises, acquisitions, expansion projects, and strategic planning $300M+ in capital market transactions since 2020 including IPOs and late-stage VC raises with prominent SaaS, fintech, and healthtech companies Recent clients: McLaren Racing, Fung Group, Softbank Robotics, InvestCloud, Qolo, Dormeo, Certify Health, truLOCAL, CoinFlip Services include: • Financial modeling and projections • Pitch decks • Business plans • Valuation • Cap tables • Market research • Financial reporting • Investment analysis • Data analyticsBusiness Valuation
Financial AnalysisBusiness PlanFinancial WritingInvestment ResearchFinancial ModelingFinancial PlanningMicrosoft ExcelData AnalysisReport Writing - $10 hourly
- 4.6/5
- (16 jobs)
I am an Accountant with over 5 years of experience in accounting. I specialize in using accounting software such as QuickBooks Online, WaveApps, Xero, and Zoho Books. My expertise encompasses areas such as Accounting, Bookkeeping, Financial Modeling, and UK & US Taxation. What i offer as a Bookkeeper : -Bank Reconciliations, -Monthly bookkeeping, -Financial statement crafting, -QuickBooks setup and Cleanup. As an accounting professional, I am dedicated to providing accurate and strategic financial solutions, having worked with 70+ clients who raised over $150 million in funding using my Business Plans and Financial Plans. I excel in creating Financial Models for smart decision-making, forecasting, and startup planning. As a seasoned US taxation specialist, I adeptly navigate clients through the nuanced processes of tax compliance, meticulously following IRS protocols. From meticulous tax planning to adept return preparation, I offer comprehensive assistance, ensuring adherence to regulatory standards. Count on my expertise to streamline complexities, mitigate liabilities, and optimize financial strategies with precision. My UK Taxation expertise covers accounts preparation, HMRC enquiries, VAT returns, corporation tax returns, company registration, payroll, pensions, and more. Let's collaborate for comprehensive financial solutionsBusiness Valuation
Tax AccountingBusiness PlanFinancial PlanWave AccountingQuickBooks OnlineFinancial ModelingXeroFinancial AccountingAccounting BasicsBank ReconciliationBookkeepingMicrosoft ExcelAccounting SoftwareIntuit QuickBooks - $20 hourly
- 4.8/5
- (7 jobs)
Welcome! I'm a financial expert specializing in QuickBooks Online , bookkeeping, financial modeling and UK tax. I specialize in US Tax preparation, planning and e-filing for various forms, including 1040, 1040NR, 1120, 1120S, 1065, 5472, 5471 and 990EZ. Additionally, I have experience with new 501c3 organizations and form 1122. With years of experience, I've helped many clients manage their finances efficiently and make smarter decisions. I'm great at setting up and customizing QuickBooks to fit your needs perfectly. Need help with bookkeeping? I've got you covered. I'll keep your records in order so you can focus on growing your business. I also excel at building financial models to forecast future performance and analyze different scenarios. This helps you plan ahead and make informed decisions. When it comes to taxes, I'll ensure you're compliant with the laws and help you save money wherever possible. Here's what I can do for you: Set up and customize QuickBooks Keep your books organized Build financial models for planning Handle US and UK tax matters Prepare financial statements Help you budget and forecast Manage your cash flow effectively I'm here to make your financial life easier. Let's work together to achieve your goals!Business Valuation
Financial AccountingFinancial PlanFinancial ModelingBusiness PlanUS TaxationTax AccountingBookkeepingBank ReconciliationAccounting BasicsAccounting SoftwareMicrosoft ExcelXeroWave AccountingQuickBooks Online Want to browse more freelancers?
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