Hire the best Commercial Lending specialists

Check out Commercial Lending specialists with the skills you need for your next job.
  • $40 hourly
    As a commercial real estate underwriter and financial analyst with 8 years of experience, I provide a wide range of services to institutional and individual investors. I specialize in underwriting and assessing valuations for all types of properties, including multifamily, self-storage, retail, office, industrial, and hotels. My services include: Underwriting and Valuation: I assess the financial feasibility of potential investments and identify any potential risks or challenges. I also estimate the value of properties using a variety of methods, including the income capitalization approach. Financial Modeling: I develop complex financial models to forecast the cash flow and returns of potential investments for value-added and ground-up real estate development. I also use these models to identify the best financing options and to develop exit strategies. Waterfall Syndication Design: I design and structure waterfall syndications, a popular investment vehicle for commercial real estate. I work closely with investors to create syndications that meet their unique investment objectives. Refinance and Exit Plan Analysis: I help investors to refinance their loans and to exit their investments at the optimal time. I analyze the various options available and develop a plan that maximizes the investor's returns. Returns Analysis: I calculate and analyze the various returns metrics associated with commercial real estate investments, such as cash on cash return, internal rate of return (IRR), and equity multiple. I am a Top Rated Plus freelancer on Upwork, and I have a proven track record of success in helping investors achieve their investment goals. I am also proficient in both value-added acquisition and ground-up development underwriting. Please reach out to me today for a free consultation and learn how I can help you achieve your commercial real estate investment goals. Skills - - Underwriting - Multifamily, Self-storage, Retail, Office, Hotel, and Mixed-use Properties Underwriting - Real Estate Development Financial Modeling - Real Estate Value-add Financial Modeling - Financial Modeling - Real Estate Lease abstracting - Business Plan / Investment Memo writing - Asset Summary Report (ASR) writing - Comparative Market Analysis (Sales Comparison Approach) - Cash Flow Working and Modeling; - Rent Roll Working and Modeling; - Real Estate Market and Submarket report analysis (e.g., CoStar, REIS, Marcus & Millichap, etc.); Let's connect for any questions or chat about how I can help. I look forward to getting in touch!
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Valuation
    Microsoft Excel
    Financial Modeling
    Asset Management
    Report Writing
    Commercial Lease
    Underwriting
    Real Estate Financial Modeling
    Market Analysis
    Cash Flow Analysis
  • $200 hourly
    I’m the Top 1%, Expert-Vetted, Finance Freelancer who has become a go-to consultant with the secret sauce recipe here on Upwork for financial forecasting, M&A, business planning, underwriting due diligence, and valuations on B2B, CRE, D2C, and B2C transactions. If you are looking to grow your business, need interim CFO services to help your business grow, participate in a merger, acquire a business, or seek capital for your venture in our capital markets, I’m the guy people talk to here because I have 30 years of experience in the field. Yeah, I’m that end-to-end guy who can help you keep it out of the ditch and sleep at night. You don’t have to settle when you can have the best for a fraction of what I used to charge on Wall Street. Key experiences you will want in your corner: * Millions raised for my own projects. * $2 Billion+ in valuations for Upwork clients. * $15 Billion+ in underwriting, feasibility, and capital raise projects over the years. * Over 100 client assignments complete with rock-solid 95%+ Client Success Rating. * Former FINRA Compliance Vendor - SEC compliance is in my bones for crowdfundings, Reg A. and Reg D securities offerings. * Buy-Side/Sell-Side/Your Side Always. You can get there from here but it starts with reaching out to the professional who just doesn’t stop. I love this business and you will too – I guarantee it.
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Financial Analysis & Valuation
    Real Estate Financial Model
    Business Management
    Business Proposal
    Capital Markets
    Equity Valuation
    Partnership Agreement
    Financial Prospectus Writing
    SEC Regulation
    Underwriting
    Contract Negotiation
    Business Valuation
    Mergers & Acquisitions
  • $75 hourly
    🏆 Want to work with the BEST in financial analysis and projection field? 🏆 My talent and passion is to help YOU make sense of all your financial numbers, STOPPING the FRUSTRATION with all the accounting data mess and start GROWING your business. As a seasoned Financial Analyst with 6+ years of Equity and Real Estate Valuation, I have analyzed and built full financial planning models for $+100M M&A Deals as well as construct automatic financial/management models for 60+ Companies from various industries including e-commerce, technology, online marketing, F&B, agriculture and online education. Using my work, my clients have greatly improved their financial management system and, as a result, successfully finished their capital raising with a valuation of over $20M. If you're just starting - you'll know where you stand when it comes to your business' finances. If you've been in the market – you’ll get to optimize your operation structure, effectively utilized of your resources. If you're mature and want liquidation – you’ll receive a concrete valuation and always be conscious as you transition through the M&A process. Though I cannot help everyone, we will be a great fit if this is what you are thinking: 🚀 “I want to see the overall business operation and I want the BEST!!” 🚀 “I am NOT a financial expert. I know my business numbers but I NEED an excellent accounting-based presentation” 🚀 “I’m changing the direction of my business and its strategy. How would it IMPACT the profit. Will it be FEASABLE.” 🚀 “I am looking into several seem-to-be good investments but I am NOT SURE. I DON’T wanna LOSE millions on these deals” 🚀 “My financial data are all over the place, what should I do? I’m meeting my investors soon” 🚀 “I need a full due diligent package that I KNOW 100% will accurately evaluate my current deal” Working with me, you will: ✅ STOP STRUGGLING how to make sense of your business – I will handle the ANALYSIS, DUE DILIGENT, PRESENTATION & INTERPRETATION ✅ Understand the Quantitative Impact of your STRATEGIC decision ✅ Confirm your deal profitability. Making sure that your M&A intuition is CORRECT ✅ SAVE MONEY and TIME by taking my high-quality work and reusing it for future deals. ✅ Be supported for ANY problems that arise (even after work completion) ✅ Get delivered PRECISE, INVESTOR-GRADE, HIGHLY CUSTOMIZE forecast model that raise capital From Small Startups Founders to Large Real Estate Developers, My clients are raising capital at high-stakes, and I help them crush it. My personal favorite clients feedbacks (check my review and portfolios below): ⭐ “Thanks to Anh's work, our startup managed to complete our FIRST capital raising successfully” ⭐ “Anh Nguyen was a lifesaver during our acquisition! He dove into our numbers, cleared up the confusion, and gave us a clear game plan” ⭐ “The experience working with Anh was truly exceptional” ⭐ “If you need financial expertise for your company’s fundraising, you want Anh on your Team !!” Not every business is my clients, though – some signs we might not fit with each other: ✘ The company is struggled to stay afloat, losing tremendous capitals and fail to pay salaries (I can’t accept money while your people can’t pay their foods). ✘ Rather than in depth analysis, just need to bookkeep & tax filing (Daily & Regulated Activities) ✘ Show up only when needed, non-responsive to incoming messages (We all want to update on each other progress continuously) ✘ “Mutual Respect” is not of your core value (We all love working with people whom cherish our relationships) Don't hesitate to contact me. I would be happy to provide more information about my services and answer any questions you may have. Let's work together to achieve success! If any of that sounds like what you need, contact me! Warm Regards, Tien Anh P.S. Regardless of who you choose, keep my profile handy in case you need me later. -------------------------------------------------------------------------- F.A.Q. Q – What industries do you normally work with? A – Most of my largest projects falls into 3 categories: (1) Real Estates, (2) Banking and (3) Construction. However, I work with numerous small start-ups which operates in variety of industries including e-commerce, technology, online marketing, F&B, agriculture and online education. Q – What software/tools do you use for your work? A – Currently, I am highly proficient in Excel and other Microsoft Products and did most of my analysis there. For computation heavy tasks such as sensitivity analysis and simulation, I apply Python and Pandas as supplement for efficiency. Additionally, I am currently learning to develop my programming skills to further enhance the quality of my works. If any of that sounds great, lets jump to a quick call (free of charge). Thank you for reading, Tien Anh Financial Expert
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Google Sheets
    Equity Research & Analysis
    Equity Valuation
    Business Analysis
    Data Analysis
    Microsoft Excel
    Chartered Financial Analyst
    Financial Projection
    Financial Analysis
    Financial Modeling
    Portfolio Performance Modeling
    Business Valuation
    Finance
    Python
  • $40 hourly
    🎯 Expert Vetted + Top Rated Plus I offer Complete CFO Services. The goal is to become a one stop finance, business planning and accounting solution for your company. Mission Statement: Partnering with clients to drive growth, profitability, and success I have graduated from Manchester Business School, England (A Top 20 Global B School) I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent). I manage Efincatalyst, with a focus on offering Business and Financial Consulting. We also offer white label solutions to consultants, coaches, lawyers and bankers. Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors. I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England. Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom and MS Suite. ✅ Proficient in: ---------------- - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Business Plan Writing - Investment Research - Financial Research, Planning, Analysis - Data Visualization and Analytics - Memorandum for Sale Presentation (Investor Memorandums) - Valuation Report and Analysis - Accounting and Financial Reporting - Financial Forecasting - FP&A SaaS Ops - M&A LBO Modeling - Real Estate Modeling - Investor MIS KPI Dashboards ✅ Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. (Published Writers) - ~60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. - I have traveled extensively across the United States, Europe and GCC. - 50% of our clients are from US and Canada, 30% from Europe and Middle East - We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform. - We focus on supporting Startups, SMBs and Corporates Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. Please feel free to have a no obligation call to understand if we can add value to your business.
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Business Plan
    Financial Accounting
    Investment Research
    Financial Management
    Legal Consulting
    Bookkeeping
    Budget Management
    Business Analysis
    Business Valuation
  • $170 hourly
    Need advice on Australian legal matters? I hold a current NSW Practising Certificate and have more than a decade of experience in business and property law in Australian law firms. As an experienced lawyer, I can review, advise on and prepare all manner of commercial agreements and can assist you with any property or business transaction. Best of all, unlike some lawyers, I am approachable and easy to get along with! Property Experience & Ability Over my career, I have been involved in all types of property transactions in New South Wales and Queensland. I have acted on sales and purchases of all property types - residential, commercial, industrial, leasehold and freehold. I have extensive experience acting for landlords and tenants in leasing matters on all types of commercial, retail and industrial premises. I have an excellent knowledge of the Retail Leases Act and understand both the legal issues and the commercial realities that impact relationships between landlords and tenants. I have also acted for property developers, and have experience preparing documents necessary throughout a property development - pro-forma off-the-plan contracts, s88B instruments, strata by-laws etc. Business Experience & Ability I have acted on the sale and purchase of all types of businesses from wineries to manufacturing businesses to child care centres and dog grooming parlours. I have also acted on sales and purchases of shares and units and reviewing advising and preparing on shareholder and unitholder agreements. I can assist you with any commercial legal document or agreement - website terms and conditions, privacy policies, supply agreements, service agreements, distribution agreements etc.
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Legal Writing
    Corporate Law
    Terms & Conditions
    Privacy Law
    Trademark
    Contract Law
    Real Estate Law
    Legal Assistance
    Commercial Lease
    Shareholder Relationship
    Legal Entity Structuring
    Property & Equipment Lease
    Legal Consulting
  • $180 hourly
    Corporate, Contracts, Technology, Securities, Small Business Attorney, with current emphasis on Start-up and Emerging Growth Companies and IT-Related and other Commercial Agreements. I am admitted in good standing in New York, with more than 20 years of quality experience. Currently I am operating my practice remotely from the Research Triangle in Raleigh, North Carolina. The savings in much lower overhead is passed on to you. I was a corporate/SEC associate at three Am Law 100 law firms (i.e., 100 largest, most prestigious and profitable law firms in the US) in New York City and then started a sophisticated solo corporate practice. My clients range from start-ups to small businesses to long-term assignments for major companies such as PwC (technology consulting group), MasterCard (technology consulting group), TIAA-CREF, Fox-Pitt Kelton (investment bank), Investment Technology Group (financial services technology), United Technologies Corporation (supply chain and distribution), Bank of America (IT and vendor contracts), Wells Fargo (venture capital and private equity) and MetLife (M&A and technology contracts).
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Software Licensing
    Venture Capital Consulting
    Securities Law
    Crowdfunding
    Limited Liability Company
    Legal Entity Structuring
    C-Corporation
    Startup Consulting
    Non-Disclosure Agreement
    Corporate Law
    Employment Law
    Stock Issuance
    Stock Option Agreement
    Contract Drafting
  • $25 hourly
    Hi, this is Usman Junaid. I have had over 12 years of experience in the Banking Sector with major exposure in Credits Relationship and Customer Services. Learning is a never-ending journey therefore I stepped into freelancing world and got specialization as Wikipedia Editor, SEO with Guest Posts, HARO Backlinks, Google Knowledge and Whiteboard 2D Animation to accommodate my long-term clientele under one roof. (See my specialized profile, client's feedback and portfolio)
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Off-Page SEO
    Search Engine Marketing
    Market Research
    Social Media Advertising
    Customer Service
    Article Spinning
    MediaWiki
    Wikipedia
    Wiki
    Social Media Strategy
    SEO Keyword Research
    Content Marketing Strategy
    Online Chat Support
  • $150 hourly
    I am a Real Estate finance executive with 16-year experience in the financing, development, and management of large portfolios of commercial Real Estate with a combined value of more than $1 Billion, including retail, office, medical, hospitality and multifamily assets. SPECIALTIES • Building sophisticated Excel models that are accurate, clear, easy-to-use and maintain, and scalable. • Producing high-quality offering memorandums, debt packages and pitch decks that will articulate a compelling case and drive success. • (Re)structuring and optimizing the capital stack in order to reduce the weighted average cost of capital. EXPERIENCE • 30 years of building financial models for large and small companies, including a global trading company. • 16 years as a CFO, CEO or COO for commercial Real Estate firms managing or developing substantial portfolios including hospitality, retail, office, medical, and multifamily assets. • Experience includes successful financing of projects up to $135M., and refinancing of distressed or overleveraged assets. My experience as a finance executive for Real Estate development and property management companies allows me to have a thorough understanding of the challenges facing Real Estate developers, managers and investors, and quickly identify and implement winning solutions. SOPHISTICATED EXCEL MODELING • Cash flow modeling, by month and by year over 10 years • investor return metrics • Complex waterfalls, promotes and equity structures (common, preferred) • Sophisticated debt structures (senior and mezzanine debt, EB-5, C-PACE) • Historic and prospective KPIs (IRR, LTV, DSCRs, Yield analysis) • Sensitivity and multiple scenario analysis DEBT, EQUITY, AND INVESTMENT PACKAGES: COMPELLING PRESENTATIONS The production of state-of-the-art investment packages is absolutely critical to the success of a deal. Institutional investors and lenders receive hundreds of funding requests every week and only the best packages have a chance of drawing attention and obtain the requested funds. I produce professional-looking and highly attractive packages that make a compelling case to lenders and investors. Attention is paid to every detail of the package, and as form and substance are combined with flawless underwriting and financial projections, this results in a very high rate of success for my clients.
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Pro Forma Statement
    Financial Projection
    Financial Analysis
    Financial Modeling
    Real Estate Investment Assistance
    Project Finance
    Real Estate Financial Modeling
    Presentations
    Microsoft Excel
  • $80 hourly
    🏆 UPWORK TOP RATED PLUS🏆 If you want to raise capital or supercharge your business growth, I can help. I have worked with 130+ companies, raised $20M+ and achieved multiple successful acquisitions for my clients. My specialities include: ✔️ Investor-ready Financial Models ✔️ Wall Street-level Business Plans & Pitch Decks ✔️ Startup and Business Valuations ✔️ Cashflow Modelling ✔️ Custom KPI forecasts and dashboards ✔️ Investment Memorandums (IM) and Teasers I am a consummate professional, solely focused on delivering results for your business. My background: 🏆 B.A. Economics & Management, Oxford University 🏆 8+ years in elite Banking & Consulting roles (UBS, Funds worth $2B+) 🏆 110+ Financial Models, 60+ Pitch Decks, 30+ fundraises (total $20M+) completed 🏆 Excel expert, 10+ years professional experience 🏆 Native English Speaker Feel free to reach out with any questions, no matter how early your project is. I always enjoy talking with founders and would be delighted to brainstorm ideas with you.
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Financial Analysis
    Business Strategy
    Startup Consulting
    Microsoft PowerPoint
    Financial Reporting
    Fundraising
    Valuation
    Business Modeling
    Financial Model
    Pitch Deck
    Financial Plan
    Business Plan
    Business Consulting
    Financial Projection
    Microsoft Excel
  • $75 hourly
    I have a diverse range of skills from article writing, blog content, real estate proformas, business plan writing, and intermediate Excel work.
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Real Estate
    Communication Skills
    Real Estate Financial Modeling
    Project Management
    Google Docs
    Microsoft Excel
    Microsoft PowerPoint
  • $90 hourly
    Expert business plan writing and consulting by a nationally-recognized professional firm since 1979. Better Business Bureau A+ Rating. BPLANNING.com is the leading national business plan writing firm offering products and services, changing the way serious companies approach the art of business management. We assist clients in the preparation of professional business plans that get results as well as provide onsite management consulting, funding, and human resource products and services. Whether as a startup or a rapidly expanding company, our experienced consultants empower our clients with an innovative business planning process that encourages creative and proactive thinking by all constituents. We've assisted over 5000 clients in all industries, including Shell Oil, Kontron, Roche Diagnostics, Rockwell, YUM Brands, FreeLancer.com, NewFaze.com, MyPageUp.com, Informa Healthcare, CarolAlt.com, EVE, Ron Perlman, University of Hawaii, University of Maryland, and many more.  Customized services and products include: * Onsite & Offsite Consulting Services * Strategic Business Plans * Marketing and Action Plans * Research * Presentations * Implementation Services * Private Placement Memorandums * Website Development * Management Consulting * Project Management * Business Organization * Fund Raising * Human Resource services and products, including Policy & Procedure Manual, Employee Handbook, and several Instructional Business Manuals.
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Business Management
    Management Consulting
    Business Development
    Business Plan
  • $200 hourly
    "The difference between ordinary and extraordinary is that little extra." My past clients include PhDs, CEOs, Company Founders, and otherwise those at the top of their respective fields. My primary goal is to bring your ideas to life in Excel while demonstrating the promptness and respect you deserve. To provide both the technical knowledge to complete a project and the ability to explain it in simple terms is what I have done best for over 6 years. During a project, I act as the sole point of contact. My corporate background includes J.P. Morgan Chase & Co. (analyst), BlackRock Inc. (analyst and developer), and Wells Fargo & Company (analyst). My education includes a Bachelor’s in Finance from the University of Delaware. Most of my projects involve automating reporting processes and creating dashboards (single pages of charts and stats that are helpful to the client). During a contract, feel free to suggest any design preferences, such as adding specific colors or a company logo. After your project is complete, I am always available to contact for any minor updates or full-featured new projects. I am also open to giving advice if you have any questions of how to handle your data going forward, or if you are looking for a quick answer that a Google search is not getting you. I place a high emphasis on communication and will take the time to be sure that you are content with all aspects of a project before closing. When necessary, I have also created tutorials (either written or with video) on using your new workbook. These steps will always be easy-to-digest and succinct. Feel free to ask any questions regarding my experience and how I can help. Below are some reviews from previous projects: "Working with Daniel was one of the best experiences I've ever had with a program developer. 5 other freelancers gave up on this job and Daniel put in the work to understand what I've had problems articulating. His intuitiveness and patience when it comes to extracting abstract ideas and translating it into programming is both admirable second to none. He went above and beyond and I am eternally thankful for his skill and intelligence." "Daniel, once again, did not fail to deliver excellent quality, in a satisfactory amount of time, for a very reasonable price. Most places or people you can request two of those qualities (Good Quality, Good price, fast time), but with Daniel the standard is all three every time. Highest marks of recommendation for Daniel!" "I came into this somewhat jaded as a short lived freelancer ghosted me on this project (they got in over their head and couldn't deliver) and was a bit weary of trying this again. But Daniel had clear intentions, great communication, and was a pro from the beginning. Once we discussed the project and hammered out the details, he was off! In a matter of a day or two he had the work 75% done, with the project being completed in under a few days! I couldn't have asked for a better product, it works perfectly and does exactly what I needed it to do. Amazing guy, and amazing work. HIRE HIM IMMEDIATELY!"
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Spreadsheet Software
    Macro Programming
    Data Visualization
    Dashboard
    Microsoft Excel
    Data Analysis
    Financial Modeling
    Automation
    Templates
  • $175 hourly
    I'm a down - to - earth, expert - vetted (Top 1%) freelance consultant, who is driven, reliable, resourceful and looking to collaborate with like - minded people to help build their business. I've done so on three different occasions - a direct to consumer (DTC) e-commerce subscription based athletic apparel company, a mobile app financial technology venture and a consulting practice. I also served as the Chief Executive Officer of AgentLoop, an investor backed global PropTech company on a path to reimagine the real estate home buying experience. On the consulting side, I've contributed in business planning for multiple AI enabled Fintech startups, capital raising for multiple e - commerce businesses, planning dual social enterprise fashion brands, applied research within a sustainability consortium of fashion industry CEO's incubating and launching market based large scale solutions, establishing a historic setting higher education institution in SoHo, New York City, ideating and planning dual sided marketplaces, undertaking market research for well - known digital music streaming services, planning and constructing capital raising documents for cannabis industry innovators , and the list goes on. My consulting practice focuses on the following services - ✅ Source partners ✅ Create fundable business plans ✅ Ideate, design and construct pitch decks ✅ Build financial models ✅ Capital acquisition strategy ✅ Undertake business development activities The process of ideating and constructing business plans and pitch decks was cultivated internally through collaboration with prominent Pre-Seed, Seed, and Series A investors based in both NYC and Silicon Valley. These documents, which bear a strong brand identity and an appealing aesthetic, effectively convey the precise information investors seek in a compelling narrative format. My clients have secured funding from a diverse array of sources, including individual private investors, global private investment syndicates, lenders approved by the Small Business Administration (SBA), traditional banks, alternative funding institutions, top-tier venture capital firms, private equity funds, and support from friends and family. I like to enjoy working with people, as a result, please work with me if - ✅ You want a premium product ✅ You want prompt quality service ✅ You want respectful and courteous treatment ✅ You are engaged and responsive ✅ You understand it takes a thoughtful approach to develop a quality deliverable We move fast and are mindful of time, so the approximate timeline to complete project deliverables - ✅ Pitch deck - 2 wks. ✅ Financial model - 2 wks. ✅ Business plan & financial model - 4 wks. ✅ Business plan, financial model, pitch deck, data room, target investor list - 6 wks. Some client testimonials: ✅ "I can't thank Carlos enough! His level of support and engagement to understand and deliver on my team's needs are beyond appreciated. His level of expertise is evident through the advisement provided on various projects that he consistently delivers on in a timely manner. I appreciate him for extending his availability on short notice when needed to progress phases of the project. I'll definitely continue to leverage him for future needs. Thank you Carlos!!" ✅ "Carlos helped us secure our first SBA loan and did it with high diligence and expertise. I would highly recommend his loan expertise to any SBA newcomers or veterans who are unable to oversee the lengthy process of an SBA loan." ✅ “Carlos has completed a variety of projects for me each with differing degrees of complexity. He's exceeded my expectations on each and continually been available for the next milestone. Highly recommend him and looking forward to working with him again." Finally, I am a graduate of Marquette University with an International Business and Marketing degree, a Master’s of Business Administration (MBA) from The University of Wisconsin-Madison, financial planning education from Northwestern University and successfully completed the Certified Financial Planning designation examination requirement. I've also served on a number of non - profit boards and city commissions. Prior to my entrepreneurial adventures I graduated the mid - market investment bank Robert W. Baird’s Private Wealth Management leadership rotational development program, where I became a private wealth consultant serving as in - house financial planner and lead business development executive in a $250M book of business, driving asset gathering through the development of cross border investment networks. Baird has been consistently ranked Top 20 on Fortune Magazine's 100 Best Companies To work For. As a hobby, I practice Mixed Martial Arts (Boxing, Muay Thai and Grappling), invest a private cryptocurrency fund (30X since inception), spend time with my little Maltese/Shit - Zu named Marco and travel the world. I am fluent in English and Spanish. Look forward to working with you.
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Business Planning & Strategy
    Management Consulting
    Marketing Strategy
    Business Strategy
    Business Plan
    Pitchbook
    Investor Overview
    Venture Capital Consulting
    Business Development
    Business Presentation
    Business Consulting
    Market Research
  • $18 hourly
    I´m a person who is able to manage different projects at the same time, analytical with the ability to work with numbers, creative to solve problems, business-oriented, ​and an effective decision maker. I have a diverse background experience working in the field of Marketing, Business Development, Human Resources and Corporate Finance. Also, I have had the chance to work with teams from different cultures and I enjoy dealing with people worldwide. My main strengths are leadership, adaptability, and proactivity. I enjoy working and teams and have contact with clients. Please do not hesitate to contact me if you desire additional information. I would welcome a request at your earliest convenience to further discuss my qualifications for serving you.
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Management Skills
    DeFi
    Light Project Management
    Management Consulting
    Team Building
    Human Resource Management
    Administrative Support
    Project Finance
    FinTech
    FinTech Consulting
    Cryptocurrency
    Cultural Adaptation
    Market Research
  • $375 hourly
    Top Rated Plus Attorney on UpWork with 100% Job Success! I am a California-barred attorney specializing in business needs. My areas of expertise include corporate formation, contract law, regulatory compliance and licensing, general corporate law, and employment law. I truly enjoy getting to know my clients, whether they are big businesses, small start-ups looking to launch, or individuals needing legal guidance. Some of my recent projects include: -drafting business purchase and sale agreements -drafting letters of opinion for small business loans -creating influencer agreements -creating compliance policies and procedures for businesses in highly regulated industries -drafting service contracts -advising on CA legality of hiring gig workers including effects of Prop 22 and AB5 -forming LLCs -drafting terms of service and privacy policies -reviewing employment contracts I received my JD from UCLA School of Law and have been practicing for over six years in this area. I’m an avid reader and writer and believe those skills have served me well in my practice. I also complete continuing education courses regularly to ensure I am up-to-date on best practices for my clients. I pride myself on providing useful and accurate legal advice without complex and confusing jargon. I look forward to learning about your specific needs and helping you to accomplish your goals. Please reach out to learn more about my process and see if we are a good fit!
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Legal
    Contract Negotiation
    Legal Assistance
    Document Analysis
    Legal Research
    Corporate Law
    Contract Law
    Regulatory Compliance
    Employment Law
    Compliance
    State Bar of California
    Licensing
  • $200 hourly
    One of UpWork's highest-rated attorney freelancers. Licensed lawyer with 15 years total experience. Trusted and respected expert providing the highest-quality, best-value, and fastest-turnaround legal services for both businesses and individuals. Knowledgeable in all legal areas including contracts; labor & employment; liability; disputes; intellectual property; pleadings; legal research & consulting. Graduate of Vermont Law School & Seton Hall University with 4 advanced degrees total. I am a hardworking professional willing to go the extra mile for my clients - just read what those clients have said below!
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Legal Research
    Corporate Law
    Contract Negotiation
    Contract Law
    Legal Writing
    Contract Drafting
    Nonprofit Organization
    Policy Writing
    Business Services
    Legal Consulting
    Copy Editing
    Workplace Safety & Health
    New York State Bar Association
    New Jersey State Bar Association
  • $525 hourly
    I have been practicing law for 40 years and hold an MBA. I created six companies, currently act as outside counsel to many clients, and have been an advisor to over 2,500 startups and early-stage entrepreneurs. Please look at my reviews; you will see almost exclusively 5-stars going back four years. I specialize in: General Business Law: -Contract Law -Corporate Formation -Corporate Transparency Act (CTA) and Beneficial Ownership Information Reporting filings -Employment, Independent Contractor Law and Agreements -Intellectual Property: Licensing, Copyright, Trademark -International Law -Regulatory -Blockchain, NFT, Cryptocurrency -Web Operator Disclosures (TOS/T&C, PP, GDPR) Securities and Finance: -Asset Purchase Agreements -Subscription and Stock Purchase Agreements -Startup Financing -Fundraising -Private Placement Memorandum -Regulations A+, Reg D (506b & 506c), Reg S, Reg CF -Cap Tables I welcome further discussion of your needs. Richard Nacht, Esq.
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Intellectual Property Law
    Security Token
    Securities Law
    Legal Consulting
    Legal Writing
    Legal Assistance
    SEC Regulation
    Entrepreneurship
    Blockchain, NFT & Cryptocurrency
    Terms & Conditions
    Startup Consulting
    Contract Law
    Legal Entity Structuring
    Legal
    Contract Drafting
  • $30 hourly
    I am passionate about all things real estate. I have 30 years' experience in the Real Estate Industry as both a Licensed Realtor and a Mortgage Loan Originator. I have exceptional skills in customer service in not only solving their problems but also anticipating their needs. I will always maintain a high level of professionalism when dealing with clients and will represent your company as if it were my own.
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    Microsoft Excel
    Microsoft Word
    Microsoft Office
    Trello
    Copywriting
    Pipedrive
    Microsoft Outlook
    Microsoft Office SharePoint Server
    Microsoft OneNote
  • $25 hourly
    I am a Chartered Accountant and have over 13 years of experience in bookkeeping, tax filings and financial reporting. I mainly performed tax filing, bookkeeping, bank reconciliations, GL reconciliations, developing charts of accounts, migration of accounting software, invoice generation, and working capital management. Extensive experience of bookkeeping through Quickbooks Desktop, Quickbook Online, Wave, Xero, Freshbooks, oodo, Zoho Books, Yardi accounting software. My mission is to provide top-of-the-line service to my clients and build long-term and sustainable relationships. Services: - Bookkeeping - Working Capital Management - Bank Reconciliation - Setting up/ running QuickBook - Preparation of Financial Statements - Corporate Income Tax returns filing - Personal Income Tax returns filing
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    FreshBooks
    Yardi Software
    Xero
    Odoo
    Wave Accounting
    Business Valuation
    Accounts Receivable Management
    Accounts Payable Management
    Business Modeling
    System Configuration
    Dashboard
    Account Reconciliation
    Bank Reconciliation
    Chart of Accounts
    Intuit QuickBooks
  • $170 hourly
    I am an experienced former attorney with more than twenty five years of experience handling real estate, family, consumer, litigation, corporate, employment and intellectual property issues. Previously licensed in New York, New Jersey and Pennsylvania I have recently relocated to the Houston, Texas area. I have a proven track record in managing multiple complex matters including drafting and negotiation of joint venture, intellectual property, NDA, partnership, operating, construction, buy-out, dissolution, financing, purchase, non-compete, non-solicitation, and employment agreements. I also specialize in the negotiation of residential and commercial leases. My work includes representation of not-for-profit companies as well as restaurants, construction, technology, finance, mortgage, and start-up corporations in structuring transactions, researching compliance issues, and advising clients on corporate formation issues.
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Policy Writing
    Intellectual Property Law
    Non-Disclosure Agreement
    Contract Negotiation
    Business Consulting
    Commercial Lease
    Real Estate Law
    Family Law
    Commercial Litigation
    Corporate Law
    Legal
    Business Planning & Strategy
    Document Review
    Contract Drafting
    Legal Research
  • $300 hourly
    A highly experienced and entrepreneurial lawyer, I work primarily with business owners and founders in connection with mergers and acquisitions, securities law and contracts. I graduated magna cum laude from the University of Pennsylvania, finished in the top 7% of my law school class, where I graduated with honors and was selected as a Managing Editor of the Law Review, worked as a law clerk for a federal judge where I drafted opinions for the judge's review and briefed the judge on applicable law, and I was trained at Ballard Spahr and Morgan Lewis, two of the largest law firms in the United States. I also acquired, built and sold dozens of businesses, exposing me to corporate and securities law from a real world, entrepreneurial perspective. I did most of the contractual, M&A, tax planning, employment law and other legal work myself for my own companies because I love practicing law. I thoroughly enjoy working with business owners and their management teams to craft efficient and creative solutions to legal challenges. That's why I returned to the full-time practice of law after building and selling a number of successful businesses. I’m now seeking creative ways to build a practice that fits into my lifestyle, and that requires primarily working remotely. Upwork is an ideal platform for me to connect with innovative business owners, corporations and law firms seeking top-notch legal work that leverages technology to meet both my objectives and and my clients' goals as well. I have substantial experience with mergers and acquisitions, tax planning (I also have an LL.M. in Taxation from NYU), employment law, corporate formation and governance. I've helped many clients comply with securities law issues in connection with raising capital through private placements and crowdfunding transactions. NEED HELP WITH A BUSINESS LAW CHALLENGE? DON'T HESITATE TO CONTACT ME FOR: √ Letters of Intent √ Private Placement Memos √ Subscription Agreements √ Reg D Filings / Private Placements √ Regulation Crowdfunding Compliance √ Securities law compliance including Reg A+, Reg D, Reg CF, Reg S √ Operating Agreements √ Partnership Agreements √ Employment Agreements √ Independent Contractor Agreements √ NDAs and Confidentiality Agreements √ Website terms and conditions and privacy policies √ Asset purchase agreements, stock purchase agreements, mergers and acquisitions √ Copyright issues √ Trademark issues √ Employment discrimination, overtime and other employment issues √ Appellate briefs √ Motions and a supporting memorandum of law √ Any other legal issues requiring experienced, realistic and actionable advice. I look forward to hearing from you, and to the prospect of working together in the near future. Sincerely, Barry
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Legal Writing
    Mergers & Acquisitions
    Contract Law
    Tax Law
    Intellectual Property Law
    Legal Research
    Employment Law
    Legal Consulting
  • $10 hourly
    With a rich background spanning 15 years in the U.S. mortgage industry, I bring extensive expertise in both residential and private lending. My core competencies lie in comprehensive loan processing, efficient loan servicing, adept underwriting, specializing in hard money loans, assessing Debt Service Coverage Ratios (DSCR), and managing long-term loans as a transaction manager. My in-depth knowledge extends to navigating the intricate landscape of lending rules and regulations, coupled with a mastery of loan documentation. Complemented by excellent communication skills, I am dedicated to delivering premium results while excelling in time management. Beyond my mortgage industry prowess, I have diversified my skills through engaging in YouTube script writing, content creation, and ghostwriting. This versatility allows me to bring a unique perspective and creative flair to various writing projects. I am enthusiastic about the prospect of leveraging my extensive financial background and creative writing skills to contribute significantly to your team. Thank you for considering my application. I am eager to discuss how my multifaceted skill set aligns with the needs of your organization.
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    Real Estate Appraisal
    Bengali to English Translation
    Instagram Plugin
    Hindi to English Translation
    Book Editing
    Proofreading
    Book Writing
    Ghostwriting
    Content Writing
    Ebook Writing
    Real Estate
    Creative Writing
  • $160 hourly
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
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    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $245 hourly
    I am a licensed Texas attorney, working out of Austin. I enjoy working with small business and startups accomplish their goals. My areas of focus include: • Asset Protection • Business Formation • Contract Drafting • Document Review • Real Estate • Securities • Tax
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Cryptocurrency
    SEC Regulation
    Real Estate Law
    Trust, Estate & Will Agreement
    Legal Consulting
    State Bar of Texas
    Corporate Law
    Contract Law
    Employment Law
    Tax Law
    Contract Drafting
  • $25 hourly
    Expert Architect and Developer with over 18 years of experience. Highly proficient full stack web and mobile developer with hands on experience in developing world class web and mobile applications.
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Data Analysis
    Business Intelligence
    Customer Support
    ASP.NET
    SQL Programming
    Visual Basic for Applications
    Customer Service
    PHP
    CSS 3
    SQL
    Visual Basic
    HTML5
  • $15 hourly
    A Professional with Commercial Real Estate research, Skip Tracing, Self Storage Properties Research, web research, and lead generation services for many years. I understand the importance of research and have extensive experience in converting data into meaningful insights that helps my clients in decision making. More I am experienced in Article writing and Blog writing. Surfer SEO, AI Content, Human-written Content and much more which relates to Article and Blog writing. 🏆𝐌𝐲 𝐀𝐫𝐞𝐚𝐬 𝐎𝐟 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞🏆 ☑️ Skip tracing 🔍Real Estate Research 📊Market Research and Analysis 📞All possible Verified Phone numbers(differentiated by landline or wireless/mobile) 📧Email addresses ✉️Update mailing address 👥Relative information 💼LLC, Business names search 📜Property search 📙Names search 📋Probate leads 🏠Vacant leads 📦Self Storage Properties Research 🏚️Mobile Home Parks (MHP) 📑Pre-foreclosure leads 🏡Real estate any lead ⌨Article Writing 💻Blogs Writing 📈Surfer SEO 🗒️Transcription Feel free to place an order right now and have an outstanding service within 24 hours or less.
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    LinkedIn Profile Creation
    Data Extraction
    Social Media Management
    Online Research
    Video Animation
    Contact List
    Lead Generation
    Voice-Over
    Real Estate
    Data Scraping
    Customer Relationship Management
    Data Mining
    Video Intro & Outro
  • $25 hourly
    - 18 years of solid background in Full cycle of Accounting. - Assist you in getting your financial transactions in order. - Expert in Accounts Payable - Expert in Accounts Receivable - Expert in preparation of Profit and Loss Statement, Balance Sheet and Cash Flow Statement - Preparation of General Ledger - Performance of Account and GL Analysis - Management of Fixed Assets and Depreciation - Works with Journal Entry and adjusting entry - Knowledgeable in Quickbooks and XERO - Researcher and want to get things done - Team player and can supervised staff - Reliable, can work under pressure, professional - Honest, with high-level of confidentiality An Upwork freelancer since 2007, served numerous happy and satisfied clients both in Accounting and Data Entry. And I want to continue that mission of providing my services full time. Thanks, Cathy.
    vsuc_fltilesrefresh_TrophyIcon Commercial Lending
    Invoicing
    Account Reconciliation
    Bank Reconciliation
    Financial Accounting
    General Ledger
    Email Marketing
    Intuit QuickBooks
    Administrative Support
    Bookkeeping
    Microsoft Excel PowerPivot
    Personal Administration
    Google Sheets
    Data Entry
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