Hire the Best Consultants in Dallas, TX

I help founders, investors, fund sponsors, and established companies buy and sell businesses, raise capital, form funds and joint ventures, and negotiate the agreements that protect their transactions. I am a New York- and Texas-licensed corporate attorney, former senior associate at Clifford Chance and Thacher Proffitt & Wood in Manhattan, and Top Rated Plus on Upwork. During more than 20 years in practice, I have worked on over $100 billion in domestic and cross-border transactions involving startups, private and public companies, investment banks, private equity sponsors, and investment funds. Clients engage me for sophisticated legal drafting and analysis combined with direct attention, practical business judgment, responsiveness, and cost-conscious execution. My JD/MBA background enables me to evaluate legal provisions in their commercial context—not merely explain what the contract says. M&A AND BUSINESS TRANSACTIONS • Buy-side and sell-side acquisitions • Asset purchase agreements, stock purchase agreements, and membership interest purchase agreements • Letters of intent, term sheets, due diligence, disclosure schedules, and closing documents • Earnouts, rollover equity, escrows, indemnification, and purchase-price adjustments • Founder and member buyouts, business separations, and succession transactions • Domestic and cross-border M&A SECURITIES AND CAPITAL RAISING • Rule 506(b) and 506(c), Regulation D, Regulation S, Regulation A, and Regulation CF offerings • Private Placement Memoranda (PPMs), subscription agreements, investor questionnaires, risk factors, and offering materials • SAFEs, convertible notes, promissory notes, bridge notes, and warrants • Form D filings, Blue Sky compliance, and offering-process advice • Securities-law review of pitch decks, websites, investor communications, and placement arrangements FUNDS, SPVs, AND JOINT VENTURES • Private funds, real estate funds, special-purpose vehicles, and project joint ventures • LLC operating agreements, subscription documents, investment agreements, and governance provisions • Distribution waterfalls, sponsor economics, management compensation, and investor protections • Investment Company Act and related structural considerations CORPORATE AND COMMERCIAL COUNSEL • Company formation, capitalization, shareholder agreements, and operating agreements • Board, shareholder, and member consents; governance policies; and corporate records • Customer, vendor, services, licensing, confidentiality, and independent-contractor agreements • Contract drafting, review, negotiation, and risk analysis • Outside general counsel and strategic advice to founders, executives, and boards MY APPROACH • Business-minded: I explain what matters commercially and how the legal terms affect the transaction. • Practical: I distinguish genuine risks from points that do not justify unnecessary time or expense. • Responsive: I communicate clearly, meet deadlines, and keep transactions moving. • Flexible: I offer hourly representation and defined fixed-fee scopes where appropriate. “Joe helped me buy back my company from my former partners and navigate difficult waters. He saved my business.” If you are buying or selling a business, raising capital, forming a fund or joint venture, or negotiating a high-stakes agreement, send me a message describing the transaction, jurisdiction, timeline, and available documents. I can then recommend an appropriate scope and next steps.

Profile overview I help small and mid-sized businesses, partnerships, and CPA firms needing overflow support get clean, GAAP-compliant financials and accurate tax returns — without the cost of a full-time hire. Whether you need month-end close handled, a lender-ready financial package, SSARS-compliant review and compilation work, a business valuation, or tax preparation, I deliver accurate numbers and clear reporting you can stand behind. I'm a Texas-licensed CPA (MBA) with 16 years of experience across public accounting and financial services, including work supporting a NYSE-listed company. I've taken messy books to audit-ready, cut monthly close timelines, prepared financials that secured business financing, and supported clients through valuations, due diligence, and tax filings. Controller services • Monthly/quarterly close and account reconciliations • GAAP financial statement preparation and reporting • Cash flow management, budgeting, and forecasting • KPI dashboards and financial health reviews • Internal controls and process clean-up Review & Compilation services • SSARS-compliant compilations and reviews • Financial statement preparation with footnote disclosures • Workpaper documentation and support • Year-end clean-up for lenders, investors, and tax prep • Financial packages to support loan and credit applications Tax Preparation services • Individual (Form 1040) tax preparation • Small business returns for sole proprietors and single-member LLCs (Schedule C) • S corporation returns (Form 1120-S) • Partnership and multi-member LLC returns (Form 1065) • Year-round tax planning and estimated payments • Prior-year clean-up and amended returns Business Valuation & Due Diligence services • Business valuations for sales, buy-ins, and ownership changes • Valuations to support succession and estate/gift planning • Quality of earnings analysis and normalized (EBITDA) earnings • Buy-side and sell-side financial due diligence • Working capital analysis and deal support • Financial data room preparation for transactions I offer both hourly and fixed-price packages — flat-fee options are available for compilations and reviews. I'm responsive (typically within a few hours), reliable, and easy to work with, reflected in my 100% Job Success score and Top Rated Plus status. Let's talk about your short- or long-term accounting, tax, and finance needs. Arthur Donovan, CPA / MBA

• I have over 10 years of experience in training Electronic Medical Records and Health Informatics. • In depth understanding of workflow processes and medical terminology. • Experience in training Epic Software At-The-Elbow in Multiple Modules. (ClinDoc, Cupid, Orders, Radiology, Cadence and Ambulatory) • Experience working/coordinating with onshore, offshore, on-site/off-site teams across multiple time zones.

As your business grows, so does the complexity behind it. More people, more moving pieces, more decisions, and more responsibilities begin competing for your time, energy, and attention. That's where I can help. I partner with founders, entrepreneurs, and growing businesses to build strong operational foundations, simplify complexity, improve systems, and turn vision into organized execution—so you can spend less time managing the business and more doing what ONLY YOU can do. Having built multiple businesses from the ground up, I understand the challenges founders face because I've sat in their seat. You're not simply looking for another freelancer or virtual assistant to check off tasks & collect a paycheck—you're looking for a trusted right-hand partner who can think strategically, take ownership, solve problems proactively, and help carry the weight of building the business alongside you. My experience spans business operations, strategy, systems development, process improvement, brand development, social media strategy, digital business, customer experience, and online business growth. Whether I'm strengthening operations behind the scenes, building scalable systems, or helping execute your vision, my goal is always the same: make your business stronger while making your life easier. I believe trust is earned, communication & expectations should be clear, and excellence should be the standard. When I commit to a business, I treat it with the same level of ownership, care, and professionalism I would expect in my own. If you're looking for more than someone to simply complete tasks—if you're looking for a trusted partner who is genuinely invested in helping you build something meaningful—I would love the opportunity to work with you. Your Right-Hand Woman & Business Partner, Lativa L.

I'm a Strategy and Operations consultant with experience scaling start-ups from 0 to funding, and helping established companies solve the tough problems. I've been privileged to work with household names such as Apple and the NFL and equally privileged to work with smaller companies you haven't heard of...yet.

Strategically-minded Finance Professional with 7 years of proven success in financial modeling and project management. Highly skilled at increasing company revenue and productivity through detailed financial analysis. Excels in high-pressure environments. Possesses excellent budget forecasting and financial reporting skills. Master Excel user who’s highly skilled at increasing profitability through financial forecasting.