Hire the Best Due Diligence Specialists in Florida

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

My name is Yvette Harvey. I am a retired Federal Government employee and reside in the Tampa, Florida area. I feel that I would be a strong candidate for your grant writing or business plan needs. I have 37 years of Federal Government experience writing Government contracts. Twenty years of my experience was with the Defense Contracts Management Agency as a Contract Administrator and 17 years was with the Department of Veterans Affairs in Nashville, Tennessee and Tampa, Florida as a Administrative Officer and Contracting Officer. As a Contracting Officer, I was responsible for writing Request for Proposals, Request for Quotes, solicitations and pre-award and award of high dollar contracts. In addition, as an Administrative Officer, I was responsible for all of the administrative duties for the Director of Contracting and approximately 200 employees. My husband and I lived in Nashville, Tennessee prior to relocating to Tampa, Florida. While residing in Nashville, I was hired for a grant writing project for a medical physician in the local area. Due to my expertise, years of experience and due diligence this resulted in his medical practice receiving a grant for cardiology equipment estimated at $1 million dollars. In addition, I have excellent verbal and written communication skills. I am very proficient with the use of a variety of computer processes such as, word, excel and power point, share points, etc. I am extremely efficient, and my work ethic, organizational and time management skills are exemplary. Since I am retired, I have the time to devote to any administrative task that are required. I would love the opportunity to speak with you about my exceptional skills. I foster excellence in myself and others and believe in being customer oriented at all times. I know that I would be an asset to your organization or business. I am available to schedule a conference call at your convenience or send you any writing samples that you request. In addition, I can send you a copy of my resume per your request. I can be reached on my cell at 615-506-5797 or by email at yharvey16@gmail.com.

🎖️ Top 1% on Upwork | Former SBA Underwriter & Loan Broker | 10+ Years | 150+ Projects on Upwork only 🚀 I build lender-ready business plans and financial models that actually get deals approved, from SBA and USDA loans to investor funding and immigration visas. As a former SBA underwriter and active loan broker, I know exactly what lenders look for and I design every plan and model to meet real underwriting standards. What I do 📌 SBA-compliant business plans (7(a), 504, microloans), investor-ready plans, franchise, landlord, export, strategic, continuity, and immigration plans (E-2, L-1A, EB2-NIW, EB-5, H-1B, O-1) 📊 Full 5-year financial projections, 3-statement models, investor-ready financial models with cap tables, and SBA acquisition models for business purchases 🧮 Feasibility studies and business plans for SBA and USDA Business & Industry loans, including financial projections, market analysis, and economic impact assessments 💼 Buyer-side financial analysis, business valuations, Quality of Earnings reports and reviews, seller add-back and earnings review, cash flow and DSCR/debt service analysis, and post-close forecasting 📣 Pitch decks, executive summaries, CIM/OMs, investor teasers, and consulting for SBA loan readiness and funding strategy My work is designed to be clear, defensible, and easy for lenders, investors, and management teams to follow, with rush delivery (including 72-hour options) available when timelines are tight. Why clients work with me Most business plan writers and modelers guess what lenders and investors want; I work with them daily and build your package around real SBA, USDA, and private lending standards. I focus on decision-grade analysis, realistic and defensible assumptions, and clean Excel models that support acquisition planning, financing strategy, and ongoing management. Funding and approval outcomes My work has supported SBA 7(a) loans from 350K to 5M+, USDA Business & Industry loan approvals, investor raises including a recent 5MM SaaS deal, and multiple immigration visa approvals. Examples include a 600K SBA 7(a) loan for a deli, a 1MM+ SBA loan for a pickleball franchise, and a 4MM USDA-backed storage facility loan, along with numerous lender-ready and investor-ready packages from day one. If you need a business plan, financial model, feasibility study, or acquisition analysis that can stand up to lender and investor scrutiny and move your deal toward approval, message me and let’s discuss your project.

I help clients research markets, competitors, target accounts, and decision-makers so they can make better sales, investment, and growth decisions. Core research work includes: ** Market and competitive research ** B2B ICP and prospect list building ** Company and executive research ** Private equity / investor-facing research ** Product, app, and category research ** Data cleanup, validation, and source documentation Tools: LinkedIn Sales Navigator, Apollo, Hunter, NeverBounce, ContactOut, company websites, public records, regulatory databases, SEC/EDGAR, FINRA Broker, Check/IAPD, SAM.gov, USAspending.gov, FPDS, Form 5500/EFAST, Excel, Google Sheets, PowerPoint, Word, Google Workspace, CRM-ready CSV formatting, and AI-assisted research workflows with manual source validation. My earlier background in legal operations and legal spend management is useful for projects involving law firms, legal tech, professional services, compliance-heavy industries, or complex B2B decision-makers. I focus on practical, well-sourced research that helps clients understand their market, identify the right companies and contacts, and make better business decisions.

You're making good money in your trade business. But you're probably also wondering where it's all going - and whether you're keeping as much of it as you should be. ^^That's the most common thing I hear from trades business owners doing $500K–$5M. If that sounds like you, keep reading. I'm a fractional CFO and tax strategist who works exclusively with scaling trade businesses: HVAC, concrete, electrical, roofing, plumbing, landscaping, and similar. I don't do a little bit of everything for everyone. I go deep with trades owners who are ready to get serious about their numbers. Here's what I've learned working with trades businesses specifically: Most owners are great at the trade. Running the financial side of a growing business? That's a different skill set - and it's not what you started the company to do. The problem isn't that you don't care about your finances. It's that nobody has ever sat down with you and said: here's exactly where your money is going, here's what your jobs are actually costing you, here's what your tax situation should look like, and here's what to do about all of it. That's exactly what I do. My core offer is the Trades Profit Sprint: a 6-week CFO engagement where we meet once a week and work through your numbers together. By the end you'll know your real job margins, your break-even number, your tax strategy, and exactly what moves to make in the next 90 days. Most clients find more value in the first wo weeks than what the entire engagement costs. After the sprint, many clients continue with an ongoing monthly CFO retainer where I stay in your corner as your numbers grow and your decisions get bigger. What I can help you with: - Fractional CFO — weekly or monthly strategic financial guidance - Job costing and profitability analysis - Tax strategy and entity optimization - Owner compensation planning - Cash flow clarity and forecasting - Hiring and equipment decision modeling - S-Corp election and structure optimization - Bookkeeping oversight and financial cleanup (through trusted partners) I work with sole owners only. If you have a business partner, I'm probably not the right fit. This engagement works best when one person makes the decisions and can move fast. I'm not the cheapest option on Upwork. I'm the one who will actually tell you what your numbers mean and what to do about them. Looking forward to connecting. Nick Sailer, EA, MBA Fractional CFO + Tax Strategy for Trade Businesses Skills & Keywords: Fractional CFO, Trades Business CFO, Tax Strategy, S-Corp Election, Job Costing, Cash Flow Management, Owner Compensation, Entity Structure, Financial Forecasting, Profit Optimization, Tax Planning, HVAC Accounting, Contractor CFO, Construction CFO, Enrolled Agent

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.