Hire the Best Due Diligence Specialists in Florida

Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and investment materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. I typically close 1-2 transactions a quarter. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas. Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.

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.

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.

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

Technical Skills and Services include: Financial modeling - LBO and acquisition modeling - DCF modeling - IRR and returns modeling - Operational and financial modeling - Investor relations materials - Company operational improvement - Debt modeling - Leveraged lending - Budget preparation - Financial statement analysis, preparation business sale or acquisition, financial reporting, Valuation consulting for investment funds regarding valuation of securities * Acquisition Target Screening (identifying and/or contacting potential acquisition targets in North America, * Company Buyer Searches (identifying and/or contacting potential buyers for a company in North America * Company Sale Preparations (assisting owner to prepare company for sale) Deal Negotiations (business sales, acquisitions, financing transactions) * Financial due diligence for acquisitions * Financial Models (incl. acquisitions, buyouts, recapitalizations, valuations.

You're making good money in your service 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, EA, 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. If you're here because you need business tax prep done right, I can help with that too. I run a full accounting firm for trades businesses that handles tax filing, bookkeeping, and compliance. If that's what you need, message me and we'll get you taken care of. 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 two 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. I can also help get you a better bookkeeping and tax filing solution if you need it. 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. 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, Bookkeeping, Tax Filing, Tax Prep, Accounting.