Hire the best Due Diligence Specialists in Washington
Check out Due Diligence Specialists in Washington with the skills you need for your next job.
- $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.
Due Diligence
Company ValuationGo-to-Market StrategyCPABusiness ValuationBusiness StrategyAcquisitionsFinancial AnalysisCash Flow AnalysisBusiness AnalysisManagement ConsultingMergers & Acquisitions - $80 hourly
- 5.0/5
- (1 job)
I'm a recent Harvard Business School MBA graduate with significant healthcare business experience (e.g., strategy consulting, VC due diligence, new service development) across healthcare services and digital health.
Due Diligence
BusinessBusiness ManagementManagement SkillsMental HealthAirtableHealth - $185 hourly
- 5.0/5
- (20 jobs)
Salutations. I'm a former entrepreneur who found a passion for finance and M&A after starting and selling a few businesses over the years. Now, I advise other entrepreneurs on buying or selling businesses, and operate as a Fractional CFO for a few select clients. 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 help 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 large multinational corporations. All while working remotely. Some specific things I can help you with: - Navigating the M&A process - LOI to Due Diligence to closing (buy-side) - Post-close integration (buy-side) - Valuation (sell-side) - Preparing to sell your company (sell-side) - Creation of pitch deck / CIM / business overview (sell-side) - Financial planning & budgeting - Raising debt/equity capital - Cashflow management - Financial control - Debt restructuring - Managing A/R & A/P - Managing your bookkeeping/accounting team - Analyzing and presenting key financial information to management & the board - Business strategy - Managing strategic objectives to completion - Operational Excellence 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.
Due Diligence
Financial Analysis & ValuationFinancial ProjectionPro Forma StatementCorporate FinanceFinancial ConsultingBusiness StrategyBusiness ValuationMergers & AcquisitionsBusiness OperationsFinancial ModelingFinancial AnalysisBusiness TransformationManagement ConsultingMarketing Strategy - $150 hourly
- 0.0/5
- (0 jobs)
With over two decades of experience in AML, anti-bribery, and forensic accounting, I'm here to help you safeguard your company's financial integrity and protect it from financial crimes. I've led teams in conducting EDD reviews, on-site due diligence, and multi-year monitorships for multinational banks and government agencies. I've also assisted the U.S. Department of State in assessing fiscal transparency and AML/CFT standards, resulting in significant improvements. My forensic accounting skills have been instrumental in uncovering millions of dollars in bribes and tracing complex accounting transactions for commercial disputes. I've worked alongside the DOJ and Multilateral Development Banks, presenting findings and recommendations that have led to major penalties and remedial actions. I am a Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), and a Certified Anti-Money Laundering Specialist (CAMS). My Services: Banking & AML Compliance: - EDD reviews - On-site due diligence - Multi-year monitorships - AML program reviews - Sanctions compliance Anti-Bribery Investigations - FCPA investigations - Anti-corruption investigations - Bribery investigations - Third-party due diligence - Internal controls assessments Forensic Accounting - Financial fraud investigations - Commercial dispute resolution - Asset tracing - Expert witness testimony - Data analysis My Expertise: - AML/CFT regulations - FCPA and anti-bribery laws - Forensic accounting methodologies - Investigation techniques - Data analysis and reporting Why Choose Me? - Experience: Over two decades of experience in AML, anti-bribery, and forensic accounting - Expertise: Deep understanding of AML/CFT regulations, FCPA and anti-bribery laws, forensic accounting methodologies, investigation techniques, and data analysis and reporting. - Results: Uncovered millions of dollars in bribes and traced complex accounting transactions for commercial disputes. - Communication: Excellent communication and presentation skills. - Dedication: Committed to providing high-quality, professional services.
Due Diligence
CPAFinancial Analysis & ValuationFraud MitigationFraud DetectionAccounting AdvisoryForensic AccountingInternal ControlFinancial AnalysisQuickBooks OnlineAccountingComplianceAnti-Money LaunderingBookkeepingAccounting Basics - $100 hourly
- 0.0/5
- (1 job)
My top skills include: • Clinical Research Skills- molecular biology and immunology • Grants management - designing calls or programs, reviewing and evaluating scientific proposals for funding. • Resource mobilization- Grants writing • Compliance Assurance - performing due diligence, site visits and evaluating program progress reports • Good understanding of research and development landscape on the African continent • Program Management- organizing conferences and workshops, overseeing monitoring and evaluation frameworks, risk registers and budgets, report writing and communicating with key stakeholders • Building and managing strategic partnerships My experience: 3 years in Program management of a consortium members across the African continent working with scientists in the field of genetics and genomics and clinical. Here I have developed and managed grants from start to close. In addition, I have experience managing budgets, risk registers and overseeing monitoring and evaluation processes. In this role have successfully engaged and brought new partners on board. I have 16 years’ experience conducting clinical HIV research in Kenya, USA and South Africa mostly working with women and children. I have experience giving presentations to high level groups and have worked in very diverse groups throughout my career. Interests: To work with an organization/individuals that seek to impact lives in the global south.
Due Diligence
Design & Usability ResearchProgram Management - $220 hourly
- 0.0/5
- (0 jobs)
I am a seasoned legal counsel with a proven track record of providing effective and efficient legal services to technology companies. I comprehensively understand the legal issues and challenges that technology companies face in today's dynamic and competitive market. I can offer my clients practical and strategic solutions that align with their business objectives and protect their interests. I have been legal counsel for various technology companies for over two decades. During this time, I have gained extensive knowledge and experience in all aspects of intellectual property (IP) protection and strategy. I understand how to safeguard the IP rights of my clients and help them leverage their IP assets to achieve their business goals. One of my core competencies is drafting and negotiating various contracts and agreements essential for the successful operation of technology companies. These include commercial, supplier, partner, collaboration, and development agreements, joint research, NDAs, supply contracts, master service agreements, SaaS, cloud services and software, and consortium deals. I have the skills and expertise to handle complex and high-value transactions and ensure that the terms and conditions are favorable and fair for my clients. Another area of my expertise is dealing with government contracts and compliance programs. I have experience negotiating and managing grants and cooperative research and development agreements (CRADAs) with federal agencies and other entities. I also have knowledge of the International Traffic in Arms Regulations (ITAR) and the Export Administration Regulations (EAR) that govern the export and re-export of defense articles and services and dual-use items. I can help my clients comply with these regulations and avoid potential penalties or sanctions. Additionally, I have experience in mergers and acquisitions (M&A) transactions involving technology companies. I can assist my clients in negotiating deal terms and conducting due diligence on the target company's IP portfolio, contracts, compliance programs, litigation risks, and other relevant matters. I can advise my clients on the post-closing integration of the acquired company's IP assets and contracts.
Due Diligence
Legal ConsultingConsultation SessionAcquisitionsPatent LawMergers & AcquisitionsPatent ProsecutionIntellectual Property ProtectionPatentLegalIntellectual Property Law Want to browse more freelancers?
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