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A poor valuation doesn’t just cost you thousands—it can cost you millions $$$, along with wasted time and stress. I help searchers, private equity groups, and business owners value private small to midsize businesses for investment, partner buyouts, tax, and litigation purposes. Unlike many finance freelancers on Upwork, I’ve personally invested in, operated, bought & sold, made and lost money on private acquisitions and investments. That real-world risk taught me the stakes of an inaccurate valuation. For the past 15 years, I’ve analyzed thousands of startups and small- and mid-sized businesses and have become certified across multiple SME appraisal and finance bodies. I am certified by the National Association of Certified Valuators and Analysts (NACVA) and the International Society of Business Appraisers (ISBA). I follow a structured process that documents every step, explains conclusions, and ensures credibility. Services Include: 🤝 Partner Buyouts - deliver certified, accurate and defensible valuations when an owner is considering selling to a business partner or related party. 📑 Business Acquisition Investment Review & LBO Analysis – get value of a private business you are considering acquiring or investing in. 🧾 Tax & Estate Valuation – independent certified business valuations for estate and gift tax reporting as required by the IRS. ⚖️ Litigation Valuation – lost profits and economic damage reports based on court-tested techniques that deliver accurate estimates of SME private business value. 🚀 Startup & Venture Capital Valuation – get an accurate and defensible pre-money value for your startup or investment. 📈 Strategic Planning – provides owners, leadership teams, and investors with a clear view of business value to guide growth strategies. 🚚 Equipment Valuation – Certified desktop appraisals for machinery, vehicles, and other equipment assets. 🧮 Quality of Earnings - assess the quality of reported EBITDA adjustments and discretionary earnings of the business 💵 Proof of Cash – our best defender against fraud and manipulation of financial statements 🔄 Working Capital – create accurate estimates for operating working capital needs and target PEG for negotiations. 💼 Acquisition CFO – support from post-acquisition accounting integration and cash flow forecasting. Why Work With Me: ✔️ Authoritative knowledge: thousands of businesses analyzed ✔️ Certified across multiple Institutes (CVA®, BCA®, CMEA®, FMVA®, and more) ✔️ Proven structured process that documents every step for credibility ✔️ Deliver fast turnaround (24–48 hours) when deadlines are tight ✔️ Top Rated on Upwork with 100% job satisfaction rating What Upwork Clients Say: 💬 “Josh is exceptional at what he does and provided the exact skills I needed for a potential business acquisition. Accountants might be able to review financials, but Josh knows exactly what to look for. 💬 "Josh is hands down one of the best consultants I’ve worked with on up work. He is perhaps the most professional person I’ve worked with, as well as the most talented business valuation expert I’ve ever worked with." 💬"Working with Josh has been one of the best decisions we've made. We're happy to recommend him to anyone looking to understand the value of their company." About Me: I’m Josh and 15 years ago when I got out of the military I wanted to buy a business. When I got the numbers from the business I wanted to buy, despite having a degree in finance, I could not come up with how they put the numbers together. I outsourced the analysis to different financial professionals but got conflicting information on the business’s value. The pressure mounted as I was about to put up a significant amount of my net worth, and I could not sleep. From that moment, I vowed to never be put in this position again and have been on a quest to know how these companies are valued. This past decade I’ve analyzed thousands of these businesses along with gaining multiple business appraisal institute certifications. To go along with my degrees and certifications, I have read over 400 books on private business valuation and transaction analysis. My credentials include: ✸ Certified Valuation Analyst (CVA)® ✸ Business Certified Appraiser (BCA)® ✸ Certified Machinery & Equipment Appraiser (CMEA)® ✸ Financial Modeling and Valuation Analyst (FMVA)® ✸ Professional Bookkeeper (PB)® ✸ QuickBooks Specialist (QS)® ✸ Profit and Growth Expert (PGE)® ✸ Certified Turnaround Analyst (CTA)® ✸ Accredited Small Business Consultant (ASBC)® ✸ M.S. in Applied Economics (MSAE) – Johns Hopkins University ✸ M.S. in Finance (MSF) – George Washington University ✸ B.B.A. in Finance—Radford University ✸ Certificate in Forecasting in Organizations—Johns Hopkins University ✸ Certificate in Real Estate Finance and Investment—New York University I’m new to Upwork and offering introductory pricing to build client relationships here. I offer a free consultation, so send me a message.

🏆 EXPERT-VETTED TOP 1% ON UPWORK |⭐ 5-Star Ratings | Data Analytics and Predictive Modeling|💎MASTER/PHD THESIS Help |✅Statistics, Panel Data, Time series Econometrics |✅ R, PYTHON, SAS, Tableau, Power BI | ✅Data Science, Machine Learning Models | ✅STATA Master, Large Survey Data and Regression Analysis, Economic Policy Evaluation, Predictive Financial Modeling | 🏆PhD and 20 years of experience. ABOUT ME: 🏆 EXPERT-VETTED and TOP RATED PLUS status (TOP 1% on UPWORK) 🥇20 years of working experience with large corporations and institutions (Amazon, the World Bank, International Financial Corporation, University of Pennsylvania) 🎓PhD/Professor in Econometrics/Statistics/Data Science 💎Provide effective help for MASTER/PHD THESIS With proven tracked records of success in Upwork (Expert Vetted Top 1% and Top Rated Plus), overwhelmingly positive feedback with 5* ratings, my PhD and 20 years of experience, I can definitely help you bring out the highest quality, great results for your project and achieve your business goals. I have over 20 years of experience in empirical research, statistical analysis, econometric modeling, data science, machine learning models, data analysis (panel data analysis and time series analysis, complex survey design and analysis), data visualization, storytelling, and project management. I enjoy creating dashboards of data analytics to provide data insights, data trend, meaningful graphs, statistical analysis, story-telling summary that serves as key benchmark to influence business decision. Moreover, I also provide robust statistical evidence, regression/correlation analysis, machine learning predictive models to provide supportive and significant results for business projects. I also help clients understand different statistical techniques, regression techniques, learn excellent statistical language including STATA, SAS, R, and Python to make your life easier. My previous projects on machine learning and econometric modeling include the followings but not limited to: - Data Analysis, Large Survey Data Analytics and Data Visualization. - Linear regression with panel data and time series data. - Forecasting model for time series analysis - Financial modeling such as stock returns, cryptocurrency price prediction, financial indices and financial performance prediction. - Machine Learning models: Random forest, decision trees, KNN, neural network,... - Logistic models, multinomial logit models, ordered logit models. - Economics research, market research, house price, mortgage default prediction, - Program evaluation using different methods such as difference in difference, propensity score matching, instrument variables, fixed effects, regression discontinuity design. I am happy to share my knowledge on machine learning modeling as well as quantitative and analytical skills to help you succeed in your project. In addition, with my experience in participating and presenting in thousands of academic and industry conferences, supervising and guiding hundreds of college and graduate students in their thesis/dissertation, I am very confident that I can help you make a difference in your project and bring out the highest quality and great results for your Master or PhD's thesis/dissertation project. I can also provide statistical advice and statistical analysis including: - Descriptive Statistics. - Bi-variate analyses such as t-tests, correlations, chi-square tests and non-parametric tests for normal and non-normal data. - Multivariate analyses such as ANOVA, MANOVA, LDA, PCA and factoring analysis, regression analysis (see econometric models above). - Review and interpret statistical output, set up the appropriate hypothesis testing and write up conclusion and policy recommendation. - Tutoring Statistics, Math and Econometric courses: including both introduction and advanced courses. I have experience with different types of data including: - Survey data (household, market research, firm/business/country data, house price, loan performance, accounting, finance, health, labor and income, etc.) - Panel data - Time series data I help clients put together and analyze different types of survey data, panel and time series data, getting the data insights, build data trend and data stories with meaningful graphs and great visualization. With proven tracked records of success in Upwork (Expert Vetted Top 1% and Top rated), overwhelmingly positive feedback with 5* ratings, my PhD and 20 years of experience, I can definitely help you bring out the highest quality, great results for your project and achieve your business goals. Looking forward to working with you soon, Dr. Victoria

Hi, I'm Ignatius, with over 25 years of experience in financial markets research and analysis, across asset classes such as equities, commodities, FX, and derivatives. My educational qualifications include a Master of Economics, an MBA in Finance & Marketing, and a Certified Financial Technician (CFTe) from the International Federation of Technical Analysts, Inc (IFTA). I also completed CMT Level 2. My key areas of specialization are in preparing customized equity research reports, industry reports, market commentaries, analytical articles, corporate announcements, reviews of forex/CFD brokers, and scripts for YouTube and social media platforms. I’m also extremely good at technical (chart) analysis, and preparing business plans, financial and LBO models. On the training front, I conduct online/classroom training workshops on technical analysis, trading strategies, and derivatives, with emphasis on options. I am also associated with some financial institutions as their guest faculty, delivering classroom training on various financial markets topics at Business Schools. In addition, I also assist students with their assignments in financial modeling, portfolio models and derivatives. Lastly, I manage a portfolio and trade in US equities, precious metals, and energy. I have extensive experience with the thinkorswim (TOS) & Charles Schwab platforms. I am privileged to be associated with clients across geographies and have delivered high-quality equity research reports and 1000s of analytical articles on the global financial markets. My clients include forex, equities, & commodity brokers, financial institutions, trading members on various exchanges, established websites catering to the financial services industry, and educational/ training institutions. Please contact me for all your financial markets research, financial modeling & business valuation, training, & content requirements. I assure you that you will be extremely pleased with the quality of my work. Thank you...

I help understand what is holding the business back, how the market is changing, and which strategy gives the strongest opportunity, without months of research or the cost of a large consulting firm. 𝗪𝗵𝗮𝘁 𝗜 𝗗𝗲𝗹𝗶𝘃𝗲𝗿 👩‍🚀 𝟬𝟭. 𝗔 𝗱𝗶𝗮𝗴𝗻𝗼𝘀𝗶𝘀 𝗼𝗳 𝘄𝗵𝗮𝘁 𝗶𝘀 𝗵𝗼𝗹𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗯𝗮𝗰𝗸 𝗮𝗻𝗱 𝘄𝗵𝗲𝗿𝗲 𝘆𝗼𝘂'𝗿𝗲 𝗹𝗼𝘀𝗶𝗻𝗴 𝗺𝗼𝗻𝗲𝘆 (𝗚𝗿𝗼𝘄𝘁𝗵 𝗮𝗻𝗱 𝗕𝗼𝘁𝘁𝗹𝗲𝗻𝗲𝗰𝗸 𝗔𝘂𝗱𝗶𝘁). 𝘐 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘨𝘢𝘵𝘦 𝘸𝘩𝘦𝘳𝘦 𝘨𝘳𝘰𝘸𝘵𝘩, 𝘮𝘢𝘳𝘨𝘪𝘯, 𝘤𝘶𝘴𝘵𝘰𝘮𝘦𝘳 𝘷𝘢𝘭𝘶𝘦, 𝘰𝘳 𝘦𝘹𝘦𝘤𝘶𝘵𝘪𝘰𝘯 𝘪𝘴 𝘣𝘦𝘪𝘯𝘨 𝘭𝘰𝘴𝘵. 𝘐 𝘤𝘰𝘯𝘯𝘦𝘤𝘵 𝘵𝘩𝘦 𝘷𝘪𝘴𝘪𝘣𝘭𝘦 𝘴𝘺𝘮𝘱𝘵𝘰𝘮𝘴 𝘵𝘰 𝘵𝘩𝘦𝘪𝘳 𝘶𝘯𝘥𝘦𝘳𝘭𝘺𝘪𝘯𝘨 𝘤𝘢𝘶𝘴𝘦𝘴 𝘢𝘯𝘥 𝘪𝘥𝘦𝘯𝘵𝘪𝘧𝘺 𝘸𝘩𝘪𝘤𝘩 𝘤𝘩𝘢𝘯𝘨𝘦𝘴 𝘤𝘰𝘶𝘭𝘥 𝘤𝘳𝘦𝘢𝘵𝘦 𝘵𝘩𝘦 𝘮𝘰𝘴𝘵 𝘷𝘢𝘭𝘶𝘦. 𝟬𝟮. 𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲 𝗮𝗯𝗼𝘂𝘁 𝘄𝗵𝗲𝗿𝗲 𝘁𝗵𝗲 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝗶𝘀 (𝗠𝗮𝗿𝗸𝗲𝘁 𝗿𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗮𝗻𝗱 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝗔𝘀𝘀𝗲𝘀𝘀𝗺𝗲𝗻𝘁). 𝘐 𝘥𝘦𝘵𝘦𝘳𝘮𝘪𝘯𝘦 𝘸𝘩𝘦𝘵𝘩𝘦𝘳 𝘵𝘩𝘦𝘳𝘦 𝘪𝘴 𝘦𝘯𝘰𝘶𝘨𝘩 𝘥𝘦𝘮𝘢𝘯𝘥, 𝘸𝘩𝘰 𝘪𝘴 𝘮𝘰𝘴𝘵 𝘭𝘪𝘬𝘦𝘭𝘺 𝘵𝘰 𝘣𝘶𝘺, 𝘩𝘰𝘸 𝘭𝘢𝘳𝘨𝘦 𝘵𝘩𝘦 𝘰𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘺 𝘤𝘰𝘶𝘭𝘥 𝘣𝘦, 𝘸𝘩𝘦𝘳𝘦 𝘵𝘩𝘦 𝘤𝘰𝘮𝘱𝘦𝘵𝘪𝘵𝘪𝘰𝘯 𝘪𝘴 𝘴𝘵𝘳𝘰𝘯𝘨𝘦𝘴𝘵, 𝘢𝘯𝘥 𝘸𝘩𝘦𝘵𝘩𝘦𝘳 𝘵𝘩𝘦 𝘮𝘢𝘳𝘬𝘦𝘵 𝘫𝘶𝘴𝘵𝘪𝘧𝘪𝘦𝘴 𝘧𝘶𝘳𝘵𝘩𝘦𝘳 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵. 𝟬𝟯. 𝗔 𝗱𝗶𝗿𝗲𝗰𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗿𝗼𝗮𝗱𝗺𝗮𝗽 (𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗮𝗻𝗱 𝗥𝗼𝗮𝗱𝗺𝗮𝗽). 𝘐 𝘤𝘰𝘮𝘣𝘪𝘯𝘦 𝘵𝘩𝘦 𝘪𝘯𝘵𝘦𝘳𝘯𝘢𝘭 𝘥𝘪𝘢𝘨𝘯𝘰𝘴𝘪𝘴 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘦𝘹𝘵𝘦𝘳𝘯𝘢𝘭 𝘦𝘷𝘪𝘥𝘦𝘯𝘤𝘦 𝘵𝘰 𝘥𝘦𝘵𝘦𝘳𝘮𝘪𝘯𝘦 𝘸𝘩𝘦𝘳𝘦 𝘵𝘩𝘦 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘴𝘩𝘰𝘶𝘭𝘥 𝘨𝘰 𝘢𝘯𝘥 𝘸𝘩𝘢𝘵 𝘴𝘩𝘰𝘶𝘭𝘥 𝘩𝘢𝘱𝘱𝘦𝘯 𝘯𝘦𝘹𝘵. 𝟬𝟰. 𝗔 𝗴𝗼 / 𝗻𝗼-𝗴𝗼 𝗯𝗲𝗳𝗼𝗿𝗲 𝘁𝗵𝗲 𝗺𝗼𝗻𝗲𝘆 𝗹𝗲𝗮𝘃𝗲𝘀 𝘆𝗼𝘂𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁 (𝗙𝗲𝗮𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝗦𝘁𝘂𝗱𝘆 𝗮𝗻𝗱 𝗚𝗼/𝗡𝗼-𝗚𝗼 𝗔𝘀𝘀𝗲𝘀𝘀𝗺𝗲𝗻𝘁). 𝘉𝘦𝘧𝘰𝘳𝘦 𝘺𝘰𝘶 𝘪𝘯𝘷𝘦𝘴𝘵 𝘮𝘰𝘳𝘦 𝘵𝘪𝘮𝘦 𝘰𝘳 𝘮𝘰𝘯𝘦𝘺, 𝘐 𝘢𝘴𝘴𝘦𝘴𝘴 𝘸𝘩𝘦𝘵𝘩𝘦𝘳 𝘵𝘩𝘦 𝘰𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘺 𝘪𝘴 𝘤𝘰𝘮𝘮𝘦𝘳𝘤𝘪𝘢𝘭𝘭𝘺 𝘷𝘪𝘢𝘣𝘭𝘦, 𝘸𝘩𝘢𝘵 𝘮𝘶𝘴𝘵 𝘣𝘦 𝘵𝘳𝘶𝘦 𝘧𝘰𝘳 𝘪𝘵 𝘵𝘰 𝘸𝘰𝘳𝘬, 𝘢𝘯𝘥 𝘸𝘩𝘢𝘵 𝘤𝘰𝘶𝘭𝘥 𝘤𝘢𝘶𝘴𝘦 𝘪𝘵 𝘵𝘰 𝘧𝘢𝘪𝘭. 𝟬𝟱. 𝗣𝗿𝗶𝗰𝗶𝗻𝗴 𝘁𝗵𝗮𝘁 𝘀𝘂𝗽𝗽𝗼𝗿𝘁𝘀 𝘆𝗼𝘂𝗿 𝗴𝗿𝗼𝘄𝘁𝗵 (𝗣𝗿𝗶𝗰𝗶𝗻𝗴 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆). 𝘊𝘩𝘢𝘳𝘨𝘪𝘯𝘨 𝘵𝘰𝘰 𝘭𝘪𝘵𝘵𝘭𝘦 𝘮𝘢𝘺 𝘢𝘱𝘱𝘦𝘢𝘳 𝘨𝘦𝘯𝘦𝘳𝘰𝘶𝘴, 𝘣𝘶𝘵 𝘪𝘵 𝘤𝘢𝘯 𝘸𝘦𝘢𝘬𝘦𝘯 𝘵𝘩𝘦 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘢𝘯𝘥 𝘦𝘷𝘦𝘯𝘵𝘶𝘢𝘭𝘭𝘺 𝘳𝘦𝘥𝘶𝘤𝘦 𝘵𝘩𝘦 𝘷𝘢𝘭𝘶𝘦 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘳𝘦𝘤𝘦𝘪𝘷𝘦. 𝘐 𝘩𝘦𝘭𝘱 𝘺𝘰𝘶 𝘴𝘦𝘵 𝘱𝘳𝘪𝘤𝘦𝘴 𝘵𝘩𝘢𝘵 𝘤𝘶𝘴𝘵𝘰𝘮𝘦𝘳𝘴 𝘤𝘢𝘯 𝘢𝘤𝘤𝘦𝘱𝘵 𝘸𝘩𝘪𝘭𝘦 𝘱𝘳𝘰𝘵𝘦𝘤𝘵𝘪𝘯𝘨 𝘺𝘰𝘶𝘳 𝘮𝘢𝘳𝘨𝘪𝘯𝘴, 𝘧𝘶𝘯𝘥𝘪𝘯𝘨 𝘣𝘦𝘵𝘵𝘦𝘳 𝘥𝘦𝘭𝘪𝘷𝘦𝘳𝘺, 𝘢𝘯𝘥 𝘢𝘭𝘭𝘰𝘸𝘪𝘯𝘨 𝘵𝘩𝘦 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘵𝘰 𝘨𝘳𝘰𝘸 𝘴𝘶𝘴𝘵𝘢𝘪𝘯𝘢𝘣𝘭𝘺. 𝟬𝟲. 𝗖𝗹𝗮𝗿𝗶𝘁𝘆 𝗼𝗻 𝘄𝗵𝗮𝘁 𝘄𝗶𝗹𝗹 𝗰𝗵𝗮𝗻𝗴𝗲 𝗮𝗻𝗱 𝗵𝗼𝘄 𝘁𝗼 𝗿𝗲𝘀𝗽𝗼𝗻𝗱 (𝗜𝗺𝗽𝗮𝗰𝘁 𝗔𝘀𝘀𝗲𝘀𝘀𝗺𝗲𝗻𝘁). 𝘐 𝘢𝘴𝘴𝘦𝘴𝘴 𝘩𝘰𝘸 𝘢 𝘳𝘦𝘨𝘶𝘭𝘢𝘵𝘪𝘰𝘯, 𝘵𝘢𝘹 𝘤𝘩𝘢𝘯𝘨𝘦, 𝘮𝘢𝘳𝘬𝘦𝘵 𝘴𝘩𝘪𝘧𝘵, 𝘯𝘦𝘸 𝘵𝘦𝘤𝘩𝘯𝘰𝘭𝘰𝘨𝘺, 𝘰𝘳 𝘤𝘰𝘮𝘱𝘦𝘵𝘪𝘵𝘰𝘳 𝘮𝘰𝘷𝘦 𝘤𝘰𝘶𝘭𝘥 𝘢𝘧𝘧𝘦𝘤𝘵 𝘺𝘰𝘶𝘳 𝘥𝘦𝘮𝘢𝘯𝘥, 𝘤𝘰𝘴𝘵𝘴, 𝘳𝘦𝘷𝘦𝘯𝘶𝘦, 𝘢𝘯𝘥 𝘰𝘱𝘦𝘳𝘢𝘵𝘪𝘰𝘯𝘴, 𝘵𝘩𝘦𝘯 𝘪𝘥𝘦𝘯𝘵𝘪𝘧𝘺 𝘵𝘩𝘦 𝘴𝘵𝘳𝘰𝘯𝘨𝘦𝘴𝘵 𝘳𝘦𝘴𝘱𝘰𝘯𝘴𝘦. 𝗧𝗿𝗮𝗰𝗸 𝗥𝗲𝗰𝗼𝗿𝗱 🥷 I am a PhD economist with [10+] years of experience. My research and models have been used in EU policy debates. My work spans market research, feasibility studies, impact assessments, and competitiveness benchmarking across [30+] countries. 𝗥𝗲𝗰𝗲𝗻𝘁 𝗖𝗹𝗶𝗲𝗻𝘁 𝗙𝗲𝗲𝗱𝗯𝗮𝗰𝗸 🔥 "This might be the most wonderful experience I had on Upwork. A true professional." "Very thorough and professional. I will definitely use him again." "Highly structured and analytically rigorous." 𝗕𝗲𝘀𝘁 𝗙𝗶𝘁 🤝 Founders, investors, and strategy teams who need research that leads to action. 𝗦𝗲𝗹𝗲𝗰𝘁𝗲𝗱 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 👨‍🔬 UNDP, World Bank, ADB, a Fortune 500 consumer goods company, and multiple venture-backed SaaS companies. 𝐋𝐞𝐭'𝐬 𝐓𝐚𝐥𝐤 💬 • Hit the green 'Message' button. • I'll reply within 12 hours with whether I can help, how, and the price. [𝘒𝘦𝘺𝘸𝘰𝘳𝘥𝘴. 𝘮𝘢𝘳𝘬𝘦𝘵 𝘳𝘦𝘴𝘦𝘢𝘳𝘤𝘩, 𝘧𝘦𝘢𝘴𝘪𝘣𝘪𝘭𝘪𝘵𝘺 𝘴𝘵𝘶𝘥𝘺, 𝘮𝘢𝘳𝘬𝘦𝘵 𝘦𝘯𝘵𝘳𝘺 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺, 𝘤𝘰𝘶𝘯𝘵𝘳𝘺 𝘤𝘰𝘮𝘱𝘢𝘳𝘪𝘴𝘰𝘯, 𝘤𝘰𝘮𝘱𝘦𝘵𝘪𝘵𝘪𝘷𝘦 𝘢𝘯𝘢𝘭𝘺𝘴𝘪𝘴, 𝘪𝘯𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘣𝘦𝘯𝘤𝘩𝘮𝘢𝘳𝘬𝘪𝘯𝘨, 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘤𝘢𝘴𝘦, 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘯𝘢𝘭𝘺𝘴𝘪𝘴, 𝘦𝘤𝘰𝘯𝘰𝘮𝘪𝘤 𝘮𝘰𝘥𝘦𝘭𝘭𝘪𝘯𝘨, 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘮𝘰𝘥𝘦𝘭𝘭𝘪𝘯𝘨, 𝘴𝘤𝘦𝘯𝘢𝘳𝘪𝘰 𝘢𝘯𝘢𝘭𝘺𝘴𝘪𝘴, 𝘧𝘰𝘳𝘦𝘤𝘢𝘴𝘵𝘪𝘯𝘨, 𝘳𝘦𝘨𝘶𝘭𝘢𝘵𝘰𝘳𝘺 𝘪𝘮𝘱𝘢𝘤𝘵 𝘢𝘴𝘴𝘦𝘴𝘴𝘮𝘦𝘯𝘵, 𝘦𝘤𝘰𝘯𝘰𝘮𝘪𝘤 𝘪𝘮𝘱𝘢𝘤𝘵 𝘢𝘴𝘴𝘦𝘴𝘴𝘮𝘦𝘯𝘵, 𝘱𝘰𝘭𝘪𝘤𝘺 𝘳𝘦𝘴𝘦𝘢𝘳𝘤𝘩, 𝘱𝘳𝘪𝘤𝘪𝘯𝘨 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺, 𝘥𝘶𝘦 𝘥𝘪𝘭𝘪𝘨𝘦𝘯𝘤𝘦, 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘢𝘶𝘥𝘪𝘵, 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺 𝘤𝘰𝘯𝘴𝘶𝘭𝘵𝘢𝘯𝘵, 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘪𝘤 𝘱𝘭𝘢𝘯𝘯𝘪𝘯𝘨, 𝘨𝘳𝘰𝘸𝘵𝘩 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺, 𝘱𝘪𝘵𝘤𝘩-𝘥𝘦𝘤𝘬 𝘷𝘢𝘭𝘪𝘥𝘢𝘵𝘪𝘰𝘯, 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯-𝘳𝘦𝘢𝘥𝘺 𝘳𝘦𝘴𝘦𝘢𝘳𝘤𝘩]

4+ years building BI end-to-end Infrastructure. I sit with the ambiguity, ask what your team hasn't, and translate fuzzy business goals into a clear data model and KPI framework that holds up under scrutiny. 🧠 𝐖𝐡𝐚𝐭 𝐈 𝐛𝐫𝐢𝐧𝐠 𝐭𝐨 𝐲𝐨𝐮𝐫 𝐭𝐞𝐚𝐦 🔹 Ambiguity → Clarity: I define the right questions and metrics before building anything, so you measure what matters, not what's easy. 🔹 Semantic & Data Modeling: Star schemas, slowly-changing dimensions, reconciled grain, single source of truth 🔹 Scalable Architecture: Pipelines and models designed for "Day 2", maintainable, cost-aware, documented, built to grow instead of breaking at scale. 🔹 Context Integration: I unify Stripe, Shopify, Zoho, GA4, Ads platforms, etc. and CRMs into one coherent ecosystem that mirrors how your business actually operates. 🔹 Narrative & Decision Design: Every visual answers a business question and points to an action, analysis a CEO can act on in seconds. ⚙️ 𝗧𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗧𝗼𝗼𝗹𝗯𝗼𝘅 🔹 BI & Viz: Power BI, Looker Studio, Zoho Analytics, Metabase, Apache Superset, Domo, Databox 🔹 Modeling & Query: SQL, DAX, Power Query (M), Python, dbt, Excel 🔹 Warehousing: BigQuery, Cloud SQL, Snowflake, SQL Server, MySQL, Firebase 🔹 Pipelines & ETL: Make, n8n, Fivetran, Apps Script, Cloud Run, Windsor AI, Coupler IO, Supermetrics 🔹 Sources: Stripe, Shopify, Zoho CRM, GA4, Google/Meta/TikTok Ads, Search Console, etc. 🔹 AI layer (the plus): OpenAI & Claude APIs, Claude Code, Codex, conversational analytics, anomaly detection, predictive models, and agent workflows for automated briefings & alerts 🚀 𝗪𝗵𝗮𝘁 𝗦𝗲𝘁𝘀 𝗠𝗲 𝗔𝗽𝗮𝗿𝘁 🔹 Business-first, not tool-first: I start with your objectives and constraints, not your dataset. 🔹 End-to-end ownership: From auditing sources and defining KPIs to modeling, building, and publishing, I run the full lifecycle. 🔹 Transparency: You own your data and infrastructure. I document every step, so nothing is a black box. 🔹 AI as leverage, not a gimmick: I automate the repetitive parts so the strategic parts get more of my attention. ⭐ 𝗪𝗵𝘆 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗦𝘁𝗮𝘆 🔹 Reliable communication and clear expectations , no micromanagement needed. 🔹 Insights in plain language, for technical and non-technical stakeholders alike. 🔹 Proactive: I diagnose and recommend, not just deliver charts. 🔹 Consistent delivery, on time, with care. 💡 𝗟𝗲𝘁'𝘀 𝗕𝘂𝗶𝗹𝗱 𝗬𝗼𝘂𝗿 𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗦𝘆𝘀𝘁𝗲𝗺 If your business generates data but not clarity, let's fix that. I'll design the model, architecture, and dissemination layer that turn your numbers into a durable competitive advantage, clear, scalable, and genuinely yours.

I have built, valued, and modeled over 1,000 companies across all 50 US states, every Canadian province, and 50+ countries. CFA charterholder. 10 published books, all rated 5.0 on Amazon. $200K+ earned on Upwork with 100% Job Success. Top Rated Plus. Ranked #1 Financial Modeling in Canada and #2 Investment Banking globally on Upwork. When a founder sends me their financial model, I already know the three questions their investors will ask, because I spent years reviewing deals from the investor side as a fund fiduciary. That perspective separates my work from everyone else in your inbox. I wrote 10 books on this. Literally. My Amazon series, A Founder's Conversations with a Fractional CFO, covers every financial decision a founder faces: CFO Versus Accountant, Pitch Decks, 409A Valuations, Financial Modeling, Business Plans, KPIs and Dashboards, Private Company Stock Options, Fundraising Mechanics, Real Estate Financial Modeling, and SBA Loans. WHAT I DELIVER: Financial Modeling: Three-statement models, revenue models, SaaS models, startup financial projections, scenario analysis, sensitivity analysis, unit economics, breakeven analysis, cash flow forecasting, pro forma financials, budget models, and investor-ready models built in Excel. Published on Bloomberg, Reuters, FactSet, and S&P Global terminals. Business Valuations: DCF analysis, comparable company analysis, precedent transactions, startup valuations, fair market value, certified business valuations, and 409A valuations for fundraising, M&A, tax compliance, equity compensation, and internal planning. Business Plans: Investor business plans, SBA lender business plans, immigration business plans (EB-2, EB-5, USCIS), startup plans, feasibility studies, market analysis, competitive analysis, go-to-market strategy, and executive summaries for banks, investors, and regulatory bodies. Pitch Decks: Seed decks, Series A decks, fundraising decks, investor presentations, and data room preparation. Helped raise hundreds of millions in capital across angel, seed, Series A, and Series B rounds. Cap Tables and Equity: Cap table modeling, stock option plans (ISOs, NSOs, RSAs), SAFE and convertible note modeling, option pool sizing, dilution analysis, waterfall analysis, pre-money and post-money calculations, vesting schedules, 83(b) elections, and 409A compliance. Fundraising: Term sheet analysis, SAFE structuring, convertible note terms, liquidation preferences, closing mechanics, investor negotiation, due diligence preparation, and capital raising advisory from pre-seed through Series B. Fractional CFO: Financial strategy, KPI dashboards, OKR tracking, board reporting, investor reporting, cash flow management, burn rate analysis, runway modeling, and startup growth consulting. As former CEO of SentimenTrader and founder of ExemptAnalyst (acquired by Pinnacle), I have been on your side of the table. Real Estate Financial Modeling: Acquisition models, development pro formas, NOI and cap rate analysis, rent roll analysis, construction draws, lease-up modeling, waterfall distributions, LP/GP splits, DSCR, and sensitivity analysis for commercial, multifamily, and value-add deals. SBA Loans: SBA 7(a) and 504 loan modeling, lender packages, debt service coverage, seller note structuring, business acquisition models, and goodwill analysis. Due Diligence and Investment Banking: M&A due diligence, credit analysis, investment memos, structured finance, SPV structuring, and institutional-grade research. Ghostwriting: 10 published books on Amazon (all 5.0). Available for personal finance and business book ghostwriting. BACKGROUND: 25+ years in capital markets. Former CEO of SentimenTrader. Founded ExemptAnalyst (largest private research firm in Canada, acquired by Pinnacle). Director at Eiffel Peak Capital. MD at Pinnacle Wealth Brokers. VP at IA Clarington. Advised on $79M Wes-tower acquisition. Co-Host of The Dales Report (40K YouTube). Finance Instructor, University of Toronto. CFA, CFP, CIM, FCSI Fellow. My schedule fills up fast. If my status shows available, reach out now for a quick call to scope your project.