Hire the best Financial Prospectus Writers in the United States
Check out Financial Prospectus Writers in the United States with the skills you need for your next job.
- $175 hourly
- 5.0/5
- (282 jobs)
Certified Valuation Analyst (CVA) member of NACVA, Member of New York State CPA Society (NYSSCPA) and its Business Valuation and Digital Assets Committees, Member of Licensing Executives Society (LES). Adjunct Professor of Finance, Stevens Institute of Technology. 20+ years of experience with business valuations, corporate finance, mergers & acquisitions, venture capital and private equity transactions, in the US, Europe, Middle East, Latin America and Asia. Wharton MBA and undergraduate degree from Stockholm School of Economics. Speak fluent English, French and Swedish, basic German and Spanish. Services include: * Certified Business Valuations - for 409A (options), business sale or acquisition, capital raising, estate tax, gifts of shares and other securities, financial reporting (ASC 718 & 820 fair value, purchase price allocation (ASC805), E-2 visa, and other purposes (NO REAL ESTATE VALUATIONS) * Intellectual Property Valuations (patents, copyrights, software) and Intangible Asset Valuations * Complex Financial Models (incl. acquisitions, buyouts, recapitalizations, valuations, private equity, venture capital, debt financing, portfolio analysis, OPM analysis, PWERM, rNPV, Monte Carlo analysis, Real Options) * Cryptocurrency/Token Appraisals and Blockchain Project Valuations * Valuation consulting for investment funds regarding valuation of securities * Acquisition Target Screening (identifying and/or contacting potential acquisition targets in North America or Europe) * Company Buyer Searches (identifying and/or contacting potential buyers for a company in North America, or Europe) * Company Sale Preparations (assisting owner to prepare company for sale) * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity, mezzanine or debt) * Deal Negotiations (business sales, acquisitions, financing transactions) I DO NOT PROVIDE ANY ACCOUNTING, TAX ADVISORY OR LEGAL SERVICES! Industry experience includes: * Biotechnology / Pharmaceuticals / Diagnostics * Medical Devices, Products and Equipment * Compounding Pharmacies * Healthcare Services (medical, dental, veterinary, IT) * Educational Services and Technology * Financial Services & FinTech * Blockchain / Cryptocurrencies / Digital Assets * Cloud Services / Software-as-a-Service (Saas) / Enterprise Software * E-commerce * Games & Gaming * Telecommunications / Mobile Services * Electronics * Security Software, Services and Hardware * Food & Beverages * Cannabis * Consumer Products * Luxury Goods * Electrical Products and Equipment * Plastics & Rubber * Automotive * Industrial Products & Services * Logistics & Sourcing * Paper & Packaging Recent projects include: - Gift tax valuation for solar power group - Business valuation for wearable medical device company - 409A valuation for marketing technology company using Artificial Intelligence software - ASC 718 options valuation for biotechnology company - Earnout valuation using Monte Carlo simulation for Fair Value accounting - Purchase Price Allocation (ASC 805) for medical device company acquisition - Estate tax valuation for biotechnology company - Gift tax share valuation report for SaaS company - Investor business valuation report for biotechnology company focused on cell therapy - Estate tax valuation report for real estate holding company - 409A business valuation report for cybersecurity company - Business and financial plan development for private equity investment firm - Blockchain technology intellectual property valuation - M&A advisory for process monitoring technology business - Purchase price allocation (ASC 805) for financial services company acquisition - Patent valuation for medical device technology - Business valuation of building products company for potential sale - 409A business valuation for simulation software company - 409A business valuation for biotechnology company - Sale of business services company in Asia - Business valuation of publishing business - Pre-IPO company valuation - Financial model for ecommerce business - Business valuation of dental practice - Business valuation litigation support - Financial model for SaaS startup - 409A business valuation for medical device company - Business valuation of medical app company - Acquisition advisory in consumer products sector - Financial due diligence for educational services acquisition - 409A business valuation for software business - Business valuation of SaaS company - Comprehensive financial model for SaaS business - Business acquisition search process for family investment group - Valuation analysis for acquisition of life sciences service business - Business valuation of digital media company - Financial due diligence on oil & gas energy business for private equity investment - Financial plan for early stage consumer products business - Business valuation of restaurant chain - Acquisition search for life sciences products businessFinancial Prospectus WritingFinancial AnalysisPrivate EquityInvestment ResearchCorporate StrategyVenture Capital ConsultingCorporate FinanceValuationBusiness ValuationFinancial Modeling - $150 hourly
- 5.0/5
- (101 jobs)
--MBA with Wall Street experience (American University, Deutsche Bank) --15 years at IBM Consulting --Write white papers, business cases, pitch decks, web content and press releases --Journalism clients include The Economist Group, Investor's Business Daily, Newsday, Palm Beach Post, Institutional Investor's Alpha, The Industry Spread and DealFlow's Alternative Lending Report --Presently writing and editing feature articles for AlphaSense, Global Finance magazine, HFM, the Sharestates blog and others --Ghostwriting newsletters and market forecasts for two pension funds --Served on staff at Rodale Press, (Fort Lauderdale, Fla.) Sun-Sentinel and ChemicalWeek --Board member, New York Financial Writers AssociationFinancial Prospectus WritingContent WritingFinTech ConsultingAI Content CreationCryptocurrencyJournalism WritingSearch Engine OptimizationInformation Technology StrategyContent StrategyBlog WritingWhite PaperCreative WritingFinancial WritingEbook - $200 hourly
- 4.5/5
- (140 jobs)
I’m the Top 1%, Expert-Vetted, Finance Freelancer who has become a go-to consultant with the secret sauce recipe here on Upwork for M&A transactions, underwriting due diligence, financial modeling buildouts, forecasting, business planning, and valuations on B2B, CRE, D2C, and B2C transactions. If you are into doing an M&A deal, looking to grow your business, need value-added, fractional CFO services, or seeking capital for your venture in our capital markets, I’m the guy people talk to here because I have that unique end-to-end experience that only comes from 30 years of practice experience and doing my own deals - just like you. I will help you keep it out of the ditch and sleep at night. You don’t have to settle when you can have the best for a fraction of what I used to charge on Wall Street - and that makes me the obvious choice for all your business management consulting needs. Key experiences you will want in your corner: * Millions raised for my own projects. * $2 Billion+ in valuations for Upwork clients. * $15 Billion+ in underwriting, feasibility, and capital raise projects over the years. * Over 100 client assignments complete with rock-solid 95%+ Client Success Rating. * Former FINRA Compliance Vendor - SEC compliance is in my bones for crowdfundings, Reg A. and Reg D securities offerings. * Buy-Side/Sell-Side - Always the Guy On Your Side. You can get there from here but it starts with reaching out to the professional who just doesn’t stop. I love this business and you will too – I guarantee it. In most cases, your initial consultation fee will be applied to the engagement, so why go anywhere else when the go-to Freelancer is the obvious choice?Financial Prospectus WritingFinancial Analysis & ValuationReal Estate Financial ModelBusiness ManagementBusiness ProposalCapital MarketsEquity ValuationPartnership AgreementCommercial LendingSEC RegulationUnderwritingContract NegotiationBusiness ValuationMergers & Acquisitions - $80 hourly
- 5.0/5
- (5 jobs)
A finance academia with a Finance PhD. seeks contract jobs in Las Vegas. She is detailed-oriented, wide range of knowledge knowhows in Finance area. CFA certification.Financial Prospectus WritingFinancial AccountingFinance & Banking ChatbotFinancial ProjectionFinancial ModelingFinance & AccountingFinancial Analysis & Valuation - $85 hourly
- 4.8/5
- (8 jobs)
Background I am a Yale graduate, spent 16 years in the investment banking business with Credit Suisse First Boston in NY and London, and JP Morgan in Paris, London and NY. After that I ran a company in France for 11 years, and then moved to California where I have consulted and managed financial transactions, specializing in advising privately-owned companies with $5m to $50m in sales, as well as assisting start-ups and occasionally representing family offices and other high net worth investors. I speak fluent French. While in London (5 years) and Paris (20 years), I worked with companies all over the world as a capital markets expert, supervising a team responsible for 100 securities new issues per year, including IPOs, and then went to JP Morgan where I specialized in Corporate Finance. In 1996, I left investment banking to start consulting, but within a couple of months I was asked by one of my first clients to become CEO to a telecom services company (installed and maintained networks) that needed to be restructured. I proceeded to add 11 years of experience "making payroll" and being a company owner. I exited in 2007, and in 2008, after 20 years in Paris and 25 years in Europe, I moved my family (including four children) to the San Francisco bay area. In 2021, an empty-nester, I moved closer to skiing and hiking in northern Nevada. Since coming back to the US, I have assisted with the acquisition and turnaround (as CEO) of a virtual winery, established distribution channels for a start-up which produces wireless equipment for large-scale agriculture, and consulted and mentored dozens of entrepreneurs. I consult on financial strategy for company owners, including working as part-time CFO starting years' prior to any exit, assisting with valuation. I provide strategy and execution. I have introduced entrepreneurs to global companies, assisted in negotiating worldwide licensing and bring my global company experience to entrepreneurial companies. I have advised business owners on M&A (acquisitions & exits), capital-raises, strategic partnerships (in one case with a global luxury brand), tax and accounting strategy, executive compensation through shares or options, debt financings including SBA and supplier financing, and assisted with financial analyses, contract advice, and some services that qualify as management consulting. The execution I provide includes preparing business plans, investor decks, financial projections, financial analyses, valuations, term sheets, and assisting with contracts. I also assist with the negotiation, documentation, and closing. I signed off on billions of dollars of transactions as a banker, so I understand the contracts and know investor preferences. I advise on the business terms, but also advise on risk and risk mitigation, market practices, common pitfalls, pricing, valuation, timing, and however else I can help. I work with passion, have a lot of energy, and I really enjoy helping company owners and their teams.Financial Prospectus WritingCompany ValuationCapital MarketsCorporate FinanceEntrepreneurshipBusiness ModelingBusiness WritingVenture Capital ConsultingBusiness ValuationFinancial ModelingStartup ConsultingManagement ConsultingFinancial AnalysisMergers & Acquisitions - $200 hourly
- 5.0/5
- (27 jobs)
Veteran finance and real estate development professional with over $2 billion of experience advising discretionary funds, operating companies, and real estate developers. Highly adept in financial modeling, assembling OMs, and capital structuring for complex development projects CORE SKILLS: Financial Modeling Offering / Investment Memoranda CFO & Strategic Management Tools Accounting Systems Budgets & Financial Reporting Compilations Finance Department Formation ASSET CLASS EXPERTISE: Multifamily Development Multifamily Acquisitions & Portfolios Land Development & Master Planned Communities Condo, Townhome, & Single-Family Development Office, Hospitality, & Marina Development FINANCE EXPERTISE: Joint Venture Equity Preferred Equity & Mezzanine Finance Construction Loans Land Loans Land & Lot Development Facilities Acquisition & Bridge Debt Strategic Recapitalizations Please reach out to get connectedFinancial Prospectus WritingFinancial ModelingFinancial ReportingCPAProperty TaxCorporate TaxTax LawGAAP - $95 hourly
- 5.0/5
- (64 jobs)
What I offer is simple: engaging content on an array of financial topics suited for experienced professionals and casual readers alike. I hold an MBA in finance as well as a BA in English Literature with experience at Oxford University, UK. My work has been reviewed in The Wall Street Journal. I have written for publishers as well as online resources like Nasdaq, Business Insider, and Seeking Alpha. Discover the value of one writer devoted exclusively to you.Financial Prospectus WritingWritingInvestment ResearchArticle WritingContent WritingFinancial WritingBusiness WritingBusiness PlanFinancial Analysis - $90 hourly
- 4.7/5
- (27 jobs)
Content and Copywriter If you’re interested in reaching new clients, enhancing your firm’s Web presence and bringing your online offerings to the next generation, I'm here to help. I've written for WealthFit, FiGuides, Seeking Alpha, and various other financial and law firms. I specialize in creating informative and engaging content and website copy. I have an undergraduate degree in history and a J. D. from Columbia Law School, and draw from my experience both as an attorney and a client-side creative to deliver accurate and consumer-focused content for firms to showcase their services. Please contact me for more information. My portfolio includes an array of legal and financial content including, but not limited to, estate planning, family law, personal income taxation, retirement funds, bookkeeping, and work-life balance, in addition to a published novel and authorship of a blog with readership of 70,000+ per year. Legal Consultant I'm passionate about using my legal background and writing skills to assist clients with discrete issues that may not be the sole focus of their attorneys. Primarily, I can help you with creating a parenting plan that works for your family during a time of transition for you and your children's other parent.Financial Prospectus WritingLegal WritingNews WritingBlog WritingLegal ResearchGrant WritingRecipe WritingPolicy WritingInvestment ResearchCreative Writing - $100 hourly
- 5.0/5
- (51 jobs)
I'm a writer and brand strategist with nearly a decade of experience supporting sophisticated financial brands.Financial Prospectus WritingPress ReleaseBusiness WritingBusiness DevelopmentMarketing StrategyReport WritingFinancial WritingFinancial ModelingFinancial Analysis - $75 hourly
- 4.9/5
- (156 jobs)
Native English Copywriter I write engaging copy to help better define your company and products. Whether the project is prospectus writing, business proposals, presentations, website pages, bios… I use my analytical thinking, creativity, and experience across different industries to carefully craft your message. I believe that successful collaborations are based on solid relationships. If you share that sentiment and are looking to increase your sales and customer engagement, message me and we can chat about improving your business copy.Financial Prospectus WritingCover Letter WritingLesson Plan WritingBrochureSEO WritingCreative StrategyCopywritingContent WritingSocial Media MarketingCreative WritingBusiness Writing - $120 hourly
- 4.0/5
- (5 jobs)
As a seasoned business strategist, I offer my expertise to help established businesses navigate the complexities of the market and achieve sustainable growth. With a focus on strategic planning, market analysis, and operational efficiency, I provide actionable insights and tailored strategies that align with your business goals and position you for long-term success. Services Offered: :: Strategic Planning: Development of comprehensive strategic plans that outline your business's vision, goals, and the roadmap to achieve them. :: Market Analysis & Research: In-depth analysis of market trends, customer behavior, and competitor activities to inform strategic decisions. :: Operational Efficiency: Identification and implementation of strategies to streamline operations, reduce costs, and improve overall efficiency. :: Growth Strategies: Formulation of growth strategies that leverage your business's strengths and opportunities in the market. :: Change Management: Guidance and support in managing organizational change to ensure a smooth transition and alignment with strategic objectives. :: Performance Monitoring: Establishment of key performance indicators (KPIs) and monitoring systems to track progress and make data-driven adjustments to your strategy. Why Choose My Services: :: Proven Track Record: Leverage my experience and success in helping businesses achieve their strategic goals and navigate challenges. :: Customized Solutions: Receive strategies that are specifically tailored to your business's unique needs and market position. :: Objective Perspective: Benefit from an unbiased external perspective that brings fresh insights and innovative solutions to your business challenges. :: Data-Driven Approach: Make informed decisions based on thorough research, analysis, and data-driven insights. :: Ongoing Support: Enjoy continuous support and guidance as your business evolves and new opportunities and challenges arise.Financial Prospectus WritingManagement SkillsFlowchartDue DiligenceBusiness Proposal WritingBusiness ValuationStartup ConsultingBusiness AnalysisChange Management - $90 hourly
- 0.0/5
- (0 jobs)
I have an executive level background in the construction, development, and lending industries and am a licensed builder, so I am uniquely qualified to assist B2B companies in the construction industry- whether builders, developers, commercial owners, REITS, building material companies, or professional service companies with their copywriting and content writing needs, including:: ^ web and brochure copy to showcase their unique products ^ landing pages with calls to action to enable lead capture and more engaged site visitors ^ social media content such as blogs or articles to encourage repeat website and project visirs ^ white papers and case studies to provide detailed product information for B2B buyers of building producgts and equipment to assist with purchase decisions ^ market analyses to assist real estate investors and developers in land and new project acquisitions ^ video scripts for vleasing agent virtual tours or audio press releases These are examples of some of the services thawt I can proovide to the construction industry.. Additionally, my background enables me to provide in-depth assistance in sustainability and in finance/lending from my years as a construction lender and banker. Having obtained my LEED AP and National Green Building Professional designations, I understand the Green Building and sustainability sectors and new technologies. I can also assist developers REITS, hospitality companies, investors with market research, market analysis, underwriting, and financial analysis Please contact me with your projects. I look forward to working with you.Financial Prospectus WritingInvestment Portfolio ReviewMarket AnalysisMarket ResearchUnderwritingEnvironment & Green TechnologyReal Estate Investment AssistanceReal Estate AcquisitionConstruction MonitoringConstruction ManagementContent CreationSocial Media CopySales Funnel CopywritingEmail CopywritingBusiness Plan Writing - $100 hourly
- 0.0/5
- (1 job)
EXPERIENCE: - Interim - Chief Executive Officer - Interim - Chief Financial Officer - Interim - Chief Restructuring Officer - Crisis & Cash Management - Financial & Business Restructuring - Business Valuation - Liquidation Analysis - Insolvency Advisor - Due Diligence - Forensic & Fraud Review - Expert Witness Testimony - Vendor & Customer Relations - Lender Relations & Negotiations CREDENTIALS: - Certified Turnaround Professional - Certified Public Accountant - Master of Business Administration Dennis is a turnaround management specialist with over 30 years of experience in interim management, business workouts and restructuring. He is a “change agent” for businesses in transition, e.g. startup, corporate renewal, bankruptcy, rapid growth, product introduction, IPO, acquisition, joint venture, divestiture, and facility startup or relocation. He has worked with over 150 businesses, on behalf of owners, investors and lenders. As a consultant, he has worked assignment with six national turnaround firms in addition to his own firm. Prior to consulting, his corporate executive positions were in finance, analysis, accounting, planning, marketing and operations for service, consumer products and industrial manufacturing companies. In numerous turnarounds, workouts, bankruptcies and liquidations, he dealt effectively with management, unsecured creditors, secured lenders, attorneys and investors. He has been an interim Chief Executive Officer, Chief Financial Officer and Chief Restructuring Officer. In 1991, Dennis founded the consulting firm, “Kraska Management Group”. KMG is a financial and management advisory firm addressing the problems of business turnarounds, startups, transitions and performance improvement. Dennis received his BA degree and his MBA degree in finance from Loyola University, Chicago, with additional graduate work in accounting and taxation at DePaul University, Chicago. He has been a member of the AICPA, the Illinois CPA Society, the Turnaround Management Association, the Association of Certified Turnaround Professionals and the Association of Insolvency & Restructuring Advisors. He has instructed CPA review courses, and lectured on topics of strategic planning, marketing, and business crisis and turnaround management.Financial Prospectus WritingFinancial AnalysisMicrosoft PowerPointBusiness OperationsFinancial ManagementBusiness AnalysisMicrosoft WordFinancial ModelingFinancial AccountingFinancial ProjectionMicrosoft Excel - $100 hourly
- 4.3/5
- (12 jobs)
My messaging strategies, marketing communication skills, and proposal-writing expertise have generated more than $200 million in revenue and raised over $100 million in funding for publicly-held technology companies. In addition, as a resume writer and academic editor, I have helped job seekers at all career stages and students applying to top-tier schools. I specialize in: - Marketing communications: articles, blogs, branding, case studies, digital content, presentations, press releases, proposals, RFP responses, sales collateral, SEO, taglines, technical writing, thought leadership content, value propositions, website content, white papers, and more. - Corporate communications: annual reports, investor presentations, IR content, legal document editing, market analysis, mission statements, prospectuses, SEC documentation, and more. - Resume writing and academic editing: application essays, cover letters, doctoral thesis presentations, personal statements, research papers, resumes, scientific CVs, and more.Financial Prospectus WritingBusiness Proposal WritingSEO WritingArticle WritingWritingCover Letter WritingResume WritingReport WritingTechnical WritingPress Release - $150 hourly
- 0.0/5
- (0 jobs)
Experienced Corporate CFO & Strategic Financial Consultant | Doctor of Business and Finance, AI Specialty | 20+ Years of Leadership in Finance and Business Transformation *reduced rate while I build my Upwork profile* With over two decades of experience as a financial executive, I specialize in providing strategic financial leadership and transformation services for businesses across diverse industries, including technology, healthcare, and manufacturing. I’m dedicated to helping companies optimize their financial operations, implement sustainable growth strategies, and drive measurable outcomes that support long-term success. Here’s What I Offer: Strategic Financial Leadership: Proven expertise in guiding high-level financial strategy, budgeting, forecasting, and capital allocation, ensuring alignment with organizational goals and profitability. Transformation & Process Improvement: Skilled in leading ERP implementations, streamlining reporting processes, and employing data-driven approaches to improve efficiency and reduce costs. Mergers & Acquisitions (M&A): Extensive experience in conducting financial due diligence, investment analysis, and integrating acquisitions to ensure seamless transitions and maximize value. Global Team Leadership: Known for building and mentoring high-performance finance teams across multiple regions, fostering a culture of accountability and excellence. Compliance & Risk Management: Background in managing regulatory compliance and developing robust financial controls to mitigate risks and enhance operational resilience. Why Work With Me? I bring a practical, results-focused approach to financial management, paired with a collaborative mindset that allows me to work effectively with cross-functional teams and stakeholders at all levels. My experience spans interim CFO roles, executive consulting, and strategic advisory services, making me well-versed in navigating complex challenges and delivering solutions that have a lasting impact. Whether you need support with financial strategy, operational transformation, or M&A readiness, I am here to provide tailored expertise and actionable insights that drive growth and resilience.Financial Prospectus WritingFinancial RiskFinancial ProjectionFinancial ConsultingFinancial Analysis & ValuationBehavioral FinanceCorporate FinanceContinuing Professional DevelopmentBusiness CoachingCoachingFinancial PlanningManagement ConsultingAnalytical Presentation - $50 hourly
- 0.0/5
- (1 job)
Financial Prospectus WritingLeadership SkillsCorporate Social ResponsibilityFinancial AnalysisMicrosoft PowerPointBusiness ModelingData ScienceRBusiness AnalysisFinancial ModelingMicrosoft WordMicrosoft Excel Want to browse more freelancers?
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