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$195 hourly
Bryan Y.
- 5.0/5
- (28 jobs)
👑 Top Rated Upwork freelancer 👑 M&A expert with mega fund experience 👑 Over 13 years experiences across M&A, FP&A, Private Equity, Venture Capital and Entrepreneurship, as a result providing a unique perspective on company lifecycles from early-stage, growth and mature companies. Dynamic and seasoned professional with experience in and helping clients with: M&A I have track record of helping clients at every stage of the M&A lifecycle, including target identification, valuation/financial modeling, due diligence and deal structuring. CFO Services I have acted as interim CFO for several startups, providing funding raising support, determining valuation and cash burn, building financial budgets and projections. and analyzing and summarizing large datasets. Capital Raising Helping startups, Investment Banks, Venture Capital and Private Equity firms raise capital by leveraging a proprietary investor database and AI/automation. Private Equity Helped build out the M&A function at a Carlyle (Mega PE) PortCo, while closing 4 acquisitions, divesting 2 business units, and exiting the PortCo at a $4 billion purchase price. Currently helping PE clients with fund formation, fund financial modeling & reporting, diligence & deal execution, and investor cap table & waterfall distributions. Venture Capital I spend over 5 years leading deal execution related to corporate venture investing and portfolio management at HERE Technologies. Currently a Venture Partner at NextGen who invests in early staged B2B SaaS startups. I was a Venture Partner at Esya, a startup-studio and venture builder that focuses on Blockchain, Web3, Future of Work and Prop-tech projects. I helped screen, evaluate and source early-stage investments, and provide strategic support to portfolio companies. I have experience supporting portfolio companies strategic advisory, financial analysis and CFO services. Key Skills: - Financial Modeling in Excel: Scenario Analysis, DCF, LBO, Sum of All Parts - Comparable Companies Analysis (Trading / Peer Comps) - Precedent Transaction Analysis (Transaction Comps) - Precedent Funding Analysis - Financial Projections and proforma statement with Industry Specific KPIs / Levers - Cap Table Modeling - Early Stage Startup Modeling - M&A Strategy Development - M&A Pipeline Development - Business Plan Development - Competitor / Target Screening & Profiling - Pitch, Investor and Private Equity Fund Decks - Board Level Presentations - Updating / Automating / Maintaining Existing Business and Financial Models - Investment Memos - Business model optimization - Monetization strategy - Market Sizing Analysis - Industry Research Reports Industry Knowledge: Locations services, mapping, manufacturing of industrial goods, warehouse automation and technology, software as a service (SaaS) for professionals, e-commerce, retail and consulting / professional services.

Mergers & Acquisitions
Content Strategy
Equity Valuation
Company Valuation
Valuation
Financial Analysis & Valuation
Private Equity
Venture Capital
Microsoft PowerPoint
PowerPoint Presentation
Due Diligence
Corporate Finance
Project Finance
Financial Modeling
Business Valuation
Microsoft Excel
$100 hourly
Chase W.
- 4.8/5
- (95 jobs)
Hello! I am a financial analyst specializing in high-end LBO models and Fractional CFO services. My core interest has been helping finance and business professionals optimize operations and grow their enterprise via acquisitions. LBOs I've been building LBO models for the last 7 years, constantly pushing to create the most interactive, user-friendly, and visually appealing models. My objective is to make it easier for investors and operators to decide whether to purchase a particular business and to then find a price/structure that will both manage risk and maximize returns. I have worked with family offices, private equity firms, and individual investors, primarily involving deals within the LMM. CFO/FP&A: Outside of the deal, I enjoy working side-by-side with business owners, navigating the day-to-day challenges and triumphs of running a business. Part of that success is dependent on prudential financial planning, cash management, and strategic decision making. Companies that don't have a financial plan often find themselves flying blind and without the data necessary to make important decisions. I am passionate about working hand in hand with business owners to help give them better insight into performance, to identify potential weaknesses, and to map out an effective growth path. I typically seek to build comprehensive 3-statement models that can accurately forecast near-term and long-term cash flows. The goal is to then translate these projections into actionable decisions. Finally, I typically like to integrate interactive dashboards and variance analyses into my models to help make this data more easily digestible and to help quickly translate the impact of key decisions.

Mergers & Acquisitions
Microsoft Excel
Financial Report
Financial Modeling
Financial Analysis
MATLAB
Investment Research
Income Statement
Private Equity
Investment Banking
Python
Finance & Accounting
Modeling
$795 hourly
Ross W.
- 5.0/5
- (24 jobs)
Worldwide venture capital expert for startups & investors. Deal Architects. Growth Catalysts. Best-Selling Author. Capitalize!℠ VENTURE CAPITAL, PRIVATE EQUITY, MERGERS AND ACQUISITIONS, DEAL FLOW AND DESIGN LEGAL AND BUSINESS, DEAL MASTERY, STARTUP AWARENESS, Since 2008, Ross J. Wolfe has been shaping the futures of hundreds of entrepreneurs from the earliest stages of their ventures to ultimate scalability. Over his career as counsel to venture capital and private equity firms, he has improved upon best practices and systems designed to navigate his clients’ new ventures from their startup stages to scalability. His latest role took him into the world of Exponential Technologies where he continued his efforts to foster clean new technologies that improved our quality of life while at the same time creating lasting businesses that were either acquired or merged. Ross quickly recognized that the world was changing and technology was democratizing information and services forever affecting the investing public; leading Ross to pivot from advising venture capital firms and private equity firms to helping entrepreneurs achieve their dream and change the world as we know it. DEAL MASTERY, LEGAL AND BUSINESS Ross has a deep and specialized understanding of the business and law surrounding Startup companies, mergers and acquisitions, venture capital, and private equity. He is a highly experienced executive capable of leading change across all aspects of an organization. Throughout his career Ross has led efforts in investor relations, company constitutions, equity class creation, onshore / offshore fund administration, company governance, company structure, and international mergers & acquisitions. His overall experience makes him ideally suited to represent founders and entrepreneurs in engaging venture capital and private equity firms when seeking additional capital and scale. Ross earned his Law degree from the Barry University School of Law, an MBA from the University of Miami and a BA in Political Science from George Mason University. He is also a best-selling author. LICENSES AND CERTIFICATIONS Previously held Series 7, Series 65, Series 63, and Series 6 licenses. Was also a Supreme Court Certified county, circuit civil court, and appellate court mediator and has mediated numerous large dollar, banking, lending, finance, insurance, fraud, money and investment controversies.

Mergers & Acquisitions
Private Equity
Business Development
Crowdfunding
Fundraising
Corporate Governance
Venture Capital Consulting
Pitchbook
Contract Law
Corporate Law
Contract Negotiation
Stock Issuance
SEC Regulation
$150 hourly
Matthew A.
- 5.0/5
- (66 jobs)
I have over 18 years of experience and I have been a Certified Public Accountant (CPA) since 2005. I have worked as a Chief Financial Officer (CFO) for years, and consult for many businesses, to help with strategic planning and advice, tax preparation, accounting, bookkeeping and financial accounting. I have worked with businesses from small startups to large established companies. I have a team of CPAs and experienced accountants who work with businesses in a variety of industries including e-commerce. You can visit us at AverkampCPA.com and view our Google Reviews for additional references. Some of my work experience and qualifications at a glance: - Venture Capital CFO - High Net Worth Tax Planning and Corporate Tax Returns - Private Equity (Real Estate) Senior Controller - Audit Manager at KPMG - Performed US GAAP and IFRS Audits - Certified Public Accountant +17 years - Masters Degree in Accounting - Bachelors Degree in Accounting - Bachelors Degree in Finance Some of my specialties include: - Assisting start-up companies with fundraising, pitch decks, term sheet negotiations, and due diligence. - Performing financial analysis and due diligence on potential investments and analyzing companies at various investment stages (Seed Rounds to IPO). - Private company valuations under US GAAP ASC 820. - Working closely with CEOs and other executives on strategic planning and deal analysis. - Assistance with streamlining accounting and back office processes and procedures. - Leading teams ranging from 3 to +30 staff members. I look forward to helping your company succeed! Contact me today.

Mergers & Acquisitions
Taxes
Corporate Tax
Investment Strategy
S-Corporation
Investment Banking
Financial Accounting
Venture Capital Consulting
CPA
Business Valuation
Financial Modeling
Fundraising
Fund Accounting
Intuit QuickBooks
$56 hourly
Justin W.
- 5.0/5
- (4 jobs)
The modern financial system is deeply interconnected—yet many struggle to integrate insights from short-term liquidity markets (Money Market) and long-term investment markets (Capital Market). I specialize in data science, automation, and programming technologies to bridge this gap, helping companies and individuals make informed, data-driven decisions. How I Connect Money & Capital Markets through Technology: - Financial Data Engineering – Using Python & SQL to collect, clean, and analyze structured & unstructured financial data. - Dynamic Market Analytics – Automating the tracking of interest rates, repos, bonds, derivatives, and equity markets. - Automated Financial Modeling – Developing smart Excel-Python integrations for real-time market insights. - AI-Driven Market Analysis – Applying machine learning to forecast trends and detect arbitrage opportunities. - Liquidity & Risk Management Tools – Designing custom dashboards that assess short-term funding conditions alongside long-term investment flows. What I Offer: - Automated reports & dashboards that dynamically integrate money and capital market data. - Algorithmic insights on liquidity conditions, bond yield movements, and equity market impacts. - Custom Python & SQL solutions to streamline market risk assessment and forecasting. - AI-powered financial modeling to enhance portfolio strategies and macroeconomic analysis. By leveraging technology to unify financial markets, I help businesses and investors navigate liquidity risks, optimize capital allocation, and uncover new opportunities. Let’s connect and transform your financial decision-making with technology!

Mergers & Acquisitions
Valuation
Business
Financial Analysis & Valuation
Financial Modeling
Financial Statement
Corporate Finance
Risk Analysis
Capital Markets
Microsoft Excel
Ecommerce
Investment Banking
Investment Strategy
Economics
Private Equity
$150 hourly
Melis T.
- 5.0/5
- (3 jobs)
Strategic thinker with strong technical skills and experience in finance and mergers & acquisitions. Love to work with clients and advise on growth and strategy challenges with a creative approach

Mergers & Acquisitions
Corporate Finance
Business Development
Financial Modeling
Business Plan
Valuation
Strategy
Financial Analysis
$150 hourly
Ed E.
- 5.0/5
- (3 jobs)
Provide MEPFA CD's S&S. Energy Calculations Heat Loads Experience in Gov, Healthcare, Office, Commercial Restuarant Design, Residential

Mergers & Acquisitions
Office Design
Microsoft Office
Acquisitions
ANSYS
Data Analysis
Data Science
Analytical Presentation
Microsoft Excel
Construction
Autodesk Revit
CAD
SolidWorks
Autodesk AutoCAD
Manufacturing & Construction
$175 hourly
Christopher W.
- 5.0/5
- (11 jobs)
𝗤𝗨𝗜𝗖𝗞 𝗙𝗔𝗖𝗧𝗦 🏆 8+ Years of Financial Leadership and M&A Experience 🏆 $12+ Billion in Completed M&A Transactions 🏆 $50+ Million in Managed Client Cash Flows 𝗙𝗥𝗔𝗖𝗧𝗜𝗢𝗡𝗔𝗟 𝗖𝗙𝗢 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 ✅ Budgeting & Forecasting ✅ Cash Flow Management & Modeling ✅ Financial Reporting & Analysis ✅ KPI Implementation & Monitoring ✅ Financial Infrastructure & Tech Stack ✅ Capital Raising & Advisory 𝗠&𝗔 𝗔𝗗𝗩𝗜𝗦𝗢𝗥𝗬 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 ✅ Business Valuations (LBO, DCF, Multiples, Precedents, etc.) ✅ Marketing Materials (Teaser, CIM, Management Presentation, etc.) ✅ Due Diligence Support (Buy-Side / Sell-Side) ✅ Data Room Preparation & Management ✅ Process Execution ✅ Structuring & Negotiations 𝗢𝗧𝗛𝗘𝗥 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 ✅ Financial Modeling ✅ Strategic Planning ✅ Start-Up Consulting ✅ Pitch Decks ✅ Data Analytics ✅ Market Research 𝗜𝗡𝗗𝗨𝗦𝗧𝗥𝗬 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘 🎯 Manufacturing 🎯 Business Services 🎯 Paper, Plastics & Packaging 🎯 Food & Beverage 🎯 Transportation & Logistics 🎯 Consumer Products 🎯 Cannabis 𝗔𝗕𝗢𝗨𝗧 𝗠𝗘 I have 8+ years of experience across multiple financial leadership and M&A advisory roles. In January 2023, I founded SellSideCFO, a boutique fractional CFO service that provides financial management and M&A advisory services to businesses with less than $25 million in revenue. Prior to SellSideCFO, I served as the Director of Corporate Strategy for Mammoth Distribution, a leading cannabis company in California with more than $70 million in annual revenue. While at Mammoth Distribution, I led strategy development, revamped financial reporting capabilities, evaluated M&A opportunities, integrated the acquisition of Spacestation, and served as a liaison to institutional investors. Prior to joining Mammoth Distribution, I was the Director of Finance & Operations for Spacestation, the world’s largest contract manufacturer of cannabis beverage products. While at Spacestation, I professionalized the company’s financial management and operational capabilities leading to a record year for revenue and profitability. I was also responsible for leading the company’s multiple 8-figure sale to Mammoth Distribution. Prior to joining Spacestation, I was an Associate at Rothschild Global Advisory, a leading global investment bank. While at Rothschild, I worked on 25+ mandated M&A transactions that comprised more than $12 billion in completed deal value. I graduated magna cum laude from DePaul University (Chicago, IL) with a double major in Finance and Economics. I currently live in Florida where I enjoy training for triathlons, playing golf, and escaping to the beach in my free time.

Mergers & Acquisitions
Decision Making
Due Diligence
Business Valuation
KPI Metric Development
Startup Consulting
Business Writing
Financial Projection
Business Planning & Strategy
Business Presentation
Process Improvement
Data Analysis
Financial Analysis & Valuation
Financial Modeling
Management Consulting
$85 hourly
Carly W.
- 5.0/5
- (5 jobs)
As an engineer turned product manager, I wear several hats every day. I have experience in the technical development side of the product development process, but also a ton of experience in the commercialization stages including collateral development, consulting/royalty agreements, corporate event planning, new product launches, forecasting, inventory management and sales training. Whatever your business need is, whether it is a business strategy, sales training, forecasting, planning launch events, etc. let me help you build an efficient solution. My work is focused in the healthcare space, but my skills translate to any industry. I’ve been a part of all three segments of a successful business, from engineering (product development) , to sales, and now marketing (product management). I have created and managed focus groups as well has been a part of them myself. I know what market feedback companies are looking for when they conduct consumer feedback, and always provide thorough, constructive feedback.

Mergers & Acquisitions
Forecasting
Training & Development
Research Paper Writing
Corporate Event Planning
Microsoft PowerPoint
Healthcare
Public Speaking
Research & Development
LinkedIn
Event Marketing
Portfolio Performance Modeling
Inventory Management
Product Development Process
Microsoft Excel
$75 hourly
Gregory T.
- 5.0/5
- (1 job)
Greg is an accomplished Practice Leader and Talent Acquisition Executive with Private Equity, Corporate and Client Service experience. He possesses an exceptional track record of successfully placing C-Suite & Board level executives, in a broad range of functional areas. He has worked across a wide industry spectrum of portfolio holdings for mid-level market Private Equity funds as well as Venture Capital backed companies. Greg is exceptionally skilled at selecting key individuals for even the most discerning requests, to always fully meet the standards and requirements. He brings a valuable strategic perspective from being a trusted advisor to senior leadership, as firms navigate the introduction of new executive level leadership within their organizations. Greg is extremely results driven and is passionate about working collaboratively and making an impact. Expertise: C-Suite -- CEO, President, COO & CFO CIO, CTO, CXO, CPO & CMO Board of Directors / Industry Advisors Strategic Planning Talent Acquisition/Management at all levels of an organization Private Equity Investment / Targeted Investment Due Diligence Succession planning and Interim management solutions Team building, collaboration RESULTS!

Mergers & Acquisitions
Acquisitions
Strategy
Succession Planning
Strategic Planning
Venture Capital
Organizational Structure
Business Consulting
Executive Search
Private Equity
Leadership Skills
TalentLMS
Recruiting
$50 hourly
Ryland J.
- 5.0/5
- (1 job)
Your Trusted Partner for Accounting, Tax, and Bookkeeping Solutions! Are you seeking professional assistance with your accounting, tax, and bookkeeping needs? Look no further! I am your dedicated resource, committed to simplifying your financial journey and ensuring your business's success. With a comprehensive range of services tailored to meet your specific requirements, I'm here to alleviate the stress of managing your financial matters. 🔍 Expertise at a Glance: 1. Accounting Excellence: Accurate Financial Statements: Benefit from meticulously prepared balance sheets, income statements, and cash flow statements to gain insights into your business's financial health. Comprehensive Ledgers: Maintain well-organized ledgers that provide a clear overview of your transactions, making it easier to make informed decisions. Payroll Management: Effortlessly handle employee compensation, tax withholdings, and compliance, ensuring your team is paid accurately and on time. 2. Tax Optimization: Strategic Tax Planning: Minimize tax liabilities through strategic planning, deductions, and credits, while staying compliant with ever-changing tax regulations. Filing: Streamline the tax filing process with expert guidance, ensuring you meet deadlines and maximize your returns. Audit Assistance: Feel confident in the event of a tax audit with meticulous documentation and knowledgeable representation. 3. Meticulous Bookkeeping: Timely Data Entry: Keep your financial records up-to-date and accurate, enabling you to monitor your business's performance closely. Expense Tracking: Gain control over your expenses by categorizing and tracking them, allowing for informed cost-cutting decisions. Reconciliation: Ensure your accounts are balanced and error-free by reconciling bank statements and financial records regularly. 4. Strategic Financial Advisory and CFO Services: Growth Strategies: Collaboratively develop financial plans that drive business growth, expand market presence, and enhance profitability. Financial Analysis: Gain a deeper understanding of your financial data with insightful analysis and reporting, empowering informed decision-making. CFO-Level Insights: Access the expertise of a seasoned CFO without the full-time commitment, ensuring strategic financial leadership for your business. - Why Choose Me? - Personalized Approach: Tailoring solutions to your unique needs, I am committed to understanding your business's intricacies and providing customized support. Experience and Expertise: With a proven track record in accounting, tax, and bookkeeping, you can trust in my knowledge to navigate complex financial landscapes. Reliable Guidance: Whether you're a small business owner, a freelancer, or an individual, I'm here to demystify financial processes and offer reliable guidance. Peace of Mind: Focus on what you do best – running your business – while I handle the numbers, ensuring accuracy and compliance. Let's embark on a partnership that empowers your financial success. Contact me today to explore how I can assist you in achieving your accounting, tax, and bookkeeping goals. Your success is my priority, and together, we'll pave the way for a prosperous future!

Mergers & Acquisitions
CPA
QuickBooks Online
Xero
Financial Reporting
Sales Tax
Tax Law Compliance
Tax Planning & Advisory
Financial Consulting
Management Accounting
Tax Preparation Software
Bookkeeping
Tax Strategy
Tax Accounting
Accounting
$140 hourly
Yolande W.
- 5.0/5
- (3 jobs)
Total Rewards Consultant and Practitioner with 15 years of progressive experience in global compensation, benefits, equity and recognition. Deep knowledge of all Total Rewards functions and extensive experience in developing new programs and processes for both USA and international locations. Specific experience includes: Developing compensation and benefits philosophy and strategy. Creating new programs and enhancing current Total Rewards programs. Creating program communications, supporting materials, guidelines, and procedures. Creating job and compensation structures. Leading annual and quarterly compensation and benefit cycles including base pay increases, incentive pay and benefits enrollment. Partnering with carriers, brokers and vendors. Compensation modeling and analytics. Pay equity analysis. Working with pre IPO and public companies. Transitioning programs from a private to public company structure. Benefits and compensation harmonization after mergers and acquisitions. Creating materials and presentations for the Compensation Committee and Board. I have a track record of successfully creating operational excellence and delivering results even in the toughest environment. I possess a relentless continuous improvement mindset and use an analytical and data informed approach in decision-making. Applications: MS Office., Workday, ADP Workforce Now, E*Trade, Carta, Fidelity, Radford, Mercer.

Mergers & Acquisitions
Total Compensation Structuring
Salary & Benefits Benchmarking
Job Evaluation
Job Description Writing
Human Resources Strategy
Workday
Human Resources Compliance
Human Resources Consulting
Training & Development
Human Resource Management
Compensation & Benefits
$100 hourly
Jason S.
- 5.0/5
- (2 jobs)
With over a decade of private equity experience, I've closed 35+ acquisitions across the healthcare, business services, consumer, and media sectors. Most notably, I drove one platform from $5M to $50M+ EBITDA, generating a 35x return. Armed with a BBA from Michigan and an MBA from Columbia, I am committed to leveraging my experience and expertise to help clients unlock value, seize opportunities, and achieve sustainable growth. I'm excited to help clients with strategic positioning and addons.

Mergers & Acquisitions
Market Research
Sales
Accounting
Corporate Strategy
Private Equity
$35 hourly
Shay C.
- 5.0/5
- (2 jobs)
As an executive assistant, I am dedicated to ensuring seamless operations and supporting entrepreneurs and professionals in achieving your goals. With a keen eye for detail and exceptional organizational skills, I excel in administrative support, managing schedules, coordinating meetings/events, and handling confidential information with utmost discretion. My role is not just about managing calendars and arranging travel; it's about being a trusted partner, anticipating your needs, and proactively finding solutions to challenges. Whether it's preparing reports, drafting correspondence, or conducting research, I strive for excellence in every task. With strong communication skills and the ability to multitask effectively, I thrive in fast-paced environments where adaptability and resourcefulness are essential. I am committed to facilitating efficiency and productivity, allowing professionals to focus on strategic initiatives and decision-making.

Mergers & Acquisitions
Order Management
Client Management
Email Management
Scheduling
File Management
Document Control
Data Entry
Data Analysis
Project Management Office
Corporate Event Planning
Travel Planning
Event Planning
Administrative Support
$150 hourly
Amol K.
- 5.0/5
- (1 job)
Business Development & Finance professional with 12 years of experience in Renewables. Specialize in Renewables, and passionate about helping others achieve their goals. Skills: M&A/ Structuring Business Development Relationship Management

Mergers & Acquisitions
Strategy
Business Development
Financial Analysis
$200 hourly
Corey J.
- 5.0/5
- (1 job)
With over three decades of experience in energy infrastructure, sustainability, and business development, I am a resourceful innovator and strategic advisor dedicated to driving impactful change in the global energy sector. My expertise spans energy transition, ESG strategy, project origination, and infrastructure optimization, helping companies achieve long-term profitability and operational excellence. I specialize in energy advisory, market expansion, and asset optimization across oil & gas, renewables, hydrogen, LNG, and NGL production. I have successfully led M&A due diligence, lead generation, risk management, and regulatory compliance initiatives, supporting organizations in expanding and enhancing their energy portfolios. As a Senior Energy Consultant, I have provided ESG advisory, commercial viability assessments, and energy efficiency solutions for clients navigating the energy transition. During my tenure as Principal Consultant at ERM, I led corporate sustainability programs, GHG reporting assessments, and climate change initiatives. I have also played a key role in midstream and energy infrastructure development, securing strategic partnerships and driving multi-million-dollar projects to optimize energy assets. My ability to identify, acquire, and enhance energy assets has been instrumental in closing high-value energy infrastructure projects. I have led contract negotiations, risk mitigation strategies, and sustainability initiatives, ensuring businesses align with global energy transition goals. A deep understanding of market dynamics allows me to develop and execute investment strategies that drive growth, efficiency, and innovation. With an extensive network across midstream, upstream, and renewable energy markets, I am passionate about building resilient, future-focused energy solutions. My leadership in ESG strategy, corporate sustainability, and infrastructure development continues to shape the industry's shift toward a more sustainable and profitable energy future.

Mergers & Acquisitions
Post-Merger Integration
Private Equity
Financial Modeling
Business Consulting
PipelineDeals
Waste to Energy
Sustainable Energy
Energy & Utilities
Business Innovation
Business Development
Business Change
Business Coaching
Management Consulting
$200 hourly
Khary R.
- 4.9/5
- (300 jobs)
Are you struggling to maximize HubSpot to its fullest potential? I help B2B companies quickly harness the power of HubSpot, while always delivering measurable results and positive ROI. 🗣️ Here are a few of the things my Upwork clients are saying: ⭐⭐⭐⭐⭐ “Khary is a consummate professional. He executed flawlessly. I highly recommend Khary to anyone in need of HubSpot workflow buildout and integration with multiple platforms. Zero disappointment." ⭐⭐⭐⭐⭐ "Khary is an incredible freelancer. Everything went perfectly and he was able to go the extra mile to deliver. He showed amazing skills for HubSpot, GTM, Analytics, Salesforce, and more. He is also extremely clear with communication, always available and precise with deadlines. Absolutely recommended!" ⭐⭐⭐⭐⭐ "Khary is a professional HubSpot ninja that is able to help you if you have the right processes in place to kickstart your HubSpot automation. He can also code!" ⭐⭐⭐⭐⭐ ”Khary is an excellent developer who completed our HubSpot project according to schedule. He’s a great communicator, well organized, and easy to work with. We highly recommend his services!" My clients turn to me FIRST when they need a boost in sales and profitability. My tactics are simple, yet effective and are specifically designed to generate measurable results for your company. ⚠️ I cannot help every company, but we may be a great fit if you are thinking: ⚠️ ● “We want to maximize HubSpot to its fullest potential in order to scale our sales.” ● “How do we set-up & optimize HubSpot for the best performance and ROI?” ● ”We need a process to keep contact data clean & organized within our HubSpot CRM.” ● “What’s the best method for tracking our incoming leads various marketing channels?” ● “We need an expert to integrate HubSpot w/ Salesforce and/or other applications.” ● "We spent thousands of dollars on a "renowned" HubSpot agency and got nowhere.” ● “What are the best reports to create within HubSpot to get up-to-date insights into our most important metrics?” ● “We need to redesign our website on the HubSpot CMS, which will position our company as a leader in the marketplace & motivate our prospects to take action!” ● "Every time we generate new leads that aren’t nurtured, we’ve lost potential revenue." ● "I'm NOT a HubSpot expert, and I don't have time to learn a new software from scratch!" ● "I need someone take take this project, and get it done RIGHT - the first time!" ● “Is migrating to HubSpot the best choice for our business?” Working with me, you will: ★ Stop struggling with HubSpot issues ★ Maximize your revenue potential through an automated sales process ★ Set up proper source attribution for all your different marketing channels ★ Implement lead statuses & associated workflows to automate status transitions ★ Develop effective evergreen campaigns that generate new leads on autopilot ★ Never have to hire a developer, copywriter, automation expert or graphic designer and HOPE that they work well together! (I’m your one-stop shop!) As a certified HubSpot solutions partner, I work with HubSpot clients daily in order to help them leverage the full potential of the HubSpot platform. I’ve designed a variety of custom solutions for numerous HubSpot clients and I'm confident that I can do the same for you. My profile: ✅ Recognized by Upwork as an Expert-Vetted Talent and among the top 1% of experts ✅ Worked with hundreds of growing B2B companies ✅ Featured in Upwork, HubSpot, CodeMentor, BiggerPockets + more Sound like a fit? Here are the next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner 💬 Send me a message and let’s organize a call

Mergers & Acquisitions
Communications
B2B Marketing
Business Valuation
Content Marketing
LinkedIn Marketing
HubSpot
API Development
Google Ads
Google Analytics
WordPress
SaaS
Web Design
$495 hourly
Jeff S.
- 5.0/5
- (1,260 jobs)
IF YOU'D LIKE TO WATCH THE UPWORK WEBINAR I DID ON BUSINESS ORGANIZATIONS -- ADD THIS TO UPWORK.COM IN THE ADDRESS BAR: community/events/upwork-live-tips-and-tricks-for-starting-a-business-in-the-us. I am an attorney and accountant, and was a professor of finance and law at the University of Southern California where I taught business law, real estate and accounting. I have saved clients millions of dollars through insight and experience in negotiating and drafting contracts and a thorough understanding of accounting; and how the legal and financial elements affect one another. If you're considering starting your own business or you have started your own business you may find the book "You Want To Be An Entrepreneur" extremely useful. Search for that title on Amazon or see my portfolio below. I am considered an expert in licensing/franchising and brand management, and am one of the most experienced executives in the hospitality/entertainment fields. I have been an owner, operator, executive and consultant with more than 20 years in product and brand licensing for such world-famous entities as the Rolling Stones, Playboy, Warner Bros. and Penthouse. Additional info on LinkedIn.

Mergers & Acquisitions
Trademark
Post-Merger Integration
Due Diligence
International Taxation
Corporate Law
Business Plan
Contract Drafting
Licensing
Brand Licensing
Contract Law
Legal Consulting
Intellectual Property Law
Financial Projection
$135 hourly
Stephen M.
- 4.4/5
- (76 jobs)
Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and marketing materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. 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.

Mergers & Acquisitions
Crowdfunding
Fundraising
Investment Preparation
Corporate Finance
Private Equity
Financial Management
Venture Capital Consulting
Investment Banking
International Business
Startup Consulting
Financial Analysis
$125 hourly
Cameron M.
- 0.0/5
- (0 jobs)
Cameron has earned a reputation as a client-focused and accomplished strategy consultant with expertise in helping business owners succeed across growth strategy, turnarounds/restructuring, and CFO services. His progressive experience has led to resounding achievements across his career, distilling needs and providing tailored, best-in-class solutions. Easily able to move from high-level planning and visioning to hands-on data analysis and research, he ensures that companies and clients enjoy the best possible results. Since 2017, Cameron has committed himself to client success as a Managing Partner at BottomLine Clarity. Using modern techniques and emerging technologies, he fosters synergy amongst sales, marketing, finance, operations, and overall strategy. Through these efforts, he enables smooth scaling, the attainment of key opportunities, and rapid expansion in competitive markets. This has included consistent 10% – 25% year-over-year growth, drastic cost reductions, and the delivery of key automation and optimization solutions. Among his peers, Cameron is known for his innovative problem-solving, ability to uncover key growth potentials, extensive financial expertise, and tireless work ethic. A dedicated member of the community, Cameron continues to engage and support local and professional organizations. This includes his efforts as a Board Member with the Turnaround Management Association NextGen Conference and a Mentor with the University of Central Florida. In his free time, he enjoys traveling and golfing with friends.

Mergers & Acquisitions
Strategy
Growth Strategy
Financial Analysis
Post-Merger Integration
Business Coaching
Data Analysis
Bookkeeping
Implementation
Executive Coaching
$180 hourly
Mousa M.
- 0.0/5
- (0 jobs)
I grew up and went to school/College between the United States, Egypt, Saudi Arabia and United Arab Emirates. I speak three languages I have been to over 30 countries and still counting. I started working in multinational corporations ever since I finished high school. Being the eldest of four brothers with a deceased father at the age of 11 with little to no income living only on family assets, I had to work very hard ever since I was a kid to not only set an example for my three younger brothers but also follow on the footsteps of my father who was a very successful serial entrepreneur. My first job was working for a startup transportation company that grew in 10 years to be a multinational corporation. I climbed the ladder from a marketing agent trainee to be the vice President of the biggest transportation and logistics company in Middle East & North Africa in 9 years working there till was time to leave and start my first company. I have expertise in startups and acquisitions for multimillion dollar companies

Mergers & Acquisitions
Branding & Marketing
Business
Continuous Improvement
Branding
Management Skills
Account Management
Process Improvement
Business Presentation
Product Development
Brand Development
Advertisement
Brand Management
Business Management
International Development
$60 hourly
Jennifer J.
- 0.0/5
- (1 job)
Accomplished, highly reliable paralegal with 14+ years of experience in estate planning and corporate law. Strong organizational skills and abilities in drafting, along with managerial experience and law firm project management experience.

Mergers & Acquisitions
Estate Planning
Legal Agreement
Corporate Law
Microsoft Outlook
Business Management
Acquisitions
Filing
Adobe Inc.
Management Skills
Legal
Microsoft Excel
Trello
Microsoft Word
Scheduling
$200 hourly
Benjamin P.
- 5.0/5
- (1 job)
Plug-and-play financial professional with experience across infrastructure sectors in both debt and equity, at project and corporate level. I have originated, executed, and managed assets at the development, construction, and operating stage. I can facilitate introductions to deals or capital, write investment recommendations, shepherd ongoing portfolio assets, create financial models, develop multi-stakeholder projects, and commercialize businesses. My values are discipline, transparency, and accomplishing the mission.

Mergers & Acquisitions
Financial Modeling
Growth Strategy
Venture Capital
Financial Analysis
Investment Preparation
Investment Research
Investment Strategy
Business Analysis
Construction Management
Private Equity
Investment Banking
Post-Merger Integration
Finance
Business Development
$75 hourly
Doguhan K.
- 0.0/5
- (2 jobs)
NO FULL-TIME WORK AVAILABLE AS OF SEP 23RD, 2024. MAXIMUM 5-10 HOURS PER WEEK. Untrainable VA? High ACoS? Low ROAS? No time? Look no further. Verified Ads Partner, DSP Certified. I work with Tinuiti as a Senior Marketplace Specialist, managing staple brands you see every day. Fave categories to run ads in: - Health and Wellness - Supplements - Adaptogen / Nootropic - CPG (Consumer Packaged Goods) - Cosmetics - Skincare - Hair Care Fave programs: - Helium10/Cerebro/Scribbles - Keepa - RevSeller - Perpetua (Not a big fan, getting used to it) - SmartScout Fave comms: - Slack - Loom - Wrike - Discord Communities I'm a part of: Limited Supply Pod Startup CPG Based in New Jersey. I have a German Shepherd named Shelby, heavy timepiece enthusiast.

Mergers & Acquisitions
Marketing Strategy
Acquisitions
Amazon Seller Central
Consumer Goods
Retail & Consumer Goods
Brand Identity
Brand Management
Search Engine Marketing
Brand Consulting
Brand Development
Marketing
Ecommerce
Branding & Marketing
$100 hourly
Michael N.
- 0.0/5
- (0 jobs)
Michael is a seasoned consultant with over 25 years of experience spanning entertainment, marketing, branding, business strategy, and entrepreneurship. In parallel to his work advising brands, creators, and business owners, he has spent the past decade as a licensed real estate broker in Florida, specializing in investment properties, fix-and-flip projects, buy-and-hold portfolios, and commercial sales. His expertise extends to guiding investors and entrepreneurs through acquisitions, sales, and strategic positioning to maximize asset value. Over the last three years, Michael has expanded his practice into business brokerage, working closely with small business owners to prepare for sale, enhance valuation, and navigate successful ownership transitions. His consulting services include sale-readiness audits, valuation reports, CIM (Confidential Information Memorandum) preparation, and tailored marketing strategies that position businesses for stronger exits. Bridging multiple industries, Michael offers an integrated approach to growth, branding, and value creation—connecting strategy, marketing, and market readiness under one advisory umbrella. His cross-disciplinary expertise empowers clients to scale, optimize, and position their business or brand for long-term success, whether building, growing, or preparing for a sale.

Mergers & Acquisitions
Contract Negotiation
Negotiation Coaching
Real Estate Investment Assistance
Business Valuation
Business Analysis
Real Estate
Digital Marketing
Event Management
Influencer Marketing
Brand Consulting
Digital Marketing Strategy
Event Planning
$80 hourly
Johnny F R.
- 0.0/5
- (1 job)
I have extensive expertise in government contracting, with a proven record in compliance with FAR, CAS, DCMA, and DCAA guidelines. My experience includes managing government finance and accounting functions, developing and implementing cost accounting standards, and ensuring accurate project costing and reporting. I've led audits and compliance reviews, ensuring adherence to government requirements across multiple contracts. I am skilled in pricing strategy for government proposals and indirect rate forecasting, supporting efficient financial operations that align with regulatory requirements. I have the ability to navigate complex government frameworks which makes me a valuable asset for roles requiring deep knowledge of federal contracting regulations and compliance.

Mergers & Acquisitions
Cost Accounting
Defense & Military
Defense Federal Acquisition Regulation Supplement
Government Procurement
Cost Estimate
Contract Management
Forecasting
Government Reporting Compliance
Business Management
Budget Management
Accounting
$80 hourly
Julio T.
- 5.0/5
- (1 job)
PROFESSIONAL SUMMARY Bilingual in Spanish and English. Extensive experience in identifying industry trends, best practices, market intelligence, training and development, personnel management, and talent planning. Strategic leader with talent in building relationships, communicating effectively, providing guidance, and offering outstanding service to meet organizational goals and deliver quality results with over 18 years of experience in HR strategies. Highly disciplined with an analytical and problem-solving mindset.

Mergers & Acquisitions
LinkedIn Campaign Manager
Leadership Development
Partnership & Collaborations Outreach
Data Analytics
Business Management
Customer Retention Strategy
Management Skills
Contract Negotiation
Partnership Agreement
Acquisitions
ADP Workforce Now
SAP SuccessFactors
Human Resource Management
Recruiting
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