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  • $250 hourly
    • 5.0/5
    • (19 jobs)
    **100% Upwork client success score - top rated** **25+ positive reviews on Google - check out Washington Business Brokers LLC** You are an expert on your business. We are experts on the process of selling a business. Expect market knowledge, transaction / process expertise, and results. MBA, CPA, and licensed Commercial Real Estate Broker. **2022 - Chairmen's Circle - International Business Broker Association** Awarded to top 5% of deal makers nationally for verified M&A transactions **2023 - Outstanding Producer - International Business Broker Association** Hello! I am a business broker and founder of Washington Business Brokers LLC. I’m a licensed CPA, possess a top 20 MBA, licensed commercial real estate broker and have years of experience as both a financial analyst and auditor. I’m proficient reviewing financial statements, tax returns, and (importantly) identifying non-recurring expenses and add-backs that will need to be accounted for to arrive at a true understanding of the cash flows of a private business. I can assist you with valuation multiples based on revenue, gross profit, EBITDA, discretionary earnings, and other financial metrics. In addition, I can assist you as a business owner in assessing and preparing your company for optimal value in a sale. Business owners need valuations and market comparables for a variety of reasons beyond selling their business, including when buying out or bringing in a partner, to review eligibility for a commercial loan, private wealth & estate planning, divorce, etc. In addition to being a licensed CPA, I am a member of M&A Source and the International Business Brokerage Association; through these memberships I have access to a number of valuation tools and transaction comps that may be of value to you. I subscribe to DealStats ($5,000 / year), the gold standard used by deal experts, business brokers, CPAs, and transaction attorneys in valuing private businesses. It contains comparables on 45,000+ businesses. In addition, I have access to BizComps, another valuation tool with comparables on 17,000+ businesses. Beyond these I have access to 500+ industry guides and rules of thumb through the Business Reference Guide and a network of seasoned business brokers that have represented and sold thousands of businesses over 40+ years. You can expect transaction expertise and market knowledge. Glad to have a quick video call to learn more about you, your business, and what you need. Frequent questions: Documents needed for a valuation? • Profit & Loss (3 years - 2021, 2022, and 2023) and 2024 YTD – Excel please • Balance Sheet (3 years) and recent for 2024 – Excel please • IRS filings including all supplemental schedules (3 years) • Any internal sales reporting that details breakdown of revenue by product line, channel, customer, etc. (some businesses have a mix of product vs service revenue that we may apply different valuation metrics to; this sales reporting also helps us understand the lines of business and identify appropriate comparable transactions) – Excel please • Context on any associated real estate (if leased space, copy of current lease(s)) How long does it take? I work on an hourly basis, once I learn a little about the business (industry, size, revenue, profitability) and the types of financial documents you possess I will be able to give you a time estimate. I can generally move quickly if your documents are organized and you are responsive to questions about the financials and operating model. I've valued a $500k revenue gym in 4 hours and a $45M revenue professional services business in 21 hours. 10 hours is a reasonable expectation. I have multiple clients / owners that I work with at a time, some are able to easily and quickly respond to questions about the financials, others need time to get answers from their employees, CPA, etc. What to expect and more on our background Check out the "Business Valuation 101" and "Business Valuation 401" posts on our site (Washington Business Brokers) for what you can expect. Unfortunately Upwork will not let us link to it directly - the site is wabusinessbrokers dot com. We are easy to find online, you can read more about us at our site and/or via LinkedIn to better understand experience, credentials, and background. In addition to the reviews here on Upwork, there are a number of positive reviews from past and current clients / owners on our Google My Business profile - simply Google "Washington Business Brokers" to find us (again, can't share a link on Upwork). Cheers and thank you for reading! Ryan Hemmert CPA, MBA, Business Broker / Founder at Washington Business Brokers LLC And finally, a couple caveats: I do not provide tax or legal advisory services. Valuing a pre-revenue and/or unprofitable start-up is far more of an art than a science; it is not our area of expertise.
    Featured Skill Mergers & Acquisitions
    Company Valuation
    Due Diligence
    Go-to-Market Strategy
    CPA
    Business Valuation
    Business Strategy
    Acquisitions
    Financial Analysis
    Cash Flow Analysis
    Business Analysis
    Management Consulting
  • $145 hourly
    • 4.9/5
    • (12 jobs)
    As an experienced management consultant and former partner, I specialize in providing a wide array of strategic services to businesses ranging from ambitious startups to established corporations. My expertise is not limited to but includes: Strategic Guidance: Offering comprehensive strategic advice to navigate complex business landscapes. Startup Strategy: Tailoring approaches for startups to achieve rapid growth and sustainable success. Growth Strategy: Crafting plans to scale businesses effectively, focusing on long-term viability. Venture Fundraising: Guiding startups through the nuances of venture capital acquisition and investor relations. Mergers & Acquisitions Advisory: Providing expert insights on M&A strategies, ensuring seamless integration and value maximization. Operations Consulting: Streamlining operational processes to enhance efficiency and productivity. Sales & Operations Consulting: Bridging the gap between sales objectives and operational capabilities. Divestitures: Advising on strategic sell-offs and divestitures to optimize business portfolios. Product Strategy: Developing innovative product strategies that resonate with target markets. Go-to-Market Strategies: Crafting and implementing effective market entry strategies for new products or services. In addition to these services, I leverage a suite of advanced tools to provide data-driven insights and analysis: Bloomberg Terminal: Access to real-time financial data, news, and analytics. PitchBook: Comprehensive data on the global M&A, private equity, and venture capital landscape. 40+ Various Market Research Tools: Utilizing a diverse range of tools for in-depth market analysis and trend identification. My professional journey includes guiding Fortune 500 companies in their strategic endeavors and fostering growth in startups, small businesses, and non-profit organizations. I offer tailored solutions, bringing innovative approaches and strategic insights to meet the unique challenges of each client. Whether your business seeks guidance from inception through to successful exit strategies, or if you're navigating complex operational or M&A challenges, I'm here to assist. I'm keen to understand your vision and discuss how we can collaborate to turn your business aspirations into reality. Let's connect to explore how my expertise can align with your business goals. Feel free to reach out for an initial 30-minute consultation at no cost, a great opportunity for us to discuss your needs and see how I can add value to your business.
    Featured Skill Mergers & Acquisitions
    Sales Operations
    Business Strategy
    Lean Startup
    Venture Capital Consulting
    Startup Consulting
    Marketing Strategy
    Financial Analysis
    Business Analysis
    Business Plan
    Management Consulting
  • $100 hourly
    • 5.0/5
    • (1 job)
    I graduated from Stanford University and possess a two decade track record of helping a range of businesses--from startups to Fortune 500 companies--address significant challenges. Additionally, I've managed at an investment fund and I have also worked as a fractional CFO. Previously, I worked in investment banking at Citigroup, corporate strategy & development at Office Depot, marketing at eBay, and consulting at Mercer. My focus is on helping with corporate finance, marketing & sales, investment management, strategic planning, and mergers & acquisitions. I have a passion for seeing beyond the obvious answers, for tackling complex business challenges and delivering distinctive results. I would be delighted to explore the possibility of working with you to help your business excel.
    Featured Skill Mergers & Acquisitions
    Microsoft Excel
    Business Presentation
    Pitch Deck
    Investment Strategy
    Investment Banking
    Sales
    Go-to-Market Strategy
    Marketing
    Forecasting
    Financial Modeling
    Financial Analysis & Valuation
    Finance & Accounting
    Strategy
  • $175 hourly
    • 5.0/5
    • (23 jobs)
    Salutations. I'm a former entrepreneur who found a passion for corporate finance after starting and selling a few businesses over the years. Now, I operate as a Fractional CFO for a few select clients, and advise other entrepreneurs on buying or selling businesses. I'm not the Harvard-Wharton-McKinsey-Goldman corporate guy who manages from a spreadsheet. I'm a guy with a resume built on hard success from starting and selling my own businesses, leading teams, raising capital, and advising dozens of business owners on doing the same. In short: I'm the guy who can build bombproof finance systems into your business. In total I've founded & lead 4 companies with 2 exits and worked with 100+ leadership teams ranging from startups to PE-backed SMBs to F50. All while working remotely. Some specific things I can help you with: - Financial planning & budgeting - Raising debt/equity capital - Cashflow management (incl. in a cash crisis) - Financial controls - Debt restructuring - Accounting incl. management - Bookkeeping incl. management - Analyzing and presenting key financial information to management & the board - Business strategy - Managing strategic objectives to completion - Operational Excellence in finance operations - Navigating the M&A process - LOI to Due Diligence to closing (buy-side) - Post-close integration (buy-side) Here's what some of my clients say about me: "Andrew has a knack for pushing the envelope and having it actually work. I watched over and over again as he brought fresh ideas and initiatives into fruition that directly translated into ROI... Andrew is a blast to work with. He's witty, hyper intelligent, and above all else, he genuinely cares about the people that are in front of and alongside him. 10/10." - President, SpeakerFlow "Working with Andrew has been a fantastic experience. I'm grateful to have him as part of the team! He brings great ideas to the table, keeps things organized, and sees his initiatives through. I would highly recommend Andrew and his partners for any project that you may have - you won't regret it!" - Senior Sales & Marketing Manager, CoolBot "Andrew is genuine. He offers information transparently, and in an accessible way - even if you don't have prior [technical] knowledge. Highly recommend Andrew and his team." - Founder & President, BELA / TCF "Andrew has developed and implemented several key projects and initiatives with our team in recent years and has simply exceeded expectations at every juncture... always with stellar results. Identify a project, talk to Andrew, and Go!" - EVP Sales & Marketing, Arctic Industries If we work together, here's what you can expect: 1. I will help you accomplish your goals with relentless focus 2. I will generate an ROI on my services 3. I will make sure to give you the tools and education you & your team need to succeed 4. I will not quit until we reach success. Failure is not an option.
    Featured Skill Mergers & Acquisitions
    Financial Analysis & Valuation
    Financial Projection
    Pro Forma Statement
    Due Diligence
    Corporate Finance
    Financial Consulting
    Business Strategy
    Business Valuation
    Business Operations
    Financial Modeling
    Financial Analysis
    Business Transformation
    Management Consulting
    Marketing Strategy
  • $75 hourly
    • 0.0/5
    • (1 job)
    Hello, my name is Aaron. I offer 12+ years experience in financial analysis, business management, and logistics strategy to deliver prompt numeric masterpieces. I aim to provide financial insight from all angles of the business. From where you make your money, how to improve returns, and how to scale beyond today. My goal is to understand and partner in your growth, so let's see if I can help in the following highlighted areas: -Financial Modeling (P&L, Cash Flow, and flexible worksheets) -Data Analytics (Forecasting, Market Piloting, and Trend Analysis) -Customer Analysis (Segmentation and how do we get them to buy more stuff) -Supply Chain Strategy (Forward and reverse logistics) Looking forward to connecting, thanks!
    Featured Skill Mergers & Acquisitions
    Legal Agreement
    SQL
    Financial Report
    Account Management
    Budget
    Forecasting
    Process Improvement
    Product Development
    Business Management
    Finance
    Logistics Management
    Inventory Management
  • $220 hourly
    • 0.0/5
    • (0 jobs)
    I am a seasoned legal counsel with a proven track record of providing effective and efficient legal services to technology companies. I comprehensively understand the legal issues and challenges that technology companies face in today's dynamic and competitive market. I can offer my clients practical and strategic solutions that align with their business objectives and protect their interests. I have been legal counsel for various technology companies for over two decades. During this time, I have gained extensive knowledge and experience in all aspects of intellectual property (IP) protection and strategy. I understand how to safeguard the IP rights of my clients and help them leverage their IP assets to achieve their business goals. One of my core competencies is drafting and negotiating various contracts and agreements essential for the successful operation of technology companies. These include commercial, supplier, partner, collaboration, and development agreements, joint research, NDAs, supply contracts, master service agreements, SaaS, cloud services and software, and consortium deals. I have the skills and expertise to handle complex and high-value transactions and ensure that the terms and conditions are favorable and fair for my clients. Another area of my expertise is dealing with government contracts and compliance programs. I have experience negotiating and managing grants and cooperative research and development agreements (CRADAs) with federal agencies and other entities. I also have knowledge of the International Traffic in Arms Regulations (ITAR) and the Export Administration Regulations (EAR) that govern the export and re-export of defense articles and services and dual-use items. I can help my clients comply with these regulations and avoid potential penalties or sanctions. Additionally, I have experience in mergers and acquisitions (M&A) transactions involving technology companies. I can assist my clients in negotiating deal terms and conducting due diligence on the target company's IP portfolio, contracts, compliance programs, litigation risks, and other relevant matters. I can advise my clients on the post-closing integration of the acquired company's IP assets and contracts.
    Featured Skill Mergers & Acquisitions
    Legal Consulting
    Due Diligence
    Consultation Session
    Acquisitions
    Patent Law
    Patent Prosecution
    Intellectual Property Protection
    Patent
    Legal
    Intellectual Property Law
  • $22 hourly
    • 0.0/5
    • (0 jobs)
    IFAM | Outsourcing Experts – Maximizing Profits, Minimizing Hassle. Do what the Fortune 500 companies do—outsource your financial operations and focus on growth, strategy, and value creation. At IFAM, we provide cost-effective, scalable, and technology-driven financial solutions that help businesses of all sizes optimize their resources. ✅ Save Costs – Reduce overhead by outsourcing instead of hiring full-time staff. ✅ Scale Effortlessly – Expand operations without the burden of additional hiring. ✅ Better Real-Time Insights – Gain accurate, AI-powered financial data for informed decisions. ✅ Focus on Growth – Spend more time on strategy, innovation, and customer relationships—leave the back office to us. Our Virtual CFO Services, Corporate Finance Advisory, Risk Consulting, and Global Outsourcing Solutions bring enterprise-level financial expertise to your business without the Fortune 500 price tag.
    Featured Skill Mergers & Acquisitions
    ERP Software
    Data Processing
    Dashboard
    Internal Auditing
    GAAP
    Account Reconciliation
    Accounting Principles & Practices
    Cash Flow Analysis
    Forecasting
    Financial Reporting
    Management Consulting
    Analytical Presentation
    Bookkeeping
    Accounting
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