Hire the Best Performance Appraisal Specialists

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.

I help real estate, title, escrow, and mortgage companies streamline transactions from contract to closing with precision, speed, and exceptional attention to detail. With over 5 years of experience in the U.S. real estate and mortgage industry, I have conducted more than 9,000 property title searches, coordinated and underwritten over 300 commercial mortgage transactions valued at more than $105 million, and coordinated loan files from application through closing. My background spans title examination, underwriting, loan processing, transaction coordination, due diligence, document review, and operational support for U.S.-based lenders, title companies, and real estate professionals. I have extensive experience researching public records, resolving title issues, reviewing legal and financial documentation, preparing closing packages, and maintaining compliance with lender and regulatory requirements. My work has also included leading operations, improving workflows, training team members, and ensuring high-quality file management in fast-paced remote environments. I am proficient with Encompass, DataTrace, DataTree, MLS, Zillow, PropStream, PACER, Monday, Google Workspace, and other industry-standard platforms. Whether you need a Transaction Coordinator, Title Examiner, Mortgage Underwriter, Loan Processor, Real Estate Virtual Assistant, or Operations Specialist, I bring accuracy, accountability, and a commitment to delivering exceptional results with minimal supervision.

I’m a Project Manager, Principal Appraiser's Associate, and a Commercial Real Estate Appraisal Analyst with 4 years in the real estate appraisal world, where I juggle everything from client calls to zoning maps (and somehow manage to stay organized). My day-to-day involves scheduling inspections, sending out invoices, keeping clients in the loop on their reports, and making sure everything runs smoothly behind the scenes with our database and CRM. When I’m not emailing or following up on bids, I’m diving into property documents everything from zoning maps to tax cards and market data to help our principal appraiser prepare spot-on reports. I’ve worked with commercial real estate CEOs, principal appraisers, and trainee appraisers, handling hundreds of appraisal reports, including a project that involved a whopping 72 properties in one go. I’m fluent in tools like Valcre, RealQuantum, Zoho, Excel, and Word. Project management, data entry, and client communication were all wrapped up with a heavy dose of attention to detail and integrity. My goal? To grow into an independent analyst or associate appraiser while continuing to deliver top-notch service to my team and clients. Whether it’s solving problems or cracking a joke to keep things light, I bring energy and dedication to everything I do and I’m always ready to pitch in wherever needed.

𝑼𝒑𝒘𝒐𝒓𝒌 𝑨𝒄𝒉𝒊𝒆𝒗𝒆𝒎𝒆𝒏𝒕𝒔: 🏆 𝑻𝒐𝒑 𝑹𝒂𝒕𝒆𝒅 𝑷𝒍𝒖𝒔 𝑭𝒓𝒆𝒆𝒍𝒂𝒏𝒄𝒆𝒓 (𝑨𝒎𝒐𝒏𝒈 𝑻𝒐𝒑 𝟓% 𝒐𝒏 𝑼𝒑𝒘𝒐𝒓𝒌) 🏆 𝑻𝒆𝒓𝒓𝒊𝒇𝒊𝒄 𝑼𝒑𝒘𝒐𝒓𝒌 𝑯𝒊𝒔𝒕𝒐𝒓𝒚 𝒘𝒊𝒕𝒉 𝟓𝟓𝟎𝟎𝟎 + 𝑯𝒐𝒖𝒓𝒔 & 𝑪𝒐𝒖𝒏𝒕𝒊𝒏𝒈 🏆 7𝟓𝟎+ 𝑪𝒐𝒎𝒑𝒍𝒆𝒕𝒆𝒅 𝑷𝒓𝒐𝒋𝒆𝒄𝒕𝒔 𝒐𝒏 𝑼𝒑𝒘𝒐𝒓𝒌 𝒂𝒏𝒅 𝑪𝒐𝒖𝒏𝒕𝒊𝒏𝒈 𝑰 𝒉𝒂𝒗𝒆 3 𝑨𝒈𝒈𝒓𝒆𝒔𝒔𝒊𝒗𝒆 𝒎𝒆𝒕𝒉𝒐𝒅 1. 3𝑩 𝑺𝑾𝑬𝑬𝑷 𝒘𝒊𝒕𝒉 𝑭𝑻𝑪 𝒎𝒆𝒕𝒉𝒐𝒅 (𝒓𝒆𝒔𝒖𝒍𝒕𝒔 𝒊𝒏 10 𝒅𝒂𝒚𝒔) 2. 𝑭𝑻𝑪 𝒘𝒊𝒕𝒉 𝒄𝒇𝒑𝒃 & BBB 𝒎𝒆𝒕𝒉𝒐𝒅 ( 𝒓𝒆𝒔𝒖𝒍𝒕𝒔 𝒊𝒏 25 𝒅𝒂𝒚𝒔) 3. 𝑭𝒂𝒄𝒕𝒖𝒂𝒍 𝒘𝒊𝒕𝒉 𝒄𝒇𝒑𝒃 ( 𝒓𝒆𝒔𝒖𝒍𝒕𝒔 𝒂𝒇𝒕𝒆𝒓 1 𝒎𝒐𝒏𝒕𝒉) I am a professional Letter Specialist. For the last 10 years, I have worked with the Different Company of the USA. I can do work Manually and on software. I can analyze all types of reports some are Experian.com, Equifax.com, Transunion.com, Identityiq.com, privacyguard.com, creditkarma.com, smartcredit.com etc. The services I provided to the company: 1. EX, EQ, TU Letter Making with new custom statement for every client. Making New template and adding them by coding into CRC. 2. Using Effective Template and Item selection to get them deleted fast and boost the score 3. Mailing letters and documents through Letter Stream & Hello Fax 4. Complain form filling and submitting on Federal Trade Commission 5. CFPB & LEXIS-NEXIS complain form filling and submitting 6. Database Update and weekly working progress report generate 7. Emailing client and give customer support 8. Team Management 9. Giving partially customer support via phone and full support via email / social media I have completed my Master in Computer Sciences. I have also expertise in using MS Office, Google Suite, Dropbox, Pipedrive, Fax software, Hootsuite, Trello, & Sl@ck. I hope I have the experience and skills to do your job successfully.

I am an experienced customer service and operations professional with a proven track record in the telco, financial, and healthcare sectors. Skilled as a CSR, quality analyst, and supervisor, I excel in managing calls, handling tasks, training teams, and ensuring quality service. Adept at multitasking, problem-solving, and streamlining workflows to improve efficiency and client satisfaction. Strong communication, leadership, and organizational skills backed by work experience. Committed to delivering high-quality results and supporting clients in achieving their goals.

I'm a Board Certified Real Estate Appraiser and Top Rated Upwork freelancer with nearly 9 years of experience in property research, valuation, and commercial real estate analysis. Prior to freelancing, I served as a bank appraiser at one of the Philippines' largest financial institutions, handling property valuations and market research across various asset types. My background in Computer Engineering further strengthens my ability to manage data systems, research tools, and digital workflows efficiently. What I can help you with: - Commercial Real Estate Research – comparable sales, zoning information, ownership and tax records - Property Valuation Support – appraisal reports, market analysis, deed and title research - Permit & Planning Research – navigating government portals, permit status tracking, jurisdiction research - Data Management – organizing and maintaining property databases, digital file systems, and project records - Virtual Assistance – report formatting, scheduling, email correspondence, checklist preparation Tools & Platforms: Microsoft Excel | Google Sheets | Google Suite | Valcre | Microsoft Office | Online Government Portals & Permitting Systems 100% Job Success | Top Rated | 36+ Completed Projects If you need a detail-oriented real estate research professional who understands the work at an expert level — let's connect.