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I am a Certified Valuation Analyst (CVA®) and private-company valuation specialist. My work is built around the purpose of the assignment—tax, litigation, partner disputes, acquisitions, retirement plans, financial reporting, strategic planning, or another defined need. I help business owners, attorneys, CPAs, investors, buyers, and lenders answer a deceptively difficult question: What is this business actually worth—and can the conclusion be defended? Over the past 15+ years, I have analyzed thousands of privately held small and midsize businesses, including complex assignments requiring judgment, financial normalization, and reconciliation of multiple valuation approaches. My principal focus is BUSINESS VALUATION. CERTIFIED BUSINESS VALUATION I am a Certified Valuation Analyst (CVA®) through NACVA, Business Certified Appraiser (BCA®), and Certified Machinery & Equipment Appraiser (CMEA®), with an M.S. in Applied Economics from Johns Hopkins University and an M.S. in Finance from George Washington University. There is no one-size-fits-all valuation report. Scope depends on the purpose, standard of value, valuation date, ownership interest, evidence, and intended user. The deliverable may be a valuation memo, calculation, or full narrative report. I prepare valuations for: 🤝 Partner Buyouts & Shareholder Disputes — buyouts, minority interests, buy-sell agreements, and disputed ownership interests. 🧾 Estate, Gift & Tax Valuation — estate tax, gift tax, IRS Fair Market Value (FMV), Revenue Ruling 59-60, ownership transfers, and tax-reporting valuations. 🏛️ ROBS, 401(k) & Retirement-Plan Valuation — ROBS employer stock, annual/termination valuations, distributions, and self-directed IRA interests. 👥 ESOP & Employee Ownership Valuation — employer-stock and employee-ownership valuation. ⚖️ Litigation & Economic Damages — litigation business valuation, lost profits, economic damages, business divorce, and personal vs. enterprise goodwill. 🏦 Acquisition, SBA & Exit Valuation — acquisition valuation, SBA 7(a), succession planning, exit planning, and transaction support. 🚀 Startup, IRC 409A & Intangible Asset Valuation — startup/pre-revenue valuation, IRC 409A, intellectual property, goodwill, and promissory notes. 📊 Financial Reporting Valuation — ASC 805 purchase price allocation, ASC 820 fair value, ASC 350 goodwill impairment, and ASC 718 stock-compensation valuation. 🚚 Machinery & Equipment Valuation — desktop appraisal of machinery, vehicles, and equipment. COMPLEX VALUATION ASSIGNMENTS I specialize in assignments requiring judgment, reconstruction, and multiple layers of analysis: 📉 Inconsistent, Declining, or Limited Profitability 🧮 Complex EBITDA, SDE & Owner-Compensation Normalization 📊 Minority & Noncontrolling Interests | DLOC & DLOM 👤 Personal vs. Enterprise Goodwill & Key-Person Risk 🔗 Related-Party Transactions & Multi-Entity Structures ⚠️ Distressed Businesses or Unusual Debt & Capital Structures 🏭 Machinery, Equipment, IP & Other Intangible Assets ⚖️ Tax & Litigation Valuations with Complex or Unclear Financials A valuation should not be a spreadsheet that produces a number. It should explain the economics, assumptions, valuation approaches, and why the conclusion is reasonable. For disputed or high-scrutiny assignments, I clearly document the evidence, adjustments, and reasoning so sophisticated readers can follow the analysis. WHAT AN UPWORK CLIENT SAID “He understands business valuation forwards and backwards…” — IRS-Compliant Business Valuation Client REAL-WORLD TRANSACTION EXPERIENCE My perspective is not purely academic. I have personally invested in, operated, acquired, and sold private businesses—and I have made and lost money doing it. That experience changed how I evaluate sustainable earnings, add-backs, working capital, capital expenditures, concentration risk, debt service, and valuation assumptions. QUALITY OF EARNINGS & M&A DUE DILIGENCE Valuation is my primary focus, but I also assist buyers and investors with: 🧮 Quality of Earnings — reconstruct sustainable EBITDA/SDE and evaluate seller adjustments. 💵 Proof of Cash — compare reported revenue with deposits and cash activity. 🔄 Working Capital — estimate normalized operating working capital and a defensible working-capital peg. 🏦 SBA & Acquisition Analysis — evaluate debt-service coverage, financing structure, seller notes, equity requirements, and acquisition risk. FIXED-FEE VALUATION ENGAGEMENTS Most valuation reports are quoted on a fixed-fee basis. After a brief scope review, I provide a defined scope, professional fee, and delivery timeline before work begins. If you need a valuation for a specific purpose—even if it is not listed above—send me the assignment, intended use, and deadline. I can recommend the appropriate valuation scope and report type.

Ph.D., Organizational Psychology. TEDx speaker featured on TED’s homepage. Talent, Organizational Development, and Survey specialist. I have 7+ years of experience working in talent and organizational development, though many of the skills I developed came from my 7 previous years in marketing. My goal is to leverage science and research to help you achieve your goals in a clear and applicable way. Within the past couple of years, I've worked on projects for Accenture within their career architecture, assessment, and recruiting teams. I have also worked on projects for Johnson & Johnson, McGill University, Yaamava (previously San Manuel) Casino, Denny's, Teachable, and Workboard, among others. I hold a Ph.D. and MA in Organizational Psychology from Claremont Graduate University and a BA in English and Consumer Psychology from the University of Pennsylvania. I am here to offer evidence-based solutions and help you achieve your goals. Some of my skills and work experiences include: • Conducting and analyzing survey data (using an array of survey software programs and analyzing data via R or Excel) • Interviewing and leading focus groups (and using qualitative thematic analysis to derive relevant and actionable themes) • Assessing/developing leadership and employees (engagement, wellbeing, strengths, burnout, etc.) • Spearheading program evaluations (using an array of methods, including but not limited to document/website review, surveys, interviews, observations) • Creating workshops • Drafting powerpoints • Writing reports • Speaking and educational engagements (keynotes, trainings, workshops, webinars, etc.) I am visually oriented and geared to make information easy to digest, so I will make sure that your solutions target your intended audience. About me: I initially pursued a career in marketing. I worked as a strategy consultant in healthcare, then pivoted into a tech innovation startup specializing in AI-driven, gamified e-commerce products. After 7 years of marketing in NYC, even in a director role, I realized that while I still loved business and psychology, and I very much loved my current job, I just wasn’t interested in selling products. Call me naive and idealistic, but I wanted to make an imprint on people's lives and help make the world a better place by creating a less stressed/burnt-out workforce. I envision a world where people thrive at their work, finding it engaging and energizing, and I want to help companies create the optimal space to make that a reality. To that end, I shifted my career trajectory and shifted towards organizational behavior. I love the consulting projects I've done and the clients I've worked with over these past few years. I completed my MA and PhD studying Positive Organizational Psychology. My research focuses on: • employee engagement • healthy work-life balance • burnout prevention • remote work • high-quality connections • virtual teams • leadership development • viewpoint diversity and more. I am also a TEDx speaker, and my talk was selected to be featured on TED’s homepage (my talk was titled, "3 simple ways to build stronger relationships at work".

I help companies turn existing demand into pipeline and revenue by aligning strategy and execution across paid and owned media, supported by analytics, attribution, and conversion optimization. My work spans demand generation, funnel optimization, CRM and lifecycle strategy, and sales alignment focused on improving conversion efficiency, follow-up, and marketing spend effectiveness rather than simply increasing lead volume. I’ve led growth initiatives for brands including Toyota, McDonald’s, LA Chargers, First Citizens Bank, Farmer John, and Pala Casino Spa & Resort, partnering with teams across B2B and B2C organizations in SaaS, insurance, real estate, automotive, CPG, and professional and home service organizations. Paid Search | SEM | PPC (Google, Bing) •Reduced PetroSkills paid search spend 3.5% through GA4 attribution analysis and branded vs organic search optimization without decreasing lead volume •Developed and optimized Google Search campaigns for a large residential real estate company, generating leads at 45% below CPL goals •Increased OneWest Bank B2B lead volume month-over-month through Google SEM optimization, contributing to a 10% increase in new checking account customers •Increased LA Chargers season ticket sales 10% through SEM and paid media optimization initiatives •Doubled lead volume within 6 months for Pala Casino Spa & Resort through Google Ads optimization and acquisition strategy improvements •Reduced wasted spend and improved lead quality through campaign restructuring, audience segmentation, attribution analysis, and conversion optimization across Google Ads accounts Paid Social (LinkedIn, YouTube, Facebook, Instagram, TikTok) •Generated thousands of Facebook and Instagram leads per day for Medicare insurance campaigns averaging $7.50 CPL and $250 CPA, outperforming CPL and CPA goals by 25% •Created and optimized paid social campaigns targeting government employees approaching retirement, generating 200% of expected lead volume at 50% of CPL goals •Reduced Toyota paid social CPA by 49% while lowering CPL 20% and increasing lead volume 20% month-over-month through campaign optimization and creative strategy improvements •Developed paid social acquisition and funnel optimization strategies for automotive, healthcare, financial services, SaaS, eLearning, and B2C organizations •Built and optimized Meta lead generation campaigns utilizing audience segmentation, creative testing, lifecycle follow-up, and funnel optimization strategies to improve conversion performance •Developed in-app display strategy for McDonald’s Big Mac campaign in the Los Angeles market, contributing to a 30% increase in foot traffic Growth Strategy | CRM | Lifecycle | Attribution •Partnered with sales and SDR teams to drive pipeline generation for endpoint security SaaS solutions, generating an average of $6,750 in pipeline per demo booked while achieving 80% demo attendance through multi-channel demand generation initiatives •Drove 166% increase in online purchases generating $118K in incremental revenue through performance marketing and conversion optimization initiatives for an eLearning and B2B training company •Built CRM automation, lifecycle marketing, lead routing, and nurture workflows to improve lead-to-meeting conversion and sales follow-up efficiency •Partnered cross-functionally with sales, marketing operations, and analytics teams to improve attribution visibility, CRM reporting, lead scoring, and funnel performance •Led integrated growth and acquisition initiatives across paid media, lifecycle marketing, outbound strategy, conversion optimization, and attribution reporting for SaaS and service businesses •Improved website and funnel conversion performance through CRO, landing page optimization, lifecycle automation, and follow-up process improvements •Supported acquisition-driven expansion initiatives for CPA and professional services organizations by improving lead management workflows and sales alignment processes •Managed paid media strategy across Google, Meta, LinkedIn, YouTube, and display channels with consistent focus on CAC efficiency, CPL reduction, ROAS, and conversion optimization •Built performance reporting frameworks and dashboards utilizing GA4, CRM reporting, attribution analysis, UTMs, and funnel metrics to support growth decision-making Focus Areas Demand Generation & Paid Acquisition Funnel Optimization & Conversion Strategy CRM, Lifecycle & Lead Management Systems Marketing Analytics, Attribution & Reporting Revenue Operations & Sales Alignment

10+ YEARS OF EXPERIENCE running Google Ads, Bing Ads, Meta Ads and Performance Marketing campaigns. Expert-level PPC specialist who can turn ad spend into real revenue, not just clicks. 💰🚀 With over a DECADE of hands-on experience managing high-performing campaigns with Google Ads, Microsoft Ads and $20M+ managed in ad spend, I've specialized in helping businesses across a range of industries generate high-quality leads, boost sales, and maximize ROI/ROAS. Industries I've helped scale ROAS by 5-10X: health insurance, life insurance, health such as addiction rehab centers and dentists, legal like personal injury and immigration law firms, automotive like auto shops, home-based services like hvac, plumbers, roofers, water/mold remidiation, and much more. Let your business be NEXT, excited to talk more! ___ What I Bring to the Table: • Budget management from $1K/month to $1M/month. • Deep expertise in Google (And MS Ads) Search, Display, YouTube, Performance Max & Demand Gen campaigns. • Proven success across verticals like: Legal, Healthcare, Insurance, Dental, Home-Based services, and more. • Account audits, campaign setup, automated bid strategies (Maximize Conversions tCPA or Maximize Conversion Value tROAS) , A/B testing, conversion tracking, and data-driven optimization. • Skilled in uploading offline conversion data to train Google’s algorithm on what actually drives real customers, not just volume. • Advanced use of tools like: Google Ads, Google Ads Editor, Microsoft Ads, MS Ads Editor, GA4, Google Tag Manager, HubSpot CRM, Call Tracking Softwares like CallRail, CallTrackingMetrics and Ringba, Landing Page builders, Reporting Dashboards and more. Why Clients Hire Me: • I bring strategic thinking, clear communication, and a relentless focus on ROI • I take time to understand your business goals and build strategies tailored to your bottom line • I optimize for outcomes, not vanity metrics—focusing on lead quality, cost per acquisition, and real business growth • I work like a partner, not just a freelancer—treating your business and ad budget like my own. Whether you're launching your first campaign or need to scale performance, I’m here to help! 📩 Let’s connect and take your campaigns to the next level!

Retirement operations specialist with 15+ years of experience across Defined Benefit (DB), Defined Contribution (DC), onboarding, payment processing, financial reporting, and complex data validation. I help insurers, TPAs, actuarial firms, and retirement providers eliminate errors, accelerate onboarding, and strengthen operational controls. I’ve supported business operations covering 200,000+ participants and $8B+ in assets - plan contributions, distributions and participant payment services. I've improved annuity workflows, resolved data issues across multiple platforms, and partnered with compliance, IT, actuarial, and vendor teams to ensure downstream accuracy. Clients hire me when they need someone who can: Step into complex retirement operations with zero ramp‑up Clean up messy data and stabilize processes Improve documentation, workflows, and turnaround times Manage escalations and clarify requirements with precision Support transitions, onboarding, and payment setup Deliver error‑free financial and tax‑related reporting What you get: ✔ Fast, accurate execution ✔ Clear communication and proactive issue resolution ✔ A partner who understands retirement operations end‑to‑end ✔ Deliverables that reduce rework, risk, and downstream defects If you need a retirement operations expert who can own the work, improve the process, and deliver clean, accurate results — let’s talk.

Most behavioral health practices don't have a billing problem — they have a system problem that shows up as denied claims, slow reimbursement, and a back office running on fire drills. I find the pattern, fix the root cause, and hand you a workflow your team can actually run. I have led billing and operations for a multi-clinician outpatient practice and a fully virtual pediatric/young-adult behavioral health company operating across five states. I live in the real problems daily: denial management, payer audits, credentialing, prior authorizations, insurance verification, and payer enrollment. How I help: DIAGNOSE — I trace denials and lost revenue to the actual cause: misconfigured telehealth modifiers, wrong rendering-provider NPIs, payer enrollment gaps with date-effective boundaries, plan-year and member-ID mismatches, EHR setup errors. SYSTEMATIZE — I document the fix as a clear workflow/SOP your staff can follow, so the same denials stop recurring after I'm gone. RESOLVE — When you want the work done, I write the clean appeals, reconsiderations, and prior-auth packages (cover letter, payer forms, medical-necessity narratives, measurable-goal addendums) that recover money and get approvals. A great place to start is my Billing & Denial Audit: I review your setup, identify the patterns costing you revenue, and deliver a findings report plus a fixed remediation workflow. Hand it to your team and run it yourself, or retain me to implement — either way you'll know exactly where the money's leaking and how to stop it. I've also managed prepayment-review and payer SIU audits end to end — reading findings against the actual provider manual, pinpointing root cause, coordinating remediation across clinicians, and tracking to the pass rate required to lift review. Beyond billing, I handle credentialing and enrollment (CAQH, NPI, NPDB, payer enrollment/re-credentialing, ERA/EFT) and recruiting and onboarding of licensed clinicians for multi-state virtual care. I work fast, communicate plainly, and don't need hand-holding. Tell me where the money's leaking or the process is broken, and I'll build the fix. Tools I work in daily: SimplePractice, Waystar, Availity, payer and Medicaid portals. Fluent in behavioral-health CPT coding (90791, 90837, 90847 etc), telehealth modifiers, POS 02/11, and PA's. If you're a behavioral health practice, group, or virtual care company that needs billing cleaned up, an audit handled, credentialing untangled, or systems built — let's talk. SKILLS (add one at a time, pick each from Upwork's dropdown) Medical Billing Behavioral Health Revenue Cycle Management Insurance Verification Claims Resolution Medical Credentialing Prior Authorization Denial Management SimplePractice HIPAA Compliance Healthcare Administration Recruiting Process Improvement Accounts Receivable CPT Coding