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A poor valuation doesn’t just cost you thousands—it can cost you millions $$$, along with wasted time and stress. I help entrepreneurs, 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 start up, 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.

Strategic, results-driven HR professional with 15+ years of experience leading human resources initiatives across the U.S., Europe, and the Middle East. Proven success in both corporate and fast-paced international environments. I specialize in: - Talent Acquisition & Executive Search (technical, sales, leadership roles) - HR Tech Implementation (BambooHR,SAP SuccessFactors, Workday) - Global HR Operations & Compliance - DEI, Onboarding, Performance Management, and Engagement - Strategic HR Partnerships with C-suite & department heads Key Highlights: - SHRM-SCP Certified - Led HRIS implementation increasing efficiency by 40% - Reduced turnover by 25% through targeted retention strategies - Built mentoring & succession programs driving internal promotions by 15% Open to part-time, project-based, or long-term remote collaborations. Let’s build high-performing, people-centered organizations together.

Most short-term rental operators are sitting on 20–30% more revenue than they're currently generating. The gap isn't the property — it's the pricing strategy, listing positioning, and channel management holding it back. We fix that. Our agency has optimized hundreds of STR listings across the US, Europe, Australia, and South America — working across every major OTA, every market type, and every property category from budget coastal rentals to luxury villas. We bring institutional revenue management thinking to short-term rental businesses that have been running on gut feel and generic pricing tools. What separates our approach is the combination of financial rigor and operational reality. As a former investment banker with Cornell certification in hotel real estate and asset management, I apply the same yield management discipline used by major hotel groups — adapted specifically for the STR market and powered by tools like PriceLabs, Wheelhouse, and Hostaway. We don't guess. We analyze, model, and optimize based on your specific market, competitive set, and revenue profile. Every engagement produces a clear, implementable strategy — not a generic report.If your listings are underperforming, your calendar has gaps, or you suspect your pricing isn't capturing peak demand the way it should, this is the engagement that changes that.

Hi! I am a senior finance professional who loves working with numbers and helping businesses manage risk. Most of my career has been spent inside the banking industry, including major institutions like Wells Fargo, U.S. Bank, and the Federal Reserve Bank. My main goal is to help you look at financial numbers, check credit histories, and evaluate loan applications so you can make safe lending decisions. I am very detail-oriented, I pick up new software quickly, and I am comfortable working with strict financial rules and regulations. If you need someone to look at a complex financial file, understand a borrower's real income, and decide if a loan is safe to approve, I am here to help! What I Can Do For You: • Mortgage & Loan Underwriting: I have years of experience reviewing, underwriting, and approving consumer, mortgage, and business loans. • Deep Income Analysis: I know how to read pay stubs, W-2 forms, and complex tax returns for self-employed individuals, partnerships, and corporations. • Credit & Risk Assessment: I look closely at credit reports and accurately calculate personal debt-to-income (DTI) ratios, loan-to-value (LTV) ratios, and liquidity. • Problem Loan Setup (Loss Mitigation): I can review hardship applications, figure out what borrowers can afford, and help change loan terms to protect against loss. • Data & Financial Reporting: I can spot financial trends, build clear tracking reports, and do forecasting to help you make smart business choices.

SENIOR HR CONSULTANT, who specializes in working with US clients who are scaling up their business model . With 17+ years of corporate HR leadership experience and 10 years as a Senior HR Consultant, my significant business acumen sets me apart from most HR professionals, with ability to be a good strategic & tactical business partner to leadership teams & management teams. Extensive experience in: -Culture creation and establishment -Handbook and policy development -System creations (performance appraisal, performance management, attendance tracking) -Payroll administration and HRIS system integration -Organizational development -Employee engagement -Strong Employment Law background/compliance Organizational planning HR technology, analytics & data planning Employee retention programs AND I have an amazing work ethic! You won't have to micromanage me- I'm a self starter, I know what needs to be done and work very hard to allow my clients to focus on building a successful business without fretting over Human Resources.

Most paid media problems aren't a traffic problem. They're a visibility problem. You can't see which spend is actually driving revenue and which is just making noise. That's the part I fix, and what makes Neves Digital Expert-Vetted and top 1% in our field on Upwork. I'm American, from Seattle, and I've been in Ho Chi Minh City, Vietnam, since 2018. Twenty years in programmatic and media buying across major US agencies (Razorfish, Publicis) and tech (Microsoft, Rocket Fuel, acquired by Amazon) before I went all-in on strategy consulting. I buy across Meta, Google, DV360, The Trade Desk, Amazon DSP, StackAdapt, Xandr, AdRoll, and LinkedIn Ads every day. The measurement stack runs on GA4, GTM, Looker, and custom BI. I know these platforms cold, and I know how to make them talk to each other. I've also managed campaigns through Meta's Special Ad Categories and Google's financial products policy for investment migration, wealth management, and real estate. Most buyers avoid regulated verticals entirely. I've already cleared the compliance. A standard media buy stops at the platform dashboard. I don't. What I actually care about is whether the work moves your business. Not just marketing KPIs, but the outcomes that determine whether the company grows and whether the people running it hit the goals they're accountable for. The layer I build underneath the media is the part that proves it: first-party tracking and attribution across the full funnel, scoring whatever matters (leads, users, purchase paths), CRM- and revenue-connected reporting, and BI dashboards that tie spend to the numbers your business actually runs on. I've done it in finance, travel, fashion, automotive, D2C, B2B, and high-ticket advisory. A few examples: InvestMigrate (investment migration advisory): $37K in paid media test drove $170K in commissions and $800K in capital raised. 4.6x commission ROAS, measured against closed investments, not form fills. AMOCC (D2C furniture eCommerce): a full acquisition engine built from zero first-party data. $1M+ Year-1 revenue, $10 ROAS sustained ($14 peak), 291% ROI at a 50% margin assumption. Royal Caribbean (enterprise travel/cruise): led CRM reporting and programmatic media strategy through Covid, protecting future bookings when the present ones vanished, run through a Vietnam-based team that cut their Miami cost. The companies that need real attribution most, the SMBs and startups and growing brands, are usually the ones flying blindest. That's why Neves Digital exists. I do my best work with people who are done guessing. Scaling a D2C brand, running high-ticket lead gen, sorting out travel and booking demand, or building a paid acquisition engine from scratch. If you want to know exactly what your money is producing, let's talk.