Hire the Best Pricing Consultants
in Canada

I have built, valued, and modeled over 1,000 companies across all 50 US states, every Canadian province, and 50+ countries. CFA charterholder. 10 published books, all rated 5.0 on Amazon. $200K+ earned on Upwork with 100% Job Success. Top Rated Plus. Ranked #1 Financial Modeling in Canada and #2 Investment Banking globally on Upwork. When a founder sends me their financial model, I already know the three questions their investors will ask, because I spent years reviewing deals from the investor side as a fund fiduciary. That perspective separates my work from everyone else in your inbox. I wrote 10 books on this. Literally. My Amazon series, A Founder's Conversations with a Fractional CFO, covers every financial decision a founder faces: CFO Versus Accountant, Pitch Decks, 409A Valuations, Financial Modeling, Business Plans, KPIs and Dashboards, Private Company Stock Options, Fundraising Mechanics, Real Estate Financial Modeling, and SBA Loans. WHAT I DELIVER: Financial Modeling: Three-statement models, revenue models, SaaS models, startup financial projections, scenario analysis, sensitivity analysis, unit economics, breakeven analysis, cash flow forecasting, pro forma financials, budget models, and investor-ready models built in Excel. Published on Bloomberg, Reuters, FactSet, and S&P Global terminals. Business Valuations: DCF analysis, comparable company analysis, precedent transactions, startup valuations, fair market value, certified business valuations, and 409A valuations for fundraising, M&A, tax compliance, equity compensation, and internal planning. Business Plans: Investor business plans, SBA lender business plans, immigration business plans (EB-2, EB-5, USCIS), startup plans, feasibility studies, market analysis, competitive analysis, go-to-market strategy, and executive summaries for banks, investors, and regulatory bodies. Pitch Decks: Seed decks, Series A decks, fundraising decks, investor presentations, and data room preparation. Helped raise hundreds of millions in capital across angel, seed, Series A, and Series B rounds. Cap Tables and Equity: Cap table modeling, stock option plans (ISOs, NSOs, RSAs), SAFE and convertible note modeling, option pool sizing, dilution analysis, waterfall analysis, pre-money and post-money calculations, vesting schedules, 83(b) elections, and 409A compliance. Fundraising: Term sheet analysis, SAFE structuring, convertible note terms, liquidation preferences, closing mechanics, investor negotiation, due diligence preparation, and capital raising advisory from pre-seed through Series B. Fractional CFO: Financial strategy, KPI dashboards, OKR tracking, board reporting, investor reporting, cash flow management, burn rate analysis, runway modeling, and startup growth consulting. As former CEO of SentimenTrader and founder of ExemptAnalyst (acquired by Pinnacle), I have been on your side of the table. Real Estate Financial Modeling: Acquisition models, development pro formas, NOI and cap rate analysis, rent roll analysis, construction draws, lease-up modeling, waterfall distributions, LP/GP splits, DSCR, and sensitivity analysis for commercial, multifamily, and value-add deals. SBA Loans: SBA 7(a) and 504 loan modeling, lender packages, debt service coverage, seller note structuring, business acquisition models, and goodwill analysis. Due Diligence and Investment Banking: M&A due diligence, credit analysis, investment memos, structured finance, SPV structuring, and institutional-grade research. Ghostwriting: 10 published books on Amazon (all 5.0). Available for personal finance and business book ghostwriting. BACKGROUND: 25+ years in capital markets. Former CEO of SentimenTrader. Founded ExemptAnalyst (largest private research firm in Canada, acquired by Pinnacle). Director at Eiffel Peak Capital. MD at Pinnacle Wealth Brokers. VP at IA Clarington. Advised on $79M Wes-tower acquisition. Co-Host of The Dales Report (40K YouTube). Finance Instructor, University of Toronto. CFA, CFP, CIM, FCSI Fellow. My schedule fills up fast. If my status shows available, reach out now for a quick call to scope your project.

Big Four consultant, Morgan Stanley, MBA, CFA Level 1. Working with Fortune 500 clients and startups across diverse sectors. I'm the person who turns the research into a decision. ✅ Who am I? - MBA Graduate from IIM Lucknow (FT-100) and Neoma BS, France, with an Engineering background - Successfully cleared the CFA Level 1 exam on the first attempt. - Experienced management consultant and successfully served clients across sectors. ✅ What can I do? ................................................................................. Management Consulting and Research Expert specializing in: -TAM, SAM, SOM - SWOT analysis - Competitor/Competitive assessment - Need-gap analysis - Go-to-Market strategy (GTM) - Entry modes - Revenue enhancement strategies - Business planning and strategy development - Feasibility analysis for new initiatives and projects - Due Diligence - Investment Analysis - Mergers & Acquisitions (M&A) - Risk Assessment - Financial Planning ✅ Utilizes: ........................................................................... -Market-line, Euromonitor, Statista, Gartner, SAGE, EMIS, Think Cell, and other industry-leading tools for insights and analysis -Data-driven decision-making approach for impactful presentations ✅ Services offered: Strategy and Planning: ............................................. Strategy, Strategic plan, Business plan, Growth strategy, Go-to-market, Business plans and long-term roadmaps, Strategy consultant, Business growth strategy, Market strategy, Operational plan, End-to-end business plan, Multi-stakeholder strategic plan, Market expansion consulting advisor, International expansion, Experience with APAC, US and Middle East Market Entry, Global strategy, Mission-driven consulting Market and Competitive Intelligence: ............................................ Market research, Market analysis and insights, Market sizing, Market scanning, Quantifying market opportunities, Customer insights, Customer preferences, Industry trends, Competitor strategies, Competitive advantage, Product differentiation, Competitor benchmark, Competitive analysis reports, Research, Need-gap analysis. Financial Modeling and Investment: .............................................. Financial modeling, Financial forecast model, Financial projections, Financial analysis, Forecasting, Projections, ROI, FCF projection, Valuation, Valuation analysis, Business valuation, Bracket DCF, Due diligence, Due diligence material for seed financing, fundraising strategy consultant, Cap table, Investment strategy, Investment analyst, Investment fund, Financial services, Financial appendix data, Executive summaries, Presentations, Investor ready business plan Delivery and Advisory: .......................................... Project management, Project rollout plans, Operational roadmap, Implementation, Organizational design, Business operations, Streamline operations, Process improvement, Process maps, SOPs, Delivering SOPs, Business delivery consultant. Tech and Domain Expertise: ......................................... AI and tech-driven strategy, AI strategy consultant, AI savvy consultant, FinTech strategy consultant, FinTech, AI platform, Mobile apps, SAS products, AI startup marketing plan, Construction business consultant, Real estate Sectors Include: .............................................. Engagements in sectors such as Edtech, Fintech, Agtech, Fitness, Agriculture, Automotive, Real Estate, Artificial Intelligence, Metals and Mining, Aerospace, Healthcare, IT, Renewable Energy, E-commerce, Consumer Electronics, Hospitality, Entertainment, Fashion and Apparel, Food and Beverage, Logistics and Supply Chain, Telecommunications, Biotechnology, Pharmaceutical, Gaming, Financial Services, Education, Environmental Sustainability, and Manufacturing. My adaptability and expertise also extend to Cybersecurity, Cloud Computing, Digital Marketing, Smart Cities, Internet of Things (IoT), SaaS, Blockchain, Cryptocurrency, ESG Initiatives, Circular Economy, Smart Manufacturing, Autonomous Vehicles, Insurtech, Proptech, Regtech, Supply Chain Resilience, Precision Agriculture, Personalized Medicine, Telehealth, Remote Work Solutions, Digital Transformation, Smart Homes, Urban Development, Green Buildings, Real Estate Investment, Sustainable Construction, and Infrastructure Development. I have a proven track record in multiple countries worldwide, offering a data-driven approach and customized strategies that cater to the unique needs of diverse industries. - Offering Consultation and Initial Calls. Get in Touch Today Thank you!

I help marketing agencies run profitable Google Ads with clean, reliable conversion tracking. I specialize in managing and fixing Google Ads accounts where tracking, CRM, or attribution is broken or incomplete — especially in GoHighLevel-based setups. Most of my work is for agencies, not end clients. I understand how agencies operate, communicate, and scale, and I slot in like an internal team member. What I Do Best Google Ads management for lead-generation campaigns Full conversion tracking setup (GTM, GA4, Google Ads, offline conversions) GoHighLevel CRM builds and automation that support paid traffic Landing page and funnel implementation inside GHL Fixing broken or half-built systems from previous vendors Recent Experience & Results Managed ~$100k/month in Google Ads spend for auto detailing, ceramic coating, and PPF campaigns Reduced data loss by implementing offline conversion tracking, feeding qualified lead data back into Google Ads Built and maintained GoHighLevel systems used by hundreds of mortgage brokers across Canada Designed end-to-end pipelines from lead → booking → close Built API and webhook integrations (including Finmo) Improved booking performance by nearly 50% for a tattoo studio franchise by fixing notification and response workflows Platforms I Work With Daily Google Ads GoHighLevel (snapshots, workflows, pipelines, calendars, A2P, white-label setups) Google Tag Manager & GA4 Zapier & Webhooks Shopify (when required for tracking) Why Agencies Hire Me I’m comfortable fixing complex, inherited setups I communicate clearly and work async (Slack, ClickUp, etc.) I understand North American business expectations and client communication You get agency-level execution without agency overhead If you’re an agency that needs Google Ads done properly with tracking you can actually trust, I’m happy to take a look at your setup and tell you exactly what’s working and what’s not.

Squarespace Expert | Squarespace Designer | Squarespace Developer | Figma to Squarespace | WordPress | Wix | Shopify | Web Design | Web Development | SEO Your website should do more than look good it should build trust, strengthen your brand, improve user experience, generate leads, support marketing efforts, increase conversions, and help grow your business. I help businesses, nonprofits, real estate companies, law firms, museums, cause-based organizations, photographers, wedding photographers, music artists, retreat brands, wellness brands, coaches, consultants, e-commerce businesses, editorial publications, luxury brands, beauty brands, lifestyle brands, and service-based businesses create professional, conversion-focused websites that perform. I specialize in Squarespace Website Design, Squarespace Development, Website Redesign, Website Refresh, Website Rebuild, Website Migration, Content Migration, Website Optimization, Website Maintenance, Website Troubleshooting, Technical Debugging, Bug Fixing, UX/UI Design, User Flow Optimization, Visual Communication, Graphic Design, Front-End Development, and Conversion Rate Optimization. My Services Include: • Squarespace Website Design • Squarespace Website Development • Squarespace Web Development • Squarespace Website Refresh • Squarespace Website Redesign • Squarespace Website Rebuild • Squarespace Website Migration • Squarespace Troubleshooting • Squarespace Maintenance • Squarespace Support • Squarespace Updates • Squarespace Website Audit • Squarespace Custom Code • Squarespace Widgets • Squarespace Newsletter Setup • Squarespace Email Marketing • Squarespace Forms • Squarespace Booking System • Squarespace Scheduling Tools • Squarespace Portfolio Websites • Squarespace Photography Websites • Squarespace Wedding Photography Websites • Squarespace Music Artist Websites • Squarespace Real Estate Websites • Squarespace Nonprofit Websites • Squarespace Museum Websites • Squarespace E-Commerce Websites • Squarespace Editorial Websites • Squarespace Magazine Style Websites • Squarespace Luxury Website Design Design & UX Services: • Web Design • Website Design • Graphic Design • UX Design • UI Design • UX/UI Design • User Flow • User Experience Optimization • User-Friendly Design • Visual Communication • Design Consistency • Brand Consistency • Brand Presentation • Layout Design • Typography • Visual Hierarchy • Modern Design • Professional Design • Minimalist Design • Clean Design • Mobile Optimization • Responsive Design • Responsive Website Design • Pixel-Perfect Design • Pixel-Perfect Development • Figma to Squarespace • Website Design from Figma • Website Design from UX Mockups Development Services: • Web Development • Website Development • Front-End Development • HTML • CSS • JavaScript • Custom Functionality • Widget Integration • Third-Party Integrations • Custom Code Implementation • Domain Connection • Redirect Setup • URL Structure Management • Performance Optimization • Website Optimization • Website Maintenance • Website Updates • Website Support SEO Services: • SEO Setup • SEO Optimization • SEO Migration • SEO Preservation • On-Page SEO • Technical SEO • Local SEO • SEO Keyword Research • Search Visibility Improvements • Internal Linking • URL Structure Optimization • SEO-Friendly URLs • Image Optimization Landing Pages & Conversion Optimization: • Landing Page Design • Sales Page Design • Conversion-Focused Design • Conversion Optimization • Conversion Rate Optimization (CRO) • Lead Generation • Call-to-Action Optimization • CTA Placement • Testimonial Sections • Trust-Building Design Marketing & Communication: • Email Marketing • Newsletter Setup • Newsletter Integration • Marketing Automation • Mailchimp • HubSpot • Social Media Integration • Instagram Integration • TikTok Integration • Social Amplification Integrations & Business Tools: • GoHighLevel Integration • HubSpot Integration • Mailchimp Integration • Google Analytics 4 • Google Search Console • SSL Configuration • Appointment Scheduling • Booking Integrations • Contact Forms • Lead Capture Forms • Product Review Integration • Commerce Template Development Platforms & Software: • Squarespace • WordPress • Wix • Shopify • Figma • Canva • Adobe Photoshop • Adobe InDesign • Adobe Creative Suite • Procreate • Elementor • Divi • Avada • Kinsta • All in One SEO Additional Creative Services: • Logo Design • Logo Treatment • Favicon Setup • Brand Color Palette Creation • Brand Identity Support • Typography Design • Photo Editing • Content Layout Optimization Ready to elevate your online presence? Let's discuss your project and create a website that attracts visitors, builds trust, and drives results. Squarespace Expert, Squarespace Designer, Squarespace Developer, Web Designer, Web Developer, UX/UI Designer, SEO Specialist, Figma to Squarespace, Website Design, Website Development, Website Redesign, Landing Pages,Wellness Websites, E-Commerce Websites, Responsive Design,

I help healthcare, medical, life sciences, and service-based businesses grow smarter with agile strategies, process optimization, and revenue-focused consulting. As an Agile Growth Architect (MD–MBA) with 10+ years in North America and 20+ across Europe and emerging markets, I specialize in turning chaos into clarity—helping founders, executives, and innovators streamline operations, scale efficiently, and increase profitability. Whether launching a new product, optimizing workflows, developing go-to-market strategies, or driving digital sales, I bring entrepreneurial insight, strategic rigor, and actionable results. Core Strengths: Agile Business Planning & Strategic Roadmaps Business Process Optimization & SOP Design Go-to-Market & Growth Strategies for Launches Digital Marketing & Sales Management Financial & Revenue Modeling for Healthtech and Startups Startup Advisory & Fractional Strategy Roles Who I Work With: Startups, clinics, life sciences companies, solo founders, and SMBs ready to scale. What to Expect: Clear deliverables, outcome-driven guidance, collaborative approach, and deep niche expertise. Let’s elevate your business with strategies that actually work. Message me or invite me to your project!

Top Rated Plus | Worked With C-Suite Leaders at Fortune 100 & Fortune 500 Companies | 200+ Projects Delivered Ari brings deep expertise across SaaS, tech, fintech, and B2B markets, delivering fast, insight-rich research that supports product, GTM, and investment decisions. With advanced secondary research skills, structured analysis, and executive-ready reports, Ari helps teams validate opportunities, benchmark competitors, and build confident, data-backed strategies. I specialize in transforming complex market and competitive data into clear, actionable insights that directly inform product strategy, go-to-market planning, market entry, investment evaluations, and competitive positioning. I’ve delivered strategic research and analysis across SaaS, technology, fintech, e-commerce, healthcare, supply chain, gaming, and a wide range of B2B and B2C industries worldwide. Services Competitive Intelligence & Benchmarking • Competitor profiling & SWOT analysis • Pricing intelligence & strategic positioning • Feature benchmarking & product teardown analysis • Competitive landscape mapping & gap identification • Win/loss analysis & mystery shopping • Ongoing competitor monitoring (monthly/quarterly) Market Research & Industry Analysis • Market sizing (TAM/SAM/SOM) • Market opportunity & feasibility studies • Trend analysis, industry drivers & barriers • Customer segmentation & persona development • Market entry & GTM research • Comprehensive desk/secondary research Strategic Business & Investment Research • Business intelligence synthesis • Investment feasibility & due diligence research • Strategic landscape analysis • Board- and investor-ready insights • Executive briefings & thought leadership research Why Clients Work With Me ✓ Top Rated Plus — top 3% on Upwork ✓ 500+ market research and competitive intelligence projects delivered ✓ Trusted by Fortune 100 & Fortune 500 C-suite and strategy teams ✓ Executive-ready reports & recommendations — no data dumps ✓ Fast turnaround with rigorous, accurate research ✓ Expert in premium secondary research — I find insights others miss ✓ Clear communication & highly structured deliverables Typical Outcomes → Stronger competitive positioning & differentiation → Faster and more confident GTM decisions → Clear visibility into competitor strategies & vulnerabilities → Precise market sizing & opportunity validation → Strong data-backed narratives for investors and leadership Tools & Capabilities Competitive Intelligence & Competitor Analysis • Comprehensive competitor profiling • SWOT analysis • Product teardowns & feature benchmarking • Pricing intelligence & positioning analysis • Competitor monitoring & market move tracking • Mystery shopping & win/loss analysis • Competitive landscape mapping & gap analysis Market Research & Industry Analysis • Industry research & trend analysis • Market sizing (TAM/SAM/SOM) & opportunity assessment • Customer segmentation & persona development • Market entry feasibility & GTM research • Industry benchmarking & best practices research • Secondary/desk research across any industry Strategic Business Research • Business intelligence gathering & synthesis • Investment feasibility & due diligence support • Strategic landscape analysis • Investor-ready industry reports • Competitive positioning & differentiation strategy • Market opportunity identification & validation Industries Served SaaS • Technology • Fintech • E-commerce • Healthcare • Gaming • Supply Chain • Retail • Consumer Goods • Manufacturing • Real Estate • Education • Automotive • Energy • B2B Services Background & Credentials • Worked with C-suite & senior leadership teams at Fortune 100 and Fortune 500 companies • MBA — Top French Grande École • Engineering Degree (Analytics Specialization) • 15+ years in market research, competitive intelligence & strategy • Certified in Digital Strategy & Business Intelligence • Skilled in both primary & secondary research methodologies Minimum Engagement Minimum project scope: 10 hours. #keywords to help you find me: Market Research, Competitive Intelligence, Competitive Analysis, Market Analysis, Business Analysis, Industry Research, Qualitative Research, Quantitative Research, Company Research, Online Research, Topic Research, Audience Segmentation, Targeting, Market Sizing, Data Analysis, Statistics, Survey Design, Survey Question Writing, SurveyMonkey, Survey Data Analysis, Data Visualization, Analytical Presentations, Research Methods, Secondary Research, Benchmarking