𝐈’𝐯𝐞 𝐡𝐞𝐥𝐩𝐞𝐝 𝐟𝐨𝐮𝐧𝐝𝐞𝐫𝐬 𝐚𝐧𝐝 𝐭𝐡𝐞𝐢𝐫 𝐭𝐞𝐚𝐦𝐬 𝐫𝐞𝐜𝐨𝐯𝐞𝐫 𝐨𝐯𝐞𝐫 $𝟐𝐌 𝐢𝐧 𝐫𝐞𝐯𝐞𝐧𝐮𝐞, 𝐬𝐚𝐯𝐞 𝟓𝟎𝟎𝟎+ 𝐡𝐨𝐮𝐫𝐬, 𝐚𝐧𝐝 𝐬𝐜𝐚𝐥𝐞 𝐰𝐢𝐭𝐡𝐨𝐮𝐭 𝐛𝐮𝐫𝐧𝐨𝐮𝐭. 𝐈 𝐝𝐞𝐬𝐢𝐠𝐧 𝐬𝐲𝐬𝐭𝐞𝐦𝐬 𝐭𝐡𝐚𝐭 𝐟𝐫𝐞𝐞 𝐟𝐨𝐮𝐧𝐝𝐞𝐫𝐬 𝐭𝐨 𝐥𝐞𝐚𝐝, 𝐧𝐨𝐭 𝐦𝐚𝐧𝐚𝐠𝐞. If your backend feels messy or reactive, I’ll help you bring order, accountability, and structure so your team can scale with confidence. What I Help With • Operations Design & System Buildout – Turn scattered workflows into clear, trackable systems • Project & Task Management Setup – Implement ClickUp, Notion, Asana, or HubSpot for alignment and delivery • Client & Team Onboarding Systems – Build repeatable onboarding that saves time and increases retention • Delegation Mapping & Automation Strategy – Simplify responsibilities and remove manual work • Fractional COO Support – Long-term partnership to keep systems running smoothly as you scale Recent Results • Founder involvement down 40% • Team capacity up 2.5x • $2M+ recovered in revenue • 5000+ hours saved • 38% higher client retention Clients Say “Antonio helped us turn our SaaS operations into something structured and measurable. Our team finally knows who owns what.” — Sarah, SaaS Founder (6-person team, 5K+ users) “He streamlined our onboarding and training into one clear system. The difference in delivery quality was instant.” — Derrick, Agency Founder (20-person team) “Antonio helped me shift from operator to CEO. His systems gave me clarity and confidence again.” — Emily, Therapy Practice Founder (10-person team) Most founders reach out when: • Projects are delayed or disorganized • The team relies on them for every decision • Systems exist, but no one follows them • Growth feels harder instead of easier I step in, diagnose what’s broken, and quietly build the systems that get you back in control. 𝐈𝐟 𝐲𝐨𝐮’𝐫𝐞 𝐭𝐢𝐫𝐞𝐝 𝐨𝐟 𝐛𝐞𝐢𝐧𝐠 𝐭𝐡𝐞 𝐛𝐨𝐭𝐭𝐥𝐞𝐧𝐞𝐜𝐤 𝐚𝐧𝐝 𝐦𝐢𝐬𝐬𝐢𝐧𝐠 𝐨𝐮𝐭 𝐨𝐧 𝐠𝐫𝐨𝐰𝐭𝐡, 𝐫𝐞𝐚𝐜𝐡 𝐨𝐮𝐭 𝐚𝐧𝐝 𝐥𝐞𝐭’𝐬 𝐭𝐚𝐥𝐤 𝐚𝐛𝐨𝐮𝐭 𝐡𝐨𝐰 𝐭𝐨 𝐬𝐢𝐦𝐩𝐥𝐢𝐟𝐲 𝐰𝐡𝐚𝐭’𝐬 𝐬𝐭𝐮𝐜𝐤.

World-Class Finance & Strategy Consultant | MBA | Master in Finance | Senior Business Developer | Automation Pro & System Architect | Financial Modeling & Valuation Expert | Executive Reporting & Dashboards I’m a global business consultant and corporate finance advisor with a dual background in growth-stage operations and investment strategy. I help organizations unlock growth, streamline operations, and drive value through strategic planning, precise financial modeling, and data-integrated execution. As Founder & Managing Partner at SWL Consulting, I lead a global consulting agency specialized in AI-driven solutions across corporate finance, operations, sales, and business strategy. I work with startups and growing businesses across the U.S., LATAM, and Europe, supporting them in building scalable models, implementing automation, and preparing for investor engagement and funding rounds. Previously, I served as Managing Director (LATAM) a Global Consulting firm, where I led multidisciplinary consulting teams across the region, focused on Corporate Finance, Business Strategy, SalesTech, and Real Estate Advisory for clients in the U.S., Europe, and MENA. Earlier in my career, I also served as Head of Investments at a Venture Capital fund, where I built and assessed high-value investment models for films, video games, and streaming assets—bridging the creative and financial worlds with rigor and structure. 🔍 What We Do Best at SWL Consulting: Financial Strategy & Corporate Finance Systems We design and implement financial architectures that enable precise decision-making, scalable growth, and capital efficiency. This includes financial modeling, forecasting, cost optimization, capital structure design, and investor-ready reporting systems. Operations & Business Infrastructure We build operational backbones that ensure stability, scalability, and efficiency, covering processes, compliance, procurement, and administrative systems that allow organizations to scale without friction. Business Intelligence & Decision Systems We create integrated data environments with real-time dashboards, performance tracking, and decision frameworks that provide full visibility across operations, enabling faster and more accurate execution. Revenue Growth & Sales Systems We design predictable revenue engines through acquisition, conversion, and retention system, integrating CRM, automation, and data-driven sales strategies to maximize lifetime value. Marketing Strategy & Market Positioning We develop and execute growth strategies that strengthen brand positioning, generate demand, and scale visibility through data-driven marketing, content systems, and performance analytics. AI & Intelligent Automation Systems We design and deploy tailored AI solutions including automation workflows, AI agents, predictive models, and decision-support systems, integrated into core business processes to enhance productivity, reduce costs, and create competitive advantages. System Architecture & Integrations We architect and integrate scalable systems across CRM, ERP, marketing, finance, and operations—ensuring seamless data flow, automation, and technological cohesion across the organization. Digital Products & Scalable Platforms We build and optimize digital platforms (web, apps, e-commerce, internal tools) designed for performance, scalability, and seamless user experience—aligned with business objectives and growth strategy. 🔧 Tools & Technology Stack We leverage a curated stack of industry-leading tools and platforms to design, integrate, and scale business systems across finance, operations, sales, and AI: CRM & Sales: HubSpot, Salesforce, PipeDrive, GoHighLevel Data & BI: Power BI, Tableau, Looker Studio, Google Sheets Automation: Python-based workflows, Zapier, Make, n8n, Systems & Databases: Airtable, Supabase, BigQuery, SnowFlake Finance & Accounting: QuickBooks, Xero, Odoo Project & Operations: Notion, ClickUp, Asana, Monday Marketing & Outreach: Instantly, Apollo, Kommo, Aircall Web & Product: Webflow, Shopify, custom-built solutions 🧠 Why Work With US: ✔️ Private Equity Experience – Currently working as Portfolio Companies Accelerator for large Private Equity funds. ✔️ Cross-Continental Delivery – Projects completed in the U.S., LATAM, Europe, Africa & Australia ✔️ C-Level Operational Leadership – CFO, Head of Investments, and Managing Partner experience ✔️ End-to-End Execution – From business plan to implementation, systems to strategy ✔️ Industry Breadth, Technical Depth – SaaS, Health Tech, Crypto, Real Estate, Media & Retail ✔️ Built for Scale – I deliver not just insights, but systems that grow with your business If you're scaling, raising capital, optimizing operations—or simply need clarity through numbers—let’s work together and drive real results.

Is your finance team built for your next stage of growth? Let's be honest. When you're focused on scaling, it's easy for the financial side of things to become a blur of spreadsheets and late reports. If you're not getting clear, actionable insights from your numbers, you're probably missing out on growth opportunities or worse, leaving money on the table. I help founders and CEOs in SaaS, E-commerce, Crypto, and Real Estate fix that. And to prove I can, I'll find you at least 3 specific ways to boost your profitability in the next 30 days. Guaranteed. A Free, No-Pressure Financial Review Let's hop on a free 30-minute call. We'll look at your biggest financial headaches and find a few quick wins. You'll leave with a clear idea of what a path to better profitability looks like. No sales pitch. Just a straight-talking conversation about your business. Here’s how I can help: I've spent the last 13+ years in the trenches at places like Coinbase and in my own consulting practice, helping growing companies turn their finance department from a cost center into a strategic asset. I work with businesses like yours to: - For SaaS Companies: Clean up revenue recognition and build models that actually help you forecast. - For E-commerce Brands: Streamline inventory and untangle your cash flow so you can scale profitably. - For Crypto & Web3 Firms: Make sense of digital asset accounting and navigate compliance without the headache. - For Real Estate Companies: Get a crystal-clear view of property performance and portfolio cash flow. What it looks like to work together: I don't just hand you a report. We partner to build a finance function that works. 1. I start with a look under the hood. I'll audit your current systems to find the leaks and opportunities. 2. I build a simple game plan. We'll map out a clear roadmap, focusing on quick wins first, then long-term strategy. 3. I get it done. I'll help implement the right tools, automate what we can, and set up dashboards so you always know your numbers. 4. I keep on improving. I stick around to help you refine your strategy and make sure you hit your goals. A few recent wins for clients: - Helped a tech startup secure $30.5M in funding. - Boosted an e-commerce client's revenue by 75% Year-over-Year through profit optimization. - Managed the financials for a $5M division sale. Navigated complex audits with the IRS, saving clients time, money, and stress. Let's Talk! I know you're busy. But taking 30 minutes now could save you months of frustration and unlock significant growth. I only take on a few new clients each month, so if your finances feel like they're holding you back, now's the time to connect. Ready to see your financials clearly? Book your free review with the link below. Looking forward to it, — Gabriel H. Fractional CFO | Financial Consultant for SaaS | E-commerce Accounting Expert | Crypto Financial Strategy | Profitability Optimization | Financial Modeling | Startup CFO | QuickBooks Expert | Financial Forecasting | Cash Flow Management | Financial Controller Services | SaaS Metrics Analysis | E-commerce Inventory Management | Blockchain Financial Reporting | Real Estate Financial Modeling | Business Valuation | Financial Process Improvement | Strategic Budgeting | Financial Reporting | KPI Dashboard Development | Financial Systems Integration | SaaS Unit Economics | E-commerce Financial Planning | Crypto Bookkeeping | Real Estate Investment Analysis | Financial Compliance | Revenue Cycle Management | Cost Reduction Strategies | Financial Data Analysis | Business Process Automation | Financial Turnaround | SaaS Cohort Analysis | E-commerce Financial Operations | Digital Assets Accounting | Real Estate CFO | FP&A | M&A Support | Financial Risk Management | Accounting Software Implementation | Financial Strategy Consulting | SaaS Financial Operations | E-commerce Business Intelligence | Cryptocurrency Financial Controls | Property Financial Management | Financial Audit Support | Cash Flow Optimization | Budget Management | Financial Performance Analysis | Business Growth Strategy | Financial Leadership | Interim CFO | Financial Operations Management | Financial Infrastructure | Scalable Financial Systems | Revenue Optimization | Cost Accounting | Financial Governance | Financial Transformation | Strategic Financial Leadership | Financial Back Office Solutions | Financial Health Assessment | Capital Raising Support | Financial Decision Support | Business Profitability Analysis | Financial Workflow Automation | Financial Data Visualization | Management Accounting | Statutory Reporting | Financial Policy Development | Internal Controls | Investor Reporting | Financial Modeling for Startups | SaaS Financial Forecasting | E-commerce Financial Analytics | Crypto Financial Compliance | Real Estate Financial Reporting | Financial Benchmarking | Working Capital Management | Financial Strategy Development | Business Financial Planning

I work with founders, executives, and B2B companies that need stronger growth systems, cleaner execution, and senior operator support. With 10 plus years of experience, I have helped companies grow from $200K to $1.2M plus in revenue, secured $1M plus in capital, and built enterprise pipelines worth $10M plus and $15M plus across SaaS, IT, manufacturing, fintech, AgTech, services, and technical businesses. My work has included enterprise pipeline generation into accounts such as Intel, a Fortune 100 semiconductor company; Wabtec, a Fortune 500 industrial technology business; Daifuku, a global material handling and automation company; Muratec, an industrial automation company; Universal Leaf, a Fortune 500 global supplier; Scandinavian Tobacco Group, a publicly traded international business; and privately held companies doing roughly $500M to $1B in annual revenue. I build GTM strategy, outbound systems, SDR process, reporting cadence, executive follow-through, and the operating discipline required to help companies scale without losing control. Results include growing one company from $200K ARR to $450K ARR in roughly 12 weeks, helping a tech integration company grow from $320K to $1.2M in revenue over 12 months, generating $15M plus in pipeline for a manufacturing optimization SaaS company, and delivering measurable conversion and revenue gains across founder-led businesses. I am hands-on and operator minded. I help leadership teams tighten accountability, improve execution, and turn growth goals into systems that produce real commercial outcomes. If you need a fractional COO, GTM strategist, Chief of Staff type, or revenue operator who can bring structure and momentum to a growing business, I would be glad to speak.

Top 0.1% - Financial Modeling, Investor Pitch Deck, Valuation, Capital Raise & Investment Analysis for Startups, SMBs & Investors - backed by STANFORD MBA and BIG 4 expertise. 🏆 $2B+ across fundraising and M&A transactions 🏆 500+ startups, businesses, and investors served 🏆 #1 Ranked on Upwork in PE/VC | Forbes, Bloomberg Featured 🏆 12+ years of experience in IB & VC | 100% Job Success FOR STARTUPS / SMEs: ✅ Financial Modeling, Projections (Pro Forma) ✅ Investor Pitch Deck, Presentation, Business Plan, Teaser (sell-side) ✅ Business Valuation, Cap Table, Offering Memorandum, Term Sheet ✅ Investor Sourcing, Outreach, Fundraising Campaign Management ✅ Fractional CFO, Financial Analysis (FP&A), Forecasting FOR INVESTORS / FUNDS / ACQUIRERS: ✅ M&A, LBO, Equity Valuation & Investment Memo Support ✅ Institutional-Grade Investment Analysis & Due Diligence ✅ Buy-Side Financial Modeling & Financial Forecasting ✅ Investment-Grade Market Research & Equity Research ✅ Data Room, Investor Deck & CIM Review 💎 CLIENT FEEDBACK (100% 5-stars, 400/400 clients): “After more than a year of speaking with M&A advisers, financial analysts, and private equity experts, George stood apart by a mile.” — AI SaaS CEO | raised $35M Series B “True expert financial modeler! He brought real clarity to our financial analysis, investor presentations, and other investor materials. Highly recommended!” — FinTech Founder | raised $11.2M Series A round “George did an excellent job. He was thoughtful and easy to work with. If you need venture capital consulting or startup advisory services, I highly recommend him.” — VC Investor | $10B AUM RECENT PROJECTS: Startup Financial Models (Microsoft Excel Model, Google Sheets Model, Investment Fund Model, Startup Funding Financial Model development, Real Estate Financial Modeling, and pro forma statements); Investor Pitch Decks, PowerPoint (PPT) Investor Pitch Deck design; Company Valuation, M&A; CIMs, OMs; PitchBook Investor Research; Investor-Grade Financial Analysis and Valuation (DCF, comps...), Investor deck preparation; Commercial Real Estate Financial Analysis; Private Equity Fund Pitch Deck (LP/GP), Feasibility Study. Financial modelling (Excel/Google Sheets), dashboards, Financial Analyst service & Investor Pitch Deck preparation for M&A. Capital raise, acquisition, diligence, investor presentation prep projects. ABOUT ME: I work with founders and investors on the materials and analysis that matter: a financial model investors can trust, an investor pitch deck that tells the fundraise story clearly, a business plan grounded in real assumptions, and valuation work that withstands due diligence. My background combines VC and investment banking (deep financial modelling experience - Google Sheets and Excel models). For startups, a typical engagement starts with a financial modeller work and expands into pro forma building for scenario planning, cash flow planning, financial forecasting, and financial projections. From there, the work often extends into an investor pitch deck creation (Powerpoint (PPT) investor presentation), business plan development, market research, CIM, teaser, and fundraising execution. I also provide support around financial planning, reporting, and investor readiness. For investors and acquirers, the work is more analytical: investment analysis, financial analysis, buy-side financial modeling, financial model review, LBO analysis, equity research, deal valuation, and transaction support before capital is committed. I am often brought in to review a startup financial model, pressure-test assumptions, refine an investment memo, or evaluate whether the numbers in a pitch deck, business plan, or data room hold up under scrutiny. The common thread is the same: financial analyst help - financial modeling, clear business plans, and financial analysis that supports better decisions. That can mean a SaaS financial model for a seed round, real estate financial modeling for a development / acquisition, a FinTech investor pitch deck for fundraising, or company valuation. I have worked across Tech, FinTech, AI, real estate, healthcare, e-commerce, renewable energy, manufacturing, and financial services. Clients usually reach out when they need a financial modeler for a startup financial model, a pitch deck expert for an investor presentation, or support with valuation and fundraising materials before a fundraising or acquisition decision. The financial model, investor pitch deck, business plan, and valuation should support the same decision in fundraising and investor meetings. INDUSTRIES: • FinTech / SaaS • Artificial Intelligence (AI) / Machine Learning (ML) • Blockchain / Crypto • Cybersecurity • Oil and Gas / Renewable Energy / Solar • E-Commerce • Healthcare / Biotech • Real Estate (Residential, Commercial), PropTech • CPG / Manufacturing • EdTech • Transportation / EV / Automotive • Financial Services • Hospitality / Tourism • Agriculture / AgTech

I help founders, leaders, and teams improve execution, identify operational bottlenecks, strengthen accountability, and create scalable systems that support growth. My background is in organizational psychology, change management, organization development, and process consultation, and I bring both a strategic and operational lens to the businesses I support. I work closely with founder-led and growing organizations that need greater alignment between strategy and day-to-day execution. This often includes improving workflows, clarifying priorities, streamlining communication, supporting decision-making, and helping leadership teams operate more effectively as the organization scales. My work is especially well-suited for organizations navigating growth, operational complexity, leadership transitions, or organizational change. In parallel, I also do a lot of work with psychometrics and assessments, especially for private-equity backed firms and companies in high-growth environments.

I am a Top 1% Expert-Vetted Marketing Strategist and Data Analyst who collaborates with companies and their marketing teams to provide strategic consulting. I also have my MBA from Boston University and over 20 advanced certifications from Google and Hubspot including Google Tag Manager and Google Ads certifications. Companies retain my services to implement analytics-based strategies and tie client KPIs to marketing metrics. RECENT CLIENT EXPERIENCE: · Tactical planning including trade, media, programmatic, and digital for a Fortune 100 Consumer Goods and Healthcare Conglomerate with $5.3B annual revenue. · Reused Gartner assets in email campaigns, blogs, and video scripts for an Insurance SaaS company with $26M annual revenue and set new company record of 32% webinar conversion. · Ran Google Ads Campaigns for seven Cardiovascular Devices (Pumps, Stents, etc.) for a Medical Device Company with $34.6B annual revenue. · Market Analysis for insurance market for Medi-Cal leading to market penetration and $1M of PBM contracts for a Fortune 500 Health Solutions Company. · Developed white papers on AI Operating Technology for Columbus, Ohio’s Fastest Growing Technology Startup and facilitate a $50M tech exit to a Fortune 100 company. PREVIOUS EXPERIENCE: -Data Analyst for McLean Hospital in Boston, the #1 psychiatric hospital in the world (U.S. News & World Report), where I published numerous academic journal articles. -MBA Internship at CVS Health in Enterprise Market Strategy -Marketing Consultant for Fortune 100 companies EDUCATION: -MBA from Boston University -Specialization in Health Sector Management and Entrepreneurship -Undergrad Boston College WHAT MAKES ME UNIQUE: Each of my digital marketing solutions is entirely customized to each client’s preferences, quarterly KPIs and company culture. My clients realize unprecedented ROI because of my unique holistic approach to digital marketing, which takes into account: - Comprehensive business and data analytics - Proprietary psychological evaluations of target markets - Attention to financials and ROI Offering By Category: Marketing Analytics - Market research, heat mapping, SEO Digital Marketing - Marketing Strategy, Social Media, Influencer Marketing Marketing Content - White papers, Case Studies, Blogs, Copywriting, Video Script Creation, Email Marketing, Drip Campaigns Services Offered: Email Marketing - Strategy and content for drip campaigns, newsletters, onboarding sequences, lead nurturing emails, and more to promote brands and develop customer relationships. Campaign Management - Reporting, optimization, media buying, and more to create, execute, and monitor all types of marketing campaigns from email to social media to influencers. Display Advertising - Display advertising is a mode of online advertising where marketers use banner ads along with other visual ad formats to advertise their product on websites, apps, or social media. Marketing Automation - Marketing automation is the process of using software to automate marketing actions, allowing organizations to be more effective. Search Engine Marketing - Market research, data mining, list building, and other services to identify and cultivate potential customers through content, ads, social media, email, phone, and more. SEO - Develop strategic opportunities to grow a company by developing partnerships, managing relationships, or identifying unique market opportunities through market research. Social Media Marketing Social media marketing is the process of using organic and paid social media posts and ads to build awareness, promote a brand, and connect with an audience. Brand Strategy - Long term plan for a brand to achieve its marketing and sales goals. Content Strategy - Planning, strategizing, and managing of content and messaging in blogs, video scripts, or social media posts to grow a business or brand. Marketing Strategy - Conduct research and analysis to form your marketing strategy and plan that will achieve your business objectives. Public Relations - Press releases, crisis management, speeches, media outreach, influencer marketing and more to build and maintain a positive image for a business or organization’s public. Social Media Strategy - Defining a business's social media goals and creating a plan to get there through social media marketing.

I help 𝐫𝐞𝐚𝐥 𝐞𝐬𝐭𝐚𝐭𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬, 𝐩𝐫𝐨𝐩𝐞𝐫𝐭𝐲 𝐨𝐰𝐧𝐞𝐫𝐬, 𝐚𝐧𝐝 𝐠𝐫𝐨𝐰𝐢𝐧𝐠 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 organize their finances, underwrite their deals, and run their operations profitably — backed by 30 years of experience. I founded 𝐃𝐞𝐥 𝐕𝐚𝐥 𝐑𝐞𝐚𝐥𝐭𝐲 & 𝐏𝐫𝐨𝐩𝐞𝐫𝐭𝐲 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 from scratch, scaled it to 5,500+ units and $7M in annual revenue, and 𝐬𝐨𝐥𝐝 𝐢𝐭 𝐭𝐨 𝐚 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲 𝐟𝐢𝐫𝐦 𝐢𝐧 𝟐𝟎𝟐𝟒 𝐟𝐨𝐫 𝟖𝐱 𝐄𝐁𝐈𝐓𝐃𝐀. That experience — building, running, and selling a real estate business — is what I bring to every client. Currently, I serve as a 𝐟𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐅𝐎 for multiple active clients, including a 200-unit landlord in Philadelphia, a large LA-based real estate holding company, and a convenience/fuel store operator. I sold my real estate business in 2024 to a large private equity firm for 𝟴𝗫 𝗘𝗕𝗜𝗧𝗗𝗔. I now help others by offering the services below. REAL ESTATE & INVESTMENT ➡️ 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻 𝗠𝗼𝗱𝗲𝗹: Know exactly what a deal is worth before you close. I build monthly, annual, and 5-year models covering NOI, cash flow, IRR, and total profit — plus scenario testing to stress-test your assumptions before committing capital. ➡️ Real Estate Valuations: Get a defensible, market-based valuation of any income-producing property or business — useful for acquisitions, sales, financing, or partnership decisions. ➡️ Capital Raising Strategy: Find the right capital source and get approved. I build the financial projections lenders and investors need, and help you navigate equity, debt, and hybrid structures to secure the best terms. FRACTIONAL CFO SERVICES ➡️ Cash Flow Management & Forecasting: Know where your cash is going before it becomes a problem. Weekly, monthly, or quarterly models that surface trends early and keep your business running without surprises. ➡️ Monthly Financial & KPI Review: A monthly deep-dive into your numbers — what is working, what is not, and what to do about it. Includes a standing call to discuss results and adjust strategy in real time. ➡️ Budget & Forecasting: Build a 12-month or 5-year financial roadmap with projected revenue, expenses, and cash flow — so you are running toward a clear plan instead of reacting to what comes at you. M&A & STRATEGY ➡️ Business M&A: Whether you are buying, selling, or merging, I help you structure the deal, assess the financials, and negotiate terms that protect your interests and maximize value. ➡️ Consulting: One-time or ongoing sessions drawing on 30 years of real estate, finance, and business operations. Practical advice built on experience — not theory. ✅ 𝗧𝗼 𝗴𝗲𝘁 𝘀𝘁𝗮𝗿𝘁𝗲𝗱, please 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝗺𝗲 or 𝘄𝗮𝘁𝗰𝗵 𝗺𝘆 𝗽𝗿𝗼𝗳𝗶𝗹𝗲 𝘃𝗶𝗱𝗲𝗼, where I explain my background and what services I offer. I am happy to hop on a Zoom call to discuss your goals and how I can help you. ✅ 𝗕𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱 𝗮𝗻𝗱 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗛𝗶𝘀𝘁𝗼𝗿𝘆 ✔ BS from 𝗦𝘁. 𝗝𝗼𝘀𝗲𝗽𝗵’𝘀 𝗨𝗻𝗶𝘃𝗲𝗿𝘀𝗶𝘁𝘆 ✔ MBA from 𝗣𝗲𝗻𝗻 𝗦𝘁𝗮𝘁𝗲 𝗨𝗻𝗶𝘃𝗲𝗿𝘀𝗶𝘁𝘆. ✔ 10+ years in 𝗰𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝘁𝘂𝗿𝗻𝗮𝗿𝗼𝘂𝗻𝗱 work with AlixPartners ✔ 𝗟𝗶𝗰𝗲𝗻𝘀𝗲𝗱 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗯𝗿𝗼𝗸𝗲𝗿 in the state of PA (RM422578) ✔ Completed A.CRE Real Estate Financial Modeling Accelerator Course (18 modules) ✅ 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗮𝗻𝗱 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 ✔ Started real estate investing in 1999, then went to a full-time real estate professional in 2005 ✔ 𝗠𝗮𝗻𝗮𝗴𝗲𝗱 𝗼𝘃𝗲𝗿 𝟵,𝟱𝟬𝟬 𝗿𝗲𝗻𝘁𝗮𝗹 𝘂𝗻𝗶𝘁𝘀 over the last 20 years ✔ Bought, fixed up, and sold over 𝟭𝟬𝟬+ 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝗶𝗲𝘀 with a combined value of $50+ million ✔ Built and managed a $𝟳.𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘄𝗶𝘁𝗵 𝟰𝟬+ 𝘀𝘁𝗮𝗳𝗳, 𝗰𝗼𝗹𝗹𝗲𝗰𝘁𝗲𝗱 𝗼𝘃𝗲𝗿 $𝟳𝟬+ 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗶𝗻 𝗿𝗲𝗻𝘁, and 𝘀𝗶𝗴𝗻𝗲𝗱 𝟱,𝟬𝟬𝟬+ 𝗹𝗲𝗮𝘀𝗲𝘀 ✔ Author of "𝗟𝗮𝗻𝗱𝗹𝗼𝗿𝗱 𝗦𝗲𝗰𝗿𝗲𝘁𝘀," an Amazon bestselling book that is a comprehensive guide for landlords. ✔ Completed A.CRE Real Estate Financial Modeling Accelerator Coarse (18 modules) ✅ 𝗪𝗵𝗮𝘁 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗮𝗿𝗲 𝘀𝗮𝘆𝗶𝗻𝗴 𝗮𝗯𝗼𝘂𝘁 𝗺𝗲: ✔ Rating 5.00 (Feb 15, 2026) "Mike was quick to get the project finished. He was the right choice for me. Was able to provide feedback and insight for Buildium that I was not aware of. Highly recommend Mike." ✔ Rating 5.00 (Oct 15, 2024) "𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗠𝗶𝗸𝗲 𝘄𝗮𝘀 𝗴𝗿𝗲𝗮𝘁. 𝗛𝗲 𝘁𝗼𝗼𝗸 𝘁𝗵𝗲 𝘁𝗶𝗺𝗲 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗺𝘆 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝗲𝗱 𝘄𝗵𝗮𝘁 𝗜 𝘄𝗮𝘀 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝗼𝗻 𝘁𝗶𝗺𝗲. 𝗜 𝘄𝗼𝘂𝗹𝗱 𝗵𝗶𝗿𝗲 𝗮𝗻𝗱 𝗿𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱 𝗠𝗶𝗸𝗲 𝘁𝗼 𝗮𝗻𝘆𝗼𝗻𝗲." ✔ Rating 5.00 (Oct 21, 2024) "𝗗𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗮𝗻𝗱 𝗮𝗰𝗰𝘂𝗿𝗮𝘁𝗲. 𝗔𝗽𝗽𝗿𝗲𝗰𝗶𝗮𝘁𝗲 𝘁𝗵𝗲 𝘁𝗵𝗼𝗿𝗼𝘂𝗴𝗵𝗻𝗲𝘀𝘀." ✔ Rating 5.00 (Oct 14, 2024) "𝗳𝗮𝘀𝘁 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗲 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗮𝘁𝘁𝗶𝘁𝘂𝗱𝗲"

Scaling a business requires more than just numbers—it takes strategy, execution, and a compelling story that attracts investors and customers alike. With over 11 years of experience as a Corporate Finance Advisor, Fractional CFO, and Fundraising Expert, I have helped startups, SMEs, and large enterprises secure millions in funding, optimize financial performance, and scale successfully. As co-founder and CEO of a food startup, I navigated the full entrepreneurial journey—from product development to fundraising, growth, and exit. This hands-on experience, combined with my work advising other businesses, allows me to provide real, actionable insights on how to structure, finance, and scale a company effectively. I’m also the founder of PitchStudio.co, a creative and strategic studio specializing in pitch decks and investment materials that win. We bridge the gap between financial strategy and design—combining solid business and fundraising expertise with high–impact visuals to create decks that secure funding and close deals. Currently, I serve as CFO for Fondazione Sylva, Math & Sport, and Sunny & Luna, where I lead financial strategy, operational efficiency, and investor relations. What Makes Me Different 🚀 Founder’s Mindset & 360° Approach – Having built a company from the ground up, I understand how finance, operations, and product strategy must align for success. 📊 Investor & Market-Ready Strategy – I don’t just structure finances; I help craft compelling business cases that win over investors and customers. 🎯 Multi-Industry Expertise – Experience across diverse sectors, bringing cross-industry insights and best practices. 🔎 Hands-on Execution & Problem Solving – Always focused on practical solutions that drive growth and profitability. How I Can Help You: ✅ Fractional CFO & Financial Strategy ✅ Fundraising & Investor Readiness – Pitch decks, business plans, financial models ✅ Pitch Deck Design & Storytelling (via PitchStudio.co) ✅ Product Structuring & Market Strategy ✅ Financial Planning & Analysis (FP&A) ✅ M&A & Valuation Services ✅ Budgeting & Forecasting ✅ Risk Management & Compliance ✅ Investor Pitch Training Industries I Have Worked With Aerospace ✦ Construction ✦ Crowdfunding ✦ Digital ✦ Energy ✦ Food & Beverage ✦ Financial Services ✦ Renewable Energy ✦ ESG ✦ Healthcare ✦ Beauty & Wellness ✦ Marketing ✦ Real Estate ✦ Media & Cinema ✦ Gaming & Esports ✦ Retail & Luxury ✦ Football & Sports ✦ Entertainment ✦ SaaS ✦ Artificial Intelligence ✦ EdTech ✦ Technology Beyond consulting, I have been a Teaching Assistant in M&A and Investment Banking at LUISS University for 8 years, bridging academic theory with real-world applications. 📩 Need a strategic partner to help you fundraise, structure your product, or optimize financial performance? Let’s talk!

What Makes Us Different? PROVEN: We are in the top 1% of all consultants on Upwork and have been Expert Vetted by Upwork SYSTEM: Our system is designed to create a system of repeatable and scalable processes that drive predictable revenue. EXPERIENCE: Each of our partners has over 30 years of experience working with B2B firms and are certified business coaches with advanced degrees RESULTS: We have 5 star ratings across multiple platforms including Google, Clutch, Upwork, and Catalant SERVICE FLEXIBILITY: We can help you plan AND execute your strategies. If you are looking for a more affordable option, we can coach you by using one of our dozens of playbooks and solution sets.