Book an Accounting, Business & Legal Consultation with Val B. | Upwork

Accounting, Business & Legal Consultation with Val B.

5.0 · 24 reviews

Need an expert's brain on your most urgent problem—right now?

I'm Val, an Expert-Vetted founder who has raised millions of dollars for ventures (including my own), a former J.P. Morgan banker, and PE exec. This is not a sales pitch; it's a paid, 1-on-1 working session to solve your specific challenge.

This consultation is for you if you need to:
✔ Solve a fundraising block (e.g., practice your pitch live, get feedback on valuation, or refine your investor strategy)
✔ Get a Fractional CFO Opinion (e.g., get a quick audit of your cash flow, burn rate, or financial model)
✔ Stress-test your B2B strategy (e.g., challenge your pricing tiers or get feedback on a partnership deal)

You bring the problem; I'll bring 16+ years of founder and institutional finance experience. You will leave with clarity and actionable next steps.

Get personalized advice on:

Business Consulting Nonprofit Industry Consulting Financial Analysis & Valuation Financial Forecasting Human Resources strategic plan partnership development sales development partnership & collaborations outreach sales consulting

You’re covered with payment protection

About Val

Institutional Growth Architect | B2B/B2G Strategy | M&A & LBO Advisory

100% Job Success

5.0 (24 reviews)

Mondorf-les-Bains, Luxembourg - 1:41 pm local time

I am Val, a senior advisor with 18+ years of high-stakes financial and operational experience. Former J.P. Morgan investment banker and founder of an AI/ML FinTech with post-Series A funding raised and $1.5B+ in assets managed—expert in executing complex LBOs, including equity raising, multi-bank debt structuring, and state-backed financing.

Extensive global network across Industrials, Banks, Funds, Insurance Companies, Hospitality/Hotels, Retail, and Construction/Real Estate. Direct access to 10,000+ professional contacts on LinkedIn. Proven track record in rapid market entry and ROI-driven product placement within hyper-competitive G30 institutional markets (Europe, Americas, Middle-East, and Asia)

Service Portfolio (B2B, B2G & Institutional)
✔ LBO Strategy & Structuring:
Full architecture for business acquisitions (Equity, Debt, State-backed instruments).
✔GTM Strategy for FinTech & SaaS:
Market entry for complex tech targeting financial institutions.
✔B2G Capture Planning:
Government and agency contract acquisition strategies.
✔Strategic Partnership Frameworks:
Navigating alliances between scale-ups and global corporates.
✔Luxury & Hospitality Market Entry:
Immediate ROI via high-level product placement and network activation.
✔Institutional Sales Process Design:
Structuring long-cycle, high-value sales operations.
✔Account-Based Marketing (ABM):
Precision targeting for institutional accounts.
✔Real Estate & Construction Strategy:
Advisory for BTP/Real Estate market development and financing.
✔Regulatory-Driven Sales Strategy:
Compliance-aligned commercial discourse for financial markets.
✔ M&A-Led Growth Strategy:
Acquisition-driven expansion and post-merger integration.
✔ Sovereign Wealth Fund Relations:
Strategic interaction frameworks for state-level entities.
✔ High-Stakes Document Review:
Critical audit of business plans, financial models, and investment memos.
✔Pricing & Revenue Model Optimization:
Financial engineering for SaaS, API, and professional services.
✔Executive Decision Coaching:
Resolution of critical operational and strategic roadblocks.

Engagement Model & Pricing
All engagements are strictly strategic advisory or coaching. No execution, no introductions, no success-fee-based work.
✔5-Minute Call: $0 (Qualification and vetting only; no advice provided).
✔15-Minute Strategic Call: $50 (billed via contract)
✔30-Minute Strategic Call: $100 (book in link just below)
✔60-Minute Strategic Call: $200 (book in link just below)
Note: Documentation review and audits are billed as separate workloads at the hourly equivalent.

My "Top Rated" and "Expert Vetted" badges are your guarantee of institutional-grade work. What Clients Say (Full testimonials on my profile below):
🚀 "Val is a true genius in the realm of financial analysis and modeling."
🚀 "His expertise in startup strategy is unparalleled... insightful and actionable advice."
🚀 "Instrumental in moving the negotiation forward... a skilled negotiator with deep industry knowledge."
🚀 "Amazing! As a first-time startup founder, he provided me with a business plan suited for my banking partnership, which resulted in success."

IMPORTANT: I am based in Luxembourg (Europe), but my network and operations are global. Clear, professional communication is essential, be it in English, French, or German. I look forward to connecting with you.

What to expect

Schedule the consultation

Choose from the freelancer’s available days and times.

Get advice for your custom needs

Share details about your project and what you want to talk about. The freelancer will review and reach out if they have questions.

Join the Zoom meeting

1-on-1 meeting with the freelancer to discuss your needs and project.

Approve the work

The freelancer will finish up the documents you asked for and send them to you for approval:

Before the consultation

Here’s what Val will need to know before you meet

Tell me what we need to solve in this session. To ensure our call is 100% focused, please be specific. What is your business? (Briefly, what do you do?)
What is your single most urgent challenge? (e.g., "My investor pitch isn't landing," "My cash flow is unclear," "My B2B strategy is stalled.")
What is your specific goal for this 30/60 minute call? (e.g., "Get a clear 'go/no-go' on my pricing model," "Find 3 new B2B partner categories.")
Please provide any non-confidential materials I can review before our call to maximize our time (is included in fee). This ensures we hit the ground running. (e.g., your website, current pitch deck, a 1-page exec summary, or specific questions).

Frequently asked questions

(24)

5 stars

100% Complete

(24)

4 stars

1% Complete

(0)

3 stars

1% Complete

(0)

2 stars

1% Complete

(0)

1 star

1% Complete

(0)

Very insightful and personable consultant!

Val was well-prepared, and our conversation was highly productive. He provided detailed insights on valuation, and we worked together to refine my approach to growth capital with potential investors. Looking forward to future collaborations.

I am delighted to write this review for Val, who did an excellent job assisting my company with negotiation for a software company investment. Val thoroughly understood the sector we were focusing on and brought invaluable expertise. He helped us create a well-thought-out counterproposal, which was clear and concise, outlining our rationale for the valuation. His ability to craft a compelling proposal made it easier for the other side to understand the logic behind our offer. Val’s contributions were instrumental in moving the negotiation forward, and I highly recommend his services to anyone needing a skilled negotiator with deep industry knowledge.