You will get Deal Structuring, Modeling and Support
Top Rated
Project details
You get support with deal structuring for equity financing, SAFEs, convertible notes, LLC structures, and buy/sell transactions. I help review the financial logic, ownership impact, and practical business effects of the structure so you can make better decisions before signing off. This is useful for founders, owners, and investors who want clearer thinking around terms and long-term outcomes. The goal is a structure that makes business sense, not just legal sense.
Language
EnglishWhat's included $3,500
These options are included with the project scope.
$3,500
- Delivery Time 30 days
- Number of Revisions 3
Frequently asked questions
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JB
Josh B.
Oct 6, 2025
Business Acquisition P&L Analysis Support
Gary helped me with a business acquisition. His experience helped me see around the corner and ask better questions about the acquisition. I definitely see Gary as someone who can sit shotgun with you on larger scope projects. Thank you!
LL
Lamar L.
May 17, 2025
Shares & Issuing
DS
Daniel S.
Jan 14, 2021
Business Plan and presentations based on ready excel sheet.
Communicated efficiently, delivered what was requested in a timely professional manner. We would consider re hiring without hesitation.
AV
Ajay V.
Dec 16, 2020
Need a negotiation / business strategist for a difficult customer situation.
As “advertised”, Gary was able to understand the business dynamics quickly and come up with the right models for valuations. He asked excellent and relevant questions. He was also very open to suggestions and discussing alternate approaches.
Overall, I am very pleased with Gary and will certainly work with him in the future.
Overall, I am very pleased with Gary and will certainly work with him in the future.
ZS
Zeno S.
Oct 7, 2020
Business consultation on Investor Approach Strategies
Gary did an excellent job in addressing all my questions and I can vouch that he has a quality years of experience and knowledge which helped me learn a lot about the startup process and frameworks. I am looking forward to work with him again in the future.
About Gary
Fractional CFO | Financial Modeling, Valuation, M&A, Restructuring
100%
Job Success
Boca Raton, United States - 3:34 pm local time
I help companies with financial modeling that supports fundraising, M&A, restructuring, buyouts, cap table decisions, and major strategic moves.
My goal? To give founders and investors financial modeling and decision support they can actually rely on when the numbers matter, the documents matter, and the outcome matters.
I look at businesses the way operators and dealmakers do, not the way typical consultants with little operating experience do.
𝙒𝙝𝙮 𝘾𝙡𝙞𝙚𝙣𝙩𝙨 𝙃𝙞𝙧𝙚 𝙈𝙚:
𝟭. Raised over $750M in debt and $500M in equity
𝟮. Former Big 6 CPA with 30+ years of hands-on operating and deal experience
𝟯. Top Rated Plus and 100% Job Success on Upwork with $80K+ earned
𝟰. Built financial modeling for fundraising, acquisitions, buyouts, and strategic planning
𝟱. Strong in financial analysis, valuation, due diligence, and business plan development
𝟲. Worked on deals involving companies like Foot Locker, Revlon, Kmart Corp., Heritage Partners, and Merrill Lynch Capital Partners
𝟳. Deep experience with cap tables, Carta-related advisory, equity financing, convertible notes, and stock option matters
𝟴. I bring the perspective of a CFO, operator, dealmaker, and contract negotiator — not just an advisor reading from A.I. and templates
𝙒𝙝𝙖𝙩 𝙄 𝘿𝙤:
𝟭. Financial modeling for fundraising, M&A, restructurings, cap tables and investor decisions
𝟮. Financial analysis for high-stakes business, operating, and transaction decisions
𝟯. Business plan writing and investor-ready business documents
𝟰. Due diligence support, data room review, and transaction preparation
𝟱. Valuation models, IRR models, and deal economics analysis
𝟲. Cap table strategy, cap table cleanup, and Carta support
𝟳. Cash flow modeling and multi-year forecasting
𝟴. Capital raising support, pitch deck support, and investor overview materials
𝟵. Strategic planning for founders, boards, and leadership teams
𝟭𝟬. Deal structuring support for equity financing, SAFEs, convertible notes, LLC structures, and buy/sell transactions
𝙒𝙝𝙖𝙩 𝙏𝙝𝙖𝙩 𝙇𝙤𝙤𝙠𝙨 𝙇𝙞𝙠𝙚:
🔹 Financial modeling that helps founders raise capital with clearer numbers and stronger logic
🔹 Financial analysis that turns messy business data into decisions management can act on
🔹 Business plan and investor materials built for real scrutiny, not just presentation
🔹 Due diligence support that helps clients stay organized before problems become expensive
🔹 Valuation work that gives buyers, sellers, and founders a more realistic view of deal value
🔹 Cap table and equity work that helps companies understand ownership, dilution, and structure before they make the wrong move
🔹 Cash flow analysis and forecasting that help leadership teams see risk earlier and plan better
𝙒𝙝𝙤 𝙄 𝙒𝙤𝙧𝙠 𝘽𝙚𝙨𝙩 𝙒𝙞𝙩𝙝:
𝟭. Founders preparing for fundraising, acquisition, restructuring, or a major capital decision
𝟮. Businesses that need serious financial modeling, not surface-level spreadsheets
𝟯. Underperforming companies in need of downsizing, streamlining and cash flow management
𝟰. Owners who want strong financial analysis, valuation, and due diligence before making expensive decisions
𝟱. Companies that need a sharp business plan, investor overview, or pitch-deck financial backbone
𝟲. Leadership teams that value logic, structure, and clear thinking over noise
7. Clients who want a collaborative advisor who can solve complex business puzzles without being combative
𝙏𝙤𝙤𝙡𝙨:
Microsoft Excel, Microsoft Office (including Excel with VBA scripting), Google Sheets, Google Workspace, QuickBooks Online, VBA, PowerScript, Acrobat, Wondershare, ChatGPT, Claude, Perplexity, Zoom, Microsoft Teams
If you need financial modeling, financial analysis, valuation, due diligence, restructuring or a business plan that can stand up to real investor, lender, or transaction scrutiny, send me a message.
I reply fast, ask the right questions, and tell you straight what is worth fixing first.
Steps for completing your project
After purchasing the project, send requirements so Gary can start the project.
Delivery time starts when Gary receives requirements from you.
Gary works on your project following the steps below.
Revisions may occur after the delivery date.
Step 1
Interview to confirm scope of project
Step 2
Brief due diligence to verify quality and availability of source materials