You will get Turnaround/Restructuring/Special Situations Business & Financial Plan
Project details
Our package includes the following standard, add-ons & deliverables:
1. Advisory Services:
-The entire data & info collection process is carried out using exclusive client questionnaires (we provide clients with consulting, reviewing & advisory services throughout the whole cycle of business & financial planning)
-Tailored business/operations/management consulting exclusive for turnaround, transformation, restructuring, special situations
-Specific financial/investment/capital-raising advisory
-Customized in-depth business/financial modeling, deal structuring advisory for M&A/capital raising
2. Business & Financial Plan; Valuation; Investment Offering & Payback, Exit Strategy Reports:
-Executive Summary
-Company Summary
-Products & Services Summary
-Market Analysis Summary
-Strategy & Implementation Summary
-Management & Personnel Summary
-Financial Plan Summary
Notes:
1. The Project's due date is counted from the time when all Client's required data/info had been acknowledged as received and confirmed as complete according to all requisites
2. The price/delivery time for some of the add-ons is indicative. The actual price/time is TBA based on the level of your required services
1. Advisory Services:
-The entire data & info collection process is carried out using exclusive client questionnaires (we provide clients with consulting, reviewing & advisory services throughout the whole cycle of business & financial planning)
-Tailored business/operations/management consulting exclusive for turnaround, transformation, restructuring, special situations
-Specific financial/investment/capital-raising advisory
-Customized in-depth business/financial modeling, deal structuring advisory for M&A/capital raising
2. Business & Financial Plan; Valuation; Investment Offering & Payback, Exit Strategy Reports:
-Executive Summary
-Company Summary
-Products & Services Summary
-Market Analysis Summary
-Strategy & Implementation Summary
-Management & Personnel Summary
-Financial Plan Summary
Notes:
1. The Project's due date is counted from the time when all Client's required data/info had been acknowledged as received and confirmed as complete according to all requisites
2. The price/delivery time for some of the add-ons is indicative. The actual price/time is TBA based on the level of your required services
Language
EnglishPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal UseWhat's included $30,000
These options are included with the project scope.
$30,000
- Delivery Time 60 days
- Number of Revisions 5
- Executive Summary
- Company Description
- Industry & Competitor Analysis
- SWOT Analysis
- Customer Analysis
- Tailored Marketing Plan
- Review & Critique
- Financial Forecast
- Investor List
- Outreach Email Copy
Optional add-ons
You can add these on the next page.
Additional Revision
+$250
Valuation, Investment Offering, Exit Strategy
(+ 10 Days)
+$5,000
Market Research, PitchDeck, OnePage Teaser
(+ 10 Days)
+$5,000
Investors Services
(+ 10 Days)
+$5,000About Eddie
Investment Banker M&A VC PE Asset Management Capital Markets | MBA PhD
Bucuresti, Romania - 1:06 pm local time
As a seasoned investment banker and private equity partner with hands-on experience, I offer strategic advisory and financial solutions. My team rounds out this skill set by performing a range of certain services tailored to each client’s needs.
A quick snapshot of services provided on Upwork:
FULL-SERVICE INVESTMENT BANKING MANDATES FOR M&A/VC/PE&D TRANSACTIONS
-Mergers & Acquisitions
-Private Capital (Venture Capital, Private Equity & Debt)
-Project Finance
-Real Estate
-Special Situations
-Capital Markets
INVESTOR SERVICES & RELATIONS FOR M&A/CAPITAL RAISING TRANSACTIONS
-Investor Services: datasets of qualified investors (angels, incubators, accelerators, M&A acquirers, venture capital funds, private equity funds, etc)
-Investor Relations Services: datasets of qualified investors along with dedicated advisory services to support your pitching engagements
BUSINESS & FINANCIAL PLANNING
-Advisory services: strategic consulting (business development, market entry strategies, etc); specific financial, investment, M&A/capital raising advisory; customized business & financial planning, modeling, valuation, deal/transaction structuring
-Pitch decks, one-page teasers
-Executive summaries, business & financial plans
-Capital raising presentations, investors & board-level presentations
-Reporting dashboards (including financial ratios & KPIs)
-Assessment of investment readiness level
-Investment offerings, investment paybacks, debt/loan amortizations, exit strategies
-Capital-raising/M&A financial analysis, planning, modeling, valuation, deal structuring
-For M&A/VC/PE sell-side transactions: elevator pitch/deal-factsheet teaser; confidential information memorandum
-For M&A/VC/PE buy-side transactions: deal-teaser; deal term-sheet; acquisition proposal; analysis of consolidated financial data
-For Capital Markets sell-side transactions: private placement memorandum; prospectus
-Full-service fractional CFO for startups and small to medium businesses
FINANCIAL ANALYSIS & MODELING, BUSINESS VALUATIONS
-Advisory services
-Customized financial planning, analysis & projections: financial statements analysis; scenario analysis, cap table; specific KPIs/levers; feasibility analysis; investment opportunity analysis; etc
-Customized financial modeling & business valuations: operational; DCF; LBO; IRR; M&A; NAV; ROI; NPV; comparable companies (trading/peer comps); precedent transaction (transaction comps); precedent funding; etc
-Customized capital raising/M&A deal & transaction modeling and structuring
-Financial analysis, risks & rating assessment, performance evaluation, growth analysis reports
FINANCIAL RISKS ASSESSMENT & MANAGEMENT
-Advisory services
-Credit analysis; bankruptcy risk analysis; credit rating analysis; credit score analysis; credit history analysis; credit-risk assessment; business performance evaluation; financial risks & company rating assessment; financial risks assessment, business performance evaluation, business growth review
-Tailor-made financial risks management solutions
FUNDAMENTAL & TECHNICAL ANALYSIS, TRADING & INVESTMENT ANALYSIS, INVESTMENT & PORTFOLIO ADVISORY
-Advisory services
-Custom-made reports: equity/fundamental analysis; market sentiment; macro-economic/micro-economic analysis; inter-markets & intra-markets analysis; technical analysis; trading ideas & investment recommendations; technical actions & trading signals; investment & portfolio strategies, tactics, models; portfolio ideas, recommendations, asset allocations; recurrent investment & portfolio analysis; recurrent market analysis; risks, money, timing management
COMPANY FORMATIONS
-Advisory & compliance for any onshore/offshore corporate structures
-US/UK/EU/Offshore company formation/registration
-Full set of incorporation documents & any additional docs required to run the business
-Bank/merchant accounts opening
MARKET RESEARCH
-Advisory services
-Market research reports across any industry/sector and geography (country/region/global)
INTERNATIONAL TRADE MARKET INTELLIGENCE
-Advisory services
-International trade market research reports across any sectors/product categories/country
-Qualified importers & exporters datasets
-Credit reports/business information reports on any qualified importers/exporters
-Local/global public- & private-sector tenders, bids, and procurements datasets
We are committed to delivering reliable, detailed, and high-quality outcomes in a timely manner to ensure our clients’ satisfaction and optimum return on their investment. Since we are new to Upwork, for a limited period, we are offering a steep discount
Thank you for your interest in my services. Looking forward to our collaboration
Steps for completing your project
After purchasing the project, send requirements so Eddie can start the project.
Delivery time starts when Eddie receives requirements from you.
Eddie works on your project following the steps below.
Revisions may occur after the delivery date.
1
The Client lets us know the basic information about his needs and objectives to be reached by carrying out this Project.
2
We provide the Client with advisory services to assist him in meeting these goals. We require the Client to supply us with specific information and data necessary to start working on his Project.