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Skills

  • Accounting
  • Business Valuation
  • Cash Flow Analysis
  • Financial Analysis
  • Fp
  • Modeling
  • P&L Analysis
  • Real Estate
  • Spreadsheets
  • Strategy

Services

  • M&A & Real Estate Financial Modeler

    $140/hr Starting at $1K Ongoing

    Dedicated Resource

    I’m an On-Demand Deal & Strategy Advisor and spreadsheet wizard with a passion for transactions and growing businesses. At BofA, I learned complex cash flow modeling and valuation techniques structuring...

    AccountingBusiness ValuationCash Flow AnalysisFinancial AnalysisFp

About

On-Demand Deal & Strategy Advisor for M&A & Real Estate Transactions

I'm an On-Demand Deal & Strategy Advisor & Kellogg MBA with over 20 years of transaction, strategy consulting and broad industry experience. Since 2014, I've executed over 70 M&A, real estate and corporate strategy engagements across industries for entrepreneurial, Private Equity & VC-backed and global companies. I conduct fact-based analysis and deliver objective, actionable insights to help address my clients' most critical, complex and time-sensitive financial and strategic business issues.

I spend about 75% of his time building assumptions-driven, financial & valuation models and crafting investor-ready, deal materials for M&A, real estate and capital-raise transactions. The remainder of my work is focused on conducting primary & secondary research market studies and transaction due diligence in support of his clients' transactions.

Work Terms

I don't require a lot of handholding. I do value maintaining a highly collaborative work relationship with all my clients to understand project context upfront and get timely feedback, so the project proceeds on schedule and the work gets done right.