Description
I provide professional investment analysis and business valuation services for entrepreneurs and investors in New York and remotely nationwide. I begin with a brief consultation to understand your investment goals, review your financial documents, and establish a clear timeline to immediately define the scope of work. I explain in plain English the necessary analytical steps, potential market risks, and the specific insights you will receive at each stage.
I work with financial statements, cash flow projections, market research data, cap tables, and valuation models (DCF, comparable company analysis). I meticulously verify all data, maintain strict confidentiality, and align on key financial assumptions before finalizing any valuation reports. For businesses, I offer ongoing financial advisory; for investors, I provide one-time due diligence or specific valuation reports.
With practical experience in financial modeling and a commitment to agreed deadlines, I ensure you have the data-driven insights needed to make informed decisions. Meetings are available in New York or via Zoom. Pricing and workflow are determined after a clear understanding of your specific request.