Fixed-price DCF valuation, financial forecasting, ratio analysis, and FP&A support for businesses, founders, and nonprofit organizations.
Every package is a fixed price with a defined deliverable. Pick the one that matches your decision — or reach out if you're not sure which one you need.
Standalone services for specific needs — add one on its own, or pair it with a package above.
A complete business plan built around real financial modeling — not just narrative. Includes market overview, revenue model, and financial projections.
Find your break-even point and the right price for your product or service based on costs, margins, and volume targets.
A rolling cash flow tracker so you can see money in and out weeks ahead, built in Excel or Google Sheets.
Organized, lender- and investor-ready financial documentation to support a loan application or funding round.
Financial justification and budget narrative writing for grant applications — built from nonprofit and community healthcare finance experience.
MRR, churn, LTV:CAC, and subscription health analysis for SaaS and subscription-based businesses.
See how your margins, pricing, and financial ratios stack up against public competitors in your industry.
Additional services listed here are standalone offerings and are not personalized investment, tax, or legal advice. Final scope and pricing are confirmed before work begins.
Choose the package that fits and check out securely online.
You'll get a short intake form to share financials, goals, and any documents.
I get to work on your models and analysis, using the timeline listed in your package.
You receive your deliverables along with a clear written breakdown of what the numbers mean for your decision.
The following are independent valuation exercises using public financial data — not paid engagements with these companies. They're shown to demonstrate analytical approach and depth.
Full DCF valuation and 5-year variable-growth projections. Identified an 85% market premium over intrinsic value.
Healthcare sector financial analysis covering GLP-1 franchise growth, cash conversion cycle, and capital allocation strategy.
Most clients start with the Financial Snapshot if they just need a quick health check, or Valuation & Forecast if they're raising capital, planning an exit, or need a defensible number for a major decision. If you're not sure, reach out before purchasing and I'll point you to the right fit.
After checkout, you'll get a short intake form asking for basic financials (P&L, balance sheet, or bank statements depending on the package) and a few questions about your goals. No special formatting required.
No. These are independent financial analysis services, not tax, legal, or investment advice. Many clients use these deliverables alongside their CPA or advisor.
Reach out and describe what you need — many custom or combined engagements are possible outside the standard packages.
Pick a package above, or reach out first if you're not sure which one fits.
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