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 start with a consultation if you're not sure which one you need.
Book a 30-minute consultation first. We'll talk through your situation and I'll point you to the right package — or answer your question directly if that's all 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.
Ongoing monthly support: ongoing dashboard updates, forecast refreshes, and a standing check-in call — like having a part-time analyst on retainer.
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 plus a call to walk through what they 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.
Executive financial analysis covering ratio analysis, DCF valuation, and FCF projections with FX risk review.
Healthcare sector analysis covering GLP-1 franchise growth and capital allocation recommendations.
Beyond project-based analysis, these same valuation and forecasting skills are applied hands-on as the founder of multiple independently built technology products — giving direct, practitioner-level insight into pricing, financial modeling, and business decision-making beyond the analyst's desk.
After purchase, you'll get a short intake form. Typically this includes basic financials (income statement, balance sheet if available), a short description of your business, and your specific goal for the analysis. If you don't have formal financials yet, that's okay — let me know in the intake form.
No. This service is limited to financial analysis, modeling, and forecasting for your own business decisions. It is not personalized investment advice, securities recommendations, tax preparation, or audit services.
Starting prices reflect a typical small business or startup engagement. If your business has more complexity, I'll follow up after purchase to confirm final scope and pricing before starting any work.
Yes. Book a consultation first and we can scope something custom if none of the three packages fit your situation.
I work across healthcare, nonprofit, technology/SaaS, and general small business. I have specific depth in nonprofit and community healthcare finance from 10+ years of hands-on experience.
Pick a package above, or book a quick consultation if you're not sure where to start.
See Packages