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Julie M.
Port Orange, FL
100% Job Success
Top Rated Plus

AVAILABLE FOR HIRE - Business Plans & Financial Analysis

Julie Martin: Business Consultant with 10+ years helping over 253 clients on Upwork ~ Build financial models ~ Make informed business decisions ~ Prepare for growth ******Expertise in Small Business Association (SBA) Loans ****** ****Expertise in Immigration Business Plans**** As experts in their field, many business founders don’t have the background in finance to create valuable metrics and analyze their financial statements in a meaningful way. Or, they shouldn’t take the time away from building the core business. But, financial proformas, models, and analysis are necessary to raise capital, run the business, and apply for critical resources. I help new and existing businesses develop financial projections that can include scenario analysis. This enables management to test out revenue models, changes in fixed/variable costs, and the impact of loans and equity investment. My business consulting is not like any other you will find. It is tailored to business success. $ Work collaboratively with your management team $ Identify your business goals and how to achieve them $ Establish a mutually agreeable schedule of deliverables $ Incorporate your feedback Who are my clients? I work with new companies launching new products and services. I also work with established companies generating millions in revenue and assist them by analyzing new product ideas and growth strategies. My clients are seeking funding (SBA, private equity, private debt, ect) or are foreign investors in the U.S. applying for immigration visas. My industry experience is broad with special expertise in healthcare, food & beverage, and real estate. Recent successes: $ Financial projections and analysis completed to raise $2M for a communications company $ Full business plan, financial projections, and financial analysis for an anesthesiology group launching a new business subsidiary $ Business plan and financial projections to purchase a fleet of trucks for logistics company $ Financial Projections and analysis for the purchase of 20 franchises for a designated territory The next step is to schedule a 20 minute Discovery Call to get a more specific scope of work so I can follow-up with a detailed proposal, timeline, and project cost.
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Skills

  • Finance & Accounting
  • Product Analytics
  • Business Plan Writing
  • Microsoft PowerPoint
  • Business Strategy
  • Forecasting
  • Financial Statement

Get started working with Julie quickly with these predefined projects.

Get started working with Julie quickly with these predefined projects.

You will get a Small Business Association (SBA) Business Plan and Financial Projection

From $2,500
5 days delivery

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