I will create a pro forma, financial ratio, and business valuation analysis
About this Gig
Numbers tell a story - I'll help you read yours clearly enough to act on it.
I build professional-grade pro forma statements, financial ratio analysis, and business valuations for real estate investors, small business owners, and founders who need more than a spreadsheet of guesses. My background spans an MBA, a PhD candidate in behavioral economics, and formal coursework in financial modeling, valuation, and risk analysis, applied directly to your numbers.
What you get:
- A clean pro forma income statement (or full 3-statement model in higher tiers)
- Core financial ratios - liquidity, profitability, leverage - benchmarked against your industry
- A business valuation grounded in your actual numbers
- Presentation-ready PPTX and PDF deliverables
Premium: a private interactive dashboard where you can explore the numbers yourself
Whether you're pitching investors, evaluating a deal, or just want to know where your business stands, you'll walk away with a clear, defensible picture. Send over your financials and let's get started.
FAQ
What financial information do you need from me?
Whatever you have - bank statements, a P&L, QuickBooks export, or even rough numbers in a spreadsheet. I'll fill in gaps with industry research where needed. More detail means a sharper analysis.
What's the interactive dashboard in the Premium package?
A private, password-free link hosted on my own site where you can click through your numbers, adjust assumptions with sliders, and see the analysis update live - no software or account needed on your end.
Do you offer revisions?
Yes. Each package includes revision rounds to adjust assumptions, formatting, or scope until the analysis fits what you need.

