I will review your business financials
About this Gig
Fourteen years running a single-family office across 31 countries, public and private markets, +20% annualized. Adjunct professor of finance. I review deals and financials for a living, and I will tell you the truth about yours.
Bring me the stuck thing:
A deal you can't read. A business you want to buy. Financials that don't add up. A partner situation that stopped making sense. Projections you need an investor to believe. A property that should be earning and isn't.
What you get: I read your documents before we talk. Then a straight verdict in plain language: what this is, what it's worth, what's broken, and what to do next. No jargon, no padding to justify the fee.
What I don't do: legal opinions, signed attestations, tax filings, or anything requiring a license. I'm the analyst who tells you what's true. Your lawyer and CPA make it official.
The most valuable verdict I deliver: walk away.
Unusual situation? Message me before ordering and I'll tell you honestly whether I'm the right use of your money.
Visualization tools:
Matplotlib
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Microsoft Excel
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Python
Service type:
Budget Vs. actual analysis
Target country:
Germany
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United States
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Worldwide
Other Financial Planning & Analysis Services I Offer
FAQ
What documents should I send?
What documents should I send?
Can you review my situation before I order?
Yes, message me first. If it's outside my lane or not worth your money, I'll say so and you keep your $75.
Will you tell me what I want to hear?
No. You're paying for the verdict a friend won't give you. If the deal is bad, I'll say it's bad and show you why. Walking away is a result.
Is this legal, tax, or investment advice?
No. I deliver analysis. No legal opinions, signed attestations, or filings. Take my workpapers to your lawyer or CPA to make things official.
My situation is confidential. How do you handle that?
Fourteen years of family office work means discretion is the default. Your documents stay between us, and I'll sign a reasonable NDA for Premium orders.
