Testimonials
David did the most professional
and diligent job on producing a very complicated retail
financial model and summary for my new company and in record
time. Not only was he able to capture the essence of my
project, but he was also such a great listener that he grasped
every nuance of a complex structure and made it appear simple
and easy to understand and read. Kelly Van Gogh, KVG Hair
Products
Kelly Van Gogh, FL KVG Hair Products
Thank you for the quick turnaround time and your feedback.
You helped me to crystallize my business model get my financial
presentation ready for investors. I look forward to working
with you on all of my future projects.
Stephanie Stanford, Stanford Planet, PA
I will use David for any modeling that I may have in the
future and I will recommend him to anyone that needs fast,
efficient and highly accurate financial modeling. Great
work ethic and amazing focus... thank you David.
Timothy Brooks, Real Estate Investor, MA
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 Property
Management Company
(hospitality industry)
Developed 5-Year pro
forma income, cash flow model for $100 million acquisition
of property management company. Performed sensitivity
analysis around fluctuations in ADR and Occupancy.
Established valuation range using comparable company
analysis, EBITDA multiples and discounted cash flow
(DCF) analysis. |
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Multi-Phase Real
Estate Development Project
(real estate)
Developed financial projections
and supporting documentation for a three phase real
estate development project. Model included dynamic
assumptions detailing debt scenarios and development
timing. Model was used to determine debt and equity
financing packages offered to investors.
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Search Engine Marketing
Firm
(online)
Developed forecast and
pricing model for SEM firm looking to gain market
share with performance-based business model. Responsibilities
included researching industry performance metrics.
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 Lead
Generation Initiative
(hospitality industry)
Developed 5-Year pro
forma income model to secure financing for lead
generation initiative. Developed pricing model for
multiple products and cost-per-acquisition targets.
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Device Manufacturing
Company
(apparel industry)
Developed financial models
utilized in raising $2.5 million venture capital
round. Model Included forecasting tool, goal setting,
strategic staffing plan and creation of financial
break-even and margin analysis model.
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Niche Search Engine
(beverage industry)
Developed 5-Year pro
forma income statement model for acquisition of
niche search engine. Model analyzed valuation ranges
and was utilized by buy-out team on acquisition
as well as post-acquisition business and marketing
strategy.
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Medial Equipment
Leasing Company
(Leasing)
Developed sales forecast
and financing requirements for a startup leasing
company. Company utilized model to fine-tune leasing
installments to meet investor’s required IRR.
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Software Development
Company
(education industry)
Developed financial plan
to demonstrate profitability scenarios used to secure
seed financing. Model included sensitivity analysis,
use of proceeds, and break-even analysis.
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