Morris J.

You may already have the financial data, assumptions, and projections. The challenge is turning them into a financial model that is reliable enough to support an acquisition, valuation, investment decision, or planning process. I build and review financial models that help investors, business owners, and finance teams evaluate deals, understand business performance, and make better-informed financial decisions. With 250+ financial models completed and 23 completed contracts, my work covers LBO and acquisition models, M&A accretion/dilution analysis, DCF valuations, three-statement models, financial forecasting, and cash flow analysis. What I can help you with: 𝐋𝐁𝐎 𝐚𝐧𝐝 𝐀𝐜𝐪𝐮𝐢𝐬𝐢𝐭𝐢𝐨𝐧 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 • LBO models • Leveraged buyout analysis • Acquisition models • Sources & Uses • Debt schedules • Entry and exit assumptions • IRR and MOIC • Returns analysis • Sensitivity and scenario analysis 𝐌&𝐀 𝐚𝐧𝐝 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 • M&A and merger models • Accretion / dilution analysis • DCF valuation • Comparable company analysis • Precedent transactions • Enterprise value and equity value • Transaction analysis • Deal and investment analysis 𝐅𝐏&𝐀 𝐚𝐧𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 • 3-statement financial models • Financial forecasting • Budgeting and planning • Budget vs. actual analysis • Variance analysis • Cash flow forecasting • 13-week cash flow models • Working capital analysis • Operating models 𝐅𝐮𝐧𝐝𝐫𝐚𝐢𝐬𝐢𝐧𝐠 𝐚𝐧𝐝 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐒𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 • Cap tables • Dilution analysis • SAFE and convertible note modeling • Fundraising models • Investor return analysis • Waterfall models 𝐍𝐞𝐞𝐝 𝐬𝐨𝐦𝐞𝐨𝐧𝐞 𝐭𝐨 𝐫𝐞𝐯𝐢𝐞𝐰 𝐚𝐧 𝐞𝐱𝐢𝐬𝐭𝐢𝐧𝐠 𝐦𝐨𝐝𝐞𝐥? I also audit and improve financial models that are already built. This can include checking formulas, assumptions, financial statement links, debt schedules, cash flow, valuation, sensitivities, and the overall model structure. I mainly work in Excel and Google Sheets, and I work with private equity professionals, investment bankers, search funds, corporate development teams, CFOs, founders, and finance teams. 𝐇𝐚𝐯𝐞 𝐚 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐦𝐨𝐝𝐞𝐥 𝐭𝐡𝐚𝐭 𝐧𝐞𝐞𝐝𝐬 𝐭𝐨 𝐛𝐞 𝐛𝐮𝐢𝐥𝐭, 𝐫𝐞𝐯𝐢𝐞𝐰𝐞𝐝, 𝐨𝐫 𝐟𝐢𝐱𝐞𝐝? Send me a 𝐦𝐞𝐬𝐬𝐚𝐠𝐞 𝐨𝐫 𝐢𝐧𝐯𝐢𝐭𝐞 𝐦𝐞 to your project, and share a few details about what you need. I’ll take a look and we can discuss the best way to approach it.