Clint L.

I’m the Top 1%, Expert-Vetted, Finance Freelancer who Upwork clients turn to who don't want to risk leaving money on the closing table. If you don't know how to make the sale of your business become the prospective buyer's idea in the first place, then you need to have me on the deal. Period, the end. I have become a go-to consultant with the secret sauce recipe here on Upwork for supporting M&A client transactions, as well as business brokers who are seeking that "ultimate monetization outcome". I have over 30 years of experience in due diligence, common sense QoE reporting, negotiations, fraud elimination programs, transaction structuring, and selling businesses. I will help you keep it out of the ditch and sleep at night. You don’t have to settle when you can have the best for a fraction of what I used to charge on Wall Street - and that makes me the obvious choice for all your business management consulting needs. I also have decades of capital markets experience with Reg. D offerings (506(b) and 506(c) private placements), Reg. A offerings, crowdfunding, and Rule 241 Testing-The-Waters money hunts that include commercial real estate, B2B, B2C, and e-comm engagements, as well as a large practice experience in tax-advantaged offering engagements such as Delaware Statutory Trust (i.e., DST) underwriting due diligence, and documentation. Key experiences you will want in your corner for this engagement: * Proven history of cost-efficient business reviews of investment, bank, and transaction documents, as well as document drafting and transaction structuring. * Millions raised for my own projects. * $2 Billion+ in valuations for Upwork clients. * $15 Billion+ in underwriting, feasibility, and capital raise projects over the years. * Over 100 client assignments complete with rock-solid 95%+ Client Success Rating. * Former FINRA Compliance Vendor - SEC compliance is in my bones for crowdfundings, Reg A. and Reg D securities offerings. * Buy-Side/Sell-Side - Always the Guy on Your Side. Note project listings below for those must have services for small business transactions. * Maximized Equity Monetization Program (for qualifying businesses) aimed at getting you that top quartile valuation/sale price outcome. You can get there from here, but it starts with reaching out to the professional who just doesn’t stop. I love this business, and you will too – I guarantee it. In most cases, your initial consultation fee will be applied to the engagement, so why go anywhere else when the go-to Freelancer is the obvious choice?