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Joe C.
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Joe C.

Certified Business Valuations -- 12+ Yrs. Exp. -- Finance Bestseller

Profile * Certified Valuation Analyst (CVA), certified with the National Association of Certified Valuation Analysts (NACVA) since September of 2014. * I write well-written, accurate and thorough business valuation reports for gift tax, estate, mergers & acquisitions, divorce and other scenarios. I have experience with complex international/multi-jurisdictional valuations as well as relatively simple "what's my small business worth" engagements. * Much of my work -- gift tax, estate, charitable contributions of a business, etc. -- has been reviewed by the IRS and my work has yet to be challenged even once by the agency. * Expert witness on matters pertaining to business valuation (divorce, partnership disputes, etc.), IP valuation, IP infringement, business damages/lost profits, etc. * Past clients include Westinghouse, Honeywell and Alpine Global Partners. * Aside from U.S. clients, I have served clients in many other countries, including Mexico, Canada, Japan, France, Belgium, and Nigeria. * Bestselling author of The Einstein of Money (biography of the life and methods of value investing pioneer Benjamin Graham, for which I interviewed Warren Buffett and other renowned value investors), A Brief History of Entrepreneurship (endorsed by business guru Brian Tracy), and co-author of From Lifeguard to Sun King, the biography of the founder of the Banana Boat sun care brand.

🇺🇸Orlando, United States$79/hr100% JSS4.99 (19)Since Jan 2024

Earnings and projects

MRR
$5.1k

Last 6 months ÷ 6

World#5,187 / 412k
🇺🇸Country#1,746 / 62.1k
Revenue, last 30 days
$3.4k

Last 6 months: $31k

World#10,446 / 412k
🇺🇸Country#2,797 / 62.1k
Total earnings
$75k

Billed in all: $76k

World#52,852 / 412k
🇺🇸Country#10,180 / 62.1k
Per project
$1.7k

$2k in the last 6 months

World#85,108 / 412k
🇺🇸Country#14,367 / 62.1k
Projects, last 6 months
15

Across 18 contracts

72% fixed28% hourly
World#9,890 / 412k
🇺🇸Country#1,639 / 62.1k
Projects in all
43

Across 47 contracts

74% fixed26% hourly
World#70,811 / 412k
🇺🇸Country#10,751 / 62.1k

Earnings, last 30 days

$75.8k+$3.4k earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$72k$74k$76kOct 8Oct 23Nov 7

Skill rankings: Top 1% in Business Plan Writing

Ranked by MRR among everyone on Upwork with the skill.

  1. 3Business Plan Writing288 freelancers · 🇺🇸 #1Top 1%
  2. #4Feasibility Study211 freelancers · 🇺🇸 #3Top 2%
  3. #15Business Valuation403 freelancers · 🇺🇸 #6Top 4%
  4. #62Financial Modeling2,224 freelancers · 🇺🇸 #34Top 3%