Mike L.
Fractional CFO | Financial Models | Cash Flow Projections | 30+ Yrs
I help ๐ซ๐๐๐ฅ ๐๐ฌ๐ญ๐๐ญ๐ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐จ๐ซ๐ฌ, ๐ฉ๐ซ๐จ๐ฉ๐๐ซ๐ญ๐ฒ ๐จ๐ฐ๐ง๐๐ซ๐ฌ, ๐๐ง๐ ๐ ๐ซ๐จ๐ฐ๐ข๐ง๐ ๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ๐๐ฌ organize their finances, underwrite their deals, and run their operations profitably โ backed by 30 years of experience. I founded ๐๐๐ฅ ๐๐๐ฅ ๐๐๐๐ฅ๐ญ๐ฒ & ๐๐ซ๐จ๐ฉ๐๐ซ๐ญ๐ฒ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ from scratch, scaled it to 5,500+ units and $7M in annual revenue, and ๐ฌ๐จ๐ฅ๐ ๐ข๐ญ ๐ญ๐จ ๐ ๐ฉ๐ซ๐ข๐ฏ๐๐ญ๐ ๐๐ช๐ฎ๐ข๐ญ๐ฒ ๐๐ข๐ซ๐ฆ ๐ข๐ง ๐๐๐๐ ๐๐จ๐ซ ๐๐ฑ ๐๐๐๐๐๐. That experience โ building, running, and selling a real estate business โ is what I bring to every client. Currently, I serve as a ๐๐ซ๐๐๐ญ๐ข๐จ๐ง๐๐ฅ ๐๐ ๐ for multiple active clients, including a 200-unit landlord in Philadelphia, a large LA-based real estate holding company, and a convenience/fuel store operator. I sold my real estate business in 2024 to a large private equity firm for ๐ด๐ซ ๐๐๐๐ง๐๐. I now help others by offering the services below. REAL ESTATE & INVESTMENT โก๏ธ ๐ฅ๐ฒ๐ฎ๐น ๐๐๐๐ฎ๐๐ฒ ๐๐ฐ๐พ๐๐ถ๐๐ถ๐๐ถ๐ผ๐ป ๐ ๐ผ๐ฑ๐ฒ๐น: Know exactly what a deal is worth before you close. I build monthly, annual, and 5-year models covering NOI, cash flow, IRR, and total profit โ plus scenario testing to stress-test your assumptions before committing capital. โก๏ธ Real Estate Valuations: Get a defensible, market-based valuation of any income-producing property or business โ useful for acquisitions, sales, financing, or partnership decisions. โก๏ธ Capital Raising Strategy: Find the right capital source and get approved. I build the financial projections lenders and investors need, and help you navigate equity, debt, and hybrid structures to secure the best terms. FRACTIONAL CFO SERVICES โก๏ธ Cash Flow Management & Forecasting: Know where your cash is going before it becomes a problem. Weekly, monthly, or quarterly models that surface trends early and keep your business running without surprises. โก๏ธ Monthly Financial & KPI Review: A monthly deep-dive into your numbers โ what is working, what is not, and what to do about it. Includes a standing call to discuss results and adjust strategy in real time. โก๏ธ Budget & Forecasting: Build a 12-month or 5-year financial roadmap with projected revenue, expenses, and cash flow โ so you are running toward a clear plan instead of reacting to what comes at you. M&A & STRATEGY โก๏ธ Business M&A: Whether you are buying, selling, or merging, I help you structure the deal, assess the financials, and negotiate terms that protect your interests and maximize value. โก๏ธ Consulting: One-time or ongoing sessions drawing on 30 years of real estate, finance, and business operations. Practical advice built on experience โ not theory. โ ๐ง๐ผ ๐ด๐ฒ๐ ๐๐๐ฎ๐ฟ๐๐ฒ๐ฑ, please ๐บ๐ฒ๐๐๐ฎ๐ด๐ฒ ๐บ๐ฒ or ๐๐ฎ๐๐ฐ๐ต ๐บ๐ ๐ฝ๐ฟ๐ผ๐ณ๐ถ๐น๐ฒ ๐๐ถ๐ฑ๐ฒ๐ผ, where I explain my background and what services I offer. I am happy to hop on a Zoom call to discuss your goals and how I can help you. โ ๐๐ฎ๐ฐ๐ธ๐ด๐ฟ๐ผ๐๐ป๐ฑ ๐ฎ๐ป๐ฑ ๐ฃ๐ฟ๐ผ๐ณ๐ฒ๐๐๐ถ๐ผ๐ป๐ฎ๐น ๐๐ถ๐๐๐ผ๐ฟ๐ โ BS from ๐ฆ๐. ๐๐ผ๐๐ฒ๐ฝ๐ตโ๐ ๐จ๐ป๐ถ๐๐ฒ๐ฟ๐๐ถ๐๐ โ MBA from ๐ฃ๐ฒ๐ป๐ป ๐ฆ๐๐ฎ๐๐ฒ ๐จ๐ป๐ถ๐๐ฒ๐ฟ๐๐ถ๐๐. โ 10+ years in ๐ฐ๐ผ๐ฟ๐ฝ๐ผ๐ฟ๐ฎ๐๐ฒ ๐๐๐ฟ๐ป๐ฎ๐ฟ๐ผ๐๐ป๐ฑ work with AlixPartners โ ๐๐ถ๐ฐ๐ฒ๐ป๐๐ฒ๐ฑ ๐ฟ๐ฒ๐ฎ๐น ๐ฒ๐๐๐ฎ๐๐ฒ ๐ฏ๐ฟ๐ผ๐ธ๐ฒ๐ฟ in the state of PA (RM422578) โ Completed A.CRE Real Estate Financial Modeling Accelerator Course (18 modules) โ ๐ฅ๐ฒ๐ฎ๐น ๐๐๐๐ฎ๐๐ฒ ๐ฎ๐ป๐ฑ ๐ฃ๐ฟ๐ผ๐ฝ๐ฒ๐ฟ๐๐ ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐ โ Started real estate investing in 1999, then went to a full-time real estate professional in 2005 โ ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐ฑ ๐ผ๐๐ฒ๐ฟ ๐ต,๐ฑ๐ฌ๐ฌ ๐ฟ๐ฒ๐ป๐๐ฎ๐น ๐๐ป๐ถ๐๐ over the last 20 years โ Bought, fixed up, and sold over ๐ญ๐ฌ๐ฌ+ ๐ฝ๐ฟ๐ผ๐ฝ๐ฒ๐ฟ๐๐ถ๐ฒ๐ with a combined value of $50+ million โ Built and managed a $๐ณ.๐ฌ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป ๐ฟ๐ฒ๐ฎ๐น ๐ฒ๐๐๐ฎ๐๐ฒ ๐ฏ๐๐๐ถ๐ป๐ฒ๐๐ ๐๐ถ๐๐ต ๐ฐ๐ฌ+ ๐๐๐ฎ๐ณ๐ณ, ๐ฐ๐ผ๐น๐น๐ฒ๐ฐ๐๐ฒ๐ฑ ๐ผ๐๐ฒ๐ฟ $๐ณ๐ฌ+ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป ๐ถ๐ป ๐ฟ๐ฒ๐ป๐, and ๐๐ถ๐ด๐ป๐ฒ๐ฑ ๐ฑ,๐ฌ๐ฌ๐ฌ+ ๐น๐ฒ๐ฎ๐๐ฒ๐ โ Author of "๐๐ฎ๐ป๐ฑ๐น๐ผ๐ฟ๐ฑ ๐ฆ๐ฒ๐ฐ๐ฟ๐ฒ๐๐," an Amazon bestselling book that is a comprehensive guide for landlords. โ Completed A.CRE Real Estate Financial Modeling Accelerator Coarse (18 modules) โ ๐ช๐ต๐ฎ๐ ๐บ๐ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐ ๐ฎ๐ฟ๐ฒ ๐๐ฎ๐๐ถ๐ป๐ด ๐ฎ๐ฏ๐ผ๐๐ ๐บ๐ฒ: โ Rating 5.00 (Feb 15, 2026) "Mike was quick to get the project finished. He was the right choice for me. Was able to provide feedback and insight for Buildium that I was not aware of. Highly recommend Mike." โ Rating 5.00 (Oct 15, 2024) "๐ช๐ผ๐ฟ๐ธ๐ถ๐ป๐ด ๐๐ถ๐๐ต ๐ ๐ถ๐ธ๐ฒ ๐๐ฎ๐ ๐ด๐ฟ๐ฒ๐ฎ๐. ๐๐ฒ ๐๐ผ๐ผ๐ธ ๐๐ต๐ฒ ๐๐ถ๐บ๐ฒ ๐๐ผ ๐๐ป๐ฑ๐ฒ๐ฟ๐๐๐ฎ๐ป๐ฑ ๐บ๐ ๐ฝ๐ผ๐๐ถ๐๐ถ๐ผ๐ป ๐ฎ๐ป๐ฑ ๐ฑ๐ฒ๐น๐ถ๐๐ฒ๐ฟ๐ฒ๐ฑ ๐๐ต๐ฎ๐ ๐ ๐๐ฎ๐ ๐น๐ผ๐ผ๐ธ๐ถ๐ป๐ด ๐ณ๐ผ๐ฟ ๐ผ๐ป ๐๐ถ๐บ๐ฒ. ๐ ๐๐ผ๐๐น๐ฑ ๐ต๐ถ๐ฟ๐ฒ ๐ฎ๐ป๐ฑ ๐ฟ๐ฒ๐ฐ๐ผ๐บ๐บ๐ฒ๐ป๐ฑ ๐ ๐ถ๐ธ๐ฒ ๐๐ผ ๐ฎ๐ป๐๐ผ๐ป๐ฒ." โ Rating 5.00 (Oct 21, 2024) "๐๐ฒ๐๐ฎ๐ถ๐น๐ฒ๐ฑ ๐ฎ๐ป๐ฑ ๐ฎ๐ฐ๐ฐ๐๐ฟ๐ฎ๐๐ฒ. ๐๐ฝ๐ฝ๐ฟ๐ฒ๐ฐ๐ถ๐ฎ๐๐ฒ ๐๐ต๐ฒ ๐๐ต๐ผ๐ฟ๐ผ๐๐ด๐ต๐ป๐ฒ๐๐." โ Rating 5.00 (Oct 14, 2024) "๐ณ๐ฎ๐๐ ๐ฟ๐ฒ๐๐ฝ๐ผ๐ป๐๐ฒ ๐ฝ๐ฟ๐ผ๐ณ๐ฒ๐๐๐ถ๐ผ๐ป๐ฎ๐น ๐ฎ๐๐๐ถ๐๐๐ฑ๐ฒ"