Gary N.Private profile: Upwork shows its earnings only to signed-in members, so we check it every few weeks, not daily. MRR here is a rough estimate (Upwork's six-month earnings ÷ months active). Last read Nov 5, 2026.

$1.25B+ raised across debt and equity. Former Big 6 CPA. 30+ years helping founders, executives, and investors make better decisions with financial modeling and analysis, valuations, due diligence, and strategic business planning. I help companies with financial modeling that supports fundraising, M&A, restructuring, buyouts, cap table decisions, and major strategic moves. My goal? To give founders and investors financial modeling and decision support they can actually rely on when the numbers matter, the documents matter, and the outcome matters. I look at businesses the way operators and dealmakers do, not the way typical consultants with little operating experience do. 𝙒𝙝𝙮 𝘾𝙡𝙞𝙚𝙣𝙩𝙨 𝙃𝙞𝙧𝙚 𝙈𝙚: 𝟭. Raised over $750M in debt and $500M in equity 𝟮. Former Big 6 CPA with 30+ years of hands-on operating and deal experience 𝟯. Top Rated Plus and 100% Job Success on Upwork with $80K+ earned 𝟰. Built financial modeling for fundraising, acquisitions, buyouts, and strategic planning 𝟱. Strong in financial analysis, valuation, due diligence, and business plan development 𝟲. Worked on deals involving companies like Foot Locker, Revlon, Kmart Corp., Heritage Partners, and Merrill Lynch Capital Partners 𝟳. Deep experience with cap tables, Carta-related advisory, equity financing, convertible notes, and stock option matters 𝟴. I bring the perspective of a CFO, operator, dealmaker, and contract negotiator — not just an advisor reading from A.I. and templates 𝙒𝙝𝙖𝙩 𝙄 𝘿𝙤: 𝟭. Financial modeling for fundraising, M&A, restructurings, cap tables and investor decisions 𝟮. Financial analysis for high-stakes business, operating, and transaction decisions 𝟯. Business plan writing and investor-ready business documents 𝟰. Due diligence support, data room review, and transaction preparation 𝟱. Valuation models, IRR models, and deal economics analysis 𝟲. Cap table strategy, cap table cleanup, and Carta support 𝟳. Cash flow modeling and multi-year forecasting 𝟴. Capital raising support, pitch deck support, and investor overview materials 𝟵. Strategic planning for founders, boards, and leadership teams 𝟭𝟬. Deal structuring support for equity financing, SAFEs, convertible notes, LLC structures, and buy/sell transactions 𝙒𝙝𝙖𝙩 𝙏𝙝𝙖𝙩 𝙇𝙤𝙤𝙠𝙨 𝙇𝙞𝙠𝙚: 🔹 Financial modeling that helps founders raise capital with clearer numbers and stronger logic 🔹 Financial analysis that turns messy business data into decisions management can act on 🔹 Business plan and investor materials built for real scrutiny, not just presentation 🔹 Due diligence support that helps clients stay organized before problems become expensive 🔹 Valuation work that gives buyers, sellers, and founders a more realistic view of deal value 🔹 Cap table and equity work that helps companies understand ownership, dilution, and structure before they make the wrong move 🔹 Cash flow analysis and forecasting that help leadership teams see risk earlier and plan better 𝙒𝙝𝙤 𝙄 𝙒𝙤𝙧𝙠 𝘽𝙚𝙨𝙩 𝙒𝙞𝙩𝙝: 𝟭. Founders preparing for fundraising, acquisition, restructuring, or a major capital decision 𝟮. Businesses that need serious financial modeling, not surface-level spreadsheets 𝟯. Underperforming companies in need of downsizing, streamlining and cash flow management 𝟰. Owners who want strong financial analysis, valuation, and due diligence before making expensive decisions 𝟱. Companies that need a sharp business plan, investor overview, or pitch-deck financial backbone 𝟲. Leadership teams that value logic, structure, and clear thinking over noise 7. Clients who want a collaborative advisor who can solve complex business puzzles without being combative 𝙏𝙤𝙤𝙡𝙨: Microsoft Excel, Microsoft Office (including Excel with VBA scripting), Google Sheets, Google Workspace, QuickBooks Online, VBA, PowerScript, Acrobat, Wondershare, ChatGPT, Claude, Perplexity, Zoom, Microsoft Teams If you need financial modeling, financial analysis, valuation, due diligence, restructuring or a business plan that can stand up to real investor, lender, or transaction scrutiny, send me a message. I reply fast, ask the right questions, and tell you straight what is worth fixing first.