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Contact me about a business or real estate acquisition, custom financial modeling project, existing SmartHelping template, or help identifying the right starting point.

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If you already know what you need, choose the service that most closely matches your situation.

Fastest starting point

Deal Gut Check

Talk directly with me about a potential acquisition and get an experienced reaction to the price, earnings, financing, risks and next questions. No model or written report is included.

15, 30 or 60 minutes · From $99

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Complete review

Acquisition Deal Analysis

Receive a structured underwriting workbook, base and downside analysis, 100-point scorecard, written findings, diligence priorities and a 45-minute review call.

$1,950 fixed fee

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Built around your needs

Custom Financial Modeling

Build a new financial model, adapt an existing SmartHelping framework, or improve the assumptions, formulas and outputs in a workbook you already use.

$275 per hour

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Pre-Built Financial Models

Looking for a model you can use immediately?

Search the complete SmartHelping library by keyword, industry, business model or financial objective to find the closest available template.

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