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Financial modeling and valuation for private companies

I clean financials, build forecasts, and produce valuations used by owners and potential buyers.

Work samples

Portfolio of practical FP&A, forecasting, and private-company valuation work, including book clean-up and buyer-ready valuation reports.

  • Attronica Financial Planning & Analysis and Private Company Valuation Externship
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    Attronica · ✅ Verified by Extern · ⏱️ In progress

    Attronica Financial Planning & Analysis and Private Company Valuation Externship

    A 40-year-old, $80M family-owned IT firm is preparing to sell — and they need real FP&A work to back it: clean financials, a defensible forecast, and a valuation. Organize the books, model the forecast, and deliver a valuation that lands on the CEO's desk and on a buyer's table.

    Financial ModelingFinancial Statement AnalysisExcelValuationForecasting

About me

I clean financials, build forecasts, and produce valuations used by owners and potential buyers.

I help small, privately held companies turn messy financials into clear forecasts and defensible valuations. Recently I organized books, built a forecast model, and produced a valuation for a 40-year-old, $80M family-owned IT firm preparing for sale.

Externships

Attronica Financial Planning & Analysis and Private Company Valuation Externship

In progress

Skills

Financial statement reconciliationForecast modelingPrivate company valuationFP&A processesExcel financial modelingAI Agent DevelopmentArtificial IntelligenceChatGPTClaudeCollaborationCoachingData AnalyticsData Analysis

✅ Verified by Extern · ⏱️ In progress

Attronica Financial Planning & Analysis and Private Company Valuation Externship

A 40-year-old, $80M family-owned IT firm is preparing to sell — and they need real FP&A work to back it: clean financials, a defensible forecast, and a valuation. Organize the books, model the forecast, and deliver a valuation that lands on the CEO's desk and on a buyer's table.

Financial ModelingFinancial Statement AnalysisExcelValuationForecasting

Overview

The project reorganized historical accounting records, produced a multi-year financial forecast, and built a private-company valuation model. Work included cleaning the three financial statements, constructing projections, and calculating valuation ranges using standard methods.

Attronica Financial Planning & Analysis and Private Company Valuation Externship

What I've accomplished

Below are the concrete steps I completed during the externship, each presenting a deliverable I produced for the financial close, forecast, and valuation.

Project breakdown

View all work