Due to the proprietary nature of my work, it is not appropriate to post samples.

I am happy to learn about your situation and comment on which strategic direction may be best for you. Minimally, I will provide my assessment of your strategy, drawn from my three plus decades of experience analyzing companies for investors. After understanding your strengths,  challenges, and vision, we can assess whether or not it is worthwhile to engage with me. For a brief consultation on your business, email or call to arrange a time. My intention is for you to benefit from such a discussion. 

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If your company is a direct competitor of a current or recent client, I most likely will not be able to help you. If it appears you can benefit from my work, and if you want to see a sample of my work, I will only release excerpts of previous work after receiving approval from clients. All discussions of previous work is done in a manner so as not to reveal any strategic initiatives of clients. 

An outline and a deep dive into some of the details of my work can be conveyed through a conversation. The depth and extent of my work is described throughout this website, and summarized here.

Valuation Analyses – range from 10 to over 100 pages based on the objective and intent of use. Most are 50 – 100+ pages and include an indepth discussion of the company, the industry, competitive profile and other issues the company faces. The net result is an explanation of the forecast and a clear justification for valuation, which includes current and future valuation ranges.

Business Plans – range from 25 – 60 pages. Geared for company performance, management alignment, and funding. Designed to be easily altered as required.

Executive Summaries – several different versions from one to five pages, designed for multiple purposes. From (a) initial information dissemination to attract interest, to (b) a full in-depth summary of all components of the business, and several different versions in between for different audiences.

PPM – range from 25 to 40 pages. Includes important legal items. This is the simplest of the large documents, but it cannot be completed without a current Business Plan.

Presentation Materials – range from 10 to 40 slides. Different versions for different purposes and audiences.

Financial Models – range from 10 to 40 tabs that enable changes for “what-if” analyses, to quickly understand the impact of changing industry dynamics or new products or updated cost structures. Includes charts and table displays for other documents. Includes valuation analyses.

Please call and we can discuss your situation and what I may be able to do to help you –

The objective is to address issues and solve problems you are facing, and define an optimal path given what we know and can control.

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Sample of Personal Activities

Hike to Raymond Lake below Raymond Peak in Sierras