Hire remote business plan consultants near Houston or in a similar time zone
Kevin Roberts
Freelance Business Plan Consultant
Over the last 20+ years, Kevin has closed 46 M&A deals totaling several billion in value. He started his career at leading investment banks—Bank of America and Merrill Lynch—and respected private equity firms—Trinity Hunt—advising clients ranging from $1-billion companies to startups and investment firms to family offices. Kevin joined Toptal mainly to leverage his capabilities in M&A and strategic finance, aiming at helping talented entrepreneurs and investors achieve their growth objectives.
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Lori Moser
Freelance Business Plan Consultant
Lori is an experienced finance expert who led and managed entire M&A processes for acquisitions, divestitures, and carve-outs. Specializing in strategy development, targets identification, market research, financial plan preparation and valuation, due diligence, LOI negotiation and agreement, and plan execution, Lori has worked at a Fortune 500 business, a startup, and an investment bank, dealing with SaaS, manufacturing, consumer products, and industrial automation.
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Joseph Valentic
Freelance Business Plan Consultant
Joe has 30+ years of middle-market financial services experience as an investment banker, CFO/COO, strategy consultant, public accountant, banker, and board leader. He excels with strategic planning, fractional CFO, pitch deck creation, fundraising, FP&A, M&A due diligence, and research. Joe helps businesses achieve their growth goals by integrating strategy, fractional executive services, financial planning, and capital placement services.
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Eric Till
Freelance Business Plan Consultant
Eric is a financial services professional with 13+ years of experience as a sell-side, buy-side, and startup professional, advising on debt and equity deals from $10 million to over $1 billion. He has deployed more than $2 billion into funds at Apollo across various structures and sectors. During his experience at boutique firms and on his own, he has worked with both large and early-stage companies. Eric wants to work on challenging projects alongside his other small business owner endeavors.
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Aleksey N. Krylov, CFA
Freelance Business Plan Consultant
Aleksey served in CFO roles of public and VC-backed private companies. As an investor, he contributed to 25+ private equity deals that have deployed $500 million. He has advised 50+ clients on raising $1.6 billion in equity in the healthcare, consumer, media, software, energy, and industrial sectors. Aleksey enjoys working with officers of early-stage and mature small-cap firms, and he freelances because it exposes him to a wide range of companies.
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Sean Middleton
Freelance Business Plan Consultant
Sean has driven $3 billion+ in new revenue by helping B2B technology leaders grow their businesses. He blends 20 years of experience as a PwC consultant, an operating executive (president) for Cognizant, and the chief revenue officer at Toptal to create and execute market-winning strategies. Working with startups and Fortune 500 companies, Sean has deep expertise in sales, operations, finance, M&A, and the PE/VC ecosystem. He has an MBA from Wharton and a BS in computer science from Cornell.
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Niloufer Afzal, MBA, CM
Freelance Business Plan Consultant
A growth strategy expert with tier 1 companies, Niloufer led the transformation of a $300 million pet business that was acquired for two times EBITDA. Her areas of expertise are strategic planning, innovation, customer strategy, and eCommerce transformation. She is an award-winning architect of iconic brands across North America, Europe, and Asia; J.M. Smucker, Reckitt, Philips, Kraft-Heinz, McCain, GSK, Tetra Pak, and Mars. Nilo joined Toptal to help organizations unlock and accelerate growth.
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Dimitre Krouchev
Freelance Business Plan Consultant
Dimitre is a financial consultant who has worked with over 50 clients in multiple corporate finance roles, such as interim CFO, VP of finance, and senior associate, helping startups and SMBs raise over 77 million in debt and equity financing. Dimitre was a former senior associate at Triple Enterprises, a top financial advisory firm in Los Angeles, and was the first senior associate to be offered partner there.
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Antoine Arbour
Freelance Business Plan Consultant
Antoine loves working with early-stage startups.His expertise lies in building compelling pitch decks, fundraising stories, financial models (operating budgets, 3-statement models, unit economics modeling), and raising money. Antoine led five early-stage fundraising processes with US and Canadian investors, resulting in over $50 million raised and $300 million in valuations.
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Dev Penn
Freelance Business Plan Consultant
Dev is an Eagle Scout and CFA charterholder who seeks to make a significant impact. His goal is to help firms find, grow, and scale over $1 billion in opportunities. Dev's past experiences include working for two billionaires and more than ten years of acting as a strategic executive at blue-chip firms in VC, PE, and investments. He's also experienced as a fractional CFO and acts as a strategist, banker, marketer, and investor rolled into one person.
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Jerry Nemorin
Freelance Business Plan Consultant
Jerry is an expert in financial modeling, valuation, M&A, fintech, startups, and debt and equity capital raising. He previously founded a venture-backed fintech company that raised over $12 million in equity and $250 million in debt capital. Jerry worked in corporate treasury for Fortune 500s and advised on LBO transactions and high-yield debt capital raises. As a Toptal freelancer, he wants to offer his expertise to a broader group of companies at all stages.
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