Financial Planning

Ronio says,

My experience with Sam has been very favorable! He is extremely thorough, patient, articulate and professional in his approach. His financial insights and subject matter expertise are serving me well in making my business as well as personal/career decisions. I highly recommend Sam as your go-to resource for all your financial analysis needs!

for Financial Advisor Needed on Mar 09, 2013

Alain Villenave says,

Excellent work, serious and effective. A detail-oriented person and performs work in depth often exceeding the framework, which is very pleasant. Personally involved and good sense of humor, I highly recommended.

for Review of annual reports & check-list on Apr 02, 2012

perora says,

Sam did exactly what he promised. Investor wanted the plan immediately, he delivered with constructive criticism of the plan and useful and helpful suggestions. I recommend without any reservation.

for Quick Business plan review/comments on Mar 25, 2012

mkokernak says,

very thorough. I was nervous about searching for someone to create my company's Cap Table. I needed it done right. Not only did Sam do exactly what I had asked he actually went beyond the scope of the engagement and he anticipated my future needs...all for the same rate. I plan to use Sam through out the history of my company.

for Capital Table (Worksheet) for Start Up on Feb 24, 2012