Jeremy Burnstein, Cfa, Cva, Fea Email & Phone Number

𝗪𝗛𝗔𝗧 𝗜 𝗗𝗢. I help entrepreneur-owned businesses evaluate performance and understand value drivers; assess value enhancement strategies; and explore and implement intergenerational and third-party transfer options.𝗪𝗛𝗢 𝗜 𝗪𝗢𝗥𝗞 𝗪𝗜𝗧𝗛. I partner with business owners and their trusted advisors, including CPAs, business and estate planning attorneys, commercial and investment bankers, and financial planners. I perform my work with a collaborative mindset.𝗛𝗢𝗪 𝗜 𝗗𝗢 𝗜𝗧. My process starts with a discovery call to explore the nature of the project and how I may be of assistance. If there is a fit, an engagement letter and information requests are provided to initiate the project. From there, I follow a nine-step process that involves capturing your information, conducting the analysis, and conveying my findings.𝗪𝗛𝗬 𝗜𝗧 𝗠𝗔𝗧𝗧𝗘𝗥𝗦. When business owners know the value of their companies, a foundation for effective planning and decision-making is built and retirement and legacy goals can be achieved. 𝗪𝗛𝗔𝗧 𝗠𝗔𝗞𝗘𝗦 𝗠𝗘 𝗨𝗡𝗜𝗤𝗨𝗘. With over two decades of experience in delivering robust valuations for pivotal business decisions and rigorous compliance requirements, I bring a unique blend of expertise to the table. This foundation, coupled with my hands-on experience in navigating the complexities of managing and expanding my own family's business, positions me distinctively to assist business owners on their entrepreneurial journeys.𝗪𝗛𝗔𝗧 𝗢𝗧𝗛𝗘𝗥𝗦 𝗦𝗔𝗬. Clients and business partners have provided testimonials on my work. See below for those recommendations.𝗖𝗢𝗡𝗧𝗔𝗖𝗧 𝗠𝗘. If you think I can help you with your journey, please send me a LinkedIn message or email (jburnstein@sawtoothvaluation.com). Alternatively, you can schedule a call with me through https://calendly.com/jeremyburnstein/30min

Listed skills include Financial Modeling, Financial Analysis, Valuation, Corporate Finance, and 15 others.