Neilay Patel Email & Phone Number

Fort Lauderdale, Florida, Us

As a Business Broker with Transworld, I specialize in helping business owners navigate the complex process of exiting their businesses, with a focus on understanding and prioritizing each owner’s unique goals. Whether through a direct acquisition, strategic partnerships, or a structured sale, I am committed to creating a transition that reflects the hard work and legacy each business represents.Backed by the resources of Transworld, the world’s largest business brokerage, I provide access to a wide network of qualified buyers, a proven marketing system, and in-depth market insights—all of which help ensure a successful and stress-free transaction. My approach is to work closely with each client, discussing their long-term goals, specific needs, and preferred exit structure. I structure each deal to be fair, flexible, and customized, always prioritizing what matters most to my clients.I focus on businesses generating between $1 million and $20 million in annual revenue, providing guidance and resources that create value, minimize stress, and support a smooth transition. My background in financial analysis, budgeting, forecasting, and strategic planning allows me to handle complex transactions efficiently while keeping clients informed at every step.If you’re considering a future sale or are ready to explore your options, let’s connect. I’d be honored to discuss how my comprehensive resources and client-first approach can help achieve a successful, rewarding transition for your business.

Norcross, Georgia, Us

• Serves as a resource to the assigned client in area of expertise.• Gathers and compiles raw data, conducts research for industry trends and benchmarks, and normalizes data to be incorporated into a centralized data format.• Analyzes, reports and makes comparisons to industry/company benchmarks. Determines trends and prepares cost analyses.• Defines data definitions and documents data limitations.• Prepares spreadsheets for data analysis. Prepares reports with charts and graphs, mailing lists, maps, and ad hoc requests. May make presentations.• Provides recommendations based on findings and analysis. Provides input on policies and procedures.

• Increased profitability by analyzing profit and loss statements resulting in improvements in efficiency and minimization of waste.• Increased sales on average 40% Month-over-Month by partnering with new vendors with further projected growth prior to Covid-19 shutdown. • Generated leads from various corporate catering services to increase most profitable commodity (catering) 200% MoM prior to pandemic. • Increased sales 30% year over year despite labor/supply chain shortages and lower catering demand effecting the industry.• Utilized Search Engine Optimization to increase google views/direction/contact and site traffic 25% YoY.• Produced email/rewards app campaigns that increased off-peak sales 20%.• Maximized profits by cutting labor costs 10% Quarter-over-Quarter and limiting rising COGS caused by supply chain shortages from increasing over 30% of revenue.• Conducting detailed risk assessments by analyzing franchise disclosure documents including statistics, reports and market trends of franchises and local market.• Negotiated Triple Net Lease terms including $130k+ in tenant improvement allowance and a higher artificial breakpoint for percentage rent calculations.• Created monthly cash flow forecasts, using various quantitative data points, including SBA Mortgage interest rate, to project Discounted Cash Flow and Internal Rate of Return.• Established and oversaw all aspect of local store marketing campaigns including B2B & B2C marketing plans based on relationships with local businesses, hospitals, and schools to ensure growth and name brand recognition. • Created quarterly balance sheet and income statement and systematically budgeted/forecasted based off these financial statements.• Managed the financial analysis of various parts of the business, including operational metrics, franchise performance data, cash forecasting to create pro forma statements.

Atlanta, Ga, Us

• Managed/maintained multiple reporting databases and reporting dashboards including developing data retrieval plans (e.g., how the query is completed, fastest way to retrieve data, etc.) to integrate data efficiently from mainframe data sources.• Delivered integrated data systems support to internal users by applying an expert understanding of the financial system of GBS which equated to a $600 million annual budget.• Performed variance analysis by business units (i.e., volume, hours, and headcounts) to assess business results which helped optimize customer service calls, resulting in millions of dollars of cost reduction on an annual basis.• Supported international regions, including ad hoc data reports/analysis requests, as the primary administrator for the financial planning and forecasting system (Khalix by Longview).• Created and maintained business cases for proposed GBS projects, reported variances to those business cases, and determined the ROI of multiple business cases that were successfully implemented.• Used proprietary data visualization tools and systems to prepare timely interpretive reporting to improve ongoing investment decisions.• Retrieve and utilize information from the GBS planning and forecasting system and other data sources, to generate operational call center Key Performance Indicators (KPI).• Performed labor cost estimating in support of new business cases including cost analysis on current cost centers.• Identified automation and process improvement ideas by researching, reviewing, and analyzing the effectiveness and efficiency of existing report procedures and systems and develop strategies for enhancing or leveraging these processes and systems. • Audited areas of concern (e.g., unusual cost, project assumptions, allocation methodology, etc.) to ensure proper reporting, and conducts trending headcounts to determine projected benefits are achieved.

• Conducted entire analysis of industry comparable through measuring historical trends, geographical areas, consumer preferences, potential for future growth, and more to determine our company’s price points for various services • Used Soft Hotel Management Software to analyze company trends based on price, seasonality, cyclicality, repeat customers, and more • Maximized the Revenue Management Price Value Comparison tool to customize our company’s products• Verified and balanced monthly financial statements to ensure profitability of the business• Updated company’s website to reflect growing practices of the business • Handled customer complaints to arrive at an ultimate resolution• Performed bookkeeping activities through balancing cash and credit accounts• Maintained the company’s high standards of service and hospitality

• Designed application to simplify database search criteria to maximize user friendliness• Collaborated with client on application development to ensure all needs were met• Conducted queries within PHP to reduce the population of potential data points• Implemented the Zend framework in the development of the application

Atlanta, Ga, Us

• Process and inspect inventory• Reconcile the cash register and maintain balance• Collaborate with co-workers for working efficiency to guarantee satisfaction of patrons• Generated all transactions via ActiveNet Software

Northridge, Ca, Us

• Provide guests with helpful directions and/or suggestions, which enhance their entertainment experience.• Check guest tickets and make sure they are in the right area of stadium