Leading Business Valuation Experts

I am the founder of Bayview Financial Group and have been in business since 1998. We offer wealth management, retirement planning for Canadians and we also have an employee benefits division where we act as benefits consultant and broker for small and medium sized Canadian employers.

Experienced M&A Investment Banking professional known for honesty and a strategic approach to business transitions.

Financial concierge. Business owners, executives, and entrepreneurs come to me to secure their legacy. As a tax attorney, wealth consultant, and entrepreneur, I offer my clients a unique 360-degree view of their financial lives. From tax planning and real estate to investing and legacy strategy. I have two decades of experience guiding individuals, families, and business owners. I graduated from Carnegie Mellon’s Economics department. I create advanced tax strategies, asset protection strategies, and legacy planning strategies. I guide business owners and individuals in retaining more of their wealth and reducing their tax liabilities during critical transitions like business sales and times of uncertainty. I’m especially known for my ability to uncover powerful, often-overlooked provisions in the tax code to develop creative, compliant strategies that reduce tax burdens and support long-term financial security.

Originally from London, England, now US-based, I began my entrepreneurial journey in 2005, expanding my initial company to a team of fifty and providing services to clients nationwide. Currently, I serve as an Accredited Small Business Consultant assisting small businesses and facilitating mergers & acquisitions in collaboration with the Decain Group. As an entrepreneur, I believe in both learning and sharing experiences; I author a daily small business blog offering insights to aid fellow entrepreneurs and small business owners. I am also committed to giving back to the community. I actively participate in various non-profit organizations and also serve as the Co-Chair of the IFDF Public Relations Committee.

I am an attorney, CPA, and software engineer helping entrepreneurs start, grow, manage, and exit their ventures. In addition to my law practice, I also teach Business Law to undergraduates at Florida Gulf Coast University. I have served in operations and finance with the world’s largest accounting firm, airline, and bank. I chose to pivot to pursue law as my next profession and am admitted to The Florida Bar and the State Bar of Texas. I completed my Juris Doctor on full tuition merit scholarship. While in law school, I served on the Law Review Editorial Board where my monograph—Transhumanism: Morality and Law at the Frontier of the Human Condition—was selected for publication. I passed the Florida Bar Examination in July 2022 and the Texas Bar Examination in February 2023. Following my J.D., I completed the Real Property Development LL.M. program at the University of Miami School of Law. I hold active CPA licensure in Florida and Texas and undergraduate and graduate degrees in accounting and taxation, respectively, from Southern Methodist University in Dallas. Before my career in law, I developed business intelligence and reporting on commercial banking clients in the Dallas and Chicago offices at JPMorgan across a variety of industry verticals—with a special emphasis on FIG and CRE clients. Previously, I supported capital investment decision-making and financial reporting for the commercial real estate, security, and legal divisions at American Airlines at their headquarters in Fort Worth. Prior to that, I founded Food on the Fly, a data mining and logistics startup leveraging mobile connectivity and transactional analytics to deliver premium meals in-terminal to transiting, time-constrained air travelers. My work on this venture continues. Before making the jump to the entrepreneurial realm, I began my career in the private equity and financial services tax compliance and consulting practice (“SALT-FS”) at PricewaterhouseCoopers in their Dallas office where I engineered solutions to more effectively serve VC/PE clients including Texas Pacific Group, Goldman Sachs, and others. I also hold the Certified Management Accountant, Certified Internal Auditor, Forensic Certified Public Accountant, Certified Information Systems Auditor, Certification in Risk Management Assurance, and Certified Fraud Examiner credentials. In my spare time, I explore the taxation and novel applications of virtual assets. I also serve as a mentor for university-age creators. I divide my time between sunny South Florida and Dallas, Texas.

James Vanreusel spent 8 years with a Wall Street investment bank. He generated around $8 Million in annual sales through his relationships with hedge and mutual funds, before moving into private equity and asset management. After leaving Wall Street, he became a CFA Charterholder and went on to found three microfinance banks in the South Pacific. He also created a holding company based in Singapore that delivered growth at 600%. In 2014, he moved to San Francisco and set up Vanreusel Ventures: a team of CFO consultants and financial analysts, working with for-profit and non-profit clients across the US. They help emerging companies to grow and scale, by building teams and systems that will expand with the business. All while developing the finance skills and mindset of the CEO. The result is a framework to see the business through the early years, in readiness for its first full-time CFO. The #1 Key To Creating A Thriving Business is James’ first book – drawing on the first 20 years of a career that’s taken him deep into the world’s financial markets. Here is a link for your free book: https://vanreuselventures.com/free-book/

Private-equity-trained fractional CFO & exit-prep firm for founder-led businesses. We convert to accrual, build MFRs and KPI dashboards, run forecasting, and package for diligence to lift EBITDA and multiples across trades, e-commerce, tech, and professional services. 35+ clients Serial Founder in Health Tech, Veterinary Medicine, Plumbing, CPGs, Consulting, SaaS. Scaled from 0-2MM, sold or stabilized.

As EVP of M&A, Joe leads PRITCHETT's M&A integration practice which has consulted on acquisitions valued in total over $350 billion. He is the architect of PRITCHETT’s M&A integration methodology, an approach that has been used successfully by thousands of acquirers. Joe also conceived of and brought to market the Merger Integration Certification Workshop, the most successful M&A integration training program in the world. Plus, he created MergerIntegration.com which is now the most visited web site on M&A integration. MergerIntegration.com provides step-by step instruction on how to run integration projects and is populated with over 500 deliverables from PRITCHETT consulting engagements. Joe is the author of the books, Street Smart Moves for Selling your Business and What’s Next? He is also a licensed Certified Public Accountant.

I’m P. Blake Renda—an entrepreneur, investor, and co-CEO of Veedor Holdings LLC, based in Naples, FL, with a satellite office in Santa Monica, CA. Veedor Holdings LLC not only makes strategic investments but also owns and operates Dragon Horse Agency, Dragon Horse Publishing, and Moxie Creed. My professional journey began while I was interning at NBC Studios during my time at the University of Southern California, which led to a full-time position after graduation. I then transitioned into law and finance, which ultimately brought me to Wall Street in 1996. There, I was part of a small team in Palo Alto, CA, managing over $20 billion in technology-sector assets at J. & W. Seligman & Co. In 2000, I was recognized as one of Institutional Investor Magazine’s “Best of the Buy Side.” In 2006, I joined the New Dimensions Growth Team of American Express Asset Management in La Jolla, CA, as the T/M/T manager across six growth funds totaling over $40 billion in assets under management. I was also nominated for Institutional Investor Magazine's "Best of the Buy Side" in 2004. These experiences instilled in me the importance of rigorously vetting opportunities and leading with foresight—skills I have consistently applied to every entrepreneurial venture. From 2011 to 2015, I played a key role in transforming a boutique Florida skincare startup into a nationally recognized, multi-award-winning brand, culminating in its eventual public listing post my tenure. After exiting that company, I co-founded Veedor Holdings LLC with Julie Koester. Today, we own and operate Dragon Horse Agency, a multi-award-winning, bi-coastal agency known for providing comprehensive business strategy and marketing services to global clients. Additionally, we own Dragon Horse Publishing, an award-winning publishing company, and Moxie Creed, a wellness lifestyle e-commerce platform. Beyond the accolades, successes, challenges, and failures, I hold a deep belief in resilience, mentorship, and shared success. I’m a proud father, a former youth volleyball coach, and a passionate advocate of Ubuntu—"I am because we are." Whether scaling startups, navigating global markets, or building culture, I bring the same competitive spirit and collaborative ethos to every endeavor. Success is not just about accolades; it’s about legacy, community, and the courage to keep moving forward. As Winston Churchill said, “Success is not final; failure is not fatal; it is the courage to continue that counts.”

Jui is the Managing Partner at Next Point, where she leads the firm’s operations and heads the Mergers & Acquisitions division. Specializing in strategic exits for the industrial, medical, and dental sectors, Jui guides business and medical practice owners through the complex process of planning and executing successful exits. She combines high-level strategy with practical execution to ensure a seamless transition for her clients. Her background includes a unique blend of corporate experience working with Fortune 100 companies in financial planning, joint venture management, and risk mitigation, as well as years of entrepreneurial experience. Jui leverages this expertise to advocate for her clients, ensuring they are informed and confident throughout every phase of the deal. Her experience as an entrepreneur gives her a deep understanding of the challenges her clients face, and she works diligently to represent their best interests, aligning strategies with their unique objectives. Jui’s passion lies in serving as a trusted partner to her clients, helping them make informed decisions and transition from their businesses with confidence. With nearly two decades of experience and hundreds of successful transactions, she is known for developing exit strategies that not only maximize value but also safeguard her clients’ long-term goals. She holds an MBA in Finance and is certified in Mergers & Acquisitions, as well as a Certified Exit Planning Advisor (CEPA).

Lisa is a financial strategist and investment manager who specializes in helping single women secure their financial futures. She builds ongoing relationships with her clients, helping them save money in taxes, build wealth through investments, and make sound financial decisions for the future. Drawing from over two decades of corporate executive experience and her own journey of building a seven-figure portfolio, Lisa delivers sophisticated financial guidance with genuine understanding.

15 + years of experience in Payroll Business Operations, 4+ years helping EOR, PEO, & Staffing companies for Business Operations w/ purpose-built workforce management & invoicing automation platform.

Bert Hofhuis Is a Founder and Entrepreneur Who Helps People Take Control of Their Financial Future. By Simplifying the Complexities of Later-Life Planning, He Gives Individuals the Confidence and Clarity to Make Smarter Decisions About Retirement, Wealth, and Security.

Devesh is a Business Strategist & Advisor who helps CEOs and Business Owners grow their businesses with Business Consulting, Strategic Planning, and Merger & Acquisition Advisory solutions. Devesh is Certified in Merger & Acquisition Integration (CM&AI) and a Certified Exit Planning Advisor (CEPA) with over 15 years of Management Consulting experience in Strategic Growth and M&A Advisory from pre-transaction synergy identification & due diligence to post-transaction integration & knowledge transfer, spanning across multiple industries, like education, technology, media, insurance, biotech, financial services, retail, e-commerce, and energy. Devesh has an MBA with near perfect GPA and consulted for multiple Fortune 100s in Corporate America. An entrepreneur since he was 14, Devesh has founded and co-founded multiple businesses and learned by being in the entrepreneurial trenches that his clients are in today. He frequently writes and speaks about business & entrepreneurship.

"My Aim is to Offer Educational Insights into Complex Financial Topics."As an entrepreneur and founder, I'm committed to enhancing financial literacy and independence among the UK's older population. My mission is to simplify and clarify personal finance information, particularly in the context of later-life planning.

I'm a serial entrepreneur responsible for founding numerous successful information technology brands, generating over half a billion in sales. My inspiration was founded on a very simple idea. I believe that accessing data should be easy. Our services solve many core issues around accessing vital data for business intelligence and giving consumers the tools they need to manage their personal information and privacy. One of my main projects, EntityCheck, is a platform that gives fast access to detailed business information. It allows users to search over 35 million companies and find important data such as business registrations, trademarks, court cases, UCC filings, and ownership details. EntityCheck helps businesses, investors, and researchers make better decisions by providing clear and reliable information about companies.

If you are looking for any investment partners, development, sales, team building or coaching you can message me on LInkedIn or email- sarahmarienaska@gmail. SMHAVICE INVESTMENTS CORP SMH CAPITAL GROUP LLC EXECUTIVE LEADERSHIP * TeamTraining & Delegation * Cross Functional Collaboration * Strategic Partnership Relations * Policies & Procedures * Communication & Organization CABIN SPECIALIST Corporate / Private Jet Aviation * Executive Service * Sales -Static Display & Demo * Crew Brief & Safety * Electronic Systems Oriented FITNESS MANAGER * Personalized Fitness Programs * Individual & GroupTraining * Sales & Marketing Strategies * Brand Development ACHIEVEMENTS- Executive - Sustained 10% annual net gain for ten years by consistently maintaining budget expenditures to 90% of guidelines. Fitness - Retained 96% client return by creating safe diet and nutrition plans and effective exercise programs for wide variety of clients. Private Aviation- Promoted to leadership / management position in first year with company.

I’m a remote freelance Virtual Assistant based in the Philippines specializing in two niche areas: legal trust accounting and SEO backlink outreach. I support international businesses such as UK, US, Hong Kong and Europe, helping them maintain accurate financial systems and improve their digital visibility. On the bookkeeping side, I handle IOLTA-compliant trust accounting, retainer recording, catch-up/clean-up work, and reconciliations across QuickBooks Online, MyCase, and Clio Manage. I’ve supported law firms in organizing multi-year financial records and ensuring clear, compliant trust fund handling. On the SEO side, I work as a Backlink Specialist, creating expert-source responses for HARO, Terkel (Featured), and Help a B2B Writer. My outreach strengthens E-E-A-T, authority, and organic search visibility for international brands. I can provide expert insights on: • Legal trust accounting & IOLTA compliance • Retainer recording and reconciliation • Multi-year bookkeeping cleanup • Law firm bookkeeping workflows • Ethical SEO, backlink outreach, and expert-source PR I bring a blend of accuracy, clarity, and remote flexibility, making me a reliable resource for global teams and media professionals.