Leading Business Valuation Experts

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

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.

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.

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.

They don’t teach insurance in schools.. do they? I specialize in being able to take complex subject matters and technical expertise and translating that into easily digestible learning experiences and ensure that every customer understands the importance and value of having an informative insurance agent to help protect life’s most important assets and investments.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

I’m P. Blake Renda—entrepreneur, investor, and co-CEO of Veedor Holdings LLC based in Naples, FL, with a satellite office in Santa Monica, CA. Veedor Holdings LLC, in addition to making strategic investments, owns and operates Dragon Horse Agency, Dragon Horse Publishing, and Moxie Creed. My professional journey began while attending the University of Southern Calfornia as an intern at NBC Studios, which led to a full-time position upon graduating. I then pivoted to law and then finance which ultimately lead me to Wall Street in 1996, where I was part of small team in Palo Alto, CA managing over $20 billion in technology-sector assets at J. & W. Seligman & Co. and in 2000 I earned recognition 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 with $40 billion plus in AUM. In 2004, I was nominated for Institutional Investor Magazine's "Best of the Buy Side." Those years instilled in me the importance of rigorously vetting opportunities and leading with foresight—skills that I have consistently applied to every entrepreneurial venture. From 2011 to 2015, I helped transform a boutique Florida skincare startup into a nationally recognized, multi-award-winning brand, culminating in its public listing via SPAC. I exited that company and launched Veedor Holdings LLC with my Co-Founder, Julie Koester. Today, we own and operate Dragon Horse Agency, a multi-award-winning, bi-coastal agency serving global clients known for delivering business strategy and marketing under one roof. We also own Dragon Horse Publishing, an award-winning publishing company, and Moxie Creed, a wellness lifestyle e-commerce company. Beyond the accolades, successes, challenges, and failures, I live with 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 isn't 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.”

I’m an energetic entrepreneur and leader with a pragmatic approach to solving business problems. I’ll devise strategic ideas with you and help you prioritize and focus on those activities that will deliver the largest impact and results. I specialize in prototyping new ideas and scaling them into revenue generating products and services. WHO I HELP* I work with motivated entrepreneurs and executives who want to grow their business and remove operational bottlenecks. LET ME HELP YOU* Need a fresh take on your most challenging business problems? Reach out and let’s brainstorm solutions together. I specialize in providing innovative marketing ideas and… * Course Production and Course Marketing * Custom software, integration, mobile app development, and web design * Search Engine Optimization (SEO) * Conversion Rate Optimization (CRO) * Pay Per Click (PPC) Management * Marketing automation * Branding * Communications strategy * Lead generation, affiliate marketing, and affiliate program management

David Mora is a Business Broker at Capital Business Brokerage. With a background in Financial Analysis, Business Operations & Management, and a passion for building long-term relationships, David brings a unique set of skills to his role as a Business Broker. He holds a Juris Doctor degree from Howard University School of Law, where he specialized in Business Law, IP Law, and Criminal Law, as well as a Bachelor’s degree in Psychology from the University of Detroit Mercy. Prior to joining Capital Business Brokerage, David gained valuable experience as a Financial Representative, Licensed Insurance Agent, and Business Owner in Michigan. He is passionate about business, entrepreneurship, and personal development. He works closely with clients who want to sell or buy a business, leveraging his expertise to help them achieve their goals. Phone: 248-855-7749Email: david@capitalbusinessbrokerage.bizhttps://capitalbusinessbrokerage.biz/team/david-mora/

I'm a publisher and investor.

Our team at Devyne Business Consulting thrives on developing innovative marketing strategies that empower startups to achieve their aspirations. With a focus on operations growth and strategic planning, we've crafted campaigns that resonate with diverse audiences and drive engagement. My role as a Marketing Consultant leverages my Google Ads Certification and communication skills to elevate our clients' digital presence. As a Bachelor's candidate in Music Production at Full Sail University, I blend creative insights with analytical rigor. This unique combination enables me to approach business development holistically, ensuring that strategies are not only data-driven but also harmonize with each client's vision, fostering sustainable growth and profitability.

Real estate isn’t just about transactions—it’s about solving problems, and that’s where Hilary Schultz excels. A licensed Realtor in Texas and Florida with over two decades of experience, she helps homeowners make smart, strategic moves, whether they need a fast cash offer, a market-listed sale, or something in between. Alongside her husband, Hilary operates a portfolio of real estate companies that cover every stage of residential real estate—acquisitions, renovations, and long-term asset management. They don’t just buy and sell houses; they create value, revitalize communities, and help homeowners move forward with confidence. Her expertise in property valuations, negotiation, and market trends makes her a go-to resource for sellers looking for real solutions—not just quick fixes. With a strong track record and thousands of successful transactions, Hilary is known for getting deals done the right way

Results oriented leader with a 25+ year track record of success as an investment banker - adept at building relationships, developing business opportunities, determining and implementing strategic initiatives, leading teams, providing solutions to complex business issues, and executing and closing transactions in high pressure, high value and time-sensitive situations.Credentials, associations and activities - FINRA Investment Banking Representative; ACG Los Angeles member (Sponsorship Committee); the University of Michigan Alumni Association; Jonathan Club. I'm involved in several great charitable organizations including West Coast Care ("WCC"), a homeless charity where I sit on the board. WCC is a highly impactful organization and I would welcome an opportunity to share its mission with you.

I assist funds and corporates with business and asset valuations. Our company focuses on tax and financial reporting (including audit support), estate planning, strategic financial models and appraisals, as well as buy-side and sell-side transaction support. jordi.pujol@objectivecp.com

As Founder and CEO of The CEO Creative, I lead our mission to empower small businesses through accessible NET30 credit and practical office essentials. Many entrepreneurs struggle to access credit early on — especially without strong personal credit or years in business. That’s where we step in. We offer simple, low-cost membership plans that unlock real trade credit, with no personal guarantee required. Our accounts report to Equifax Commercial, Creditsafe, and FairFigure, helping new businesses build their credit profile from day one. But we’re more than just credit lines — we’re a startup’s best friend. From packaging and branding materials to electronics and office supplies, we offer essentials that help businesses look professional and operate efficiently. Every purchase counts toward building your financial credibility. I oversee product strategy, operations, and customer experience, ensuring our platform is fast, fair, and built around what real businesses need. I also stay engaged with our community daily — answering questions, responding to feedback, and constantly evolving the brand. We believe that building business credit shouldn’t be complicated or gatekept. That’s why we simplify it, support it with real products, and keep the doors open to businesses of all sizes and stages. If you’re launching a business, rebuilding, or just want to grow with a little more leverage — we built The CEO Creative for you

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.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​