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.

Financial concierge. Business owners, executives, and entrepreneurs come to me to secure their legacy. As both a tax attorney and wealth consultant, I offer clients a 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.

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.”

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.

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.

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.

Larry has over 35 years of industry experience in high tech, home care and Indirect Spend reduction consulting. Having worked at various high tech companies including Data General Corporation (now Dell Technologies) and Lucent Technologies (now Nokia) in his early career, owning and managing a Home Care company in his middle career and now owning and operating a Cost Reduction franchise, Larry has gathered experience and deep skills working with individuals, small and medium businesses and Fortune 100 business executives. His nation-wide clients span multiple industries including automotive, restaurants, schools, hotels & hospitality, healthcare, manufacturers, REITs and even bicycle shops. Larry provides his clients with strategies for long-term sales growth and analyzes and implements cost reduction programs that provide for mid-line expense reduction and bottom line growth and profitability.

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.

Real Estate Professional, CRS, CLHMS, CNE, ASP® RE Institute For Luxury Home Marketing Member Certified Luxury Home Marketing Specialist™ Million Dollar GUILD™ Certified Residential Specialist Certified Negotiation Expert Florida Homestead Expert ASP® RE | Accredited Staging Professional® Real Estate Agent Member of IAHSP® | The International Association of Home Staging Professionals® License: ER.040046620 CO License: BK.3395660 FL Natalia has been helping clients find their dream homes since 2005, building her real estate career in the beautiful ski resort town of Breckenridge, Colorado. <p>Having moved there in 2002, she quickly fell in love with the community and began specializing in a wide range of properties — from <a href='https://www.luckymountainhome.com/breckenridge_real_estate/ski_in_ski_out_property/'>ski-in/ski-out retreats</a> and golf course residences to lakefront condos for sale, </p> <p>&nbsp;</p> <p>luxury <a href='https://www.luckymountainhome.com/breckenridge_real_estate/homes/'>single-family homes</a> , townhouses, duplexes, and land across Summit County. Natalia’s expertise doesn’t stop in Colorado. She also represents buyers and sellers in Naples, Florida, bringing her clients the best of both worlds: mountain living in the Rockies and coastal luxury on Florida’s Gulf Coast. Having managed her own investment property in Silverthorne, Colorado, Natalia understands firsthand the value of smart real estate decisions. | Real Estate | CO Real Estate License | Real Estate Market | Residential Real Estate | Fl Real Estate License | Real Estate Investing | Real estate professional and property management expert, specializing in investment properties, asset oversight, and forward-thinking business strategies. Currently serving as the managing broker for Resort Real Estate Inc located in Breckenridge, Colorado. As your Buyer’s Advocate, we can streamline the journey of <a href='https://www.luckymountainhome.com/breckenridge_real_estate/'>searching for a home in Breckenridge</a>, making the experience more straightforward and effective than navigating it solo. We assist with securing financing, help establish your budget for your next residence. Our goal is to save you valuable time by pinpointing properties that align with your preferences, presenting only the most suitable options. When you find a property that piques your interest, we’ll analyze comparable listings in the vicinity to assist in crafting a competitive offer. </p>

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.​

With a blend of business acumen and certified financial coaching, my role as Founder at Personal Financial Strategy centers on guiding individuals to financial empowerment. Leveraging years of expertise in debt resolution and new business development, I consistently deliver tailored solutions that resonate with the needs of working families.My specialty is: effectively using resources to alleviate financial stress. My "School of Hard Knocks" lessons learned, combined with a strategic approach to personal finance management, have enabled me to significantly impact lives by streamlining processes and improving financial well-being.