Leading Business Valuation Consulting Experts 2025

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.

As a Training Manager at Marriott International, I oversee the design and implementation of comprehensive training and development curriculum for 550+ adult learners at three Renaissance brand hotels. With my doctorate in Organizational Leadership, DEI Certificate, and Life Coach Certification, I have the knowledge, skills, and passion to create engaging and impactful learning experiences that elevate employee and guest satisfaction. In my role, I have been leading monthly educational sessions, training newsletters, career development support, and executive coaching for hotel leadership and managers. I also track and assess the effectiveness of all training and development programs, and manage collaborative partnerships with internal and external stakeholders. I have a proven track record of applying data metrics, staff development, and organizational skills to accelerate results and foster an inclusive culture. My goal is to empower staff to reach their full potential and contribute to the success of Marriott International.

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.

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

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.

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

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.​

Aligning your business mission and vision with your ideal customer's mission and vision leads to success for your business. Put my 30 years as a customer-focused, constraints management consultant and 16 years as a mentor and advisor for clean technology startups to work for you,

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.​

Sharita is a certified financial consultant and small business advisor who helps women entrepreneurs manage their personal and business finances, create consistent cashflow, and gain access to capital. She is passionate about empowering and educating her clients to achieve their financial goals and wellness.With over ten years of experience, Sharita has collaborated with various educational institutions, municipalities, and organizations, such as the University of Houston, Fulton County, and the U.S. Department of State, to deliver impactful financial literacy programs and workshops. She has also been recognized as the 2020 National Financial Educator of the Year and received two Texas Proclamations for her work. Sharita is a regular contributor to major publications and media outlets, and a proud alumna of the Goldman Sachs 10,000 Small Business Program.

At Evagreen Consulting, I help financial services, small businesses and sports…

If “growing pains” feels like the understatement of the year, we should probably talk.Rapid growth brings cash flow headaches, profit leaks, and operations that suddenly stop operating. That’s where I come in.I help founders step out of reactive mode and take back control by fixing cash flow issues, increasing profitability, and streamlining operations so things actually run smoothly.With 15+ years of experience managing brands, overseeing multi-million-dollar budgets, and scaling businesses across industries, I’ve seen it all. The good, the bad, and the “why is everything breaking at once?” And I know exactly how to get things back on track.Scaling doesn’t have to feel like one big game of whack-a-mole. If you’re ready for a business that’s more profitable and easier to run, let’s talk.

A storyteller at heart with an 18-year extensive track record in brand, digital and sports marketing, adept at crafting narratives that resonate. Thrives on sculpting brands into entities that resonate deeply with consumers. My passion lies in infusing brands with verve, utilizing strategic design, precise messaging, and the right mediums. Known for my intuitive approach, I excel in connecting the dots between data, insights, and impactful actions while staying at the forefront of emerging media trends to engage audiences effectively.

Consultant at Strategyworks, a results-driven digital marketing agency helping startups…

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/