Leading Business Valuation Consulting Experts 2025

Stepan Kazaryan is a Business Management Consultant focused on digital presence, professional evaluation, and how public information shapes decision-making in modern business environments. His work centers on helping organizations and professionals understand how they are perceived before direct interaction occurs. In search-driven systems, evaluation often happens silently and quickly. Stepan advises clients on building structured digital foundations that support credibility over time. His approach emphasizes clarity, consistency, and responsible positioning rather than short-term visibility tactics. He works with executives, founders, and professional service providers who recognize that digital footprints influence trust, partnerships, and opportunity flow. By aligning websites, public profiles, and third-party references, Stepan helps create stable professional narratives that reduce uncertainty during evaluation. Rather than focusing on reactive measures, his advisory framework prioritizes preparation. This includes analyzing how search results present a name, how information connects across platforms, and how inconsistencies affect perception. The goal is to strengthen long-term positioning in a way that feels natural and sustainable. Stepan frequently writes and speaks about digital identity, credibility signals, and the structural factors that influence professional trust in online environments. His perspective reflects a broader shift in how professionals are assessed in the age of search and public information accessibility. Through disciplined strategy and steady execution, Stepan Kazaryan helps clients maintain clarity in environments where perception often forms before conversation begins.

Edita Evoyan is a financial coach and business mentor who helps professionals and families make clearer, more confident decisions about money. With a background in architecture and interior design, she brings a unique, systems-based approach to financial strategy: simplifying complexity, building structure, and helping people design plans that align with real life goals. In her work, Edita focuses on practical financial education, retirement planning concepts, risk awareness, and long-term wealth-building habits. She’s known for translating intimidating financial topics into simple language, helping audiences cut through noise, misinformation, and overly technical advice. Edita also mentors and trains aspiring financial professionals on communication, leadership, and building an education-first business with integrity and compliance in mind. She frequently speaks on the mindset shift from employee to owner, creating additional income streams, and building scalable skills without sacrificing family priorities. Media outlets typically feature Edita for approachable commentary on financial confidence, modern wealth habits, retirement planning basics, and the real-world behaviors that drive better outcomes.

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/

I'm a specialist commercial finance broker with 16 years of experience helping Australian business owners access commercial property finance. As founder of Smart Business Plans, I've overseen $550 million in commercial finance across more than 3,300 clients, with a 92% approval rate working across a panel of 60+ specialist lenders. My expertise sits at the intersection of commercial property, business finance, and wealth strategy — particularly for small to medium business owners looking to buy their own premises, invest through their SMSF, or fund development projects. I work exclusively in the commercial space, which means I specialise where the major banks often can't or won't go. I'm also the author of The Premise Effect (2026), which makes the case for why Australian business owners are leaving millions on the table by renting rather than owning their business premises. I'm available to comment on: commercial property finance, SMSF borrowing, business lending, commercial mortgage rates, Australian property market trends, and small business wealth building.

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.

With over 20 years of experience in various sales, consulting, and entrepreneurship, I'm dedicated to helping individuals and businesses unlock their full potential. My commitment to customer satisfaction and results-driven approach has consistently propelled me to success in every endeavor.I thrive on building long-lasting relationships founded on trust and reliability. My track record of sales success speaks volumes about my ability to deliver tangible results while fostering strong connections with clients and colleagues alike.Throughout my career, I've honed skills in client relationship management, sales force effectiveness, project leadership and brand integration. This multi-faceted experience allows me to offer a comprehensive suite of services to my potential clients.As a skilled communicator and empathetic listener, I understand the importance of truly understanding the needs of my clients. I prioritize effective communication and simplicity in all interactions, ensuring that my messages resonate and drive meaningful outcomes.Sought after for my insights, I frequently share my franchise expertise through speaking engagements, podcasts, articles, webinars and workshops. As a panelist, facilitator and guest speaker for various organizations, I educate audiences on trends, best practices and strategies for successful entrepreneurship ventures. My interactive workshops empower participants with actionable steps to navigate the franchise world confidently.I'm passionate about fostering long-term partnerships built on trust, clear communication and delivering impactful value. Let's connect and explore how I can support you and your entrepreneurship goals through personalized consulting and access to my extensive resources.Specialties:- Franchise Consulting- Sales Force Effectiveness & Client Acquisition- Marketing Campaign Management- Client Relationship & Retention Strategies- Project Management & Cross-Functional Leadership- Brand Integration & Event Planning- Enterprise Account Management- Salesforce CRM & Business Intelligence Tools- Relationship Management- Public Speaking - Training Workshops - Podcast/Media Appearances

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

Craig Morningstar – Business Wealth Strategist | Enterprise Sage Craig Morningstar is a Business Wealth Strategist and the founder of Enterprise Sage, where he serves as a “Business Wealth Navigator” for middle-market business owners. With more than 30 years of experience across investment management, operations, and advisory leadership, Craig has worked with hundreds of advisors and business owners overseeing billions of dollars in assets. Over the course of his career, Craig has held senior executive roles including CEO, COO, CIO, CISO, and CCO across multiple financial services firms and platforms. He has been instrumental in building and scaling advisory and TAMP businesses, including leadership roles at firms that grew to billions in assets under management. Earlier in his career, he worked with Charles Schwab Institutional, supporting independent RIAs and helping shape the evolution of advisor platforms. At Enterprise Sage, Craig helps business owners understand what their company is worth today, what it could be worth, and how to close that gap using a structured approach based on the 18 Drivers of Business Value. His work focuses on aligning financial strategy, operations, tax planning, and exit readiness—often years before a sale—to help owners increase enterprise value and extract wealth in a tax-efficient way. Craig is also active in alternative investments, advising advisors and institutions on allocations to uncorrelated strategies such as litigation finance and longevity assets. He works closely with RIAs, family offices, and business brokers to design portfolios and planning strategies for owners before and after a liquidity event. A frequent speaker and podcast host, Craig has delivered presentations to tens of thousands of professionals worldwide. He is the co-author of The Rudolph Factor, a New York Times corporate bestseller focused on identifying and empowering innovation within organizations. Craig is based in Scottsdale, Arizona, and works with business owners across the U.S. who are looking to improve performance, increase valuation, and ultimately sell their businesses for more.

Shreya Mehta is the Founder of MergeX, a private market intelligence platform providing EBITDA multiples, industry KPIs and valuation benchmarking data across 100+ verticals. Her work sits at the intersection of M&A advisory, deal intelligence, and financial data infrastructure. She specializes in business valuation, private market M&A trends, exit strategy, and what drives valuation multiples across industries, giving founders and business owners access to data that was previously only available inside investment banks and PE firms.

I am a multidisciplinary business owner and consultant with expertise spanning recruitment, HR strategy, technology, and creative design. As the founder of Talent Shark (https://www.talentshark.ae), a recruitment and HR consulting firm in Dubai, I help organizations across industries — from healthcare and IT to corporate and creative sectors — build high-performing teams and implement solutions that drive business growth. What sets me apart is the ability to bridge people, business, and technology. With a background in talent acquisition, data science, IT solutions, and graphic design, I bring a unique perspective to problem-solving, blending strategic HR insights with technical and creative innovation. This allows me to not only connect companies with the right talent but also support them in areas like digital transformation, workforce automation, and brand development. I am passionate about building scalable systems, improving processes, and helping businesses unlock new opportunities through a mix of human expertise, technology, and creativity. Expertise & Skills Recruitment & Talent Acquisition (Healthcare, IT & Multi-industry) HR Consulting, Payroll, PRO & Compliance Data Science & Business Analytics IT Solutions & Digital Transformation Graphic Design & Creative Strategy Employer Branding & Marketing Support Training & Development Programs Process Improvement & HR Automation

A well-known, commercially focussed, technology executive, renowned for driving results by developing high performing teams who deliver business opportunities and value through technology investments. An inspirational leader, who creates clarity of vision and purpose for people and organisations, while driving a culture of innovation, continuous improvement, and learning. Passionate about developing people to their full potential and seeing them make extraordinary things happen.

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.

*** WHAT I DOWhether you are an aspiring owner - or - passive investor, I help you find & fund the franchise business that best suits your personal, professional & financial goals to create new wealth & financial freedom!WHY MEFranchising offers exceptional high-ROI opportunities … BUT … Your challenge will be choosing among 4,000 brands and navigating a complex legal, financial & personal journey. This is why we should talk: ☛ I’ve helped aspiring owners & investors launch 1,000+ franchise businesses in North America☛ My expertise can save you time, reduce your risk and help you invest with confidence☛ I work at your pace, though I can help you pinpoint your new venture in as soon as 60 daysWHO I SERVEMy clients are bullish on business ownership. They choose to invest in proven, profitable, plug-and-play franchise models rather than start from scratch. They include:☛ Investors & Entrepreneurs — seeking income & equity streams that do not require full-time work in the business☛ Corporate Refugees — looking to be their own boss due to downsizing or a desire for career change & work-life balance ☛ Veterans — eager to leverage their leadership & operational skills (at reduced franchise fees as a thanks for their service!) HOW IT WORKSAs your franchise consultant, I coach you through an engaging, meticulous 4-step process that matches you with your best franchise options. Along the way we tackle questions like:☛ Is franchising right for me?☛ How much will I invest & how will I fund it?☛ When can I breakeven & how much can I make?☛ How soon can I open & what support will I get?☛ Who will run my business if I invest passively?MY ADVANTAGES With nearly 20 years in franchising, I bring smarts & simplicity insight & insider knowledge to your journey.I can assess which brands will do right by you * and which to avoid Benefit from my know-how:☛ Former Franchise Executive — Senior leadership roles in all areas of franchisee support, including marketing, operations, training & onboarding☛ Certified & Connected — Member of the prestigious International Franchise Professionals Group☛ “Client First” Approach — Emphasis on coaching & educating, not selling; known as a skilled listener & communicator who thoroughly prepares his clients & delivers Ritz-caliber service☛ No Fee — You do not pay me - or any franchisor - a dime for my serviceWANT TO TALK?My free intro gets us acquainted & answers your questions - no sales pressure!☛ DM me ☛ See my Experience for more contact options

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).

Email me directly at: atarki@eca-partners.com  We are a world-class Executive Search firm. Our strength lies within our process driven and systematic approach. This enables us to connect star-candidates with opportunities that are right for them – faster! We also have a network of thousands of independent top-tier management consultants.A few of my pieces in HBR and Forbes are included here below. As always, I'd appreciate hearing any comments and feedback on these.

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 founded Commercial Funding Partners in 2012 with a clear mission: build a performing portfolio of customers who return because we treat them right and help them grow responsibly. After six years at a competitor and seeing how customers were often handled at deal end, I knew there was a better way to do business in commercial equipment finance. We’re a national direct lender with capacity from $250,000 to over $100 million per project, serving manufacturers, contractors, healthcare providers, transportation companies, and others across the U.S. What sets us apart is speed paired with judgment. Our small, senior-level finance committee allows us to make decisions quickly—often the same day—and months faster than SBA processes, where time value often outweighs minor rate differences. We listen to the story behind the balance sheet and underwrite context, not just numbers. We structure real-world solutions through progress funding, 100% project financing, sale-leasebacks, and tax-aware terms that banks often can’t provide. We don’t do deals we wouldn’t sign ourselves. Over 40% of our business comes from repeat clients, many with long-standing relationships that improve with each transaction. I’m active in industry leadership with ELFA, NEFA, and AACFB, where I chaired the Education Committee for four years and received the President’s Award. Before CFP, I worked at IBM and helped manage and grow Plumbers Supply Company through its acquisition by Wolseley. I hold a BS from the University of Utah and an MBA from Westminster College. Our goal is simple: be the first call for our customers and help great businesses grow smarter and faster.

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