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.

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.

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.

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.

Dani Landers is a business consultant, operations strategist, and founder of Willowcross Consulting LLC, where she helps early-stage founders and service-based businesses build strong operational foundations, improve sales execution, and scale sustainably. Her work sits at the intersection of systems, mindset, and customer-centered strategy, helping leaders move from reactive decision-making to intentional growth. Through Willowcross Consulting, Dani designs and delivers structured programs, advisory engagements, and workshops focused on helping founders think like C-Suite executives, build durable systems, and lead with clarity. She is known for blending strategic rigor with practical execution, offering grounded guidance that meets leaders where they are while helping them build businesses that last. With more than a decade of experience across business operations, sales strategy, marketing, and leadership, Dani brings a practitioner’s lens to every engagement. She specializes in operational clarity, sales execution frameworks, customer decision-making psychology, and building repeatable systems that support both revenue and resilience. Her consulting work often focuses on helping founders overcome status quo bias, strengthen customer conversations, and align marketing and sales with how buyers actually make decisions. In addition to her consulting practice, Dani serves as Director of Operations and Marketing a high-producing real estate teams in southeastern North Carolina. In that role, she oversees sales operations, agent onboarding, marketing strategy, transaction systems, and performance metrics for a high-volume organization that has collectively served thousands of clients. This hands-on leadership experience gives her real-world insight into sales execution, team performance, and operational scale. Dani is also a licensed real estate professional, which further informs her expertise in consumer behavior, negotiation, trust-based selling, and high-stakes decision-making. Her background in real estate provides a practical understanding of how emotion, timing, and clarity influence buyer behavior, lessons she regularly translates into frameworks for founders and business leaders across industries.

I am a Certified Divorce Financial Analyst (CDFA), mediator, Certified Divorce Coach (CDC), and Certified Co-Parenting Coach (CCPC) who has built a trusted reputation for guiding women and families through the complexities of divorce and co-parenting transitions with both emotional safety and financial clarity. Drawing on my own lived experience as a divorced mother, I blend empathy with professional expertise to help clients navigate one of life’s most challenging transitions. My practice, Finding Strength with Shell, is rooted in the belief that clarity and confidence are possible even amid upheaval. Areas of Expertise: - Divorce Planner & Guide: Helping clients navigate the divorce process, understand the long-term impact of financial decisions during divorce and make informed decisions. - Mediation: Creating safe, constructive spaces for resolution and collaboration. - Co-Parenting Coaching: Supporting families in building healthier communication and boundaries post-divorce. - Financial Recovery Coaching: specialized support service designed to help women rebuild stability, confidence, and clarity in the wake of divorce. It goes beyond traditional financial planning by addressing both the numbers and the emotions tied to money during a major life transition. Notable Accomplishments - Earned certifications as a Certified Divorce Financial Analyst, a Certified Divorce Coach, and a Certified Co-Parenting Coach, underscoring my commitment to both financial and emotional well-being. - Author of "You Are Not Alone: Your Guide When Divorce is on Your Doorstep." It's a heartfelt companion for anyone contemplating divorce but who hasn’t yet found the courage to express it. - With a master's in accounting and over 20 years of experience in the Financial Services Industry, I've proudly transitioned from leadership roles to expanding my practice. This journey showcases my strategic vision and unwavering personal integrity, fueling my passion for making a positive impact in our community. - Featured in media and professional platforms for my innovative frameworks that blend financial clarity with emotional healing. Shell’s work is distinguished by her ability to translate difficult transitions into opportunities for growth. Journalists covering stories on divorce, co-parenting, rebuilding finances, or women’s empowerment will find my perspective both deeply informed and profoundly human.

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.

David Jacobs is a business broker specializing in software, SaaS, and tech-enabled service companies. He works with founders of businesses generating $2M–$20M in revenue who are exploring a sale or acquisition. Since 2019, David has advised owners through the exit process, working with private equity firms, family offices, and strategic buyers to create competitive acquisition processes. He frequently comments on SaaS valuations, exit preparation, buyer behavior, and common mistakes founders make when preparing to sell their companies. Website: davidjacobsbusinessbroker.com

Inbar Madar is the Founder and Principal Consultant of Flip Fractional, a high-level executive strategy firm that acts as the power team behind fast-growing 7–8 figure brands. With over a decade of experience leading multi-million-dollar businesses across finance, operations, and brand management, Inbar specializes in helping companies build scalable infrastructure, strengthen profitability, and operate like the larger businesses they’re becoming. Before launching Flip, Inbar spent years in corporate leadership roles overseeing budgets, teams, and growth strategy for national retail and service brands. Today, she brings that same executive-level perspective to privately held companies offering embedded, partner-style support that drives real results. Her clients span industries from CPG and beauty to construction and pet care, united by one thing: ambitious growth that demands sharper strategy. Known for her clear, practical approach and dry sense of humor, Inbar cuts through complexity to bring data-driven clarity, systems, and structure to the table, without the corporate fluff. Whether restructuring an organization, building a forecasting model, or leading a pricing overhaul, her work always comes back to one thing: no BS, result-driven strategies.

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.

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

Since 1987, Ilene has delivered investment literacy and retirement education that empowers individuals to understand, navigate, and take control of their financial future. She spent more than 25 years as a financial advisor, building her practice through her signature seminar series, “Women and Their Money.” Ilene is also an award-winning speaker on the MyCPE One platform, where she has been recognized as the top financial and top retirement educator for three consecutive years. As CEO and founder of DSS Consulting, Ilene provides professional guidance to pre-retirees and retirees through coaching and video-on-demand e-learning. Ilene is also a subject-matter expert on the Federal Employees Retirement System (FERS) and speaks to civil-service employees across the federal agency spectrum. In addition to programs at private companies, Ms. Slatko has been a speaker at conferences, including the Army Materiel Command Women’s Financial Day, Delaware Women’s Conference, and numerous youth financial literacy programs. She has been the Director of Training for companies in both the financial and real estate fields. Ms. Slatko is a regular columnist for Rethinking65, an online publication for advisors and their over-65 clients. She is currently working on a book entitled “Sustainable Retirement”. Ilene is an alumna of Marietta College, where she studied Drama, Speech, and English.

Brad Coffman is the founder and owner of Valorem Business Brokers, a South Florida business brokerage firm specializing in the sale of small and mid-sized businesses. A Certified Business Intermediary (CBI), Certified Franchise Consultant (CFC), and Certified Mergers & Acquisitions Professional (CM&AP), Brad brings deep expertise in business valuation, deal structuring, SBA-financed transactions, and guiding owners through every stage of a successful exit. He has hands-on experience across a wide range of industries and is known for his direct, results-driven approach to getting deals closed.

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

Experienced Partner with a demonstrated history of working in the capital markets industry and business consulting. Skilled in Equities, Capital Markets, Corporate Taxation, Business Consulting. Serial Entrepreneur. Interested in Digital Marketing and Value Investing.

I am a certified general real estate appraiser, licensed in multiple states with experience in producing trustworthy, responsible, and credible valuation services of all types of commercial real property throughout the United States, along with appraisal/valuation review in the U.S., Central & South America, the Caribbean, Europe, Asia, and Australia. My experience encompasses a wide variety of property types including retail, office, industrial, multi-family, medical office, special use facilities, airplane hangars, and right-of-way valuations in addition to vacant land. Clients have included various federal and state governmental agencies, local municipalities, quasi-public agencies, REITs, financial institutions, lenders, private individuals, and estates. Outside of real estate valuation, I spend my free time enjoying my family, trying to maintain a top world ranking in masters track & field, and in the world of sports fandom.

I run a buy-side digital advisory firm that works exclusively for organizations selecting AI, software, and design service providers. Before founding Launch Day, I built and led Series Digital for a decade through its acquisition and served as CEO of DOOR3, a global consultancy modernizing critical business applications for Fortune 1000 companies. My background is technical —computational ontology, relational database architecture, and applied AI/LLM systems— layered with 20+ years of direct involvement on both the buyer and vendor sides of the services market. That combination means I evaluate technology decisions not just strategically but architecturally, from data models to contract terms. I've supported engagements with the US Department of Defense, the Department of Justice, The New York Times, Goldman Sachs, Sony, and Stanford University. I write and advise on AI adoption strategy, vendor selection, procurement dysfunction, and why most technology projects fail before a line of code is written.

Experienced Marketing Editor with a demonstrated history of working in the information technology and services industry. Skilled in search engine optimization (SEO), business planning, international business development, journalism, corporate education and corporate communications. Strong media and communication professional with a Bachelor of Business Administration (BBA) focused in International Business and Marketing from University of Wisconsin-Madison.

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.