Recognized Financial Benchmarking Leaders 2025

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.

I'm a serial entrepreneur responsible for founding numerous successful information technology brands, generating over half a billion in sales. My inspiration was founded on a very simple idea. I believe that accessing data should be easy. Our services solve many core issues around accessing vital data for business intelligence and giving consumers the tools they need to manage their personal information and privacy. One of my main projects, EntityCheck, is a platform that gives fast access to detailed business information. It allows users to search over 35 million companies and find important data such as business registrations, trademarks, court cases, UCC filings, and ownership details. EntityCheck helps businesses, investors, and researchers make better decisions by providing clear and reliable information about companies.

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

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 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.

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.

Bestax Chartered Accountants is an FTA Approved Tax Agency and a trusted provider of accounting, tax, auditing, transfer pricing, business setup, and corporate services in Dubai. With nearly a decade of combined experience and offices in both UAE and Canada, we help businesses make smarter financial decisions by calculating the best opportunities for long-term growth. We support startups, SMEs, and large enterprises to ensure their full compliance, and strengthen long-term stability. We are a leading tax consultancy firm in the UAE, offering expert support across VAT, corporate tax, and excise tax. Our team ensures clients remain compliant with evolving regulations while benefiting from strategic tax planning opportunities. Through proactive advisory, we help businesses reduce liabilities and make informed financial decisions. Beyond taxation, Bestax delivers comprehensive accounting and bookkeeping services, including financial statement preparation, payroll management, audit support, and day-to-day bookkeeping. Our commitment to accuracy, transparency, and timely reporting enables business owners to maintain financial clarity and drive sustainable growth. Our audit and assurance services help companies meet statutory obligations while strengthening internal controls, financial transparency, and operational efficiency. Bestax also specializes in global company formation, assisting entrepreneurs and investors in establishing businesses in the UAE, Panama, Cayman Islands, Seychelles, Canada, the USA, and beyond. From trade license issuance to visa processing, PRO services, and digital bank account opening, we manage the entire setup process. Our cross-border expertise enables us to support clients with multi-jurisdictional structuring and international compliance requirements. Additionally, we provide advanced services such as transfer pricing, empowering businesses with centralised and fully compliant financial operations. At Bestax, we are more than a service provider we are a long-term partner committed to delivering solutions that enhance efficiency, strengthen compliance, and support sustainable growth in the competitive global market all under one roof.

Damodhar Mata is a Dubai-based financial advisor who is often quoted in Gulf News on topics related to financial planning, investments, and insurance. He provides guidance on budgeting, saving, and investing, particularly for UAE residents. He has also been featured in other publications like Khaleej Times. Here's a more detailed look at his work: Financial Planning: Damodhar Mata specializes in holistic financial planning, investments, and insurance. Budgeting and Savings: He offers advice on how to manage finances, create budgets, and save effectively, especially for those living in the UAE. Overspending in Dubai: He has commented on the issue of overspending among some UAE residents, particularly due to factors like discount offers and easy access to credit, according to a Gulf News report. Home Insurance: He has also discussed the importance of home insurance for homeowners in the UAE. Regularly Featured in Media: His insights are regularly featured in Gulf News and Khaleej Times. Nexus Insurance Brokers: He is a senior consultant at Nexus Insurance Brokers.

Matt Thame is CEO and Founding Partner of Cohort Capital, where he leads strategic growth and investment direction across the firm’s property lending portfolio. With over a decade of experience spanning commodities, corporate finance, and real estate debt, Matt brings a blend of analytical rigour and entrepreneurial vision. He began his career as a commodities analyst at Glencore in Spain before joining the debt advisory arm of St James’s Place Wealth Management, placing and advising on more than £1bn of senior and mezzanine debt. At SevenCapital, he ran the build-to-rent financing division, deepening his expertise in UK property markets and institutional funding. In 2019, Matt co-founded Cohort Capital to address a gap in short-term and development finance. As CEO, he has built a reputation for structuring innovative lending solutions and fostering long-term partnerships with borrowers, introducers, and investors. He holds an MBA from Imperial College and remains a driving force behind Cohort’s commercial strategy and market positioning.

I build and maintain performant distributed software systems, and teach others to do the same.

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.

I am a Director in the Tax Department at CMP’s Logan office, part of an award-winning CPA firm powered by 250+ years of combined tax, accounting, and CFO expertise. I specialize in taxation for individuals and businesses, with additional focus on trust accounting and business valuations, combining technical expertise with a practical approach that helps clients navigate complex financial situations with clarity and confidence. Building strong client relationships is one of the most rewarding parts of my work, and I enjoy making complicated tax and accounting matters feel simple and manageable. I earned both my bachelor’s degree in accounting and my Master of Taxation from Utah State University. I am licensed as a Certified Public Accountant in Utah and hold the Certified Valuation Analyst credential. I stay active in the profession through involvement with the AICPA, UACPA, and the Northern Chapter of the UACPA. Outside the office, I enjoy playing golf and spending time with my family.

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 the Co-Founder of Toolgemini, I lead the development of interactive, data-driven tools designed to uncover the hidden financial and physiological costs of daily substance habits. By leveraging compounding interest models and health risk data, I provide individuals and organizations with actionable insights into wealth preservation and physical well-being. My mission is to use transparent data to empower long-term behavior change and financial literacy."

The RentTest API puts 140+ million property records at your fingertips, with speedy, dependable results. You’ll get in-depth owner data, value and rent estimates, comparable sales, and live listings for sale and rent, plus a wide range of market analytics to back your investment strategies and operational decisions. Whether you’re a property manager, real estate agent, or developer, RentTest integrates effortlessly into your applications and daily tasks. From assessing rent comparables to spotting market trends, RentTest equips you with the precise, real-time data you need to work more efficiently and effectively.

After the realisation set in that I will not be making it as a pro footballer or Wimbledon great (I wasn't close), I spent many evenings trawling the local press and digital job boards seeking the dream role that was out of reach. So it is no surprise that I now create my industry which rewards me for helping people realise their potential and setting their business on the way to achieving great things. After 10+ years in computer science, python first then ML I get as excited today as I did back then when seeing both my business and customers prosper. Truly partnering with my leaders to help them think differently and coaching the talent I work with to attain the unattainable is what motivates me to continuously improve in this ever evolving industry. I am also focused on putting my passions and skills to good use by supporting organisations and projects that I really care about whether it’s giving some time to the great food sustainability charity or driving key diversity initiatives from LGBTI to gender equality to creating greater cultural awareness.

I have had many opportunities throughout my professional career and easily the most rewarding accomplishment is helping others achieve more than they thought they could.

I have a background in construction and industrial equipment sales, working closely with contractors and operators around real job-site economics and capital decisions. That experience led me into business data and financial analysis, where I focus on helping people better understand the numbers behind high-impact decisions. I run DCFModeling.com, where I build practical financial models and discounted cash flow (DCF) tools for entrepreneurs, investors, and operators. My work is focused on making financial analysis clear, usable, and grounded in how businesses actually operate.

Skilled in leading cross-functional teams and optimizing business outcomes. Proven track record of enhancing performance and delivering impactful results. Expertise in AI, analytics, and creative solutions.

I’m a bit of an oxymoron: a “numbers person” with a passion for people. Born and raised in the United States, after completing undergraduate and graduate degrees in Economics and Finance, my love of culture and new experiences led me to London to pursue a career in investment banking with a particular interest in the Consumer and Technology sectors. I love to connect with like-minded professionals throughout the financial services industry and more broadly. Please do not hesitate to reach out.