Trusted Financial Due Diligence Experts

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

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.

Personal Finances, Budgeting, Investing, Crypto, Digital Marketing, SEO, Team Leading, Recruiting, Affiliate Marketing. Biggest strengths are in personal finances, leadership, SEO, link building, recruiting and general communication.

Experienced Commercial Finance Professional with a strong track record in the financial services industry. Keen to discuss any ways I can help you with any Commercial Mortgages, Bridging Loans, Development Finance, Invoice Finance, Asset Finance or Mid-Large portfolio purchase/refinances.

At Dundas Brokers, we help life insurance brokers generate more commissions by using the power of digital marketing, technology, and real time underwriting support.We're now building Canada’s leading life insurance brokerage for independent agents. To learn more about Dundas Brokers, check out our company overview:https://dundasbrokers.com

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

Specialties: Deal structuring, Credit analysis, Credit Risk, Product design, Fintech, SME Finance, Alternative Finance, Merchant Cash Advance, Business Loans, Financial Due Diligence, business valuations, dispute resolution, accounting reconstruction, data analysis and interrogation, Advisory services, Tax advice and structuring, flow of funds analysis, Litigation support, Forensic/Fraud Accounting investigations.

Annette has diverse work experience spanning various roles and industries. Annette currently works as the Senior Director of Human Resources at Swisher, where they are responsible for overseeing HR operations and implementing solutions for HR transactions and service delivery processes. Annette has also managed recruitment, staffing, employee training, and development programs. As a champion for leadership development, financial fitness, and effective communication Annette's aim is to form and maintain cohesive relationships and lifelong learning opportunities. Specialties: Financial Coaching, Recruitment, Compensation, Employment Law, Unionized Workforces, Benefits

A seasoned professional with over 30 years experience helping both SME's and larger corporates adding value to financial, operational and commercial challenges by working closely with CEO's, PE and other key executives. * ACA (SA) ex Ernst & Young, South Africa* Advising C suite* Working with Private Equity* Mergers and Exits* Investment decks and financial projections* Strong tech, financial services, real estate & SAAS experience* UK and extensive International experience* 'Fire fighting' and turnarounds* Hiring, training and motivating finance teams.* Reorganisation of accounts departments* Automation of systems and processes* Systems implementation, Reporting, Forecasts, business plans and KPI's relevant to the business* Implementation of internal controls, budgeting and cash flow forecasting.

There is an interesting phenomenon being on the receiving end of a sales meeting when you spend so much time trying to do just that, it's a tough job to be sure and it is so easy to see what the difference makers are doing that seperate them from their peers. What amazes me is when there is a top notch service but it's ruined by a below average, sales rep. If you've ever been there - we should talk!

Our team at Integrated Finance & Accounting Solutions excels in guiding federal financial management, honing a speciality born from 17+ years of dedication to efficiency and accountability. We leverage analytical skills and process improvement to ensure that government programs operate with peak fiscal precision.Our mission is to empower government agencies to achieve their goals effectively, underpinned by robust financial strategies and systemic integrity.

Recent MBA graduate with a deep understanding of finance and economics, nearly ten years of capital markets experience working with some of the world’s largest institutional clients, and refined technical skills. Energetic team player with excellent interpersonal skills and a passion for solving complex business problems. Highlights by category include… Performance Excellence, having won “Team of the Year” on six-person team within line of service consisting of several hundred employees. Relationship Management, having increased broker satisfaction by consistently exceeding performance expectations. Operational Insight, having developed and implemented a VBA program that produced approximately $50 million per month in additional liquidity in order to facilitate greater trade volume and to mitigate risk. Revenue Generation, having added more than $500K in annual revenue by improving one of our processes regarding pricing and overnight investments.

Commercially minded and user focused problem solver with 8+ years of professional experience in ecommerce and SaaS businesses. Demonstrated ability in all aspects of product management; agile delivery, roadmap ownership, strategy, stakeholder management, leadership and team building. A proven track record of building products that solve complex problems, deliver value and drive growth. Established reputation of integrity, intelligence, and professional maturity. Recognised commercial acumen, co-founding Dutify, a cross-border ecommerce SaaS product, and founding two cross-border fashion ecommerce businesses over the last ten years. Adept at offering valuable recommendations regarding the requirements and obligations for exporting and importing commodities.

Innovative Strategy and Finance leader with a deep understanding of how to drive real results through the effective use of Analytics, Decision Science and Technology. I have experience in a wide domain of industries including, Manufacturing, Technology, Healthcare, Insurance, Banking and Finance.

Your customer just made an online order! Hooray! But how confident are you that they’ll receive that order within 24-48 hours? eCommerce order fulfilment SHOULD be simple But so many D2C brands struggle with it Too often, they’re: slow to fulfil orders sending out the wrong orders paying too much for shipping unable to ship to EU and USA Sound familiar? You’re not alone. That’s why at Delta Fulfilment, I built a 3PL company to make order fulfilment simple for D2C brands. Over the last 5 years, I’ve helped amazing brands like Maelys , notwoways , SkinKissed , Popcorn Shed , and more…. * ship orders on time * reduce errors to <0.02% * reduce shipping costs * ship orders to customers worldwide So if you’re ready to maximise your brand’s potential and say goodbye to all your order fulfilment woes, let’s chat! Just send me a DM or schedule a chat with me. Book time https://calendly.com/danideltafulfilment/deltadiscoverycall

Senior finance and operations executive with a background spanning a variety of industries, including SAAS software, ed tech, healthcare services, advertising/marketing services, and retail. Focused on optimizing people, processes, and systems to support rapid growth. Having been a Controller, FP&A leader, and CFO, deeply knowledgeable in all areas of accounting and finance, including day-to-day accounting and processes, financial systems, buy-side and sell-side M&A, financings, capital raises/recapitalizations, and international operations. Extensive experience managing areas such as Human Resources, Facilities, Data & Analytics, Project Management, and Technology Infrastructure. Very experienced with leading high-growth private equity-backed companies with revenues in the $10M-$300M range and have led multiple companies through successful exits.

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.

Zachary is a seasoned financial leader with over a decade of experience helping startups and SMBs build financial infrastructure, optimize cash flow, and achieve sustainable growth. Specializing in consumer brands, hospitality, and high-growth markets, he steps in as a strategic finance partner, allowing founders and CEOs to focus on executing their vision while he drives financial success.Proven Success Across Industries:- VP of Finance, Paka Apparel – As the first finance hire, Zachary is leading the company through a phase of 8-figure growth, scaling operational functions, increasing profitability, and growing headcount by 300%.- CFO, Discover Night – Spearheaded 2.5x revenue growth through major retailers while securing 7-figure debt financing to bridge working capital gaps.- Strategic Advisor, Happy Endings Hospitality – Designed and implemented an FP&A program, supporting 40%+ annual growth while generating multiple 6-figures in additional working capital.- Director of Finance/Controller, Oaxaca Taqueria – Led a financial overhaul that optimized store operations, resulting in multiple 6-figures in annual savings and improved profitability.Author, Thought Leader & Industry Contributor:Zachary is the author of QuickBooks for Restaurants, a go-to resource for hospitality business owners looking to streamline their financial operations. The book has sold 15K+ copies, making complex financial concepts accessible and actionable for restaurant operators and hospitality leaders.Beyond his book, Zachary is a recognized thought leader in finance and business strategy, contributing to industry publications and sharing insights on financial leadership, scaling businesses, and profitability. He has also been a featured guest on multiple industry podcasts, discussing financial strategy, growth frameworks, and best practices for consumer and hospitality brands.Whether providing fractional CFO services, advising startups, financial restructuring, or expert guidance on profitability and growth, Zachary delivers customized financial solutions that help businesses scale successfully.Let’s Connect:zachary@zacharyweiner.co

Owner / Managing Partner of All Financials since June 2005.All Financials a Financial Services Brokerage specialising in Mortgages, Pensions, Life Insurance, Investments, Commercial Finance and Leasing.We do not charge fees and offer full transparency to our clients regarding commissions earned.Given the hectic lifestyles of our clients we tend to meet them outside business hours.With increased competition and an ever changing market we would recommend that everyone should have a Financial Adviser or Financial Broker whom they meet regularly to review their financial products.Specialties: Financial planning - best advice: clarity and pricing

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.