Trusted Financial Due Diligence Experts

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.

Diksha Chawla is a Finance Educator and Founder of FinLecture (finlecture.in), a financial education platform helping salaried professionals in India understand income tax, ITR filing, and personal finance. With an MBA in Finance and 7 years of experience, she simplifies complex tax concepts into practical, example-driven guidance covering income tax planning, HRA exemption, Section 80C, old vs new tax regime, and the new Income Tax Act 2025 transition.

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.

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.

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

***Views expressed are my own and do not necessarily reflect those of EY or any of its member firms.*** M&A, integration, divestitures, and corporate transformation business leader who helps global strategic and investment businesses turn deals into value. I'm a Senior Director at EY-Parthenon in New York, where I advise. global companies, private equity firms, and strategic acquirers on M&A, divestitures, large scale corporate transformation, JV, and corporate strategies, commercial and operational due diligence, sign to close transaction management, synergies assessment and value creation, and post-merger integrations. Over the past decade-plus I've worked on transactions ranging from acquisitions and carve-outs to transformations and partnerships - across consumer and retail / CPR, technology, industrials, and financial services companies. Before EY-Parthenon, I spent several years in investment research at S&P Global and Netscribes, analyzing global companies. I'm a CFA charterholder and hold an MBA from NYU Stern, where I collaborated with Nobel Laureate Robert Engle on ESG research published on Nasdaq. I'm happy to comment on deal trends, why integrations succeed or fail, revenue and cost synergies, regulatory shifts like HSR, and how boards evaluate strategic transactions. I respond quickly and speak plainly — no jargon.

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.

Kris Alban, AIF®, is a Financial Planner at BSG Advisers, a fiduciary-based financial planning firm headquartered in Apex, North Carolina. With a background in financial technology and a passion for simplifying complex financial topics, Kris brings a unique blend of innovation and personalized service to his clients. He specializes in long-term wealth planning, retirement strategies, and financial wellness education, helping individuals and families navigate their financial journeys with clarity and confidence. Kris is also a contributor to industry publication. where he shares insights on financial wellness and retirement planning. Prior to joining BSG Advisers, Kris co-founded iGrad, a San Diego-based financial technology company that provides AI-powered financial wellness solutions to employers, financial institutions, and educational institutions. As Executive Vice President, he played a pivotal role in developing the Enrich Financial Wellness platform, which serves over 20,000 employers and more than 300 financial institutions.

Biswajit Barman is a Financial Consultant and the Founder of My Advisers, a digital-first financial consultancy platform based in India. He specializes in business registration advisory, startup funding guidance, financial planning, risk management, and regulatory awareness for entrepreneurs and small businesses. With a strong focus on financial literacy and accessibility, Biswajit has built My Advisers to provide structured, transparent, and education-driven financial guidance supported by ethical partnerships. Through his work, he helps individuals and business owners navigate complex financial processes including compliance documentation, funding readiness, credit planning, and strategic business structuring. In addition to consulting, he is an active financial writer and blogger, publishing detailed insights on entrepreneurship, financial planning, global finance, and digital transformation in the advisory sector. Biswajit is known for promoting affordable access to financial guidance and advocating responsible, informed decision-making in India’s evolving financial ecosystem. His work combines practical consulting experience with digital innovation to simplify financial processes for startups, professionals, and growing enterprises.

Aishwarya Korde is a Project Manager specializing in Financial Controls and Forecasting for infrastructure and telecom projects, with expertise in budgeting, cost control, and data-driven financial analysis. She leads forecasting, variance analysis, and executive reporting while aligning finance with operations to optimize project cost efficiency and performance. Her work also extends into research, where she explores the use of predictive analytics and blockchain to enhance financial governance in project environments.

Danielle Bower is the Financial Manager at Whitetail Construction, a Pennsylvania-based post-frame building company that specialises in garages, dairy barns, horse barns, and more! Dani can speak on residential design, pole frame construction, and the financial logistics of overseeing a building company that serves the Northeast.

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.

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.

Rishi Upple, FCMA, is a UK based commercial finance leader with over 20 years’ experience shaping strategy inside global blue-chip organisations. With a BA in Economics and Fellowship of CIMA, he operates at the intersection of numbers, narrative, and decision-making. Known for bringing clarity where complexity dominates, Rishi focuses on commercial insight, performance optimisation, and helping leadership teams make better calls under pressure. His approach blends rigorous financial thinking with real-world pragmatism; grounded, human, and outcome-led. Beyond the spreadsheet, his work explores leadership resilience, personal performance, and how finance leaders can create momentum without burnout; commercially sharp, but culturally aware.

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.

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.

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.

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.

I’m a fee-only financial advisor in Washington, D.C, and the founder of District Capital Management. I am deeply committed to helping professionals in their 30s and 40s retire by 55, through holistic financial planning and research-driven investing. Since 2013, I’ve empowered over 400 clients to take control of their financial futures, making personal finance approachable and less intimidating.

As CFO of Jacadi Paris North America, I bring over a decade of financial and operational leadership across international retail, with a proven track record in turnaround strategy, cross-border expansion, and high-stakes acquisition negotiations. Originally from France, I’ve overseen the strategic transformation of Jacadi’s U.S. operations, rebuilding financial infrastructure, scaling omnichannel operations, and leading the U.S. division through its most profitable years on record. I specialize in U.S. retail market entry, operational cost restructuring, and driving performance in underperforming store networks. My leadership has directly contributed to multimillion-dollar revenue recovery, margin expansion, and the positioning of Jacadi as a premium children's retail brand in the American market. I’m passionate about helping European brands succeed on U.S. soil through data-driven finance, culturally adapted strategy, and relentless operational precision.