Expert Small Business Advisory Consultants 2025

Hailey Widrig, founder of Art Partners Advisory, is a seasoned art advisor and appraiser specializing in 20th-21st Century Fine Art and Photography. With over 15 years of experience in the art world, Hailey has analysed thousands of artworks from galleries, artists and auction houses on behalf of clients. A member of Association of Professional Art Advisors and an accredited member of the Appraisers Association of America, she provides USPAP-compliant art appraisals for insurance, donations and estates. Hailey is the only art advisor holding these qualifications in Paris, France, where she has lived since 2014. Her unique position in the art market allows her to work with private collectors and corporate clients to build and maintain some of the most significant art collections in Europe and abroad. Hailey is fluent in both English and French languages.

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.

Pamela King is a Small Business Optimizer with a knack for turning chaos into streamlined success. After spending 15 years as an educator in Northeast Ohio, she honed the skills of strategic planning, clear communication, and personalized problem-solving- tools she now uses to help busy entrepreneurs build efficient systems and scale their businesses with confidence. Transitioning from the classroom to the dynamic world of small business, Pamela’s hands-on approach ensures that her clients not only achieve sustainable growth but also reclaim their time to focus on what they do best. Known for her expertise in operations audits and staff development, Pamela brings the same dedication to nurturing potential in businesses as she once did with her students. When she’s not creating game-changing solutions for entrepreneurs, Pamela can be found volunteering with a Greyhound rescue or serving on the board of a nonprofit for at-risk children. Her passion for empowering others shines through in everything she does, whether she’s optimizing businesses or giving back to her community.

For over 30 years, Jim has been a change agent in the nonprofit and public sectors. Just recently, he finished his 7th interim executive position. Jim was the Interim CEO of the Yerba Buena Center for the Arts, a visual and performing arts center in the heart of the cultural and convention district of San Francisco. There, he helped reduce a projected $4M deficit to $600k surplus and built back trust with the staff after a major public relations crisis. Previously, Jim was the Interim CEO of Downtown Streets Team, a nonprofit rated as one of California’s top five evidence-based best practices in transitioning the homeless to self-sufficiency. Over 18 months, he turned an $800,000 deficit into a $500,000 surplus while also paying off a third of their debt. Previously, he served as the interim executive director of five other nonprofits. His additional positions include acting as the Chief Communications Officer for the American Red Cross in Colorado, the interim Chief Operating Officer for More than Me (an international nonprofit for girls in Africa), and the Chief External Relations Officer for the Minnesota Zoo. In addition to his nonprofit work, Jim is passionate about good government. Jim was the VP of Strategy at CivicMakers, a San Francisco government innovation consultancy. There, he co-facilitated a three year strategic roadmap for the City of Hayward and designed process improvements for over 40 internal procedures for the City of Berkeley. As a 2014 Humphrey School Policy Fellow, 2013 White House Innovation Fellow finalist, and winner of the 2012 Minnesota Idea Open, he has been recognized for excellence within the public sector. Jim holds a master’s degree in public policy from Duke University and a bachelor’s degree in political science and communications from the University of Pennsylvania.

I’m P. Blake Renda—entrepreneur, investor, and co-CEO of Veedor Holdings LLC based in Naples, FL, with a satellite office in Santa Monica, CA. Veedor Holdings LLC, in addition to making strategic investments, owns and operates Dragon Horse Agency, Dragon Horse Publishing, and Moxie Creed. My professional journey began while attending the University of Southern Calfornia as an intern at NBC Studios, which led to a full-time position upon graduating. I then pivoted to law and then finance which ultimately lead me to Wall Street in 1996, where I was part of small team in Palo Alto, CA managing over $20 billion in technology-sector assets at J. & W. Seligman & Co. and in 2000 I earned recognition as one of Institutional Investor Magazine’s “Best of the Buy Side.” In 2006, I joined the New Dimensions Growth Team of American Express Asset Management in La Jolla, CA, as the T/M/T manager across six growth funds with $40 billion plus in AUM. In 2004, I was nominated for Institutional Investor Magazine's "Best of the Buy Side." Those years instilled in me the importance of rigorously vetting opportunities and leading with foresight—skills that I have consistently applied to every entrepreneurial venture. From 2011 to 2015, I helped transform a boutique Florida skincare startup into a nationally recognized, multi-award-winning brand, culminating in its public listing via SPAC. I exited that company and launched Veedor Holdings LLC with my Co-Founder, Julie Koester. Today, we own and operate Dragon Horse Agency, a multi-award-winning, bi-coastal agency serving global clients known for delivering business strategy and marketing under one roof. We also own Dragon Horse Publishing, an award-winning publishing company, and Moxie Creed, a wellness lifestyle e-commerce company. Beyond the accolades, successes, challenges, and failures, I live with a deep belief in resilience, mentorship, and shared success. I’m a proud father, a former youth volleyball coach, and a passionate advocate of Ubuntu—"I am because we are." Whether scaling startups, navigating global markets, or building culture, I bring the same competitive spirit and collaborative ethos to every endeavor. Success isn't about accolades—it’s about legacy, community, and the courage to keep moving forward. As Winston Churchill said, “Success is not final; failure is not fatal; it is the courage to continue that counts.”

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 am the Director of Uniwide Formations, a London-based company formation agency that specialises in assisting entrepreneurs and businesses with the registration of limited companies in the United Kingdom. I lead a dedicated team that provides expert guidance, comprehensive compliance support and registered office address services, ensuring that the process is straightforward and efficient. I am committed to simplifying business registration so that my clients can concentrate on growing their businesses. I am also a Solicitor in England and Wales, which enhances my ability to offer thorough legal insight and robust compliance support.

Nancy J. Capistran, PCC, is a nationally recognized Executive Coach, Vistage Chair, and Board Director with a reputation for elevating leaders and organizations in complex, high-stakes environments. As Founder and CEO of Capistran Leadership, Nancy partners with senior executives and boards to accelerate growth, sharpen decision-making, and drive results with clarity, agility, and impact. Nancy’s background spans executive leadership coaching, culture transformation, strategic planning, risk and crisis advising, and organizational performance. With a keen understanding of the pressures facing today’s leaders, Nancy brings practical, actionable insights that help organizations strengthen culture, boost engagement, and achieve sustainable growth. Boardroom experience adds trusted guidance in governance, risk management, and strategic alignment, ensuring organizations are positioned to navigate change, mitigate risk, and seize new opportunities. As a Vistage Chair, Nancy facilitates high-performing peer advisory groups for CEOs and business owners, challenging leaders to broaden their perspectives, confront critical issues, and achieve breakthrough outcomes. The facilitation style is direct, results-oriented, and grounded in real-world business acumen, making Nancy a sought-after resource for leaders who want to think bigger and move faster. Nancy’s work has earned multiple “Best Executive Coach” awards and has featured insights in major media outlets. Known for the ability to reframe complex challenges, spark innovation, and unlock untapped leadership potential, Nancy is frequently called upon to advise on leadership strategy, board effectiveness, and organizational resilience. Proprietary frameworks and a candid, straightforward approach help executives and teams cut through noise, focus on what matters most, and deliver measurable results. Clients describe Nancy as a trusted sounding board and catalyst for positive change—someone who challenges assumptions, fosters accountability, and inspires leaders to reach new heights. Whether guiding a Board through strategic pivots or coaching a CEO through high-pressure decisions, Nancy brings clarity, composure, and a relentless focus on excellence. For actionable insights on leadership, Board governance, or organizational transformation, Nancy Capistran delivers clear, candid advice that empowers executives and teams to thrive. Connect directly at nancy@capistranleadership.com.