Trusted Financial Due Diligence Experts

I'm a specialist commercial finance broker with 16 years of experience helping Australian business owners access commercial property finance. As founder of Smart Business Plans, I've overseen $550 million in commercial finance across more than 3,300 clients, with a 92% approval rate working across a panel of 60+ specialist lenders. My expertise sits at the intersection of commercial property, business finance, and wealth strategy — particularly for small to medium business owners looking to buy their own premises, invest through their SMSF, or fund development projects. I work exclusively in the commercial space, which means I specialise where the major banks often can't or won't go. I'm also the author of The Premise Effect (2026), which makes the case for why Australian business owners are leaving millions on the table by renting rather than owning their business premises. I'm available to comment on: commercial property finance, SMSF borrowing, business lending, commercial mortgage rates, Australian property market trends, and small business wealth building.

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.

***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.

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.

With a strong focus on accuracy, safety, and compliance, Detail Building Inspections helps property buyers, owners, and investors make informed decisions with confidence. Our experienced inspectors conduct comprehensive building inspection services, identifying structural issues, safety risks, and potential defects before they become costly problems. From pre-purchase and pre-sale inspections to routine property assessments, every building inspection is carried out with attention to detail and industry-approved standards. Detail Building Inspections uses advanced tools and proven inspection methods to ensure clear, easy-to-understand reports. Each building inspection report provides practical insights, expert recommendations, and photographic evidence, allowing clients to fully understand the condition of their property. Committed to professionalism and transparency, Detail Building Inspections is your reliable partner for dependable building inspection services that protect your investment and provide peace of mind.

Confused by money? Pained by financial indecision? Let's talk. Originally from the UK, I am now saving expats and high-net-worth individuals in 109 countries time, money and hassle by doing things online. Published author on Amazon with over a billion media views. This includes traditional media such as a regular column on Forbes, and being the most viewed financial writer on Quora.com with 822 million lifetime views. advice@adamfayed.com for media and other inquiries. Quick note - content should not be considered financial, legal, tax or any other kind of advice, nor a solicitation to invest. Content should be considered for educational and entertainment purposes only.

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.

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.

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.

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

Alex Schlesinger is the Founder and CEO of Active Mutual. With 15 years of financial expertise in the UK and US markets, Alex brings a global perspective to his work. Alex is an entrepreneur, operator, and brand builder focused on turning everyday service businesses into modern, trusted companies people actually want to buy from. He is best known for building practical, consumer-first brands across industries like insurance, healthcare, fertility, family-based services, immigration services and AI-powered web solutions. Alex's extensive knowledge and industry insights are regularly featured in high-profile publications such as MarketWatch, Nasdaq, Newsweek, Hubspot, Yahoo Finance, US News & World Report, MSN, and GoBankingRates, among many others. With a documented understanding of end-of-life products, Alex has become a trusted source for media outlets and a go-to expert on life insurance. As the founder of leading companies, Alex has shaped a vision characterized by transparency, simplicity, and customer care. Recognized for his ability to simplify complex business topics, Alex’s commentary continues to help readers make informed decisions about their financial futures.

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.

Shaun Bettman is a highly experienced mortgage broker. Shaun is a Chartered Accountant and former KPMG Corporate Finance Senior Executive where he worked for over 9 years. After KPMG Shaun joined QBE and was a Senior member of the Corporate Development team. After QBE Shaun decided to pursue his mortgage broking business on a full-time basis. Shaun provides his clients and referral partners with a highly professional service and this is evidenced by the positive testimonials received on google (https://bit.ly/2KuW6MX). Through Shaun’s corporate career he has formed valuable relationships with influential individuals in banks and this enables him to get more deals approved, negotiate lower interest rates as well as provide a more seamless experience for his clients. If you want to work with a highly qualified, highly professional individual who will help you find the right solution then Shaun is worth contacting.

Of course. Here is a professional and authoritative summary for your HARO profile, positioning you as an expert source for journalists. *** **Professional Summary for HARO:** As the founder of **Forex Brokers Verified**, I lead an independent platform dedicated to providing transparent, data-driven reviews and educational resources for forex and CFD traders. With direct, hands-on experience in analyzing broker operations, regulatory compliance, and trading platform technology, my expertise lies in demystifying the online brokerage landscape for both retail and institutional audiences. My insights are grounded in the rigorous verification of broker claims, from assessing the true cost of trading (spreads, commissions, and fees) to evaluating the security of client funds and the reliability of execution. I am particularly adept at explaining complex financial concepts—such as broker revenue models, the impact of regulation, and the evolution of trading technology—in a clear and accessible manner for mainstream readers. **Key Areas of Expertise:** - Forex & CFD Broker Business Models and Profitability - Retail Trading Platform Trends (MT4, MT5, cTrader, Proprietary Platforms) - Broker Regulation and Compliance (CySEC, FCA, ASIC, FSCA, etc.) - Trading Psychology and Risk Management for Retail Traders - The Impact of Financial Technology (FinTech) and AI on Online Trading I am available to provide commentary, expert quotes, and data-backed analysis on these topics to help your audience navigate the complex world of online trading.

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

Meet Dhriti Mukherjee Pipil – Trade Economist, Consultant, Speaker & Educator Dhriti Mukherjee Pipil is a Delhi NCR–based international trade economist, consultant, researcher, and speaker, specialising in trade finance, foreign trade policy, and agricultural trade. She is the Founder of Global Trade Institute (GTI), an institution focused on building export-ready professionals and businesses through practical trade education. She currently serves as a Senior Research Fellow at Indian Institute of Foreign Trade (IIFT), where her work examines India’s agricultural trade policy, export restrictions, price volatility, and supply chain dynamics. She is also an empanelled faculty with Federation of Indian Export Organisations (FIEO), delivering specialised sessions on export finance and international payment systems. Dhriti is a Leadership Member at the Women in International Trade Business Council (WIITBC) under the International Trade Council (ITC), and serves on the Economic Advisory Board of the Economic Transformation Council, contributing to trade-led policy discourse. With over a decade of experience in banking and trade finance, her expertise spans export finance, cross-border payments, foreign exchange markets, trade risk management, WTO frameworks, and emerging digital trade finance systems. She holds professional certifications from the Indian Institute of Banking & Finance (IIBF) and the International Chamber of Commerce (ICC). Her work bridges policy, practice, and pedagogy—offering consultancy in export strategy, trade finance structuring, compliance, and market entry. She actively mentors MSMEs and startups, enabling them to navigate global markets with operational clarity. Dhriti has authored peer-reviewed research in journals such as Economic & Political Weekly and The Indian Economic Journal, alongside policy contributions to The Hindu BusinessLine, Down To Earth, Policy Circle, AgroSpectrum, and global platforms including the World Trade Centre. She is a regular speaker at national and international forums, including the Economist Intelligence Unit (2025), International Trade Council (2025), WTO Chairs Programme, and Indian Economic Association. Through her work, she seeks to reduce information asymmetry in global trade and build a more inclusive, resilient, and knowledge-driven export ecosystem.

I am a multidisciplinary business owner and consultant with expertise spanning recruitment, HR strategy, technology, and creative design. As the founder of Talent Shark (https://www.talentshark.ae), a recruitment and HR consulting firm in Dubai, I help organizations across industries — from healthcare and IT to corporate and creative sectors — build high-performing teams and implement solutions that drive business growth. What sets me apart is the ability to bridge people, business, and technology. With a background in talent acquisition, data science, IT solutions, and graphic design, I bring a unique perspective to problem-solving, blending strategic HR insights with technical and creative innovation. This allows me to not only connect companies with the right talent but also support them in areas like digital transformation, workforce automation, and brand development. I am passionate about building scalable systems, improving processes, and helping businesses unlock new opportunities through a mix of human expertise, technology, and creativity. Expertise & Skills Recruitment & Talent Acquisition (Healthcare, IT & Multi-industry) HR Consulting, Payroll, PRO & Compliance Data Science & Business Analytics IT Solutions & Digital Transformation Graphic Design & Creative Strategy Employer Branding & Marketing Support Training & Development Programs Process Improvement & HR Automation

9+ years PR and media relations experience. Now in the ultra-high-net-worth wealth management space with Fidelis Capital after years in the luxury goods and real estate sectors with Discovery Land Company, Casamigos Tequila, and Tiffany & Co. Have secured national coverage for Fidelis Capital in Barron's, Bloomberg, Crain Currency, Forbes, Kiplinger, Reuters, and the Wall Street Journal, along with trade coverage in Financial Planning, InvestmentNews, and WealthManagement.com. Fidelis Capital is a 5-star firm in Newsweek's 2026 list of America's Top Financial Advisory Firms. Subject matter experts at Fidelis Capital include: - Chris Gunster, CFA, Partner & Head of Fixed Income (previously Bank of America Chief Investment Office, oversaw $60 billion in assets; Forbes.com contributor) - Rick Simonetti, Founding Partner, CEO & Head of Wealth Planning (previously Wells Fargo Private Wealth Management's National Head of Wealth Planning; Kiplinger contributor) - Matt Michaels, CFA, CFP, Founding Partner & Co-Chief Investment Officer (previously Wells Fargo Private Bank Senior Private Wealth Portfolio Manager; deep expertise in private markets investing) - Neale Ellis, CFA, Founding Partner & Co-Chief Investment Officer (previously Bank of America Private Bank principal portfolio manager of Managed Active Core)

Gerard “Ged” Ward is a highly accomplished finance broker and founder of Platinum Global Bridging Finance, an award-winning firm specializing in bespoke asset-backed lending solutions for high-net-worth individuals, expats, and corporate clients. With over two decades of experience in international finance, Ged has built a strong reputation for structuring complex cross-border funding solutions, including bridging loans, stock loans, private equity finance, and expat mortgages across the US, UK, and Western Europe. Starting his career as an accountant, Ged transitioned into mortgage and asset finance, where his analytical background and client-first approach set him apart. Under his leadership, Platinum Global Bridging Finance was recognized as a featured Bridging Finance Broker and appeared in IBS Intelligence among leading lending platforms in the US. Ged’s expertise lies in identifying undervalued lending opportunities, negotiating flexible terms for clients, and developing bespoke funding models that preserve liquidity while unlocking growth capital. His approach combines disciplined financial structuring with global market insight, ensuring clients receive intelligent, transparent, and secure finance solutions. Beyond finance, Ged’s background in competitive Thai boxing—where he was ranked sixth in Europe—reflects his tenacity, focus, and drive for excellence, traits that continue to shape his professional success today.

A top finance professional experienced in Negotiation, Financial markets and Treasury management. Strong business development professional . Team player. Team builder. Passionate about gender diversity and personal finance matters