DENNIS E. SPITLER
Dennis E. Spitler has been the Chief Financial Officer of several manufacturing and administrative business operations over his career. From an early career as a staff accountant, he progressed to manufacturing company CFO, Divisional HQ senior financial management, to Corporate senior staff strategic planner with the treasurer’s office with operations in the US and several countries in Europe. Dennis’ vast experience of building several manufacturing operations from inception to full function businesses, along with mergers of several of the company’s businesses, has created a depth of knowledge he devotes to his clients. Whether from start-up or expansion of an existing company, up to the ultimate sale of the entire business entity, his over 35 years of experience is engaged to propose a successful program to fulfill the client’s need.
Through the process of assessing the client’s goals, Dennis develops an action plan and brings the necessary resources together to the ultimate accomplishment of the original objectives. He consults with people interested in developing, expanding or exiting their business endeavor. Mr. Spitler has developmental interests in several other entrepreneurial ventures and continues to help those owners develop their business ideas. Other services provided by the companies include sourcing acquisition and expansion funding for many types of business and real estate purchase activities.
Dennis has developed a vast network of professional business people on a select basis which have the capacity to come together to handle most any business situation. Mr. Spitler’s talents are in defining the needs of various endeavors, assessing the resources necessary to accomplish the task and bringing together those collaborators who can complete the mission.
- Graduate of Indiana University with a Degree in Accounting
- Business Intermediary and Business Broker
- Licensed Commercial Real Estate Broker
JERRY P. LONG
Sr. Broker with one of North Central Indiana’s largest Commercial Real Estate firms.
Having been an entrepreneurial investor in privately held businesses, Jerry Long deeply understands the intricacies of business operations. He has helped orchestrate sale transactions for several businesses, many times representing the Seller and working with the Buyer, bringing transactions to a successful conclusion. Jerry consults Investors on the best solutions for income-producing results for business or real estate assets. Jerry’s clients are investors looking for above average ROI projects to secure for long-term results. His customers are represented by some of the world’s largest medical manufacturing companies.
In a previous position, he was Vice President of Marketing for one of the largest US Modular Home Manufacturers. Jerry was responsible for growing the company by qualifying and negotiating regional dealer agreements for representing the company’s products. He was responsible for development of new product lines, marketing materials for the national dealer network.
His leadership strengths grew a Corporate support staff of sales and administrative associates. He oversaw order entry and backlog scheduling for efficient production output. Jerry’s high attention to customer needs ensured excellent customer service and follow through. His accomplishments for one company included Increased unit sales 240% in a 3-year period. Mr. Longs’ marketing skills brought about significant customer attention to their products through dealership training and development initiatives.
As Sr. Sales Manager of manufacturing for another national company, he helped grow their unit sales 100% in a three year period. Selecting Advertising agencies to assist in the marketing and training of the dealer network, he successfully created national exposure through industry convention setting shows were crafted and strategically implemented under his direction.
Jerry started a career in residential real estate sales and subdivision development. He is involved in start-up firms, growing to 70 sales associates and recognized as the 3rd largest in their market.
Robert Doyle is a 14 year veteran of creating financial solutions for businesses and individuals. Robert has conceptualized and implemented lending solutions for all types of business owners and commercial real estate investor clients. His expertise includes both traditional United States banking organizations and non-traditional capital sources such as Private Equity Investment Banking as well.
His expertise in the evaluation of commercial client loan needs enable him to implement the most cost effective strategy to structure a loan to fund the business purpose, refinance or recapitalize existing debt, growth capital for business expansion, Merger & Acquisition opportunities and all other business purposes.
He has developed and maintained qualified relationships with a large variety of sources nationwide that provide capital for transactions including, Business ownership transfer, Commercial Real Estate, Multifamily, Office, Hotel, Industrial, Retail, Professional Practices, Business asset acquisitions, Lines of Credit, and Private Equity.
Robert has been Founder and Managing Partner of the lending services division of a wealth management firm. He has extensive experience with major US Banks in the Mortgage Department, managing loan production, client & affiliate relationships. Additionally, he has managed critical IT database resources.
Mr. Doyle has specialized knowledge in and has acted as a Consultant in the wine industry with wholesale/retail strategic planning experience and execution with start up ventures through market expansion for a mature business. He has additional background skills as a Sales & Marketing VP for a national technology consulting group that introduced significant technological innovation solutions for Fortune 500 clients, Government Agencies and Industry.
Robert has earned both graduate and undergraduate degrees from Indiana University and was the recipient of a merit graduate scholarship to study at Roosevelt University’s Marshall Bennett Institute of Real Estate in Chicago.
GEORGE C. METOS
George C. Metos is a Business Broker specializing in transacting mergers & acquisitions involving automobile and scrap metal recyclers on a national basis. He represents yard owners to dozens of national and regional recycling companies, offering consulting services to discuss company valuation, short and long term exit strategies, and buying trends. For several years, he consulted with CRUSH Software, to help them become the standard yard management system for U-Pull-It auto recyclers. Formerly Executive Vice President Pulse Interactive, engaged in design and development of software and systems to enable the purchase of lottery tickets from mobile phones.
He has degrees in Electrical Engineering and Computer Science from the University of Utah. After college, he founded and managed a software development company whose video game products generated over $1B in retail sales. Founder Sculptured Software and Kodiak Interactive Games
Design and development of video game software for all popular platforms, such as XBox, Playstation, Nintendo. Began in early 80s with simple games for Apple, Atari and Commodore. Eventually developed such hits as WWF Wrestling, Jack Nicklaus Golf, and the very popular Mortal Kombat.
He can be reached through Anthony Wayne Business Exchange contact page or in Salt Lake City, Utah at 801-953-1003 or GeorgeMetos@aol.com.
DAVID W. HOLADAY, ChFC, CAP
David Holaday has over 30 years of experience as a financial consultant. He is the founder and Managing Member of Wealth Design Consultants, LLC, which offers case design, analysis, and presentation services to organizations and individuals that serve high net worth clients. Clients of the firm include lawyers, financial advisors, family offices and charities. He has a national reputation for developing unique and comprehensive solutions for complex family situations and often collaborates with the client’s existing tax, legal, insurance, and investment advisors. Previously he co-founded and later sold The Wealth Design Center (a technology, training, and consulting firm) to a publicly traded company. Dave also served as Director of Intellectual Property at Renaissance Inc., an Indianapolis-based provider of charitable consulting and trust administration services.
David is an accomplished author of articles & publications regarding Philanthropy, High Performance Teaming and Professional Collaboration and Family Business Succession Planning to name a few topics.
Areas of Expertise
- Individual wealth transfer strategies
- Income tax planning
- Insurance and estate tax planning
- Business succession planning
- Wealth preservation and diversification
- Cash flow planning and integrated financial forecasts
- Planned gift design and marketing
- Family foundations
- Provides consulting on wealth transfer, estate tax, income tax and philanthropic strategies to professional advisors (and their clients) across the nation.
- Provided back-office comprehensive estate design and client presentation services for over 500 family situations involving over $5 billion in assets.
- Created technology solutions to aggregate and integrate client financial, estate, tax, and cash flow information and licensed the technology to top planning firms across the nation.
- Created business processes and support systems for wealth advisors and offered these through seminars across the nation.
- Provides charitable and estate planning consulting services on behalf of charitable organizations to major donors.
- Chartered Advisor in Philanthropy® (CAP), American College, 2011
- Chartered Financial Consultant (ChFC), American College, 1994
- B.S. Chemical Engineering, University of Virginia, 1976
NICHOLAS “NICK” SPITLER
Nicholas Spitler has worked as Retail Manager for a major Indiana-based retail distribution & service Corporation that focuses on the automotive industry. Nicholas was promoted to management with the mission to progressively improve three underperforming retail stores in a 941 company-operated store chain in 22 states, all with the intent to improve productivity while increasing sales with higher margins. During his tenure Nick regularly won the President’s highest annual performance awards for year-to-year improvements.
Nicholas is a Broker for AWBE, assisting main street business owners transitioning their businesses to the next generation owner. He conducts succession planning activities to design exit strategies for owners’ requirements. His service requires in-depth interviews with prospects to insure the best outcome for a successful closed transaction. Nicholas manages due diligence activities commensurate with best practices to satisfy complex negotiations between the contracting parties. He leads and informs business entrepreneurs on how to start a business and/or acquire a franchise, and consults with business owners to make decisions on expanding and/or acquiring other businesses.
Nick has an Indiana real estate license, focusing on Selling and Leasing commercial income producing properties through AWBE and their affiliate INVESTORS’ REALTY.
He has sales experience as a representative with a national service corporation, with territories operated much like a business. Among other things, his responsibilities entailed retaining the current client base by renewing contracts, and understanding clients’ businesses so they could maximize productivity and benefit from all of the products offered. Additionally, he negotiated service agreements with new clients, thereby providing a variety of their respective industry needs, as well as providing managed services that controled clients’ inventories as needed, while focusing on cost effectiveness.