Generational Wealth and Equity

Mr. Allen has over 18 years’ experience in corporate finance, investment banking and Mergers & Acquisitions and has consulted with hundreds of companies, both in the private and public sectors.

Prior to joining Generational Wealth and Equity, Mr. Allen was senior managing director for a major investment-banking firm. In addition, he has held positions where he managed the entire merger and acquisition process from analyzing and valuing companies to completing the sale. Mr. Allen also served as managing partner of a private equity fund giving him special insight into how buyers identify and acquire private companies.

As an entrepreneur, Mr. Allen founded and operated three companies of his own, one of which he sold to a public European company. He has also served on the board of directors for several private firms.

Mr. Brian Ault works directly with business owners that are planning for the future sale of their business.   He is responsible for consulting with selected business owners on the marketability and suitability of their business as it pertains to the M&A services provided by Generational Wealth & Equity. 

His understanding of the Mergers & Acquisitions marketplace, combined with his 36 years of domestic and global sales, marketing and operations experience with Fortune 500 public companies, provides him with a well rounded perspective.  Brian has the insight and knowledge to assist business owners in determining the most appropriate and profitable time to exit their business. 

Prior to joining Generational Wealth & Equity, Brian held senior level executive management positions with Kelly Services, Inc. and Xerox Corporation.  Most recently at Kelly Services, he was a Corporate Officer and VP of the International Division with Sales and Operations responsibility for the 34 country network.   Brian was involved in acquiring new businesses as a core strategy to extend the brand, serve new customer locations and open new markets.   Brian understands the perspectives of big corporations, and what strategic acquisitions can mean to expanding their business and growing profitable market share.

Brian earned a B.S. degree in Management from the University of New Hampshire with additional study at Syracuse University and American Management Association.

Michael Barrett currently works as an Associate at Generational Wealth and Equity where he evaluates companies prior to going to market.  Michael’s past experience includes working as a financial analyst at a Gulf Coast bank and as an accountant at a small food manufacturing company.  Michael graduated from Tulane University with a degree in Finance in 2000.

Robert M. Baumgartner, Senior Mergers & Acquistions Advisor, is responsible for Corporate middle market M&A transactions as well as real estate related engagements.

Bob has over 25 years experience in executive management, corporate finance, business sales and acquisitions. He has been a leading producer in providing merger and acquisition and finance services to a diverse group of middle market clients in the southwestern United States.

His experience includes positions as Vice President and Treasurer of two Fortune 500, multi-national, New York Stock Exchange companies. Responsibilities included establishing and managing relationships with United States and international investment banking groups, institutional lenders and commercial banks. These activities involved public stock offerings, public and private debt placement and ongoing credit arrangements with commercial banks.

Operationally, his experience includes P&L responsibilities as Managing Director of a national distributor of hardware/industrial supply products. He was also Chief Executive Officer of an oil and gas service company which operated workover and drilling rigs in Texas, Oklahoma and Wyoming. Prior to his engagement in the industrial sector, Bob was a Group Manager for Commercial Lending at two major regional banks.

Bob was the founding President of the Austin Chapter of Financial Executives International and also served as a member of the Board of Directors and Executive Committee of this 15,000 member international finance organization. Additionally, Bob has been a director and is currently a member of the Austin Chapter of the Association for Corporate Growth. He graduated with honors from Southern Methodist University in Dallas, Texas with a degree in banking and finance and was a member of Beta Gamma Sigma, a national honorary business society.

Carolyn Beatty brings over twenty years of financial accounting and analytical experience to her current position with Generational Wealth and Equity. Prior to joining Generational Wealth and Equity, she worked for Coopers & Lybrand, Ernst & Young, Southland Corporation, AT&T Wireless, and Excel Communications in an auditing or financial analyst capacity. 

At Generational Wealth and Equity, Ms. Beatty serves clients by performing a professional evaluation and ensuring their market-readiness through detailed analysis and document preparation. Ms. Beatty began her career with Generational Wealth and Equity in 2004

Ms. Beatty holds a Bachelor of Business Administration degree in Accounting from Southwestern University.

Mr. Berry is a recognized authority in the area of valuing businesses and ownership interests in businesses for a wide range of purposes, including M&A transactions, going concern opinions, ESOPs, litigation, divorce, and estate planning. His leadership and experience in this field extends over a period of twenty-five years. 

Before joining Generational Wealth and Equity, Mr. Berry worked in the middle market M&A division of a leading Wall Street firm where he supervised the valuation of hundreds of companies. Before that, he was an officer in the corporate valuations department of a large regional investment banking firm. In that position he did valuations for many different purposes and for clients ranging in size from small to listed on the major stock exchanges.

At Generational Wealth and Equity, Mr. Berry directs the Corporate Valuations Group and its staff of highly trained professionals who analyze and value companies whose owners are considering participating in the mergers and acquisitions process.

Mr. Berry has a Bachelor of Arts in Letters from the University of Oklahoma and a Master of Business Administration from The Harvard Business School.  He is a Senior Member of the American Society of Appraisers and a Chartered Financial Analyst.

Mr. Berry was an infantry officer with the United States Army.

Mr. Binkley provides leadership for the strategic direction and oversight of the company as part of the Executive Committee and as the General Manager of the firm. His responsibilities include managing the Capital Services, Valuation, and Advisory teams as they work directly with Generational Wealth and Equity clients through the transaction process.

With his previous experience in business services and management, Mr. Binkley has offered hundreds of privately held companies business valuation and exit strategy planning services through his companies and team members.

Prior to joining Generational Wealth and Equity, Mr. Binkley’s industry experience spanned from the consumer products segment with Procter and Gamble, healthcare services with Boston Scientific Corporation and technology consulting in the private sector. In recent years, he was the Co-founder and Principal of a private business valuation firm that has performed over a thousand fairness opinions for business owners seeking a sale through the Mergers and Acquisitions process.

Mr. Binkley received his Bachelors of Business Administration through the University of Texas at Austin McCombs School of Business with dual majors in Finance and Marketing. In addition, he obtained his Masters in Business Administration from the Cox School of Business at Southern Methodist University where he was received in the Beta Gamma Sigma Honor Society for Business.

Richard Bivins holds the position of Executive Officer of Corporate Valuations, being responsible for professional recruiting, report editing, supervision of a staff of contract editors and financial analysts, and preparing managerial reports.

Mr. Bivins has in excess of 20 years of government budget and finance experience, and has been with Generational Wealth and Equity since 1996. Within Generational Wealth and Equity, Richard has also served as Valuation Manager and as a Financial Analyst.

Prior to joining Generational Wealth and Equity, he served in three public safety agencies in California, leading to a position of Deputy County Executive Officer in a major California county. Richard’s duties as Deputy CEO included developing the county’s Emergency Response Plan, which was proven invaluable during a major hazardous chemical spill in a pristine fishery. He was also responsible for the financial activities of 10 county departments, with combined annual budgets of over $35 million, and was actively involved in the development and growth of a number of agricultural programs, including the County Fair and the Agriculture Extension program.

Richard holds a Bachelor of Science in Law from Western State University in Fullerton, California, and a Juris Doctor from Western State University, School of Law. He also studied Public Management at Pepperdine University and participated in the Pepperdine MBA program. Richard is a member of the Institute of Business Appraisers and the American Mensa Society.

In his spare time, Richard sails the Moonraker, a 24 foot San Juan racing cruiser at Grapevine Lake in Texas.

Mr. Bivins served in the U.S. Navy from 1966 through 1969, achieving the rank of Aviation Electrician 2^nd Class (E-5).

As Vice President of Operations, Mr. Blake manages general operations for all of Generational Wealth and Equity.  He is responsible for developing and maintaining operational procedures, managing GW facilities and overseeing technology and security for the firm.
 
Mr. Blake brings to Generational Wealth and Equity more than 15 years of operations, business development and information technology experience.  He has held various positions including senior positions with Federated Department Stores, IBM and World-2-One.  He also owned a consulting firm, which assisted business owners in automating their standard operating functions.

Mr. Blake earned his B.S.B.A., from Colorado Technical University and also studied industrial psychology at NYC University.  He holds Cisco, Microsoft and Novell technical certifications. 

Bob Bolya’s track record as an entrepreneur and his corporate experience gives him the appropriate background to share his knowledge with other business owners.

As a consultant, his many clients include Ford Motor Company, Eaton Manufacturing, Saturn Corporation and GMAC Mortgage. He has worked with many multi-national firms in the United States, Mexico, and the European Union.

His understanding of the M&A process along with his insight into marketing and sales has proven to be a valuable asset to business owners who are considering the transition of their company. As an entrepreneur himself, he understands the challenges encountered in running a business and the obstacles that can prevent an owner from receiving the most value from the sale of his or her company.

Mr. Bolya has a comprehensive understanding of business ownership and operations, as well as a solid track record of helping companies develop and implement strategies that have increased their bottom line and their marketability. It is this insight that can assist business owners in exploring plans for the transition of their company.

Mr. Bolya received his education from Canisius College and the State University of New York at Buffalo.

Mark Breheny, an Associate in the Valuation group, has 14 years of Investment Banking experience holding brokerage, analytical and portfolio management positions.  He worked for Merrill Lynch from 1991 until 1993 where he worked in their Private Client Group.

Robert Brenner works directly with business owners who are exploring the sale of their businesses. He is responsible for the review, initial analysis, selection, and recommendation of those companies which will be accepted to enter the M&A process with Generational Wealth and Equity.

Mr. Brenner brings to Generational Wealth and Equity a comprehensive background of over 15 years of working with business owners to develop and harvest their businesses. As an entrepreneur, Mr. Brenner started, operated, and sold two companies, a construction company that was sold to a regional competitor and a commodities firm which was sold to a publicly traded company. His experiences on both sides of the table have provided him with the unique ability to understand the complexities, opportunities and pressures involved with each aspect of the transaction. He has the insight and knowledge to assist business owners in determining the most appropriate and profitable time to exit their businesses.

In addition, Mr. Brenner has held senior positions with IBM, Merrill Lynch, Dean Whitter, and Citigroup. He has worked closely with many firms to structure limited partnerships, business evaluations, and initial public offerings.

Mr. Brenner is a graduate of Northeastern University with BA in economics.

Mr. Carr’s track record as a successful corporate executive and entrepreneur provides him with the experience necessary to help middle market companies enhance and realize the wealth of their business.  He is responsible for evaluating businesses through the eyes of a buyer and consulting those businesses on strategies to achieve a premium sale.

Mr. Carr brings extensive merger, acquisition, business strategy and finance experience to the firm.  Prior to joining Generational Wealth and Equity, Mr. Carr served 17 years as a Sr. Executive at Washington Mutual, JP Morgan Chase and CitiFinancial.  During that time Mr. Carr was involved with the sale, acquisition and integration of several business transactions that totaled over 2 billion dollars.  He has extensive experience in corporate finance including recapitalizations and debt issuance.  As an entrepreneur, he has had success in acquiring businesses and forming and growing new ones.  He is a member of the United Way and Big Brother and Sisters of Tarrant County, Texas.  Mr. Carr earned a double major in Economics and Finance from the University of North Texas.

Kyle Coe brings over five years of financial accounting and auditing experience to his current position with Generational Wealth and Equity. Prior to joining Generational Wealth and Equity, Mr. Coe was the staff accountant for a publicly traded resort company in Dallas, Texas and served as a wholesale auditor for an automotive financing company. The responsibilities ranged from reconciling corporate bank accounts and ledgers to performing financial audits at various dealerships located throughout the Texas and Louisiana region.

At Generational Wealth and Equity, Mr. Coe serves clients by performing a professional evaluation and ensuring their market-readiness through detailed analysis and document preparation.

Mr. Coe holds a Bachelor of Business Studies degree in Finance from Dallas Baptist University.

Mr. Comparato was an executive with several large multinational corporations. His business credentials span such diverse industries as communications, manufacturing, distribution, retail and mass merchandising. He is an expert in developing national and international markets and maximizing profit strategies. Mr. Comparato has been a successful business builder, ranging from private start-up companies through public offering entities.

Mr. Comparato knows the merger and acquisition arena from both sides of the table. He managed a newly acquired company for a public entity and sold his business to a public company. This knowledge has enabled Mr. Comparato to counsel hundreds of entrepreneurs about the best way to prepare for a profitable merger or sale of their business.

Mr. Comparato received his Bachelor of Science in Engineering from State University of New York, Master of Engineering from Western Kentucky University and Post Masters from University of Iowa.

Mr. Crisham has 20 years of experience in mergers and acquisitions.  
Mr. Crisham’s career has included senior management positions in both private and public companies, as well as ownership of 3 companies. For 12 years Mr. Crisham was a member of the management of Geneva Capital Markets.

Mr. Crisham earned his MBA from Lake Forest School of Management in Lake Forest, Illinois, and his BSBA in Marketing from Arizona State University in Tempe, Arizona.

Mr. DeWitt has over fifteen years of investment banking, real estate and financial industry experience. His primary responsibilities at Generational Wealth and Equity include the implementation of strategic marketing plans and assisting with all phases of the mergers and acquisitions  process.

Mr. DeWitt previously served with Citigroup Capital Strategies, and Salomon Brothers. He earned his degree in Business Administration from the University of Florida and his MBA from the University of Tampa.

He is also a Series 7 Registered Securities Representative, and a Series 24 Registered Principal.

Ryan Durham analyzes client operational and financial data then integrates that information with pertinent industry research to develop valuation and marketing documents. In the past, he has worked directly with private business owners in several industries, including: construction, technology and medical.

Mr. Durham earned an MBA in Finance from the University of Denver’s Daniels College of Business and was a magna cum laude graduate from the University of Texas at Dallas with a BS in Business Administration. He was inducted into the Beta Gamma Sigma academic honor society as an undergraduate.

Mr. Durham served on the finance committee for the Cherry Creek Arts Festival in Denver, Colorado and has worked, in volunteer capacities, for Aids Services of North Texas and the National Multiple Sclerosis Society.

A Mergers & Acquisition Advisor for Generational Wealth and Equity, Eigen conducts full-day workshops for business owners on How and When to Sell Their Businesses for the Most Profit.

Eigen understands the challenges of business ownership as well as the myriad of complex issues involved in successfully exiting a business. He is the founder of HealthCall Corporation, a nationwide distributor of medical equipment and supplies, and franchisor of medical retail stores. During his nearly 25-year tenure as president and CEO, Barry’s company grew from a single location to outlets in 385 cities in 45 states from Maine to California, and from Alaska to the Virgin Islands.

An inveterate educator, Barry has contributed thousands of hours teaching economics to high school students as a volunteer for Project Business, a national program of Junior Achievement. More than 5,000 students have participated in Barry’s classrooms over the years, and he has written several classroom exercises which are in use by J.A. across the country.

After selling his company at the end of 1986 to a multi-national private equity group, Barry wrote the award-winning employee motivation book: "How to Think Like a Boss and Get Ahead at Work," published in hard cover by Lyle Stuart/Carol Publishing Group, New York, NY; on audio cassette by Audio Renaissance, Los Angeles, CA; and in paperback by Avon Books, NYC. Now published in five languages, Barry’s book was condensed in Reader’s Digest, excerpted in Cosmopolitan, and Glamour Magazine, and has been featured in Boardroom Reports, Bottom Line-Personal, Executive Book Summaries and newspapers across the country.

Eigen earned a B.S. degree from the University of Wisconsin, Milwaukee, and an MBA from the Graduate School of Business at the University of Chicago.

Paul Evans has an extensive background in mergers and acquisitions. Prior to joining Generational Wealth and Equity, he held high-level positions in financial institutions and specialized in contract law. He has twenty-five years of consulting experience with businesses of over $100 million in sales.

Mr. Evans is a former registered representative of the New York Stock Exchange, the American Stock Exchange, the New York Mercantile Exchange, NASDAQ, and the Chicago Board of Trade.

Mr. Evans earned his Bachelors Degree at Edison State College in Trenton, New Jersey and performed post-graduate work at Northwestern California School of Law.

Mr. Thomas Farrell works directly with business owners who are exploring the sale of their businesses. He is responsible for the review, initial analysis, selection, and recommendation of those companies which will be accepted to enter the M&A process with Generational Wealth and Equity.

His understanding of the Mergers & Acquisitions marketplace, combined with his experience with numerous businesses in a variety of industries, provides Mr. Farrell with a unique perspective. He has the insight and knowledge to assist business owners in determining the most appropriate and profitable time to exit their businesses.

Mr. Farrell brings to Generational Wealth and Equity a comprehensive background of over 38 years in strategic business development, executive management, and business ownership.

As an entrepreneur, Mr. Farrell operated his own company which provided a wide range of services to private companies, including the development of strategic growth plans. He has also participated in M&A transactions involving both private companies and public corporations and has assisted large companies in the acquisition of small, strategic fit businesses.

During an extensive career with Eastman Kodak Company and Smith Barney - Citigroup, Mr. Farrell held several senior executive positions with worldwide responsibility for strategic development and executive education.

Mr. Farrell earned a B.S. degree cum laude from Rochester Institute of Technology.  He is a registered securities representative with NASD licenses including the Series 7 and 63.

Amie Fletcher is a Valuation Associate within the Valuation Department in Dallas, Texas. Ms. Fletcher has been employed with Generational Wealth and Equity since August 2006. Ms. Fletcher was previously employed with Child Protective Services for five years and was a Communications Officer at the University of North Texas for two years.

Ms. Fletcher received a Bachelor of Arts degree at East Central University in Ada, Oklahoma in 2000 and Masters of Business Administration at the University of North Texas in Denton, Texas in 2006.

Amanda Flynn brings over two years of experience in financial management and analysis to her current position with Generational Wealth and Equity. Prior to joining Generational Wealth and Equity, Ms. Flynn was the Financial Coordinator for the Consortium for Education, Research, and Development (CERT) a non-profit, economic and workforce development organization in Shreveport, Louisiana, where her responsibilities included monitoring the organization’s finance-related systems and ensuring compliance with state reporting requirements. She has also held positions as an intern with JPJ Investments, and as a private and group violin instructor at Centenary Suzuki School in Shreveport, Louisiana.

At Generational Wealth and Equity, Ms. Flynn serves clients by performing a professional evaluation and ensuring their market-readiness through detailed analysis and document preparation.

Ms. Flynn holds a Bachelor of Science degree in Financial Analysis from Louisiana State University in Shreveport, where she was an active member of the Student Finance Association.

Mark works directly with private business owners who are exploring the sale of their company.  Mark has an extensive background in mergers and acquisitions, as well as business management and business operations.

Prior to joining Generational Wealth and Equity, Mark held multiple management level positions with several Fortune 500 companies. Most recently he was a director of business development and corporate training with an international mergers and acquisitions firm.  During this period he assisted well over 1000 private business owners with their exit strategies. 

Mr. Fuhrer is a graduate of Western Kentucky University with a B.A. in Corporate Communications and Minor in Spanish as well as a B.S. in Business Management with MBA studies from the University of Phoenix.

Chris Gain serves Generational Wealth and Equity clients by performing professional valuations and assuring market readiness through detailed analysis and document preparation.

As a former stockbroker, Mr. Gain has knowledge and experience in providing clients with superior and individualized service.  Prior to joining Generational Wealth and Equity, he worked with his former employer’s largest and most active investment accounts by assessing credit risk, placing a variety of investment orders, and helping to resolve margin calls.

Mr. Gain holds a Bachelor of Arts from the University of Texas at Austin and a Master of Business Administration from Texas Christian University where he is a member of Beta Gamma Sigma Honor Society.

Lori Galloway has over 20 years experience guiding business owners and high net worth individuals to achieve their personal and financial goals. For 17 years, Ms. Galloway has been involved in all facets of mergers and acquisitions for the middle-market niche. In her capacity as Managing Director for GWEquity, Lori Galloway assists business owners in understanding the value of their businesses and marketing their companies to strategic buyers. Prior to joining Generational Wealth and Equity, Ms. Galloway provided business valuation services to venture capital consulting and M&A firms, as well as served as Managing Director for a nationally recognized merger and acquisition firm.

Ms. Galloway has participated in nearly 100 completed transactions in her capacity as M&A professional, team manager, and analyst. She has been involved in the valuation and sale of all types of manufacturing, distribution, service, and retail operations. A sampling of industry experience includes aerospace, healthcare, safety products, industrial and electrical supplies, plastic products, commercial and industrial equipment, and lumber and building supplies.

During the mid-1980s, Lori Galloway worked in the financial planning industry for firms that specialized in limited partnerships and mutual funds. Ms. Galloway earned her degree in Business Administration and Economics, graduating Summa Cum Laude from Point Loma College in San Diego, California, in 1983. Ms. Galloway holds Series 7 and Series 63 Securities Licenses. She resides in Laguna, Niguel, CA, with her husband and two children.

David Gilliland’s track record as an entrepreneur and corporate executive gives him the credentials to share his knowledge with other business owners.

As a consultant and CPA with Ernst & Young, Mr. Gilliland worked with owners of small and mid-sized businesses. During his tenure with publicly owned O.M. Scott & Sons Company, he held the position of Executive Vice President; served as a Director and participated in the sale of the company to ITT. Subsequently, he was Vice President, Director and part owner of Dayton Walther Corporation, a $300-million privately owned international company. He has also served as a Director for several private and public companies.

An entrepreneur in his own right, Mr. Gilliland has started, built and subsequently sold several businesses. Among those were an $8 million distribution company, a $9 million wholesale business, a million-dollar-plus retail business, a direct marketing company with revenues over $10 million, a real estate development company that developed over 72 acres, and a consulting firm that offered Mergers & Acquisition services to owners of small businesses.

Mr. Gilliland understands both the challenges of operating and growing a business, as well as the issues involved in successfully exiting a business. His insight and personal experience assists other business owners in understanding how to maximize value, how to choose the right time to exit their business, as well as other options.

Mr. Gilliland obtained his BS in Finance and Economics from the University of Dayton. His graduate studies were in Marketing as Ohio State University and the Management Program at Harvard University. He has taught executive management and business courses at Wittenberg University and the University of Dayton.

Michael Goss brings over five years of financial forecasting, auditing, and analysis, as well as economic and tax research experience to his current position with Generational Wealth and Equity. Prior to joining  Generational Wealth and Equity, Mr. Goss served as Texas Tax Project Coordinator for MuniServices, LLC, a municipal revenue enhancement and consulting firm, where his responsibilities included managing the execution of data collection, analysis, and tax-auditing phases for all 24 Texas municipal clients. He also successfully manages his own part-time financial and tax consulting business.

At  Generational Wealth and Equity, Mr. Goss serves clients by performing a professional evaluation and ensuring their market-readiness through detailed analysis and document preparation.

Mr. Goss holds a Bachelor of Science degree in Business Administration with a concentration in finance from California State University, Fresno. He also holds a Master of Business Administration with a dual concentration in accounting and finance from the University of Texas at Dallas.

Mr. Graves has more than three decades of experience as a Corporate Executive, Entrepreneur, Business Owner, and Consultant. He has worked with both privately held businesses and Fortune 500 companies.

Mr. Graves has extensive experience guiding business owners through their exit strategy opportunities. He has held positions where he worked closely with client companies to effectively grow their companies and transition them through Mergers and Acquisitions opportunities. Mr. Graves’ expertise in assisting business owners to evaluate and market their companies makes him uniquely qualified in providing meaningful and effective exit planning strategies.

Mr. Graves earned his Bachelors Degree in Journalism from the University of Kansas and a Master of Arts in Journalism from the University of Missouri.

Mr. David Gunnels works directly with business owners who are planning for the future sale of their business.  He is responsible for the review, initial analysis, selection, and recommendation of those companies which will be accepted to enter the M&A process with Generational Wealth and Equity.

His understanding of the Mergers & Acquisitions process, combined with his 35 years of management experience with Fortune 500 companies and privately held companies gives him the insight and knowledge to assist business owners in determining the most appropriate and profitable time to exit their business.
 
Prior to joining Generational Wealth and Equity, Mr. Gunnels held various management positions with Ford Motor Company and the United States Chamber of Commerce.  As an entrepreneur, he owned a national computer services company that worked with large public companies as well as middle market private firms.  Most recently, he was director of business development with an international mergers and acquisitions firm.

Mr. Gunnels earned his M.B.A. in Management from the University of Utah.

As a Mergers and Acquisitions Advisor for Generational Wealth and Equity, Mr. Hammer works with business owners to educate them about the proper processes necessary to exit their businesses for the most profit.

Mr. Hammer has 25 years of experience in owning and operating successful businesses and has extensive first-hand experience with the dynamics of production, financial administration, sales and marketing. Mr. Hammer has conducted business in the Far East, Eastern Europe and South America and has established a network of associates throughout the United States and Canada.

His experience in both the larger corporate and smaller entrepreneurial arenas gives Mr. Hammer a clear understanding of business values and the ability to present them effectively.  With a well-developed sense of professional selling and strong negotiating skills, he secures win-win solutions in the sale and purchase of businesses.

Mr. Hammer earned his B.S. in mathematics and psychology from McGill University in Canada.

Mr. Hart has over two decades of experience in business ownership and the merger & acquisitions industry.  As an entrepreneur, he understands the challenges of business ownership and the difficulties in successfully exiting a business.

Mr. Hart started, operated and sold two successful businesses.  He sold both to a national company in their industry.

After selling his businesses, Mr. Hart developed a desire to help other business owners plan and execute their exit strategy.  He has consulted with over a thousand business owners and is well qualified to assist them explore plans for the transition of their businesses.

Mr. Hart earned his Bachelors Degree from the University of Northern Iowa.

Steve Heimstead has over 15 years of Mergers & Acquisitions experience representing principals in transactions on both the buy and sell side.   Prior to joining Generational Wealth and Equity, Steve Heimstead was Vice President, Mergers and Acquisitions at Citigroup Geneva Capital Strategies, Inc. and was involved in completed transactions totaling over $150 million.  Prior to Citigroup Geneva, Steve participated in the successful completion of numerous sell-side transactions (totaling $250 million) as well as several financial advisory projects while at Hartsfield Capital, Inc.  Before Hartsfield, as the Acquisition Manager at Quest Education Corp., he was responsible for growth through multiple acquisitions which led to a successful IPO.  He graduated from the University of Texas at Austin with a BBA and earned a MBA from the University of North Texas.

She began her career with GW Equity in 2004.  She received her Associates Degree in Business Administration from Catonsville Community College, Baltimore, Maryland. Her previous positions held include Marketing Manager, Customer Database Administrator, Assistant Residential Sales Manager and Administrative Assistant. 

Prior to joining Generational Wealth and Equity, Mr. Hermann served as Chief Executive Officer of a group of companies that he founded to provide special long-term financial planning services to high net worth individuals and business owners. Previously, he was a partner of a public accounting firm, and Chief Operating Officer of a management-consulting group where he founded three successful subsidiaries.

Mr. Hermann understands both the challenges of business ownership as well as the issues involved in successfully exiting a business. His insight and personal experience as an entrepreneur, having started six companies of his own, and his corporate executive experience enable him to assist other business owners in understanding the mergers and acquisitions process, exploring appropriate liquidity options and preparing for a business transition.

As an attorney, CPA and CFP, author and lecturer, Mr. Hermann has shared his knowledge with thousands of business owners. His biography has appeared in Who’s Who in The World, Who’s Who in Finance and Industry, Who’s Who in The West, Who’s Who in California, and International Men of Achievement. He served as a Captain and Green Beret in the United States Army Special Forces. Mr. Hermann earned his B.A. in Business and Accounting from San Francisco State University, his J.D. from Hastings College of The Law, and his Ph.D. in Business Administration from American University of London.

David J. Heymann’s diverse business background spans more than 25 years. Mr. Heymann and a partner built Royal Foods, an institutional food service business, which supplied restaurants and grocery chains. They later sold the company to a larger food manufacturer.

Mr. Heymann, who has also founded companies in the technology, training and catering industries, has spent the majority of his professional life in the corporate world. Over the first 20 years of his career, Mr. Heymann participated in numerous middle-market acquisitions, working directly with sellers prior to and after the sale. he has worked for or represented both North American and international firms including British Oxygen Company, Fisons PLC, Baxter International and Apria Healthcare. in addition to his direct involvement in all aspects of professional dealmaking, from identifying targets to negotiating deals and completing due diligence, Mr. Heymann has extensive expertise in distribution, outsourcing, healthcare, information technology, and other disciplines.

Mr. Heymann is a frequent lecturer who has developed and taught courses utilizing principles of the Harvard Negotiation Project and other deal making disciplines to those wishing to improve their negotiating skills, learn about mergers and acquisitions or prepare their business for sale.

George Hill has over 20 years of experience in business and as a Client Services Associate. Mr. Hill is committed to top quality service and strong client relationships. He ensures matters are handled accurately and efficiently, telephone calls are returned in a timely manner, and clients are promptly informed of all developments in the data gathering process.

Mr. Hill’s role is to request the financial and operational information required to initiate the evaluation process, to direct this information to the appropriate person in the firm, and to ensure this process is performed professionally and confidentially.

Don Ho currently works as the Project Manager in the Valuation Division of Generational Wealth and Equity. Mr. Ho is principally responsible for developing and maintaining Generational Wealth and Equity’s valuation tools, resources, and procedures. Since his tenure with Generational Wealth and Equity, Mr. Ho has valued over 100 private Middle Market companies in a variety of industries, such as the software, engineering, and manufacturing sectors, with revenues ranging from $1million to $350 million. Mr. Ho is also responsible for creating a companies marketing documents, which are present to potential buyers. In addition, Mr. Ho manages a special projects team and is involved in the training and development of Evaluation Associates.

Prior to joining Generational Wealth and Equity, Mr. Ho has worked in the Banking Sector at Chase Bank of Texas, Bank of America, and NCU. Mr. Ho received his Bachelor of Science in Business Administration at the University of Texas at Dallas, where he majored in Finance and minored in Accounting.

Wade Issa analyzes client operational and financial data and subsequently integrates that information with pertinent industry research to develop valuation and marketing documents.  Mr. Issa completed his Bachelor of Science Degree from Baylor University and earned a Master in Business Administration from Dallas Baptist University in December of 2006 with a concentration in finance.  Prior to joining the Generational Wealth and Equity team, Mr. Issa was a real estate consultant assisting multi-national clients in residential real estate purchases and investments.  As a previous business owner, Mr. Issa understands the challenges and needs of entrepreneurial business ownership.        

Mr. Jacobs is a nationally recognized leader and innovator in the area of Middle Market Mergers & Acquisitions services to privately held businesses. In his over twenty years of highly successful national deal making and deal process management in all industrial sectors, he has helped thousands of business owners to determine the market value of their companies in the eyes of buyers, and has successfully concluded hundreds of transactions. Prior to joining Generational Wealth and Equity, he was the Senior Managing Director and Mergers and Acquisitions Group Head for one of the nations leading Wall Street middle market mergers and acquisitions firm. Mr. Jacobs utilizes superior leadership, management, financial and communication skills to provide Generational Wealth and Equity’s clients with state of the art customer service and transaction results.

A "Top Gun" (most completed transactions) Deal Maker, Mr. Jacobs has also helped his deal teams to develop strategic marketing plans that identify synergistic opportunities for acquirers and sellers. He built a nationwide organization of forty deal making professionals and developed a network of one hundred and twenty-five affiliated deal making organizations to analyze, document, market, negotiate, and close deals, and has developed strategic relationships throughout the buyer and investment community.

As a valuation associate for Generational Wealth and Equity, Musa Jagne analyzes client operational and financial data. He is responsible for integrating client data with pertinent industry research to develop company evaluation and marketing documents.

While attending college, Mr. Jagne interned as a Financial Analyst for a multi-national company in Stamford, Connecticut. Before joining Generational Wealth and Equity, he worked as a mortgage specialist for a major mortgage company in Dallas, Texas, where he closed over 100 home loans in two years.

Mr. Jagne holds a Bachelor of Science degree from the University of Bridgeport in Connecticut and an MBA with a concentration in finance from the University of Texas at Arlington. He is recognized as an All-American Scholar from the University of Bridgeport and received University of Cambridge Advanced Level Exam Honors.

Mr. Jensen has experience in the finance industry, in both the public and private sectors.

Before joining Generational Wealth and Equity Mr. Jensen was a Vice President of Market Development for a major brokerage firm.  In this position he contributed significantly to the firm’s market penetration and corporate growth.  In addition, Mr. Jensen has held several management positions in corporate finance and asset management.

Mr. Jensen’s background gives him a unique perspective when assisting business owners with the steps necessary to execute a properly planned exit strategy.

Mr. Jensen received a double major in Business Economics and History from Indiana University.

Ryan Johnson brings over three years of financial management and analysis, as well as economic research experience to his current position with Generational Wealth and Equity. Prior to joining Generational Wealth and Equity, Mr. Johnson was the financial supervisor for Project Vida, a non-profit community aide organization in El Paso, Texas, where his responsibilities included monitoring the organization’s finance-related systems and ensuring compliance with financial legal requirements. He has also held positions as a research assistant at the Institute for Policy and Economic Development in El Paso, TX, and as an intern for Salomon Smith Barney.

At Generational Wealth and Equity, Mr. Johnson serves clients by performing a professional evaluation and ensuring their market-readiness through detailed analysis and document preparation.

Mr. Johnson holds a Bachelor of Business Administration degree in Economics and Finance from Eastern New Mexico University, where he earned such academic honors as the Wall Street Journal Award and Outstanding Achievement in Economics and Finance. He also holds a Master of Business Administration with a concentration in economics from the University of Texas at El Paso.

As a Mergers and Acquisitions Advisor for Generational Wealth and Equity, Mr. Kaptein educates business owners about the proper processes necessary to exit their businesses for the most profit, assisting them with all phases – evaluation through closing – of the mergers and acquisitions process.

Mr. Kaptein has more than 25 years of experience in the operation and sale of many types of businesses, including insurance, electrical, credit, software and motion picture businesses.  He has served as chief financial officer and operations vice president for a major Canadian insurance company, where he was involved in more than 90 new business opportunities.  He also served as a top executive with a North American software company.

Mr. Kaptein earned his bachelor’s degree in commerce from Dalhousie University in Nova Scotia.  He earned his Chartered Accountant designation in 1979. 

At Generational Wealth and Equity, Mr. Kimball manages a team of valuation associates, both ensuring each associate’s profession development as well as the highest quality evaluations for Generational Wealth and Equity’s clients. He reviews each associate’s evaluations prior to shipment to the client and manages the client’s transition from the Evaluation phase to the Marketing phase.

Prior to entering the M&A industry, Jason was a small business bank officer and personal financial advisor holding the General Securities Representative (series 7 and 66) licenses.

Jason earned his Bachelor of Business Administration from Stephen F. Austin State University and a Master of Business Administration from The University of North Texas.  Jason is a CFA Level II candidate for 2007.

As a part of the Northeastern US deal making team, Matt Kneifl works directly with private middle-market business owners in developing and executing exit strategies. Prior to joining Generational Wealth and Equity, Matt held sales and marketing positions in the wholesale and retail mortgage banking industry.

Prior to serving in his current position at Generational Wealth and Equity, Matt Kneifl performed financial analysis and marketing duties as Associate and led a team of evaluation associates as Associate Manager.

Matt Kneifl holds a Bachelor of Business Administration degree in Finance from Texas Tech University.

Mr. Korreck is Managing Director of the Chicago Office of Generational Wealth and Equity. Mr. Korreck has assisted clients develop and implement acquisition strategies, performed business valuations, provided litigation support services, provided divestiture services and negotiated purchase agreements. Mr. Korreck is a Past President of the Midwest Business Brokers and Intermediaries Association. 

Mr. Korreck is licensed by the State of Illinois as a Business and Real Estate Broker and holds a series 7 and series 63 licenses issued by the (NASD).

Bill Kushnir brings to Generational Wealth and Equity an extensive background in owning, purchasing and running businesses. Having been a successful entrepreneur for over 20 years, he has a wealth of experience that will benefit every business owner who is contemplating transitioning their company.

Mr. Kushnir is responsible for the review, initial analysis, selection and recommendation of potential Generational Wealth and Equity clients. His expertise allows him to recognize the right timing for the business owner to consider this important liquidity event that will probably occur only once in their career. He is committed to excellence in every area of his life and has established an impeccable reputation in the marketplace through his own business ventures.

He earned his Bachelor of Science Degree in Business Administration from the Oral Roberts University.

Terry Mackin has over 15 years of mergers and acquisitions experience working with middle market clients in helping them reach their professional and financial goals.  Prior to joining the Generational Wealth and Equity team in 2005, Terry was President of Eventus Investments LLC, a middle market mergers and acquisitions firm located in Dallas, Texas.  Mr. Mackin’s professional experience also includes working with Citigroup’s Capital Strategies division and as a Vice President for a Kansas City-based M&A firm specializing in consolidating markets including healthcare, heavy equipment and telecommunications.  With the success of both firms, Terry has been able to expand his professional abilities into every major area of business commerce while participating in the closing of over 50 transactions during the course of his M&A career.

Mr. Mackin earned a Bachelor of Arts in Political Science from the California State University at Long Beach with an emphasis in International Law.  He is a Series 7 and 63 registered securities professional and holds numerous real estate licenses throughout the U.S.

Ben Martinez brings over 12 years of finance and analysis experience to his current position with Generational Wealth and Equity, including corporate finance, investment management, and credit analysis.

Prior to joining Generational Wealth and Equity, Mr. Martinez spent the majority of his career as a portfolio manager in the investment management group with JP Morgan/Chase and BOKF Financial, managing the portfolios of both private and institutional trust clients. He has also worked independently as a financial advisor to clients.

At Generational Wealth and Equity, Mr. Martinez manages a team of valuation associates, both ensuring each associate’s professional development as well as the highest quality evaluations for Generational Wealth and Equity’s clients. He reviews each associate’s evaluations prior to shipment to the client and manages the client’s transition from the Evaluation phase to the Marketing phase.

Mr. Martinez holds a Bachelor of Business Administration degree in finance from New Mexico State University.   Mr. Martinez is also a member of the CFA institute and is active in various civic and charitable organizations.

Mr. Mishlen has more than 20 years experience as a chief executive officer, chief financial officer and consultant. His background includes all aspects of business developments, marketing and financial management. As a corporate executive with middle-market and Fortune 500 companies, he transitioned diverse businesses through numerous mergers and acquisitions. Skilled in financial analysis, Mr. Mishlen is experienced in preparation of entrepreneurial enterprises for mergers and acquisitions.

Mike Murzyn has more than twenty years of corporate finance and mergers & acquisitions experience. He has successfully closed more than seventy merger, acquisition and divestiture transactions with an aggregate value of approximately $3.2 billion. Prior to joining Generational Wealth and Equity, Mr. Murzyn managed many Middle Market transactions, as well as many public and private debt and equity offerings for NYSE and NASDAQ listed companies. Mr. Murzyn has significant transaction experience in a variety of industries, although he has worked primarily with food processing, metal manufacturing and transportation companies.

Mr. Murzyn has a B. S. degree from Indiana University and an MBA from Northwestern University’s Kellogg Graduate School of Management. He has passed the Illinois CPA examination, and holds NASD Series 7 and 63 licenses.

As an entrepreneur, John Nail has owned and operated various types of companies including wholesale medical equipment and Internet advertising. With more than 15 years experience as a business owner and subsequently as a Senior Project Manager, Mr. Nail has been instrumental in the development of Generational Wealth and Equity’s information systems including the Client Relationship Management application and the financial reporting system. Since joining the company, he has been responsible for design, development, and implementation of the systems required to run day-to-day operations.

Mr. Nail’s role is crucial in managing each project’s time, cost, quality, scope, and risk.

Daniel J. Parrett, Managing Director is the head of Generational Wealth and Equity's New York Office. He has over twenty years experience consulting with more than 300 privately held business owners and CEO's. Prior to joining Generational Wealth and Equity, Mr. Parrett was Managing Director at Citigroup's Middle Market Investment Bank. Daniel has also held executive positions with CIGNA International, and Booz, Allen and Hamilton.

Mr. Parrett received his Bachelor of Mechanical Engineering from Manhattan College and his MBA from New York University's Graduate School of Business, and holds NASD Series 7 and 63 General Security Licenses, and a Series 24 Principal License.

Since 1988, Doyle Patton has worked with small to middle sized businesses in the areas of loan consulting, business brokerage, venture capital, financial positioning, working capital analysis, and business valuation. Over the years, Doyle has gained a significant working knowledge of numerous business industries, but his major concentrations are in the fields of manufacturing and agribusiness. Doyle has a MBA from the University of Dallas, and MS degrees in Accounting and Management and Administrative Sciences from the University of Texas at Dallas. In addition, he holds the designation of Licensed International Financial Analyst (LIFA). A native of the Texas Panhandle, Doyle remains interested in rural development and production agriculture.

Toby Pence is an Evaluation Associate with Mergers and Acquisitions Group of Generational Wealth and Equity. Over the past 4 years, Toby has evaluated over 250 businesses in many industries including transportation, petroleum, manufacturing, construction, retail, and professional services. He strives to establish relationships with business owners and their staff by demonstrating trust, diligence and confidentiality. Toby has prepared business evaluations and confidential business reviews for over 250 companies across the United States ranging from $100,000 and $250,000,000 in annual revenue. His evaluation process includes researching relevant demographics, industry, and economic factors and using industry standards and valuation methodologies to arrive at an operating value for each company. Toby graduated from University of North Texas with BBA in Finance.

Ms. Marte Phillips has over 30 years of business experience and her areas of expertise include strategic planning and analysis, account management, marketing communications, and management.

Prior to joining Generational Wealth and Equity and in her current role as Human Resources Director, Ms. Phillips has developed long and short-term corporate procedures and business development strategies ensuring growth and profitability through organizational business behavior best practices. She has implemented and managed contractual terms and detail, created interactive and traditional multi-million dollar marketing campaigns including management of copy and design, list development, direct mail, telephonic inbound/outbound communications, online promotion and television sales membership enhancement and retention marketing.

Ms. Phillips has effectively managed more than 1,000 employees and continually built strong employee, client, partner and vendor relationships.

Mr. Ploof is responsible for Client Service, Quality Assurance, Client Qualification and Data Gathering departments at Generational Wealth and Equity. His role is to ensure a rewarding experience for each client in the marketing of their business.

Before joining Generational Wealth and Equity, Mr. Ploof held senior positions in financial and IT consulting companies and specialized in the areas of business development, financial consulting, client service and project management.

Everett has 20 years in the financial markets with 6 years in valuations.  He has worked in the commodities sector trading and managing brokers for 6 years as the Vice President of Rosenthal Taylor and Young. Everett was the Executive Vice Pres. Of a publicly traded company and has started and sold two companies…1st in agricultural services, 2nd in I. T.

Everett has a Series 3 license and attended North Texas State University.

John Poythress possesses over 17 years mergers and acquisitions experience with a specialization in serving small-and middle-market sized clients. Prior to joining the GWEquity team in 2005, Mr. Poythress was a Managing Director for a nationally-recognized M&A firm located in Southern California. John is experienced in every aspect of the mergers and acquisitions process, with advanced expertise as both a professional, and manager in the areas of valuation and marketing of privately-held businesses. John has participated in over 200 completed transactions in various capacities.

Prior to entering the M&A industry, John was a Commercial Lending Officer with Bank of America in Los Angeles, CA. He is a graduate of Bank of America’s Credit Training Program. Mr. Poythress received an MBA from the California State University in 1986 and graduated Magna cum Laude from the California State Polytechnic University in 1983 with a BS in Business Administration. John resides in Irvine, CA with his wife and daughter.

Johnathan Rutledge analyzes client operational and financial data and subsequently integrates that information with pertinent industry research to develop valuation and marketing documents. He received his Bachelor of Science (B.S.) in Economics and Finance from the University of Texas at Dallas in May of 2004 with a minor in Government and Politics. 

Prior to employment at Generational Wealth and Equity, Mr. Rutledge spent two years serving as an associate in a litigation service firm, developing comprehensive strategies for the identification of settlement classes and equitable methodologies for the disbursement of funds in multi-million dollar settlements. He joined the Generational Wealth and Equity team in June of 2006 and has since been actively involved in the evaluation of a number of high-profile clients. Mr. Rutledge is a valuable asset to Generational Wealth and Equity, often developing complex, extraneous, even whimsical models for presenting simple concepts.

In his 18 years of working with middle market business owners, Eric Sanderson, has supervised the preparation of several hundred business valuations and has been the senior deal team member on over 100 successful M&A closings. Working for one of the world’s largest financial services firms gave Eric a broad exposure to clients in all major industry categories including distribution, manufacturing, service, and retail and in all different regions of the country. He has negotiated transactions on behalf of his clients with all segments of the buying community, from Fortune 500 public companies to billion dollar investment groups and high net worth individuals. His consistent success over the years has been recognized with numerous company awards.

Prior to beginning his career in mergers & acquisitions, Eric worked in the finance department of a Fortune 500 company. His higher education has been focused on finance and marketing and includes a bachelors degree from California State University and an MBA from the University of Washington.

Julie Sandoval holds the position of Assistant Vice President to Managing Director, Donald Sawyer. Ms. Sandoval brings several years of corporate analysis experience and has worked as a Business Analyst for CompUSA’s Corporate Headquarters, GE Commercial Finance, and served as a Financial Analyst for Nokia, prior to working as a Financial Analyst with Generational Wealth and Equity in 2005. Ms. Sandoval received a Bachelor’s Degree in Psychology from New Mexico State University, and an MBA with a concentration in Finance.

Don Sawyer is the Regional Brokerage Director-East for Generational Wealth and Equity. He is personally licensed to sell Real Estate and Businesses in NC, SC, GA, TN and KY. Since 1999 he has been expertly advising hundreds of clients on marketability and timing for the marketing of their businesses.

Don has 40 years of business experience, has owned several businesses and worked in the private sector. He was a national spokesperson for a construction product on the national TV remodeling show This Old House for several years.

His ability to put together the methodology to accomplish the seller’s goals before and after the sale and still satisfy the buyer’s needs makes him an asset in the transactional process. He is an advisor in 1031 tax free exchanges and on deferred capital gains taxes.

Don studied Business Administration and Sales Marketing at Champlain College and University of Vermont.

Steve Schreiber manages the marketing team at Generational Wealth and Equity. Prior to joining Generational Wealth and Equity, he spent eight years with a major Wall Street Mergers and Acquisitions firm. Steve brings a background in senior level sales, marketing operations, and business ownership.

As an entrepreneur he owned his own computer manufacturing and sales company. With more than 12 years experience as a business owner and mergers and acquisitions specialist, Steve knows how to structure and negotiate contracts in many markets; giving Steve the ability and experience to manage the Business Development group for Generational Wealth and Equity.

From his past experience of six years in the U.S. Navy and his most recent experiences in Merger and Acquisitions as a top sales producer, Steve has accelerated his career to lead a team of highly qualified Financial Marketing Representatives.

Steve exemplifies all Generational Wealth and Equity looks for in leadership, including the finest in character, ethics, business knowledge, and professionalism.

Larry Schwimmer brings to Generational Wealth and Equity a comprehensive background of over 30 years experience as an entrepreneur; corporate executive and Mergers & Acquisitions expert. He has been personally involved in the acquisition of five companies and has owned several businesses which he founded, built, and successfully exited.

As a corporate executive, Mr. Schwimmer’s experience is extensive both in the United States and abroad. He has served in senior executive positions with corporations such as Gillette Co., Nabisco, and Smith Barney-CitiGroup.

Over the past 19 years Mr. Schwimmer has worked with nearly 5,000 business owners throughout the United States, which provides him with knowledge of diverse businesses in a variety of industries. He has also been personally involved in the sale of 125 companies. This provides him with the experience and expertise to assist business owners in determining the right time to sell their business for the most profit.

Mr. Schwimmer has authored several business books and numerous articles which have appeared in major media such as U.S. News and World Report, Time, and The Washington Post. He has also shared his business expertise as an instructor at City Colleges of Chicago and Northwestern University.

Mr. Schwimmer holds a B.S. in marketing from Northern Illinois University where he also did his M.B.A. graduate studies. He also holds NASD licenses including the Series 7 and 63.

Catherine Shupe brings over three years of financial experience to her current position with Generational Wealth and Equity. Prior to joining Generational Wealth and Equity, Ms. Shupe worked in operations for multi-national investment bank in Dallas, Texas. The responsibilities ranged from opening and maintaining accounts, settling trades, and research distribution.

At Generational Wealth and Equity, Ms. Shupe serves clients by performing a professional evaluation and ensuring their market-readiness through detailed analysis and document preparation.

Ms. Shupe holds a Bachelor of Science degree in Finance from The University of Arizona. While in school, Ms. Shupe interned in London in the equity research department of a UK based investment bank.

As a Valuation Associate, Will Singleton has specific expertise in the valuation of middle market companies.  His key responsibilities include business valuation and financial analysis.Will holds both a BA and MBA from Texas State University-San Marcos, where he graduated with honors. He is a lifetime member of Beta Gamma Sigma business honor society.

Prior to joining Generational Wealth and Equity, Will performed investment research for Merrill Lynch’s Global Private Client Group. He also served on several state and regional political campaigns, including an internship with the Texas Senate, 77th Legislature.

Melissa Sinnett works directly with business owners who are exploring the sale of their businesses. She is responsible for the review, initial analysis, and valuation of the client’s financials to determine the base and fair market value of their company.

Ms. Sinnett’s background encompasses 8 years of experience in management and finance.  Having served previously as a senior business analyst with a leading investment bank, Sinnett worked on the development side of market and reference data operations. She served as the Project Manager for one of the department’s highest-profile asset information clean-up projects, and was the recipient of the “Above-and-Beyond Award” in recognition of her outstanding efforts and early completion of the project, 4 months prior to the allocated budget deadline. 

Ms. Sinnett has also served as a financial advisor for a leading mutual fund company, where she established client relations, conducted industry research, monitored market activity and constructed profitable financial portfolios that reflected the personal investment objectives of individual clients; as a production manager where she streamlined procedures for preparing quarterly and annual reports for an investment consulting firm, and as a regional manager of a professional demonstration company, where she coordinated product demonstrations in 100 locations within a tri-state region, managed 100 supervisors and 400 demonstrators, prepared weekly summary reports, solicited prospective clients, recruited and trained staff and audited areas for quality assurance and compliance of company policies and procedures.

Ms. Sinnett is a graduate of the University of Oklahoma with a Dual BBA in Finance and Economics.

Doug Smith has 19 years experience in the Merger & Acquisition business. He served most recently as a Managing Director in the Midwest and Northeast regions. In that capacity, Mr. Smith managed a team of dealmakers, M&A Analysts and Associates that specialized in middle market sized deals. Prior to that he ran a deal office in Scottsdale Arizona, and completed middle market deals as a dealmaker.

Prior to that, Mr. Smith managed and trained a team of Business Analysts who qualified M&A target companies. He also spent time as a successful business analyst. Prior to entering the M&A industry, Mr. Smith manages a 150 person sales organization in the computer training industry and was involved in the sale of that business to a Fortune 500 company. Mr. Smith started his career as a systems analyst and computer sales agent with IBM Corporation in Cleveland.

Andrew Spicer is an Associate in the Corporate Valuations Group analyzing and valuing companies whose owners are considering participating in the mergers and acquisitions process. Per client, Mr. Spicer conducts extensive market research and analysis which entails detailed P&L and balance sheet analysis, public and private company analysis, as well as industry and economic analysis.

Mr. Spicer has a Bachelor of Arts in Finance and a Master of Business Administration in International Business from Dallas Baptist University.  While attending DBU, Mr. Spicer was a member of Delta Mu Delta, Alpha Sigma Omega Honor and Leadership Society, Alpha Chi, and Texas Alpha Nu Chapter of Alpha Chi.

Tom Staszak has lead deal making responsibilities on a national basis for Generational Wealth and Equity. Prior to joining Generational Wealth and Equity, Tom spent seven years with Citigroup’s middle-market mergers and acquisitions division where he was recognized as a top producer. Tom’s experience includes an equity analyst role covering the telecommunications industry for a large regional investment banking firm where he was involved in public offerings as well as debt placement. Tom also achieved the rank of Sergeant in the United States Marine Corps, culminating with participation in the 1991 liberation of Kuwait and the defense of Saudi Arabia.

Tom earned a BS in International Business from the University of Tampa, he is a Series 7 and 63 registered securities representative, and holds numerous real estate licenses throughout the US.

Robert Stevenson is a seasoned executive who has been involved in the mergers and acquisitions arena since 1990, working in both the private sector and with one of the largest publicly held companies in America today. His knowledge of the M&A process and deal structuring has financially benefited many entrepreneurs in the pursuit of selling their companies for the most profit. He has been directly involved in the sale of over sixty companies and has counseled hundreds of companies in the decision process of how to properly address the sale of their privately held company.

Mr. Stevenson is an entrepreneur in his own right. He has owned several companies,sold internationally in over 20 countries, established and maintained hundreds of accounts worldwide along with managing a worldwide sales force. He has held positions from salesman to Chief Executive Officer. He understands personally the challenges a business owner faces everyday because he has lived these experiences. These experiences have helped him develop a keen understanding of what it takes to be successful in running and then exiting a privately held business for the most profit. 

Generational Wealth & Equity is delighted to have Mr. Stevenson sharing his knowledge of Mergers & Acquisitions.  He is one of the most highly sought after speakers in his industry today.  His client list reads like a who's who in business.  His ability to connect with an audience is amazing; be it a strategic planning session for a Fortune 500 company to 20,000 salespeople. Corporate America continues to rely on Mr. Stevenson for his fresh, unique perspective on businesses' most crucial issues. He knows how to deal with the risks, competition and the ever-changing technology in the business arena. He has shared the podium with such renowned professionals as former President George Bush, Former Secretary of State Colin Powell, General Norman Schwarzkopf, Anthony Robbins, Tom Peters and Stevens Covey. He is also the author of the best selling book, How To Soar Like an Eagle in a World Full of Turkeys. 

In his words, "All privately held business owners will exit their business. That is a guarantee. They may pass it on to family members, the IRS may shut them down, they may liquidate it for asset value or they may sell it for the most profit, but they will exit their business. My job is not to tell them when to sell; that is their decision. My job is to show them what will affect the value of their business, so they can make an educated decision of when to sell for the most profit." 

Mr. Stevenson earned his BS in Industrial Management from The Georgia Institute of Technology (Georgia Tech) in 1974

Peter B. Stone is a seasoned executive, having directed the sales, marketing and mergers and acquisitions areas of several of the nation’s largest public and private corporations.

Prior to joining Generational Wealth and Equity, Mr. Stone served as an executive with a major mergers and acquisitions firm working directly with privately-held business owners interested in selling their businesses. His knowledge of the M&A process and deal structuring financially benefited many entrepreneurs in the pursuit of selling their companies for the most profit.

Previous work experiences includes Vice President, Marketing for Mass Mutual Financial Group, where he led nationwide marketing efforts directed to the privately-held business sector, furthering his understanding of the entrepreneurial business owner.

Mr. Stone an entrepreneur in his own right, owned and sold his own privately-held financial services company. This experience helped him develop a keen understanding of what it takes to be successful in a tough marketplace and more importantly, why it’s critical to have a sound exit plan.

Earlier work experiences as Vice President Sales with Advo, Inc. the nation’s largest direct mail company and Group Marketing Director, US with GlaxoSmithKline Consumer Products have honed his business and professional skills resulting in a broad range of knowledge.

Mr. Stone earned his BA in English and an MBA from Western New England College, Springfield MA and holds a Certificate of Strategic Planning Studies from the Wharton School, Philadelphia, PA.

Michael Sullivan works directly with private business owners who are exploring the sale of their companies. Mr. Sullivan has an extensive background in mergers and acquisitions, as well as corporate finance, executive management and business operations.

Prior to joining Generational Wealth and Equity, he held multiple senior level executive positions with several Fortune 500 companies. Most recently he was an executive vice president with an international mergers and acquisitions firm. During this period he assisted well over 1000 private business owners with their exit strategies. He truly understands both the requirements of the buyer and the needs of the seller.

Mr. Sullivan earned both his B. S. and M.B.A. degrees from Indiana University.

Alan Terry’s track record as a successful entrepreneur and corporate executive provides him with credentials to share his knowledge with other business owners.

Prior to his association with Generational Wealth and Equity, Mr. Terry was an entrepreneur in his own right. In the early 1980s he acquired a small oil company that he built into a multi-million-dollar concern in only eight years. Subsequently, he sold a majority share of this business to a private investment group for the purpose of funding acquisitions. While remaining on as President, he negotiated the acquisition of six additional companies and managed the integration of each one before exiting the business seven years later.

After the sale of his remaining ownership, Mr. Terry joined a $300-million subsidiary of a $10-billion NYSE public company as Senior Vice President. Drawing from his experience as an entrepreneur, he continues to be instrumental in strategic acquisitions of related multi-location concerns to facilitate the company’s growth and strengthen its position within its industry.

Mr. Terry understands both the challenges of business ownership as well as the issues involved in successfully exiting a business. His insight and personal experience assist business owners in understanding the mergers-and-acquisitions process, exploring appropriate options, and preparing for a business transition.

Mr. Terry earned his B.S. in Business Education from the University of Georgia.

Mr. Weber has more than 20 years of investment banking and international M&A experience. His background ranges from small entrepreneurial businesses to Fortune 500 public companies. He has been directly involved in the execution and successful closing of hundreds of investment banking and corporate finance transactions. His investment banking experience includes a diverse array of industry sectors from software design to industrial manufacturing. Drawing on two decades of experience from both sides of the table, Mr. Weber is responsible for looking at a business through the eyes of a buyer and selecting those businesses that are appropriate for the Generational Wealth and Equity process.

Prior to joining Generational Wealth and Equity, Mr. Weber was a senior managing director with a major international investment banking firm specializing in mergers & acquisitions. Previously, Mr. Weber served the M&A group of Banc of America Securities LLC, the full-service, Wall Street investment bank and brokerage subsidiary of Bank of America Corporation where, as executive director of the Los Angeles office, Mr. Weber originated and executed both sell side and buy side M&A advisory and capital markets transactions. Previously, Mr. Weber was an M&A principal with a boutique investment bank specializing in sell side advisory services with offices in New York and Cleveland.

Mr. Weber has direct entrepreneurial experience as the founder and CEO of a highly profitable technology oriented manufacturing consulting firm. He successfully built and sold the business to a subsidiary of a publicly held cross-industry buyer.

Mr. Weber earned his Executive MBA with honors from the Weatherhead Graduate School of Business Administration at Case Western Reserve University in Cleveland and his BS in finance, summa cum laude, from The University of Akron, where he was invited to be a member of Beta Gamma Sigma and the Golden Key National Honor Society. Mr. Weber has served on the board of directors for several companies and is a member of the Association for Corporate Growth and the Make-a-Wish foundation.

Glenn Wenzel works directly with business owners who are exploring the transition of their companies. In addition to the initial review of a business and the objectives of the owner, he is responsible for presenting those companies that potentially will be accepted to enter the Mergers and Acquisitions (M&A) process with Generational Wealth and Equity.

His understanding of the M&A process and the marketplace, combined with the experience gained from working with numerous diverse companies in a variety of industries, provides Mr. Wenzel with an informed perspective. His insight can assist a business owner in exploring plans for the transition of the business.

Mr. Wenzel’s career spans several decades of entrepreneurial pursuits, including some 18 years in the M&A arena. Prior to joining Generational Wealth and Equity, Mr. Wenzel has also headed an import/export company that he co-founded and for which he directed South American operations. Previously, he was co-owner of a company that he built over sixteen years, substantially by the acquisition of six competitors, three of which he later sold.

Mr. Wenzel attended Lamar University where he majored in marketing.  He holds NASD licenses including the Series 7 and 63.