Financial Group is a licensed full service business
transfer firm specializing in midsize
businesses. Our focus is on the state of
Wisconsin and the U.S.
Third Party Valuations, professional
Confidential Offering Reports, buyer
searches from existing data base, Internet
marketing for qualified buyers, networking
with brokers and intermediaries,
confidential screening and development of
prospective buyers, and support through the
target industry searches, in-depth prospect
assessments, and professional assistance in
negotiations and closing of the transaction.
Anthony Dols sold his first business in the mid ‘80’s Since then he has owned two companies and has held Executive Management positions with responsibilities for sales, production, turn-around, merger, integration and start-ups.
“In 2001, I was looking for a business to buy. I noticed the poor quality of information being provided by Business Brokers at the time to Individuals looking for the right opportunity. I came to the conclusion that the Transfer Industry in Wisconsin was underserved. With the encouragement of others, that is when I started Catalina Financial Group LLC”. Since then Catalina Financial Group LLC has expanded its offerings to include Consulting, Coaching and Exit Planning.
Over the years Catalina Financial Group LLC has worked with many Business Owners to transfer their business. Noticing that most of our clients had limited options because they did not take the time to plan ahead of time, Catalina Financial Group LLC has developed a
Strategic Exit Planning
program. This is designed to help Business Owners to control what happens to their business and maximize their return on their business investment.
UNIVERSITY: Des Moines, Iowa
of Business Administration
IOWA UNIVERSITY: Fayette, Iowa
of Science, Accounting