About Our Company

   
Catalina 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.

Seller Services include; Third Party Valuations, professional Confidential Offering Reports, buyer searches from existing data base, Internet marketing, direct marketing for qualified buyers, networking with brokers and intermediaries, confidential screening and development of prospective buyers, and support through the transfer process.

Buyers Services include; target industry searches, in-depth prospect assessments, and professional assistance in negotiations and closing of the transaction.  

Anthony Dols 

Biography:
  
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. 

  
Education:
DRAKE UNIVERSITY: Des Moines, Iowa Master of Business Administration
UPPER IOWA UNIVERSITY: Fayette, Iowa Bachelor of Science, Accounting

 

 

 

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