George Lanza – MEA, CBI, M&AMI, CSBA
President & Managing Director
George is the co-founder of Plethora Businesses. With more than 30 years of experience in management, consulting, business valuations, mergers & acquisitions, George is a recognized leader in the business valuation field. He has been involved in more than 1,500 valuation engagements and successfully closed more than 250 mergers & acquisitions transactions.
Mr. Lanza holds numerous leadership positions in key M&A organizations. In 2014, George was Chairman of The M&A Source Private Equity Expo and a Director of the International Business Brokers Association (IBBA). He was the 2013 Chairman of the IBBA and in 2009-2010, Chairman of the M&A Source. From 2008 to 2012, George was the Director of the California Association of Business Brokers (CABB) and is currently a Director of the Veterans Small Business Association Foundation (VSBAF).
He is one of only 80 business intermediaries holding the prestigious Mergers & Acquisitions Master Intermediary certification. George is a Certified Business Intermediary and is also certified as a Business Certified Appraiser and as a Machinery & Equipment Appraiser. He is a FINRA Registered Representative stock broker holding securities licenses 63 & 7.
George is a sought leader in the business valuation and mergers & acquisitions fields, teaching mergers & acquisitions and business valuation-appraisal classes throughout the country. He is an approved instructor of the IBBA University and the M&A Source Association. He has authored numerous courses on valuation techniques and mergers & acquisitions. His classes provide educational credits to local and international members of M&A organizations. He also speaks at local colleges and universities in the business and entrepreneur departments and frequently addresses professional associations.
His valuation track record is backed by extensive market knowledge and real world transaction experience encompassing more than 1,500 business valuations across a broad range of industries, entities and ownership interests, including a large number of logistics and transportation companies, aerospace & defense, manufacturing businesses, and food and distribution industries to name a few.
George is an active member of the California Association of Business Brokers, the International Business Brokers Association, the M&A Source, the Institute of Business Appraisers (IBA), the International Society of Business Appraisers (ISBA), and The National Equipment Business Brokers Institute (NEBBI).
After graduating from the Naval Academy of Argentina in ship design, George moved to the U.S. and studied Manufacturing Engineering at the University of California Irvine. He also studied Hydraulics Design at the Paul-Munroe Hydraulics School of Fluid Power, International Managerial Relations at the University of Southern California, and received his Mortgage Banking Certification at California State University, Fullerton.
2014 Chairman, The M&A Source Private Equity Expo
2014 Director, International Business Brokers Association (IBBA)
2014 Director, Veterans Small Business Association Foundation (VSBAF)
2013 Chairman, International Business Brokers Association (IBBA)
2009-2010 Chairman, The M&A Source
2008-2012 Director, California Association of Business Brokers (CABB)
Civil Activities: Teacher-Divorce Care 4 Kids, Staff Commodor-Corsair Yacht Club, Member-Rotary International & Long Beach Yacht Club
In his spare time, George attends functions as a member of Rotary International, the Long Beach Yacht Club and Corsair Yacht Clubs. He resides in California with his wife and partner, Dora. Toegether, they have raised four sons.
Dora Lanza – M&AMI, CBI, BCA, MEA
Principal & C.O.O.
Dora Lanza co-founded Plethora Businesses after completing the divestiture of her previous company, a mortgage banking organization that grew from a single branch to a multi-branch company, with locations in three states and over 175 employees.
Since 1985, she has been working with business owners, as well as institutional and private investors. As the Operations Manager for Plethora Businesses, Ms. Lanza works with business owners and dealmakers in assessing the value of privately held companies, structuring and financing the complexities of the business transactions.
Ms. Lanza has been awarded the highly coveted designations of Merger and Acquisition Master Intermediary (M&AMI) by The M&A Source, and Certified Business Intermediary (CBI) by the International Business Brokers Association (IBBA). These designations have become the recognized symbols of professionalism in the M&A industry. Individuals who have been awarded these designations have met stringent documentation of completed M&A transactions and extensive educational requirements. She has received her senior appraiser certification in business valuations; is a machinery & equipment appraisals and a certified credit underwriter. In addition, Dora holds series 7 and 63 securities licenses and is a licensed real estate broker in the state of California.
As a nationally recognized lecturer and instructor; she leads educational seminars and workshops for M&A intermediaries on a regional and national basis. She is also a popular speaker to professional groups on M&A subjects dealing with business sales, growth through acquisition, and negotiating the M&A process.
Ms. Lanza is member of the M&A Source organization (www.masource.org), the leading national association whose membership is made up exclusively of M&A intermediaries who specialize in lower middle market M&A transaction and serves as the Conference Planning Committee Chair. Ms Lanza is an active member of the International Business Brokers Association, the California Association of Business Brokers, serving on the Forms Committee; the Society of Business Analysts, the National Business Brokers Institute and the National Association of Women Business Owners (NAWBO) where she serves as the Chair of the Participating Organizations for its renown annual Remarkable Women’s Award Event.
Robert is a Director and Manager at Plethora Businesses and advises clients in the acquisition and sale of lower middle market companies. At Plethora, he is directly responsible for the completion of more than 60 transactions including traditional sales, recapitalizations and mergers. His involvement in these mandates includes deal origination, negotiation, due-diligence and coordination of credit facilities.
Robert joined the Plethora team in 2002 as a financial analyst and transactional coordinator, and was responsible for profiling companies, valuations and preparing confidential marketing memorandums. His industry knowledge spans myriad sectors with specific focus in light manufacturing, value-added service, distribution, logistics, and food companies.
His academic background is in finance and international business and holds an M.B.A. and B.A. from the College of Business and Economics at CSUF. Robert holds the Series 79 Investment Banking Representative and Series 63 Uniform Securities Agent license and is also a licensed Broker through the California Bureau of Real Estate.
Nick Lanza joined Plethora in 2009 and is responsible for the evaluation and analysis of privately held lower middle market companies and is also a key member of the transaction team. His experience includes financial advisory engagements in connection with mergers, acquisitions and capital raising transactions for medium sized businesses in the aerospace/defense, industrials & manufacturing, transportation/logistics, and healthcare industries.
Having been an integral member of several of Plethora’s successful transactions, he holds the record for the fastest closing of a transaction having gone from the signing of a Letter of Intent to funding in just 30 days. The company was a medical grade plastic/foam component manufacturer for the healthcare industry and was sold to a publicly traded company listed on the NASDAQ.
Nick Lanza graduated with a Bachelor of Science in Finance & Corporate Law from California Polytechnic University earning a spot on the Dean’s list.
He is a Registered Securities Representative, Investment Advisor Representative, and Registered Investment Banking Representative (Series 7, 66, & 79) and is a licensed real estate salesperson with the BRE.
In his free time, Nick enjoys running, scuba diving, boating and playing the blues on his guitar.
As Corporate Director, Michael Jeub’s main responsibilities include collaborating with Plethora’s network of buyers and strategically sourcing and qualifying prospective sellers in coordination with Plethora’s marketing team.
Prior to joining Plethora Michael worked at Caris and Company, a boutique stock research firm, as a Junior Analyst and Business Development Officer. At Caris he worked in a support function on the analysis of covered stocks such as Disney and Netflix and also worked as a liaison between the firm and their institutional investor clientele.
Michael received his BS from the University of California, San Diego. He holds his Series 63 and 7 securities licenses, as well as his Real Estate Salesperson License.
In his free time Michael enjoys racquetball, frisbee golf, fishing, hunting, and the occasional skydive.
Erick’s main responsibilities include collaborating with Plethora’s network of buyers, strategic sourcing, and qualifying prospective sellers in coordination with Plethora’s marketing team.
Prior to joining Plethora, Erick worked as a Senior Analyst at StepStone, an American private equity firm specializing in leverage buyouts of privately held or publicly traded companies. At StepStone, he monitored investment activity, performance benchmarking, and exposure analysis of leading private equity firms. Additionally, he gathered, analyzed, and synthesized data to prepare client deliverables (quarterly reports, annual presentations, etc.)
Erick received his BS from the University of San Diego and is currently attending the USC Marshall School of Business for his MBA.
In his free time, Erick enjoys stand-up paddle boarding, snowboarding, rock climbing, surfing, and tennis.
Jordan Weir joined Plethora in 2013 and is responsible for the strategic and financial analysis on sell-side engagements and the sourcing of strategic and financial buyers on sell-side M&A opportunities.
Prior to joining Plethora, Jordan worked at the University of Southern California Stevens Center for Innovation as a Business Development and Licensing Specialist. His duties at USC included the sourcing of potential business partners and the development and creation of marketing materials.
Jordan received his BS from the University of California, Riverside and his MS from California State University, Fullerton. He holds his Series 7, 63, and 79 securities licenses, as well as his Real Estate Salesperson License.
In his free time, Jordan enjoys running, basketball, and a good book.
As an Associate, Kelly is responsible for conducting in-depth operational, financial, strategic and competitive due diligence, identifying strategic and financial buyers, and performing pre-exit consulting solutions. In addition to her role, Kelly is responsible for managing business development and deal origination through new client acquisition and professional partnerships.
Prior to joining Plethora, Kelly worked in public accounting and privately owned lower middle market businesses. Her experience spans the areas of corporate/individual tax, financial reporting and analysis, strategic planning, operations, and treasury management.
Kelly received her undergraduate and MBA degree from the University of Denver. She holds a Series 79, Series 63 and California Real Estate License.
Kelly balances her professional career with social entrepreneurship by serving on the Board of Directors for the Mariposa Women and Family Center and ACG-Orange County’s Women in Leadership Committee, as well as the Executive Board of Directors for the National Association of Women MBA’s – Los Angeles Chapter (NAWMBALA). NAWMBA-LA is a startup nonprofit dedicated to propelling more women into leadership positions in corporate America.
She is married with 3 children and enjoys practicing yoga, hiking, travel and learning about different cultures.
As an Associate, Rob Connolly is responsible for helping guide clients through sell-side engagements and correspondingly sourcing strategic and financial investors to accomplish client objectives. He is in entrusted with the analysis of financial statements, developing financial models, and in-depth examination of company operations, trends, revenue and cost drivers in addition to its competitive and strategic position. He is also tasked with conducting comprehensive economic and market research to support business valuation and industry expertise.
Rob received his BA from the College of Business and Economics at California State University, Fullerton, with a concentration in Finance. He holds his series 63 and 79 securities licenses, as well as his Real Estate Salesperson License.
In his free time, Rob enjoys basketball, snowboarding, and a good beer.
Analyst & Media Coordinator
Lucas adds a diversified skill set to the Plethora Team, where he oversees a variety of administrative, technological, and creative functions and projects. He also serves on the transactions team as an analyst.
He has over a decade of web development experience and is well versed in coding languages like HTML and CSS and in platforms like WordPress, Photoshop, and Google Analytics. Having spent several years in the healthcare industry working with medical records, Lucas has a wealth of document management expertise.
Lucas holds a Bachelor’s degree in Political Science from California State University, Long Beach, with a concentration in American Government.
During his free time, Lucas enjoys skateboarding, discussing politics, and watching movies and sports.
As an analyst, Andy is responsible for valuation analysis, financial modeling, and strategic research and analysis for all aspects of Plethora’s sell-side advisory transactions.
Prior to Plethora, Andy worked as an Acquisitions Analyst/Senior Accountant for Granite Peak Partners-a boutique Real Estate Syndication & Advisory firm. There, he was responsible for completing disposition analyses for over $100M of commercial real estate syndications and collaborated alongside GPP’s senior accounting team in financial oversight of over $350M assets under management.
Andy received a Bachelor’s of Arts degree in Business/Economics from University of California, Santa Barbara, with a concentration in Accounting.
In his spare time, Andy enjoys learning languages, traveling, basketball, and volunteering for local & international causes.
Senior Marketing Coordinator
Steve brings to Plethora a seasoned history of business experience and a proven track record of getting owners on the right track when planning their exit strategy. His background in marketing spans more than 20 years and includes over a decade of work within the financial industry.
Steve’s ability to identify suitable clients and set them on a path towards getting the maximum dollar amount for their business makes him an essential part of the M&A process. Although he can identify with every industry, his areas of expertise are in the Food and Beverage, Transportation and Metal industries.
Prior to his professional career, Steve proudly served in the U.S. Navy.
In his free time, Steve enjoys camping, fishing and watching sports and old war movies.
Jeanne’s background is highlighted by over 20 years of experience in the financial services industry. Prior to joining the Plethora team, Jeanne served as a closing coordinator for a major financial institution. She worked alongside asset management teams to facilitate the close of many real estate transactions.
At Plethora, Jeanne utilizes her expansive commerce expertise when identifying qualified sellers and buyers.
Jeanne grew up in Singapore and occasionally returns to visit family. In her free time, she loves to read and do outdoor activities, including whitewater rafting. Jeanne also does volunteer work for Beginning Experience ministry.
Kou "Garrett" Gosselin
Garrett started with Plethora in 2016, bringing with him a strong business aptitude and a natural sense of the lower middle market. His expertise in communicating with sellers and buyers brings an extraordinary amount of utility to the Plethora team. With the ability to pinpoint great companies that align with buyer criteria, Garrett has put a multitude of business owners on a track towards a successful closing.
Garrett resides in Orange County and in his time off, enjoys boxing, fishing and playing the drums.
Marge Salmen joined Plethora after decades of experience in the financial and real estate industries. She brings to the table an extensive background in sales and marketing with a tool kit ideal for guiding business owners towards successful M&A transactions. Before joining Plethora, she managed investor relations for a major utility company and directed stock sales to accredited investors.
Marge is insurance-licensed and has expertise in conducting appraisals in commercial and residential markets. She has also provided guidance for business owners in selecting the right insurance bond investments. She is a member of the National Association of Professional Women (NAPW).
With her unique skill set, Marge provides superior expertise in identifying and supporting qualified buyers and sellers throughout the transaction process.
Marge lives in the city of Orange and is active in her church and women’s group. She has four children and eight grandchildren.
Warehousing & Distribution Specialist
Leroy began his career in 1948 at the age of 16 working with a small grocery chain in Southern California and leaving as part of the management team five years later.
For two years he owned 50% of two small neighborhood grocery stores while also attending California State University L.A. In his third year of studies, Leroy was drafted and received an Honorable Discharge from the U.S. Navy in 1957.
In 1958, Leroy was the first employee of Trader Joe’s Markets/Pronto Markets, reporting directly to Joe Coulombe the founder for over thirty years. in 1979 the company was sold to a German Family in Essen, Germany, at that time Leroy was the largest stockholder in the minority stockholders group.
Throughout his forty-three tenure with Trader Joes’, Leroy opened and managed the first four stores, managed personnel, security, construction, distribution and real estate, maintenance and equipment. He also managed the buying department; created many new product lines from many countries; purchased and sold Cheese Licenses, purchased and applied for liquor licenses; and oversaw the warehouses, which included the closing and moving of several.
During the last six years with Trader Joe’s, Leroy was in charge of finding over fifty store locations including negotiating the leases and supervising the remodeling or the construction of new buildings. His last major project was relocating the corporate office building including supervising its construction from the ground up. Leroy retired as Senior VP of Operations in 2001, a key player in the 179 store chain with gross sales of $1.77 billion annually.
Over the past 13 years Leroy owned and operated an importing company of beer, wine and distilled spirits. Licensed in 30 states, the company imports products from England, Scotland, France, Spain, Argentina, Chile and New Zealand.
Leroy’s recreational interests include traveling, boating and winter activities with family and friends near his home at Lake Tahoe, NV.
Lead Staff Appraiser
George D. Abraham has been involved in the transfer of over 450 businesses and has appraised complete business as well as machinery and equipment for the past 38 years. Two of the appraisals Mr. Abraham was involved in passed the scrutiny of the World Bank. He has performed close to 2,000 appraisals for banks and SBA financing purposes. He has done several appraisals valued over $700 million. He has owned and operated several types of businesses throughout his career. His company was the first in the nation to develop and gain national attention for its unique and highly accurate business evaluation software programs that have been marketed to business brokers and appraisers all over the country. At present, the programs are being developed and marketed, under the supervision of Mr. Abraham, by John Wiley and Sons Publishing Company for worldwide distribution.
He has consulted with the nation’s top intermediaries, accountants, attorneys and appraisal companies, and his programs are being used in nearly 2,000 offices nationwide, as well as in Canada and England. Attorneys, accountants, and other clients retain him regularly for appraisals and consulting, as well as for court testimony as an expert witness, on the local, national and international level. He has previously served two consecutive terms as a board member and panel chairman for the Galveston Central Appraisal Review Board.
He is one of the founding charter members and a Past State President of the Texas Association of Business Brokers and served two consecutive terms as Vice President of Education. In July of 1997, Mr. Abraham was awarded a Life Membership from the Board of Directors for his contributions to the association. He has served on the National Board of Directors for the Institute of Certified Business Counselors for the past eight years as Vice President of Education and has served two consecutive terms and the National President (1998 to 2000). He is one of the first to qualify and receive the Board Certified Broker designation from the Texas Association of Business Brokers and one of the first to qualify for the Board Certified Intermediary designation by the International Business Brokers Association (IBBA). In the fall of 1994, Mr. Abraham was named a Fellow of the IBBA by its Board of Directors for his significant contribution to the association and business intermediary industry. He has conducted over 92 seminars on business valuation around the nation and in Canada and is a regular speaker at most of the national conventions for this industry. His articles on valuation, business transfers, business consulting and enhancements, and environmental concerns appear on a regular bases in most of the association newsletters in his industry. Because of his active participation as a consultant to business intermediaries around the country, he has developed an extensive database of financial and operating information.
His related activities enable him to remain current in industry trends, comparable sales information, comparative operation ratios and other factors necessary to effectively appraise and enhance going concerns.
In addition to valuation of complete businesses, Mr. Abraham also specializes in the valuation of machinery and equipment, business consulting and business enhancement programs and implementation. He is contracted on a regular basis to perform these assignments for other major valuation firms. Mr. Abraham has extensive national and international consulting experience. The work he has performed has labeled Mr. Abraham as a turnaround specialist in privatization and he was listed as one of the top appraisers in 1993 in the Turnarounds & Workouts news publication.
The types of oilfield appraisals and enhancement consulting that Mr. Abraham has been involved in include drilling rigs, well service rigs, refineries, pipelines, rental company inventory, oil and gas production equipment and offshore oil transportation equipment. In addition to equipment used in exploration or production, he has had experience appraising machinery and equipment used to manufacture oilfield equipment. Mr. Abraham has performed appraisals in the United States, Canada, Mexico, Argentina and the Bahamas. Two of his international appraisal and enhancement consulting assignments were for government owned oil companies to obtain financing through the World Bank for the country’s privatization efforts.
Lamar Tech University, 1966-67 – Economics Major
University of Houston, 1967-70 – Economics Major
DESIGNATIONS AND LICENSES (Past and Present)
Accredited in Business Appraisal, A.I.B.A., Institute of Business Appraisers
Board Certified in Business Appraisal, B.C.B.A., National Society of Appraiser Specialists
Master Certified Business Counselor, M.C.B.C., Institute of Certified Business Counselors
Certified Business Counselor, C.B.C., Institute of Certified Business Counselors
Certified Senior Business Appraiser, C.S.B.A., Society of Business Analysts
Accredited in Appraisal Review, A.A.R., National Society of Appraiser Specialists
Certified Environmental Inspector, C.E.I., National Society of Appraiser Specialists
Board Certified Broker, B.C.B., Texas Association of Business Brokers
Certified Business Intermediary, Fellow F.C.B.I., International Business Brokers Association
Certified State Property Tax Consultant, S.P.T.C., Texas Department of Licensing and Regulations
Certified Farm Equipment Appraiser, C.F.E.A., American Society of Farm Equipment Appraisers
Senior Business Analyst, S.B.A., Society of Business Analysts
Texas Real Estate Broker
Nevada Real Estate Broker-Salesman
Registered Professional Member, National Association of Real Estate Appraisers
Certified Machinery & Equipment Appraiser and Broker, C.M.E.A., National Equipment Business Bureau Institute
PROFESSIONAL AND TRAD AFFILIATIONS (Present and Historical)
Texas Association of Business Brokers, Charter Member
Past State President, 1985-86
State Vice President of Education, 1991-92, 1992-93
Past State Vice President and Treasurer, 1984-85
Past Chapter Chairman, 1983-84
Past Chapter Treasurer, 1982-83
Chairman of various committees, 1981-85
Institute of Business Appraisers
International Business Brokers Association, Co-Chair, Fellow’s Committee, 2005-Present
Institute of Certified Business Counselors
Previously on the National Board of Directors, 1990-2000
Past President, September 1998 to September 2000
National Vice President of Education, 1992-98
Accredited Review Appraisers Council
National Association of Real Estate Appraisers
Environmental Assessment Association
Galveston Central Appraisal Review Board
Member Appraisal Review Board, 1990-91
Panel Chairman, Industrial Appraisal Review Board, 1991-93
Medical Practice Valuation Study Group
Small Business Survival Committee
Chief Executive Officer’s Club
Alliance of Merger and Acquisition Advisors, AMAA
National Association of Certified Valuation Analysts, NACVA
Lead Equipment and Machinery Appraiser
John R. Harris holds a certified general appraisal license in several states and has over 30 years of appraisal experience. He holds a Master of Business Administration degree and has owned several successful businesses.
He has operated both nationally and internationally in appraisal and brokerage and has been a member of the World Trade Center having performed appraisal and consulting services for the Mexican and Venezuelan governments in Central and South America.
He has also served as a consultant for large U.S. entities including Ford Motor Company, General Motors, General Electric, International Dairy Queen, Pizza Hut Corporation, U.S. Air Force, Boeing, Cessna Aircraft, U.S. Navy, and Federal Deposit Insurance Corporation (FDIC).
Currently, Mr. Harris teaches appraisal technique in Business, Real Estate, and Machinery/Equipment for several national organizations.
He serves nationally as an arbitrator in business disputes for the American Arbitration Association, New York City.
He is a member and contributing guest speaker to the International Business Brokers Association (IBBA), the California Association of Business Brokers (CABB), the Institute of Certified Business Counselors (ICBC). As a member of ICBC, he is one of only a few individuals to hold the MCBC designation indicating Master Certified Business Counselor.
John Harris is the Director of the NEBB Institute. As the Director, he has trained over 400 appraisers in 45 states, Canada, Puerto Rico, Australia, Ireland, Saudi Arabia and Singapore.
He has been awarded the professional designation of CM&AA by the Alliance of Mergers & Acquisition Advisors, which means he is certified in Mergers and Acquisitions. This organization involves CPAs and other financial professionals specializing in business transfers.
In addition, Mr. Harris holds the following credentials:
•Tested and certified Senior Member of the American Society of Appraisers in the field of Machinery and Technical Specialties, and is authorized to use the professional designation ASA, indicating Accredited Senior Appraiser.
•Holds additional ASA designation in the field of Real Estate Appraisal.
•Licensed real estate broker in Kansas and Oklahoma.
•Holds the BAE Professional designation indicating Business Appraisal Expert, as endorsed by Northern Michigan University.
•Has been approved as an instructor for the Kansas Real Estate Commission to teach continuing education courses on the subject of Business Sales and Evaluation.
•Frequent guest speaker to CPAs, attorneys and other business groups.
•Regular contributing author to various industry trade journals and newsletters in the brokerage and appraisal industries.
•Graduate of Loyola University School of Business Administration Executive Education Programs for Certified Merger & Acquisition Advisors.
•Personally sold in a brokerage capacity over 400 businesses.
•Provides expert court testimony at the District and Federal Court levels when called upon to do so.
Senior Business Appraiser
As a seasoned business appraiser, Hans Schroeder is the developer of the proprietary system of software and integrated market data used in every Plethora valuation. Hans has been a business valuation analyst for over 30 years. Prior to working with Plethora, he was involved in systems and software development for many years, and founded several software companies in Boston, Washington, DC, and California. He authored a software system for commercial credit analysis that was used in over 10,000 banking locations and in over half of the 100 largest banks in the world. Hans has written articles published in valuation journals, and has spoken to many professional groups.
EDUCATION AND CREDENTIALS
Massachusetts Institute of Technology: S.B. Qualitative Option, S.M. Sloan School (Sloan Scholar as undergraduate)
American Society of Appraisers (ASA): Accredited Senior Appraiser (ASA)
Construction Financial Management Association: Member
Our knowledgeable staff of transaction veterans offers over 300 years of combined experience in related fields of business ownership, business sales and consultative advisory services. In the last 15 years, we have become a top choice as trusted consultants to business owners and have earned a reputation for providing confidential and reliable professional services to our clients.