JAMES R. WAITE
Founder & CEO: James R. Waite, Esq. is a mergers and acquisitions attorney with over 25 years’ of experience in the equipment industry, including buying, selling, valuing and representing (as an attorney) equipment and other businesses throughout the world. Having represented hundreds of equipment dealers and lessors, Mr. Waite has created a network of thousands of equipment dealers and rental companies with whom he regularly corresponds. He routinely presents at industry association local and national conferences (including a presentation on buying and selling rental businesses to hundreds of rental operators at the ARA’s 2018 national convention in New Orleans). He is a veteran of the United States Air Force, has a BBA in Finance from the University of Texas at San Antonio, a Juris Doctor from St. Mary’s University, and an MBA from Northwestern University.
Founder & President: Gates Goza has spent more than 20 years in the equipment industry as an Insurance Agent and Risk Advisor in the equipment industry. He currently serves as a Principal and as an Agent of SouthGroup Insurance Services in Hattisburg, MS. Mr. Goza has also served as a past National Advisor for the Board of the American Rental Association in Moline, Illinois.
Founder & Chairman: Leon Kothmann has more than 20 years in the equipment industry and as the owner of Leon Kothmann Insurance Agency, LLC, located in Arlington, TX, has been the largest insurance producer in the vast ARA Insurance network for years. Mr. Kothmann has been a cattle rancher for most of his adult life and is an alumnus of Texas A&M University.
VP Business Development: Nancy Levy has more than 10 years in the equipment
industry as a sales and marketing leader, currently serving in the role of Vice President,
Business Development. Prior to joining GLW Consulting, Nancy held jobs as a
Financial Analyst for Unisys in San Jose, CA, Finance Manager for Symantec
Corporation in Santa Monica, CA and Finance Manager for Cadence Design
Systems/Tality Corporation in San Jose, CA. Nancy holds a BBA in Finance from St.
Mary’s University in San Antonio, TX, and an MBA from Santa Clara University.
Mergers & Acquisitions and Operations Consulting: Donald Charbonnet is a 50-year veteran of the equipment rental industry and a growth-oriented and experienced owner with a demonstrated history of working in the construction equipment industry. He is skilled in Negotiation, Business Planning, Operations Management, Sales, and Customer Service, and he most recently grew a pipeline maintenance business company before it was sold over to private equity group. He currently serves as host and founder of RentalEquipTalkRadio in addition to his role at WGL Consulting.
Mr. Charbonnet hods a BBA in Business from Loyola University of New Orleans.
Finance and ESOP Consulting: Formerly the CFO of the Associated Equipment Distributors (AED), Garry Bartecki has built a long and successful career in the equipment industry. He has worked as an audit partner at BDO, facilitated Dealer 20 Groups in both construction and material handling industries, has published numerous Cost of Doing Business Surveys, and for over 20 years has generated monthly financial/operations columns for AED’s Construction Equipment Distribution magazine called “On the Numbers”.
Garry is recognized as an industry leader regarding accounting and tax issues, and he regularly advises owners of equipment dealers and rental companies on strategies to improve operations, minimize tax liabilities, he conducts business valuations, and advises on ownership transition issues.
Based in the greater Chicago area, Garry is currently the CFO of Illini Hi-Reach, an RER Top 100 member. In 2017 Garry worked with Illini’s owner through the transition of the company to employee-ownership, an alternative to the sale of a business, with numerous tax advantages and employee benefits for equipment dealership and rental companies.
Financial Planning and Services: Chris Pelley, the Managing Director of the Pelley Group, has been in the financial services industry for over 30 years and has a passion for helping investors make better decisions. He has spent over 11 years working abroad for world-class financial institutions including Shearson Lehman Hutton where he specialized in retirement planning for corporate executives in NYC. In 1994, Chris founded Capital Investment Management Company (CIMCO) with the goal of offering clients independent investment advice. As of 2014, he joined RBC Wealth Management but returned to the independent advisory world in 2016.
Chris has a BS in Economics and a BA in Psychology from the University of Missouri. He holds the Chartered Financial Consultant designation from the American College and is a Certified Wealth Strategist from the Cannon Institute. Chris’ passion is helping clients utilize their investments so they can dedicate more time to family, career and their charities. Chris and his wife, Kathleen, live in Greenwood Village, Colorado with their two golden retrievers and have two daughters working abroad.
Business Valuations and Finance: Grant Goza has served as CFO of Sol’s Pipe and Steel, and as a Commercial Loan Officer for Ouachita Independent Bank. He holds a BBA in Finance from the University of Miami, and an MBA from Auburn University.
Jason Weisgerber | Realtor®
Jason is a licensed Colorado Realtor. He is a trusted advocate in the community for residential real estate transactions with contracts, inspections, negotiations, marketing and competitive pricing. He was raised and educated in Colorado and provides an insider’s knowledge to buying and selling real estate in the Denver Metro and Douglas County areas. Before entering into residential real estate in Colorado, Jason put in five years as an Assistant Property Manager for Albert Sweet Development based in Hollywood, CA. He was responsible for assisting in the management of two dozen commercial buildings in the Los Angeles Metro area.
One of the most in-demand business marketing and customer experience speakers and consultants in the world today, David Avrin has shared his content-rich, entertaining and hard-hitting presentations with enthusiastic audiences and organizations across North America and around the world. Recent presentations include: Singapore, Bangkok, Melbourne, Brisbane, Abu Dhabi, Antwerp, Buenos Aires, Sri Lanka, Manila, Rotterdam, Sydney, Barcelona, Monte Carlo, London, Johannesburg, Bogota and Dubai. David Avrin shows business audiences and organizations how to ferret-out, craft and promote compelling customer experiences and brand messages.
David is a former CEO group leader with Vistage International, the world’s largest Chief Executive member organization. David has spoken for hundreds of audiences and had one-on-one conversations with over 4,000 company CEOs regarding their competitive advantages.
David’s business insights have been featured on hundreds of broadcast media outlets and thousands of online and print publications around the world. He is also the author of five books including the acclaimed: It’s Not Who You Know, It’s Who Knows You! and Visibility Marketing.
Forbes recently listed his newest customer experience book: Why Customers Leave and How to Win Them Back as one of the “7 Business Books Entrepreneurs Need to Read.”
George Russell is a machinery industry professional, having worked in construction and farm machinery for almost 45 years both at the wholesale and retail level. Since leaving CNH Industrial in 2006 where he was last VP, Sales & Marketing for Case Construction in Europe/Africa/Mid East, he concentrates on helping dealers/distributors in performance improvement. He facilitates 7 best practice dealer peer groups and has trained over 600 dealer branches in the last 10 years in all aspects of dealer/distributor operations improvement – sales, service, parts, and rental. He focuses on assisting large or consolidating dealers with the challenges and opportunities of growth including M&A. Because of his extensive global experience, he assists OEMs to grow globally. He is the founder of Machinery Advisors Consortium, a group of independent consultants who advise machinery dealers and OEMs in a several capital good industries. He writes performance improvement articles to help dealers – see the MAC site – www.MachineryAdvisors.org. He prepares the annual “Big Dealer Report’ which profiles the consolidation & M&A in farm equipment dealerships. He has a BA from Harvard College and an MBA from the University of Chica
Gregory Dole – Attorney – International Commercial Trade Policy: Greg spent more than two decades at Boeing Aerospace Company as its Director of Commercial Trade Policy in Washington D.C. He represented Boeing’s interests before the U.S. Departments of State, Commerce, Treasury and Transportation, as well as the White House, the United States Trade Representative, and Export-Import Bank. Among his many achievements, he served on the National Foreign Trade Council, Aerospace Industries Association, National Association of Manufacturers, the U.S. Chamber of Commerce, U.S.-Russian Business Council, the Emergency Committee for American Trade, Assistant Secretary for Aviation and International Affairs and General Counsel at the U.S. Department of Transportation, and as Chairman of the Industry Trade Advisory Committee on Aerospace Equipment on the Trans-Pacific Partnership Trade Agreement. He remains in Washington D.C. maintains a vast network of contacts there.
Greg is a U.S. Navy veteran, and holds a degree in Economics from the Wharton School at the University of Pennsylvania, and a Juris Doctor from Georgetown University.
Financial Planning and Services: Andrew Hendel is a Financial Advisor with Edward Jones building personalized financial strategies designed to achieve his clients’ unique goals. He previously served in the U.S. Air Force as a Combat Rescue Officer and continues to serve in the USAF Reserves.
Andrew focuses on multigenerational wealth transfer and tax reduction strategies, working with a team of CPAs and attorneys who also specialize in this valuable industry niche.
Andrew is a graduate of the United States Air Force Academy. He enjoys traveling, hiking and spending time with his wife and two sons. He also serves his community as a member of the Castle Pines planning and zoning commission and as a Director on the board of the Air Force Academy Association of Graduates.