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Legacy

Professionals

Principals

Mike Ertel
mertel@lmaallc.com
W. Central Florida

Managing Director, Broker

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BS Electrical Engineering, Purdue University, 1969

MS Industrial Administration, Krannert School, Purdue University, 1969

Licensed Real Estate Broker, Florida & Indiana

PROFESSIONAL CREDENTIALS:
Certified Business Intermediary (CBI)
M&A Master Intermediary (M&AMI)
Certified M&A Advisor (CM&AA)

PROFESSIONAL AFFILIATIONS:
Association for Corporate Growth (ACG)
Alliance of M&A Advisors (AM&AA)
International Business Brokers Association (IBBA)
Business Brokers of Florida (BBF)
M&A Source
MainSource

PROFESSIONAL OFFICES & HONORS:
AM&AA Board of Advisors, 2007 to present
Co-Chair, AM&AA Securities Licensure Task Force, 2006 to present
AM&AA Lifetime Achievement Award, 2012
AM&AA Founder's Circle, 2010
AM&AA Member of the Year, 2008
AM&AA Member of the Year, 2007
AM&AA Chairperson of the Year, 2006

30 Years experience in corporate management with 3M, Bemis Packaging, GE Major Appliance, Hillenbrand Industries, Batesville Casket, and Premier Bedding

20 years experience at the Senior Management level

20 Years experience in Marketing & Strategic Planning

10 years experience in Manufacturing, Logistics & General Management

20 Years experience on various corporate Boards of Directors

Owner/Manager of various small businesses

Marty Adams
madams@legacymandaadvisors.com
Brevard County

Business Consultant/ Sales & Valuation Specialist

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35 year executive with the Aerospace Industry - 24 years with Rockwell International, and 11 years with Harris Corporation.

Owned small business with wife for 9 years. 20 employees, retail and corporate sales and services.

Serves the Brevard County area for Legacy Advisors Group.

Member - Business Brokers of Florida (BBF)

U.S. Military Academy - West Point, NY - General Engineering

UCLA - Los Angeles, CA - Engineering/Business Administration

Western States Univ. College of Law - Bachelor of Science

Western States Univ. College of Law - Juris Doctor

University of Calif. Long Beach, CA - Financial Management

Various Executive/Management Courses and Workshops

Member of the California Bar - Admitted 1974

Licensed Real Estate Salesperson since 1997

Jeff Barnes
jbarnes@legacymandaadvisors.com
W Central Florida

Business Consultant/ Business Intermediary

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Bachelor of Science, Agricultural and Extension Education, with a concentration in Economics and a minor in Business Management, North Carolina State University, 1999

Florida Licensed Real Estate Agent

Associate Partner, Sandler Sales Institute, Tampa Florida, 2009 - Present

Owner, Synergy Veterinary Consulting, 2008-Present

Director of Marketing, Florida Veterinary Specialists/NYC Veterinary Specialists, 2006-2008

Key Account Manager, Merial (Merck's Animal Health Division), 2003-2006

Product Manager, John Deere Golf and Turf Division, 2001-2003

Territory Manager, Aventis Crop Science (selling commercial crop protection), 1999-2001

Jeff's professional experiences with such companies as Aventis, John Deere, Merial (Merck's Animal Health Division), and Florida Veterinary Specialists has afforded him the extensive sales, client service, and marketing knowledge that he shares with countless customers at the local, state, and national levels.

Jeff believes in helping all clients achieve their business goals regardless if it is the individual salesperson, the business owner, or large corporations.

Jeff specializes in building profitable business relationships that result in a positive outcome for all parties involved.

He has been a featured speaker for companies such as Pfizer and Lilly as well as many local professional associations and non-profit organizations.

Affilates

Rick Shampaine
rshampaine@legacymandaadvisors.com
W. Central Florida

Affiliate

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Rick Shampaine has been active in franchise development since 1984, consulting to several dozen franchise companies in such diverse industries as travel, home services, food, and consumer products. To date, he has assisted more than 800 families in becoming owners of their own businesses. He operated the Franchise Network (FranNet) Franchise Broker office for the West Coast of Florida from 2000 to 2008, and was, for five years, Vice President for FranNet, responsible for its relationships with franchise companies. He currently operates as an independent franchise and business broker, service clients throughout the U.S.

Rick emphasizes the “matchmaking” aspects of franchise consulting. “Not only is business ownership not for everyone, but not every franchise fits every entrepreneur”, he feels. “The key is to match the prospect with the best and most affordable franchises that coincide with that person’s needs, strengths, and resources.” It is to this aim that Rick consults with his clients, charging no fee for the services rendered.

Rick has a J.D. (law) degree with highest honors from Washington University in St. Louis, MO, and is a member of the Missouri Bar Association. His Professional and Community affiliations include:

Guest Lecturer on franchising, Hillsborough Community College, Tampa, FL

Licensed Business Broker, State of Florida

Member, Business Brokers of Florida (BBF)

Licensed Real Estate Salesperson, State of Florida

International Association of Career Management Professionals—Former Membership Chairman, Tampa Chapter

Indo-US Chamber of Commerce, Tampa—Member, Sponsor, and Guest Speaker

Big Brothers-Big Sisters Organization, Tampa Bay—Member, Special Advisory Committee and Active Big Brother (18 years)

Phil Yost
pyost@legacymandaadvisors.com
W. Central Florida

Affiliate

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