Our Team

Brian M. Middleton,CLU, Certified Family Business Specialist

Brian is the founder and President of Dealer Planning Services, Ltd. – a financial planning firm committed to estate and succession planning for owners of automobile and truck dealerships.

Brian has worked with over 400 family businesses in the area of Succession Planning. Brian has been a nationally featured speaker on topics such as “The Challenge of Change”, “Goal Setting”, the “Impact of Family Dynamics on the Estate Planning Process” and “The Soul of the Entrepreneur”. He is the recipient of many of the Insurance Industry’s most prestigious awards including lifetime membership in the Million Dollar Round Table and the youngest ever recipient of American Mutual’s Agent of the Year Award. This is a lifetime achievement award presented to an agent whose career demonstrates success and integrity in all phases of life. Brian has published articles in various trade magazines. He has chaired several advisory boards to major life insurance companies on issues such as strategic planning and product development.

Due to the growing challenges associated with dealership succession, in 2006 Brian (DPS) partnered with Keith Krenz (Compass Technology Management, Inc. … CTM) to establish of Teleos Partners, LLC. (teleospartners.com). As founding partners of Teleos Partners, DPS and CTM each contributed its highly successful processes and methodologies to the establishment of Teleos’ business succession planning and implementation offering (teleospartners.com). Today, Teleos Partners, LLC. Is the business succession planning and implementation arm of DPS.

Brian is currently serving on the Foundation Board of Bucks County Community College as well as several privately held companies.

Keith Krenz

As an engineer (industrial and systems engineering), Mr. Krenz takes a “systems engineering” view regarding most business challenges. During the early stages of his career, Mr. Krenz focused on applying advance computer simulation and optimization technology to traditional industrial and business environments. In 1983 Mr. Krenz joined Lehigh University to develop and lead its Manufacturing Systems Engineering research program. In early 1987, Mr. Krenz launched an independent for profit industrial research and engineering firm grounded on the results of his work at Lehigh University. Mr. Krenz formally stepped down from his Lehigh University position in 1990 to focus exclusively on his company (Technology Systems Corporation - TSC). TSC took on some of the most challenging business issues of the day conducting advanced business and engineering projects in the automotive, pharmaceutical, construction equipment, aerospace, consumer appliance, light metals, plastics, and industrial electronics sectors throughout North America, Europe and South America.

Mr. Krenz retired from active management of his firm in 2001 while staying on as vice chairman and member of the board of directors through 2004. One of the results of his seventeen years at Technology Systems Corporation was the development of an advanced business management methodology called Market-Cash-Capacity-Speed (MCCS).

Since retiring from TSC Mr. Krenz has helped launch a radio frequency identification (RFID) company, supported various company acquisition and divestiture efforts, sits on the board of directors and advisory boards of various companies and consults to companies internationally (Compass Technology Management, Inc.). However, most notable during this time period has been the establishment of Mr. Krenz’s partnership with Brian Middleton, the development of the Teleos Business Succession Process, and the launch of Teleos Partners.

Gary M. Yaglenski