The Beginning

Jim Carlisle started his career in corporate law doing internaltional and domestic mergers and aquisitions. He was getting called into complicated deals where he was drafting agreements, LOIs and doing due diligence.

After doing this for a few years, Jim realized that most times after the transaction was complete the seller was not very happy, and even in some cases, really upset. This was because the seller often didnt get what they wanted financially when the deal was complete and they ofter had lots of stipulations that made them stay onboard for a while or banned them from working in their industry every again… even when it was their ownly way to make money.

Jim decided to build his practice doing growth and exit planning so he could help owners BEFORE they wanted to pull the trigger on an exit.

The mulidicilinary team is a team of advisors with different designations that work together to help optomize the outcome of the business owner. 

The GEXP Collaborative™ Founders

Jim Carlisle founded GEXP Collaborative™ in 2013 to combine his experiences and knowledge with others that were like minded. In 2016 he met Ryan and Brandon where they together worked on dozens of clients to build out the GEXP Process. Since the inception of GEXP Collaborative Jim, Ryan and Branon work have gone off to form Arkona to help owners through education We wanted to give entrepreneurs a framework to grow the value of their company and maximize their exit options while controlling the whole process. 

Jim Carlisle

Jim Carlisle

Founder / Principal

Jim Carlisle has practiced law since 1991 and handled hundreds of merger and acquisition transactions. Jim is a partner at a national law firm with over 700 lawyers and serves as the Chair of the Growth and Exit Planning group for his firm. He is an in-demand speaker who’s been entrepreneurial-minded his entire career—in addition to GEXP, he’s been active in owning, operating, and exiting various businesses and real estate development ventures.

JIM’S FULL BIO PAGE

Ryan Tansom

Ryan Tansom

Founder / Principal

Ryan Tansom helped turn around his struggling family business and then sell it for eight-figures. Since then, he’s dedicated his career to helping entrepreneurs grow and exit their businesses. In addition to GEXP, Ryan is a serial entrepreneur, Co-Founder of Arkona hosts the popular podcast Life After Business and is a frequent keynote speaker. After thousands of meetings and hundreds of podcast interviews, he has his finger on the pulse of the market like few others.

RYAN’S FULL BIO PAGE

Brandon Wood

Brandon Wood

Founder / Principal

 Brandon Woods got his exit planning experience early in his career after being a part of a few small partnerships that didn’t work out as planned. His experience spans two decades in finance and wealth management, where he has directed multidisciplinary teams in treasury operations, risk management, compliance oversight and financial modeling. He is the founder of Solidity Financial and Co-Founder of Arkona.

GEXP Collaborative™ Team Memebers

Dan M. Zugell CLU, ChFC, LUTCF

Dan M. Zugell CLU, ChFC, LUTCF

ESOP Specialist

Dan is Director/Senior Vice President of Business Transition Advisors, Inc., with experience spanning many financial service disciplines. Dan’s experience includes the formation of MetLife’s ESOP program and as a Director of MetLife’s Institutional Specialized Benefit Resources division. Dan has emerged as a national presence on ESOP matters as a frequently published author and featured speaker and has earned several advanced financial designations. He is a member of The ESOP Association, National Center for Employee Ownership, The Estate Planning Council and the Society of Financial Service Professionals. Ambassador – Pennsylvania Center for Employee Ownership.

Jason Danks

Jason Danks

Growth & Exit Planning Advisor | Attorney

Jason is an Associate at Dinsmore with a primary focus on business owners where he develops unique solutions for life and retirement goals through estate and tax planning. He has counseled business owners in all phases of the business cycle from inception through retirement, and he has advised clients through different milestones, including family succession and sale. Previously he worked at Waldron Private Wealth, where he managed complex estate and tax issues for privately wealthy individuals and business owners as well as a regulatory compliance officer at PNC Bank. He also aided the chief compliance officer.

Recent Media Coverage

If it’s your first time here, you may want to start by checking out some of our most popular recent media coverage. We’ve listed our top publications in each category below.

Become a GEXP Partner Today!

If you think you could bring value to our team feel free to reach out.