We’re a team of experienced, driven professionals from different designations who take a fresh look at your business and collaborate together with you to determine what actions can be taken in the short team to maximize your valuation in order to build a strategic growth plan in connection with an exit transaction.
Our Story & Mission
Ryan, Brandon and Jim met at a National Exit Planning Conference. We hit it off with a shared extreme passion to change the way business owners look at the growth and exit of their company(s).
We come from different backgrounds (Entrepreneur, M&A Attorney and Investment Advisor) but hold the same belief that the advice that business owners receive is fragmented and doesn’t align in a comprehensive plan.
We created the GEXP Collaborative™ to bring together an ecosystem of different skills and perspectives to ensure that each business owner that we work with achieves the successful growth and exit of their businesses. From experience we provide our business owner clients with recommendations based upon good judgment to achieve their objectives.
No one professional can do or know everything.
We believe that advisors operate too much in their own silos and, consequently, business owners do not often have a complete plan that addresses the needs of the business and the owner.
The experiences of advisors in different disciplines lead to a unique holistic approach to architect and execute the right growth and exit plan (GEXP™) from the perspective of the business owner client.
GEXP Collaborative™ is a team made up of only the best and brightest professionals from diverse backgrounds who collaborate and strive only for the best outcomes for you and the business based upon your objectives.
Founder / Principal
Jim is responsible to architect best-in-class strategies for GEXP Collaborative™ and the achievement of successful outcomes for clients based upon their objectives. For over 26 years, he has successfully engineered outcomes in Growth & Exit Planning; Mergers and Acquisitions; General Corporate; Family Business and Emerging Business and Technology for business owners at Dinsmore & Shohl LLP.
Founder / Principal
Ryan is head of Sales, Marketing and Strategic Relationships for GEXP Collaborative™. Since he sold his family business in 2014, he has been on a mission to help owners with their Growth and Exit Plans. He is a serial entrepreneur and host of the podcast Life After Business. He developed the Control Hub™ software, which is a platform used to manage everything in an entrepreneur’s business(s) and life, and is also an investor of the family office firm Solidity Financial.
Founder / Principal
Brandon leads the operations and project management teams for GEXP Collaborative™. His management experience spans two decades, where he has directed multidisciplinary teams in treasury operations, risk management, compliance oversight and financial modeling. He helps bridge the elite strategies of our GEXP design team with the personal financial dynamics of each client. Brandon is also a partner at the family office firm Solidity Financial.
GEXP Coach & Operations Manager
Ann leads Relationship Management for GEXP Collaborative. Ann is a business leader with expertise in sales management and people development. As an executive with multiple entrepreneurial firms, she has turned underperforming teams into top performers generating revenue and profit growth. Ann coaches GEXP clients to create a vision for their future, explore options to reach their goals and implement actions to achieve sustainable growth.
Chris is Executive the Owner at MVP Service Solutions, an insurance wholesaler with deep experience and resources. He provides highly specialized insurance solutions to business owners such as: employee benefits, property and casualty, personal, life insurance and much more. For over 17 years Chris has been heavily involved in insustry circles and is highly involved in the Insurance Industry Associations.
Business Valuation & Value Growth Specialist
Brandon is the owner of BGH Valuation who provides certified independent business valuations and appraisals for acquisitions, lending requirements, tax transactions, buy-sell agreements, estate, and exit planning. He also works with business owners to prepare them for growth, and maximize long-term value. Brandon has previous experience in public accounting, corporate finance, mergers and acquisitions, and has valued hundreds of businesses in all industries.
Entrepreneur Peer Group Coordinator
Steve is the owner CEO Nexus who provides business leaders—owners, CEOs and presidents practical tools and techniques designed specifically for second-stage companies. Based on the principles of peer learning, these resources are further focused to address the particular challenges entrepreneurs face as leaders and final decision-makers. They include a more productive means of accessing second-stage peers, third and fourth-stage mentors, and selected professionals with expertise in areas vital to the success of growing companies.
Value Growth & Valuation Expert
Nationally recognized pioneer in rapidly growing value growth services industry, educator in multiple professional certification programs, developer of global-award-winning value enhancement software (Value Opportunity Profile), creator of the only credentialing program for value growth services in the world, sought after speaker for national conferences, and most valued advisor to middle market business owners, boards of directors, investors, and lenders.
Karen is passionate about creating content for mid-market business owners. With experience that spans corporate banking, production financing, institutional equities analysis, and children”s book writing, she understands how to learn about and master new subject matter, and write clearly on complex topics. In addition, the extensive networks Karen has built across sectors, her understanding of the issues that arise in the mid-market, allow her to better support business owners in their exit and succession planning.
Todd Ganos JD, LLM (Tax), DBA (Finance), CM&AA
Todd is the owner of IWC Family Offices who provides tax mitigation and asset protection planning to families that own middle-market companies. Todd helps owners reduce the tax burden on the sale of their firms by as much as 30 percent or more as well as to help protect their family’s wealth and privacy. Todd helps to obtain an advanced ruling from the IRS regarding the tax character of the sale structure for each client.
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.
Dan M. Zugell CLU, ChFC, LUTCF
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.