Ryan, Jim and Brandon came together with common passion for business to figure out the best way to grow and exit a company. We each realized how fragmented the advice in the M&A and Exit planning industry was from our different experiences and backgrounds (Entrepreneur, M&A Attorney and Investment Advisor). We created the 5 Growth & Exit Planning Principles and Process to put a framework and process in place that gives entrepreneurs control to grow the value of their business and maximize their exit options.
- Ryan sold a family business for over 8 figures, has over 140+ podcast interviews and been part of dozens of transitions and transactions.
- Jim heads up the M&A division of a national firm of 750+ attorneys and has completed over 200+ international and domestic transactions.
- Brandon has managed hundreds of millions of dollars for decades as a Chief Investment Officer of 2 wealth management firms.
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.
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, 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.
Founder / Principal
Brandon Wood 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 Consultant & Facilitator
Pat has a track record of experience that is hard to find. He started his career as an auditor at EY and over the years held various finance positions before launching his own outsourced CFO services company. As one of his clients continued to grow and needed more assistance, he joined the company full time and there his career lasted over 20 years. He helped the company grow significantly and eventually orchestrated its sale to the employees via an ESOP. Two and a half years later, he led the sale of the company to a PE firm – with tremendous benefit to the employees. Since then, Pat was the Director of Shared Services at a PE firm and now has joined GEXP to help change how owners grow and exit their businesses.
Value Growth, Turnaround & Valuation Expert
Ken is trusted advisor to the GEXP team and knows more about value growth than anyone in the industry. He has his Masters in Tax, Masters in Finance, Certified Turnaround Consultant (1 of only 500 in the US), multiple business valuation certifications, 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.
Consultant & Facilitator
Ann works with consulting clients as a Relationship Manager and facilitates Accelerator Cohorts. 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.
Karen writes the SWOT and Executive Summaries for GEXP clients along with other amazing pieces of educational content for the website and accelerator. 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.
Business Valuation Expert
Brandon helps the GEXP team with business valuations and the VOP. He is the owner of BGH Valuation where he has done over 150 business valuations and appraisals for acquisitions, lending requirements, tax transactions, buy-sell agreements, estate, and exit planning. Brandon has previous experience in public accounting, corporate finance, mergers and acquisitions, and has valued hundreds of businesses in all industries.
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.
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.
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.