About Us

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.

Team Work

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.

YEARS OF EXPERIENCE

Completed Exits

Happy Clients

Qualified designations

GEXP™ Founders

Jim Carlisle

Jim Carlisle

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.

JIM’S FULL BIO PAGE

Ryan Tansom

Ryan Tansom

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 part owner of the family office firm Solidity Financial.

RYAN’S FULL BIO PAGE

Brandon Wood

Brandon Wood

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™ Collaborative Team

Steve Quello

Steve Quello

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.

John Harrison

John Harrison

GEXP™ Advisor / M&A Specialist

John’s experience in the business transition ecosystem comes from his time with Vercor, a middle market investment bank focused on creating liquidity for owners of privately held companies. He has exposure to and experience in both buy side and sell side advisory as well as in the following M&A areas: business valuation, market value assessments, pre-sale planning, and marketing outreach. John is also a co-founder and owner of a family company in the energy and home improvement industry. With GEXP, John serves in an advisory and project management capacity for owners considering a third-party sale of their business to either a strategic buyer or private equity firm.

Todd Ganos JD, LLM (Tax), DBA (Finance), CM&AA

Todd Ganos JD, LLM (Tax), DBA (Finance), CM&AA

Tax Specialist

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.

Jason Danks

Jason Danks

Exit Planner | JD | Financial Planner

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.

Chris Steffl

Chris Steffl

Insurance Specialist

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.

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.

Join our GEXP Ecosystem!

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