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 multidisciplinary team made up of only the best and brightest professionals who collaborate and strive only for the best outcomes for you and the business based upon your objectives.
YEARS OF EXPERIENCE
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 Business Development and Strategic Relationships for GEXP Collaborative™. Since he sold his family business years ago 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 Value Advantage™ software platform and is also a partner at 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.
Daniel 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.
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 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.
Story and Branding Specialist
David is a story specialist who teaches professional services leaders how to make impact by clarifying their message. He brings over 25 years experience as an expert in the field, with clients ranging from Fortune 100 professionals to high-stakes litigation attorneys. David uses his background as an actor and playwright as the foundation of his innovative approach. As a keynote speaker, specialized workshop leader and consultant, David has shown professional services leaders how to use story techniques to grow their business by making an impact.
Insurance & Financial Specialist
Chris is Executive the Owner at MVP Service Solutions, who provides highly specialized insurance solutions to business owners such as: employee benefits, property and casualty, personal, life insurance, rep and warranty and much more. For over 17 years Chris has been heavily involved in insustry cirlces and is highly involved in the Insurance Industry Associations.
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.
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.
Ben Flottemesch, CPA, CEPA
GEXP™ Consultant and CPA
Ben has specialized in providing services that go beyond the annual tax return while working at SFO CPAs. He goes to great lengths to understand the business owner’s goals, challenges and opportunities, and how to use them to their advantage. For decades Ben has been a business owner’s strategic partner as a tax and growth strategist as well as a Certified Exit Planning Advisor. Within SFO Ben has also helped owners in everyday tasks such as financial planning, auditing, taxes, bookkeeping and payroll.
Professional EOS™ Implementer
During the 23 years that Troy ran his company, he encountered the full range of entrepreneurial emotion. From the fear of not making payroll, to the exhausting thrill of growing at 25% per year, to the satisfaction of a successful sale and exit.
Troy has long believed that the problems business owners encounter always seem to center around people, time, and money. He has found that EOS® is without a doubt the best system available to entrepreneurs for addressing these three problematic issues and for experiencing sustainable, chaos-free growth.
Because of this, he has committed himself to helping other entrepreneurs like him get everything they want out of their business and live their ideal life by implementing EOS® into their business!
Corey Tansom, CEPA, Certified Value Builder
Corey Tansom is a 56-year father of three. He was founder and CEO of a Minnesota Office Equipment and IT services business, Imaging Path. After mortgaging his house in the mid 90’s to start the company and growing it to 20-million-dollars, he sold the business. After a short retirement he joined his son Ryan’s company, GEXP Collaborative™ to use his experience growing and selling his company to help entrepreurs build their growth and exit plans so they can transition successfully into a life after business.
Top Podcast Episodes
If it’s your first time here, you may want to start by checking out some of my most popular podcasts. I’ve listed the top episodes in each category below.
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.
- Growth & Value Creation 90%
- Exit Planning 75%
- Estate, Legal & Tax Planning 50%
- Financial Modeling 65%
- Owner Peer Groups 90%
- Business Valuations 75%
- Traction and EOS 80%
- Story & Message Creation 70%