ADVISORY BOARD

The Value Builder System™ relies on an International Advisory Board of experts who guide our strategic direction and lead our community of advisors:

Edwin Mysogland
Managing Partner Indiana Business Advisors
Biography

As Managing Partner of Indiana Business Advisors in Indianapolis; Edwin Mysogland guides the development of the organization, its knowledge strategy, and the IBA initiative, which is to continue to be Indiana’s premier business brokerage by bringing investment banker caliber of transactional advisory services to small and mid-sized businesses. Over the last 29 years, Ed has been appraising and providing pre-sale consulting services for small and medium-size privately held businesses as part of brokerage process. He has worked with entrepreneurs of every pedigree and offers a unique insight in consulting with them to a successful sale outcome. The development of his experience stems from appraising many types, sizes, and interests. He has valued businesses in 28 states over his career. He has saved buy-side clients millions and successfully defended the business value of his sell-side clients. He has served as an expert witness and has taught about business valuation and exit planning.

Ed is a graduate of the distinguished Indianapolis’ Stanley K. Lacy Leadership Series; chapter President of the Exit Planning Institute and has served several not for profit organizations. Ed is a Certified Valuation Analyst, a Certified Exit Planning Advisor, Certified Value Builder, and a Certified Machinery and Equipment Appraiser.

Eugene Wallace
President and Founder of Family Business Advisers
Biography

Eugene J. Wallace has served as a, “Strategic Advantage,” for businesses, since 1998. As founder and president of Family Business Advisers and Principal of International Business Associates - Oregon, Eugene has integrated his experience as a successful business owner and his understanding of business and organizational dynamics to help owners to and through the success and succession of their businesses.  He has helped many businesses transition to the next generation and/or to the next owners. His work has earned him recognition as one of the Northwest’s most Trusted Advisers.  He has been instrumental in helping a number of Northwest company owners position for and move through the growth and sale/transition of their businesses.

As a successful business owner and entrepreneur, Eugene’s successes and challenges in manufacturing, marketing, financial planning and strategic advising have honed his ability to understand the elements of effective business growth, and how to provide the ‘strategic advantage’ to the leaders who grow them.  Through his work with thousands of business leaders, he has developed highly effective processes and tools to impact Strategic Planning, Leader Development and Succession Strategies.

Eugene has a BA and three Masters degrees.  He serves/has served on the: Board of Directors for the International Succession Planning Association; Board of Advisors for the Austin Family Business Program; and as the Chairman of the Board of Trustees with the Columbia-Willamette YMCA.  He is a Certified Succession Planner, a Certified Family Business Specialist and a Certified Management Consultant.  He and his wife of 30 years, Angela, and their five children and grandchild reside in Oregon. They are waiting for their grandson to join them from South Korea.

George Giles
President and Founder of Intemedior Business Advisors, LLC
Biography

George Giles is President and Founder of Intemedior Business Advisors, LLC, an Austin, Texas based Business Advisory Firm that specializes in Business Coaching, Consulting and Brokerage Services. Intemedior’s team and strategic partners assist Business Owners as they prepare their businesses for sale with a full complement of service and support required to build value, market and successfully manage the contract-to- close process. The Value Builder assessment and systematic approach helps Intemedior’s Business Owners determine a timeline and readiness to market their companies for sale along with what they can or should expect when they are presented to the marketplace.

George is a Certified Value Builder Advisor with over 15 years’ experience in Real Property and Business Brokerage. George started his corporate career as a fourth- generation member of a family owned Printing and Publishing Company in New England that dated back to the 1800’s. After leading the family business through an explosive period of growth in the early 1980’s, he moved on to a career with the R.R. Donnelley & Sons family of companies – a fortune 100 company at the time. He spent the next 20 years in a variety of roles in sales & marketing, operations/accounting management, organizational diagnosis & development and, information technology. His career took him through several corporate startups, mergers and acquisitions providing him with a rich and varied base of experience that serves the best interests of Intemedior’s clientele well.

George is an avid outdoorsman spending his 20’s hiking many sections of the Appalachian Trail and downhill ski racing – Giant Slalom and a gold medal winner in a regional NASTAR event. He is also an accomplished golfer and these days spends as much off-time as he can with his wife Cynthia, both certified PADI Advanced Divers, exploring the reefs off the Florida coast, Caribbean and Bahamas.

Marla DiCarlo
Raincatcher
Biography

Marla DiCarlo is an accomplished business consultant with more than 28 years of professional accounting experience. As co-owner and CEO of Raincatcher, she helps business owners get their business ready to sell so they find the best buyer and get paid the maximum value for their business. Marla has a Bachelor of Science in Accounting and is a member of several professional organizations.

Originally from Arizona, Marla, her husband, and three children relocated to Colorado in 2007. From 2000 to 2008, Marla worked as Director of Accounting for an M&A and Investment group that specialized in purchase, capitalization, and management of real estate and businesses in various sectors. While there, she was responsible for new business deals, investments, and financing. She worked with groups such as Credit Suisse First Boston, ISS Group, Venture West Group, and Madison Dearborn Partners.

In 2012, she opened Kaizen Business Results, a fractional CFO, accounting and bookkeeping firm, to help small business owners understand the story behind their numbers and get to the next level. Using her experience in cash management, strategic planning, operations, and budgeting, she was able to help the small business owner scale, working with owners between $100k to $15mm in revenue.

Marla’s prior industry experience includes real estate, commercial development, and investments. She also has formal training and practical knowledge in computer implementation and consulting. Marla has a background in strategic planning and projecting, calculating valuations, forecasting, and budgeting. She also has extensive experience in accounting software such as Great Plains Dynamics and SAP, and as a QuickBooks Proadvisor for more than 15 years, she has the knowledge and ability to handle a multitude of accounting projects.

Marla is an accomplished speaker and has taught classes with her local SBDC and SBA, plus various lenders and banking institutions. She is a certified Value BuilderTM Advisor and has several years working in management accounting with an emphasis in taxes.

As a serial entrepreneur and small business owner, Marla has the heart and passion to help the owner get to that next level preparing them to make their Final Ascent.

Steve Conwell
Final Ascent
Biography

Steve Conwell is an accomplished entrepreneur with more than 25 years of business growth advisory and financial consulting experience. As the CEO and owner of Final Ascent LLC, he leverages his team of professional exit advisors to help business owners achieve the American Dream. His firm works with sellers to transform their businesses into built to sell companies and partners with an extensive network of strategic business brokers and M&A firms to sell their businesses for top dollar at exit.

Terry Lammers
President and Co-Owner of Innovative Business Advisors
Biography

Terry is President and Co-Owner of Innovative Business Advisors. Innovative was formed in July of 2014 when Terry teamed up with Dave Kunkel of Kunkel Commercial Group. Prior to forming Innovative, Terry was the President and Owner of Tri-County Petroleum, Inc. for over 20 years. The business was successfully sold in 2010. He has participated in eleven successful business acquisitions and holds substantial knowledge in the mergers and acquisitions process. Terry also spent three and a half years with Regions Bank as a Vice President of Commercial Banking. Most recently, Terry received his designation as a Certified Valuation Analyst (CVA). This is an accreditation through the National Association of Certified Valuation Analysts (NACVA). Terry also holds a Real Estate Brokers License with the state of Illinois. Terry is a lifelong resident of the Highland, IL area where he currently lives with his wife and three children.