PGP ADVISORY SERVICES - Key Persons
Andrea was born in the vibrant city of Guatemala City, where she experienced the rich cultural heritage and diversity that shaped her worldview. From a young age, she showed a strong inclination towards understanding people and their development, which eventually led her to pursue studies in Human Development at Galileo University in Guatemala and Human Resources Atlantic University in Spain.
Throughout her academic journey Andrea gained a deep understanding of the importance of fostering a positive and inclusive work environment. She has worked as Customer Service Representative effortlessly navigated through customer inquiries and concerns, providing support. Her educational background and professional experiences have shaped her into a skilled and empathetic Customer Service Representative.
Andrea focuses on building efficient administrative processes to optimize productivity and minimize redundancy, enhancing customer service looking to build strong and lasting relationships and training administrative staff
Andrea is an easygoing person who values the relationships she has with her family and friends, she enjoys having a healthy lifestyle, outdoors activities, exercise and sports. She understands the significance of maintaining a healthy body and mind.
Caitlyn Kuan, Esq., MBA, Founder of Agifall Advisory, a business brokerage and advisory firm in New York City, has 17 years of experience as a consultant, attorney and entrepreneur. For 13 years, she has advised clients on growth strategy and M&A matters. M&A projects comprise of more than 40 M&A transactions across industries through every phase of the M&A life cycle, from the initial market assessment, target sourcing and diligence through implementation of the divestiture or integration. Strategy projects include customer insight, market entry, revenue growth, portfolio optimization and competitive intelligence.
Previously, Caitlyn was AVP of Global Strategy at MetLife, Inc., Engagement Manager at Deloitte Consulting LLP, Senior Consultant at EY-Parthenon, investment banking summer associate at Wells Fargo Securities, and founder, managing attorney and consultant at Gerberas Law.
Caitlyn earned her MBA from the University of Michigan, her JD from the University of California, Hastings College of the Law, and her BA from the University of California, Berkeley. She holds a real estate broker's license, and is a member of the CA state bar. And she is a board member and EVP of the New York Chapter of Berkeley Haas Alumni Network.
PGP Advisory founder Jason Brown brings a highly unique approach to the business broker realm. Having spent over a decade in the corporate world, working with Fortune 500 companies, Jason understands what it takes to buy and sell businesses and improve small and midsized business transactions. He takes the strategies he learned in the corporate world and applies them to his role, serving PGP Advisory clients.
"I'm more than a deal person. I'm more than a person who has operated in a business. I bring the vast perspective and the business acumen of somebody who truly gets how businesses work." Jason Brown
During his years in the corporate world, Jason worked in many diverse industries, ranging from aerospace and defense, software implementation, technology, and food and agriculture to automotive, and property and causality insurance. He knows first-hand what it takes to operate a business and brings his perspective and business acumen of someone that understands the ins and outs of how business truly works.
Jason has seen firsthand how his work has impacted the lives of his clients. He is driven by a deep desire and belief that an experienced partner can have a powerful impact on the deal, its stakeholders, and the business. This detailed approach falls into Jason's overarching mission - to help clients build wealth.
Jason earned his M.B.A. from the University of Michigan, Ross School of Business, with a concentration in entrepreneurial finance and general management and his B.S. from Northwestern University in mechanical engineering. Additionally, as a real estate agent licensed by the Texas Real Estate Commission, he is able to provide support to business owners with both lease and real estate property components in transactions.
Job Titles:
- Business Brokerage / M & a Strategic Partner
- Business Executive, Advisor, and Small Business Owner
- Co - Owner and President of Transworld Business Advisors of Atlanta Peachtree
Karl Barham is a co-owner and President of Transworld Business Advisors of Atlanta Peachtree. Karl is an experienced Business Executive, Advisor, and Small Business Owner, with 25+ years of expert knowledge in business that is now used to help business owner with valuations, business exit planning, M&A and Business Sales transactions. Karl speaks the language of small business. He helps them start/acquire, grow, and exit businesses.
Karl has several degrees in Engineering SUNY at Buffalo and a MBA from the Goizueta Business School at Emory University. He worked for several Fortune 500 companies acquiring, managing, and improving businesses. Today Karl helps small business owners navigate the process of selling and buying businesses. He does this with a focus on honesty, confidentiality, and professionalism.
When Karl is not helping clients with the sale of their business, he can be found volunteering and supporting a number of great organizations in the Metro Atlanta area including Global Growers, StartMe:Atlanta, and Junior Achievement. Service is built into our values and we create a network of business owners that support and care for each other and the community at large.
Job Titles:
- Executive Advisor ( Strategic Partner )
- Principal at Titobi Ventures
Ken Powers, Principal at Titobi Ventures, has more than twenty years of experience helping small and large companies create value through enabling sales growth and driving operational efficiencies. His corporate experience spans a wide range of industries including Healthcare, Technology, Aerospace and Defense, and Automotive. Ken brings expertise in strategy development and implementation, business transformation, and process improvement. Based out of Chicago, he is a seasoned executive who is ready to guide you and your business to the next level.
Ken earned his M.B.A from the University of Michigan, Ross School of Business with concentrations in Strategy and Finance. He earned his B.S. in Mechanical Engineering from Northwestern University.
Job Titles:
- Finance, Accounting, and Tax Executive ( Strategic Partner )
- Principal at about Time Professional Services
Principal at About Time Professional Services, Ryan partners with business owners to dissect and develop a robust understanding of their businesses when it comes to accounting and taxes. He has over ten years of accounting experience with businesses across a wide range of industries. Ryan has held positions ranging from Tax Manager to CFO of a multi-site ER/Hospital medical group. He provides invaluable tax and accounting insights that help entrepreneurs unlock value in their business during startup, growth, sustain, and exit phases. His works with owners like you to either build the internal capability to manage your accounting and tax needs or provide day-to-day support in these areas.
Ryan also assists first time business buyers to establish the necessary financial tools and processes, thereby freeing them to focus on achieving their business and financial goals from the acquisition.