XPX Cleveland

Events

I develop strategies to protect and secure my clients' wealth while simplifying their lives as they transition from "owner" to "investor"

your business is at a fork in the road and you are debating whether to grow it further or sell it

I can be of assistance

Attorney Specializing in Liquidity Event Planning, M&A, Securities Transactions, and Entity Formation/Corporate Governance.

Tax guidance is needed during any stage of the business life cycle. I can help businesses ensure tax compliance, minimize tax liabilities, avoid surprises, and proactively plan to achieve long-term goals.

Direct Opinions specializes in the development of customer experience, employee engagement and market intel initiatives that help clients identify their competitive advantage and accelerate profitable business growth.

You need to understand an existing Insurance solution or look at new insurance strategies.