XPX Cleveland

Leaders

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.

you seek advice on tax, planning, investments or trust services in anticipation of an exit.

you would like to network and share connections.

When you desire to match small to midsize manufacturing or distribution company owners with up-and-coming entrepreneurs, we provide streamlined and improved methods for owners to transition their businesses to a new generation of business managers.

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

Need legal or business assistance in growing your business, recruiting key personnel and selling your business

Business Performance Advisory (Value Maximization, Operational Improvement, Financial Advisory), Transition/Exit Planning, Buy/Sell Transaction Advisory & Valuation, Interim Management, Expert Witness and Litigation Support

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.

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

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