XPX Cleveland

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

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.

your clients have liquidity needs.

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

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

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

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

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

you would like to network and share connections.

I can be of assistance

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.