richard tanner
Ownership Advisors
Cleveland,
Ohio
Contact
How to contact
2163285538
Professional Profile
Call Me When
you are frustrated by the lack of transparency and conflicts of interest when evaluating important insurance recommendations and want a fiduciary process based on patented research
Professions
Insurance
Functional Expertise
Charitable giving
Employee engagement/ retention
ESOPs
Estate planning
Family business
Financial Modelling
Management succession
Philanthropy
Private placements
Risk management
Tax
Exit/Transition Planning
Business Focus
protecting legacies for for successful families and business owners
Professional Certification
CLU, AEP, CAP
Transition Planning Certification or Methodology
Probate Dress Rehearsal
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Advisor Resource Relationships
BEI
EOS
EPI
FocusCFO
Chapter information
Membership
Cleveland Individual
Member since
New Member
Why I'm a Member of XPX
there are two exit planning groups I have been involved with that have not created traction in NE Ohio, BEI out of Colorado and EPI out of Ohio. Something needs to change so I am supporting XPX.
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