Plan · Prepare · Transition
Vetted specialists we bring into client engagements when their expertise strengthens tax position, cash flow, or exit value.
Orion Apex coordinates the engagement. Our strategic partners deliver specialized programs, and your CPA and counsel review everything. We consider how each program fits your company, your people, and your long-term goals.
EBITDA means earnings before interest, taxes, depreciation, and amortization.
Benefits, payroll-tax efficiency & EBITDA
Supplemental preventive-care benefits that may support payroll-tax efficiency, cash flow, and exit readiness, subject to employer-specific review.
Learn more about Optimal Benefit Advisors
Leadership bench, succession & hiring fit
Behavioral intelligence that helps owners build a leadership team that can run the company without them.
Learn more about Aptive Index
Part of the Orion family
1031 exchanges for investment and business real estate
Part of the Orion family. Helps owners and investors defer capital gains and depreciation recapture when selling real estate and reinvesting in like-kind property.
Learn more about Orion 1031 ExchangeCPA services led by a former bank CFO
Tax preparation and CPA-level guidance from Evan O'Brien, a Texas-licensed CPA and former bank CFO.
Learn more about O'Brien CPAOrion Apex Solutions has compensation arrangements with some of its strategic partners, which may include referral fees or revenue sharing. Any arrangement that applies to your engagement will be disclosed to you before you commit.