Steven Johnson
Partner
More than 30 years in banking and lending, with hands-on experience in cost segregation and M&A advisory.
Tax Planning & Exit Advisory for Texas Business Owners
Plan strategically today. Exit confidently tomorrow.
Orion Apex Solutions works alongside established business owners to connect proactive tax planning with a well-prepared exit, including a specialized focus on employee stock ownership plans (ESOPs).
- Texas-licensed CPA leadership
- 30+ years of banking and lending experience
- Integrated cost segregation
- ESOP exit specialization
Built for established business owners
We keep our client base small so every owner gets senior attention. Our work fits best when a business has:
Texas roots
A privately held company based in Texas.
A real team
20 or more employees.
Proven earnings
Annual EBITDA (earnings before interest, taxes, depreciation, and amortization) generally above $1 million.
A next chapter in view
An owner who wants to plan taxes now and a transition in the years ahead.
Not sure you fit? Reach out anyway. We will tell you plainly.
The decisions that shape your exit start years earlier
How your company is structured, how you hold real estate, how earnings are reported, and who can run the business without you all affect what you keep when you sell. When tax planning and exit planning happen in separate rooms, owners can leave options on the table. We bring them into one plan.
How we help
Tax Planning & Strategy
Year-round planning that connects your business decisions to your tax position and your long-term goals.
Learn more about Tax Planning & StrategyStrategic Exit Planning
Plan, prepare, and transition, with a specialized focus on selling to your employees through an ESOP and one advisor coordinating every step.
Learn more about Strategic Exit PlanningCost Segregation
Through Orion Cost Segregation, identify building components that may qualify for faster depreciation and improve near-term cash flow.
Learn more about Cost SegregationOne coordinated plan
- 1
Understand
Your personal, financial, and legacy goals come first.
- 2
Assess
We review your tax position, financial readiness, and transferability.
- 3
Plan
You get a roadmap that connects this year's tax decisions to how you plan, prepare for, and transition out of the business.
- 4
Coordinate
We work with your CPA, attorney, lender, and other specialists so nothing falls between the cracks.
Why owners consider selling to their employees
An ESOP lets you sell part or all of your company to a trust that benefits your employees. Owners consider it to create liquidity on a flexible timeline, preserve the company they built, reward the people who helped build it, and, depending on how the transaction is structured, access meaningful tax advantages. An ESOP is not right for every company. We will help you find out whether it is right for yours.
Senior advisors, directly involved
Evan O'Brien
Partner
Texas-licensed CPA and former bank CFO, focused on tax planning and the financial decisions owners face.
Frequently asked questions
Start the conversation early
The best exits are planned, not rushed. Tell us about your business and where you want it to go.