Legal and Tax Services packaged and sold as a product have been my strength for many years. I've sold $50M+ to date of legal products. Developed and executed sales strategies for industry and problem-specific packaged legal solutions, including incorporation services, estate planning, tax preparation, and ongoing planning and regulatory compliance services. Deeply interested in tech as an A2J solution and UX / AI as a path to that. In the past 20+ years, I have consulted clients in forming corporate structures, with particular focus on Multiple Entity Structuring, Asset Protection Planning, Tax Reduction Planning (Nexus) with multiple state and country planning, investor readying for start-ups and expansion, IP Licensing, Complex Loss Mitigation, Distribution and Global Licensing Planning, Built for Sale projects, partnership issues, including conflict resolution. My experience spans across multiple industries, consulting key stakeholders and deploying custom strategies. Earning clients confidence, protecting their confidential information, mediating disagreements with key same-side parties, while keeping the stakeholders' discrete interests preserved. Namely, personalities and complexity aren't a problem for me.Comfortable and experienced working under NDA.Whether it is a startup, an existing company that's struggling to grow, a growing company that needs scale or reach, a new service or product that needs an effective sales strategy or a high conflict and complex situation - that's where I come in.I have conceptualized a Legaltech solution for a platform that can change how people interact with the legal system. A solution for legal / regulatory and complex matters with a high rate of adoption potential - if built - and relying on better UI/UX, infrastructure and end-user approaches. Stackable with modules that can be monetized. Changing how Gov / Professionals / Pro Se Rep handle their data the system interfaces with it. Courts side integration / Gov interface goals.A2J is an urgent, pressing, and all-too-common societal problem that can be ameliorated through tech solutions specifically designed to address the challenge involved in achieving favorable outcomes, while reducing the burden of cost and time of self-represented, qualified counsel and the system as whole.I enjoy advising boards in for-profit and non-profit sectors.I am a father to a wonderful special needs ‘2e’ son, who keeps me inspired. The banner on my LinkedIn profile is the two of us on a scooter and bike ride that my son found on Google Maps.)'( since 2003'
Self-Employed
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Consultant Process Strategy And Support - Civil LawSelf-EmployedToronto, On, Ca
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Consultant Process Strategy & Support - Civil LawSelf-Employed Aug 2013 - PresentToronto, Ontario, CanadaI work directly on top-level case management with clients and liaise with counsel to simplify complex matters and satisfy procedural demands leading to resolution - successfully surmounting the danger of child alienation and maximizing chances for favorable custody outcomes. Focused on supporting clients in satisfying regulatory, statutory, and civil processes through the collection, culling, and sourcing to produce needed pleadings; thus, assisting clients to expedite resolutions of their matters whether they stand as self-reps or working with their counsel. Understanding the psychological impact, I equip clients with tools to maintain a positive mental outlook in the midst of prolonged ongoing litigation or effectively prepare for imminent litigation. In addition, I assist lawyers to advance their cases with frustrated or overwhelmed clients. My intimate knowledge of the law, paired with highly honed conflict resolution skills, and ability to navigate complex dynamics have proven valuable to clients and counsel.
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Chief Operating OfficerSimplified Works, Inc. Jan 2007 - PresentToronto, Ontario, CanadaHandled complex Corporate Restructuring and advising on issues through an immersive hands-on, study, planning and implementation approach. Projects were focused on:Initial corporate structuring | Loss mitigation | Over-leveraged debt repositioning | Redistribution of asset classes | Splitting single entities into multiple autonomous companies | Use and implementation of Master Licensing Agreements | Dissolution & splitting entities, resolving dis-equal shareholder allocation, including exclusion; this required conflict resolution for complex ownership paradigms and a host of complications | Estate planning and succession solutions with asset protection and tax considerations | Sales process, Sales Cycle - reorgs - scrips | Pre-IPO readiness | Change Management Examples of work include:Appointed as interim C-Level/COO to rescue a media company that had incurred debts of $33-34 million, where I developed a sustainable rescue plan for investors to recover their losses through reallocation of assets in business ideas with prospects of high return to investments.Additionally, being appointed as a company’s executive to leverage the buyout of a furniture chain with 5 locations and a warehouse of high price-tag inventories. Accomplished the following:Initiated and led the process to optimize the resolution of $4 million debt.Worked with Bankruptcy Trustees and lawyers to leverage inventories, good will and RE. Negotiated alternative solutions to the satisfaction of creditors and clients. Handled conflicts and delicate negotiations with poise and business acumen, thus minimizing business and relationship risks.Numerous clients over many years with varied needs and industries. Versatile and determined to help where possible
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Eyes On Art ManagerBurning Man 2009 - 2013)'( BM since 03'. Staff member and active in the community for many years. Responsible for non-fire related Art Safety onsite at the Burning Man Festival. Managed a large team of people to ensure that Art Installations were conducive to the environment, including being lit and mechanically safe. BM is a unique place and the demands of the climate and Artists was a gift and shapes and informs me in all areas of my life. -
Executive Corporate AnalystNevada Corporate Headquarters Jan 2004 - Apr 2008Global - Based In Las Vegas, NvTrusted with complex cases generating sales exceeding revenue targets by many times on a monthly basis. Ranked as top producer in the team. Structured 7000-8000 clients. Used business case analysis approach - diagnosing situations, asking penetrative questions to understand the correlation between clients’ underlying issues and business objectives. Recommended structuring and asset protection solutions through utilizing knowledge of different jurisdictions and risk factors, thus mitigating long-term business risks. Incident-specific entities include: Corporations C/S, LLC, QPRT, multi generational estate planning trusts, Trademark Registration, foundations, 501 c3, living trust and revocable and irrevocable trusts of many types.Presented on a regular basis to Real Estate and Investment conferences with attendance from 100 - 4,000. Increased awareness of products and services, generated business, and grew a large network of business partners. In addition, managed sales of ongoing services including resident agent, bookkeeping, tax preparation, and other services related to compliance and corporate governance, i.e. resolutions, amendments minutes and other requirements.Entity Structuring and Tax planning for non-us based business interests operating within the USA. Specializing in Multiple Corporation Structuring with an emphasis on multiple state and country taxation. -
Sr Consultant/SalesNevada Corporate Headquarters 1999 - 2007Advised companies and individuals on Corporate Structuring, Taxation, Asset Protection, Privacy, Best Business Practices, Shareholder/Investor planning and various other business consulting aspects. -
Tax SpecialistTax Ready Aug 2000 - Jul 2001Las Vegas, Nevada, United StatesFirst contact role - sales. Identify potential tax credits and deductions to minimize clients' tax liabilities as part of the sales cycle. Focus on selling tax improvement based solutions as well as selling bundled solutions to non-filers, 656/OIC and forward planning strategies. Including Trust, entity and tax preparation services.
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Sales / Customer ManagementPacific Cellular Dec 1998 - Jul 2000Las Vegas, Nevada, United StatesI worked with the first pre-paid cellular service company. First instance of pay per minute airtime reseller in the world. Sales and Customer Service with a little tech -
SalesRogers Cantel At&T Mar 1995 - Nov 1998Outside Sales Rep /I was the top outside rep for east coast Canada for 2Q's
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PromotionsZoo Group Feb 1992 - Jul 1994Promoted and involved with Day to Day of nightclubs in Toronto, Canada.Responsible for filling 1300+ person club 5 nights a week.Many Cross Promotion Events as well, Fundraising, Fashion Shows, Music CD Launches, Etc
Aaron Oretsky, Capp Education Details
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Global Econ - Social Science -
High School
Frequently Asked Questions about Aaron Oretsky, Capp
What company does Aaron Oretsky, Capp work for?
Aaron Oretsky, Capp works for Self-Employed
What is Aaron Oretsky, Capp's role at the current company?
Aaron Oretsky, Capp's current role is Consultant Process Strategy and Support - Civil Law.
What schools did Aaron Oretsky, Capp attend?
Aaron Oretsky, Capp attended Foothill College, Forest Hill Collegiate Institute.
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