Team-Based Model Business Consultant
Are you a Successful Business Owner and totally frustrated by the amount of taxes you pay every year?
Our Team of Specialists have LEGALLY helped thousands reduce their taxes, some by >$200,000 a year
We are the ‘Go-to People’ for Tax Advisors who serve High Net Worth Individuals and Successful Business Owner with proactive and holistic services. We’re unique, our Team Based Model ‘Best in Class’ includes you the client, your CPA, the TBM Consultant and our Team of Specialists who represent >50 companies with >40 Value-Added Services. Our team is made up of CPAs, Tax Attorneys, Actuaries, Engineers, Third-Party Administrators, all leading experts in High-Level Tax Planning. We don't flirt with grey-areas that trigger audits, we use time-tested court-challenged strategies to reduce your taxes. Any Third-Party Referral Model doesn’t come close to Our Team-Based Model for providing REAL VALUE to you
The algorithms to each of the 35 to 48 Questions on our Client Information Question determines your next question. Your CIQ is reviewed by our Team of Specialists the ‘best in the country’ who identifies Top Strategies for you to consider on our Opportunity Report
This video explains our model: www.elitebusinessvideo.com
• 72% of those who changed CPA’s did so because they felt they were not proactive enough. Yet 76% of those surveyed consider their CPA to be their most trusted advisor. Source: Sleeter Group
• 78% of Business Owners plan to sell their business to fund 80-100% of their retirement
• We love freeing-up money for things on “your business bucket list"
Other Accomplishments of your TBM Consultant
Experienced in managing Award-Winning financial services businesses – won 8 National Awards: 5 Master Manager Awards, 2 TOP Builder Awards, and The President's Cup, that year we had +82% increase in business. Has an outstanding record for selecting, developing and retaining Top Talent - has mentored >400 financial advisors
For more information, fill out the form below.