Financing Revenue MODEL for Tax Professionals
Comprehensive program that empowers tax preparers, CPAs, and enrolled agents to leverage commercial financing as an additional revenue stream for their firms.
Your Launch Platform
Commercial financing is a powerful revenue generator and secondary income stream for tax professionals. Our comprehensive platform equips you with everything you need to rapidly and successully launch your capital consulting division.
From education and powerful tools to strong lender relationships, effective marketing materials, and a supportive network, we ensure adding a new revenue stream to your current operations is not only seamless but highly profitable.
With over 30 years of proven experience in commercial capital placement and training, and an A+ rating from BBB, we have as strong track record of guiding tax professionals on the path to success. Best of all, our robust training courses, close mentoring, and active lender network allow you to start placing clients with lenders in your first week.
Designed for Seamless Integration
Plug and Play Consulting Program for Tax Pros
We offer the market’s only commercial finance program tailored for tax professionals. Training modules include:
- Analyzing your agency’s overlap between taxes and funding
- Questions to ask tax clients to uncover financing needs
- Strategies to seamlessly cross-sell taxes and funding
- Updating your tax agency brand to maximize tax client retention
- How tax preparers can take a seasonal approach to funding
- Learn to smoothly convert loan clients into tax clients
- Scaling both sides of a tax & financing firm simultaneously
- How to convert other tax professionals into referral partners
In addition, our launch platform includes numerous tools built exclusively for the tax preparation industry. As examples, all of these cover BOTH tax and financing services.
- Digital PDFs to share to generate interest
- Social posts branded for your agency
- Printed brochures for current & prospective clients
- Seamless client intake forms
- Application embedded in your website
- Scripts for conversations with tax clients
- Scripts for conversations with financing clients
- Presentation decks for clients
- Presentation decks for referral partners
- Info sheets to answer client questions
Everything tax professionals need to start a successful finance company in ONE PROVEN PROGRAM
You get lifetime access and ongoing support for a one-time low-cost tuition. There are no additional fees, ongoing fees, or commissions taken on the deals you make. NO B.S. – JUST RESULTS. All programs offer a NO-INTEREST MONTHLY PAYMENT PLAN, with full access to all services upon launch.
Fast Launch
Plug & Play Referral System
COMMISSON ON ALL REFERRALS - Earn 20% commission on every closed loan that you refer.LOAN SUBMISSION - Online portal allows you to submit a loan for processing in less than a minute.FAST EDUCATION - Straight forward, practical training. In under 2 hours you will learn how to uncover, assess, and submit loan opportunities for funding.WORD FOR WORD SCRIPTS: Easy to follow scripts and tools to uncover and assess clients' financing needs.MARKETING TOOLS - Information sheets and social media posts ready for you to use for fast, easy marketing.$10 / month
Lite Launch
Own Your Own Brokerage
OWN THE FIRM - You own the brokerage. Keep 100% commission when you place the loans directly with the lenders.Virtual AcademyROBUST COURSE SYSTEM - Learn at your own pace, wherever you are. Comprehensive online training for you and your team.
Learn More
$6500 Value
DOCUMENTS + TOOLS - All tools needed for a brokerage. Includes contracts, scripts, product cheat sheets, loan analysis tools, documentation checklists, and more.Learn More
$4000 Value
TIER 1 LENDERS - Easiest to use broker-friendly lenders ready to finance your clients. Immediate access to lenders working in real estate, equipment, SBA, working capital and more.$3000 Value
SUPPORT + TRAINING: Rapid coaching via phone, text, video conference and email. Seasoned brokers helping you with each loan and business decision.$5000 Value
Total Value $18,500
Full Investment: $4,995
$2,497
/ month for 2 payments
Robust Launch Program
Includes Lite Launch PLUS…
LIVE TRAINING - 3 day long training to hone practical skills. This event builds upon online course material with real world practice in assessing, pitching, and closing.Learn More
$6500 Value
Mastermind AccessBROKER MASTERMINDS - Live training twice each month for the next year. Stay on top of the industry: meet new lenders, learn new products, and get new tools.
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$3000 Value
SMALL GROUP COACHING - Intensive coaching, support, and accountability program. Weekly planning & coaching meetings during first 3 months of your startup.Learn More
$1500 Value
PERSONAL MENTOR - Business planning, pipeline oversight, and ongoing support. All coaches have a minimum of 5 years running their own brokerage.Learn More
$6,000 Value
FULL LENDER NETWORK - Comprehensive network of lenders ready to finance your clients. Immediate access to lenders working in real estate, equipment, SBA, working capital and more.Learn More
$6000 Value
INBOUND LEAD PROGRAM - Application on your website captures new leads. All leads are immediately sent directly to you for rapid follow up.$1000 Value
INFORMATION SHEETS - PDFs to use whenever more info is requested. Loan types, rates, niche markets, and more. All files branded and customized for your company. Learn More
$1250 Value
PRINT COLLATERAL - 500 glossy brochures branded for your firm, printed, and shipped to your doorstep. Use to share with prospective clients and generate interest.$1500
SOCIAL POSTS - All the heavy design work done for you. Custom branded, ready to send social media posts to generate rapid interest from your network.Learn More
$1250 Value
PRESENTATIONS - Portfolio of presentations covering any type of meeting. All presentations are animated, branded and customized for your firm.Learn More
$1500 Value
200+ PAGE BOOK - Broker launch manual written by our team. Nuts and bolts, step by step training on launching and growing a successful brokerage.Learn More
$97 Value
Total Value $48,097
Full Investment: $14,982
$2,497
/ month for 6 payments
Corporate Launch
Our Most Popular Program
Includes Agent Launch PLUS…
OUR CEO AS YOUR PERSONAL MENTOR - Our founder and CEO, Darrick Brown, serves as your personal mentor for 2 years. Business planning, pipeline oversight, ongoing support, and more.Learn More
$12,000 Value
Mastermind Boost2 YEARS of BROKER MASTERMINDS - Live training twice each month for the next TWO years. Stay on top of the industry: meet new lenders, learn new products, and get new tools.
Learn More
$3000 Value
DESIGN + PRINTING - Full graphic design for your business cards. 1000 cards printed and shipped to your doorstep.Learn More
$347 Value
CUSTOM LOGO - Brand strategy session followed by design of your corporate logo. Full custom design with unlimited revisions.Learn More
$547 Value
WEBSITE DESIGN - Development of your corporate site. Full custom design (no templates). Mobile friendly, Google Analytics, security firewall, and more.Learn More
$8000 Value
BRAND CONTENT - Brand strategy session, followed by professional copy writing. All content written for you. Includes website, brochures, presentations and more.$2000 Value
SOCIAL MEDIA PROFILES - Creation of LinkedIn and Facebook pages for your company. Includes copy, profile optimization, and custom graphics.Learn More
$500 Value
INDUSTRY CRM - Online dashboard for brokerage. Integrates contacts, email, calendar, to do lists, notes, loan docs, pipeline, reporting, and more. Plus a mobile app.Learn More
$2500 Value
INBOUND LEAD PROGRAM - Leads through you website's online application are AUTOMATICALLY added to your CRM, storing their app data and starting ongoing marketing.$1500 Value
INTEGRATED EMAIL LIBRARY - All of your most common emails written for you. One click to load professional, pre-written emails. Personalize, and then one click to send.$850 Value
SOCIAL MEDIA MARKETING - 2 years of DAILY posting on your LinkedIn and Facebook pages (7 days / week). Graphic creation included.Learn More
$7000 Value
EMAIL MARKETING - Stay top of mind with emails sent directly to your leads. 2X monthly for 2 years. Automatically integrated with your CRM for easy management.Learn More
$7000 Value
BLOG & ARTICLE WRITING - Professionally written articles published on your site 2X monthly for 2 years. Topics include industry news, financing types, and business tactics.Learn More
$7000 Value
HOSTING & DOMAIN - Domain name registration, email hosting, and website hosting for 2 years. $900 Value
Total Value $101,241
Full Investment: $24,970
$2,497
Talk with a Tax Pro
Talk with a tax professional who has taken the journey already. Learn what challenges they faced, what worked for them, and what didn’t. Get the insider inghts on whether this is right for your agency, or not.
Even if you never enroll in our program, the insights from a quick call will be invaluable.