REGISTRATION CLOSES IN
REGISTRATION CLOSES IN
Drive More Conversations, Improve Your Close Ratio & Maximize Your Perceived Value
Live & In Person in Clearwater, FL
April 7th-10th, 2026
Become a certified
tax & business Advisor
(CTBA)
The Certified Tax & Business Advisor designation was designed for tax professionals, financial advisors, insurance agents, and real estate agents who want to differentiate themselves
This three-day live training event brings together leading tax planning, exit strategy, and asset protection experts to equip you witVideoh actionable strategies, insider knowledge, and a network of peers and professionals dedicated to realizing substantial business exits.
Early Bird Pricing! Secure your spot NOW for just:
$4,997
Registration closes in:
Registration is closed!
Drive More Conversations, Improve Your Close Ratio & Maximize Your Perceived Value
Live & In Person in Clearwater, FL
April 7th-10th, 2026
ADVANCED CTBA SALES MASTERY
Stop Killing Deals by Being Too Smart
You've mastered the tax strategies. Now master the conversation.
Join Matt Pearson and Brian Fannin for an intensive training designed exclusively for Certified Tax and Business Advisors ready to dramatically increase their close rates.
The Curse of Expertise
You know too much. And it's costing you deals.
Every time you dive deep into captive insurance structures, cost segregation timelines, or entity restructuring during a first conversation, you watch prospects' eyes glaze over. They nod politely. They say they'll "think about it." And they never call back.
It's not your knowledge that's the problemāit's when and how you're deploying it.
The best advisors in our network have discovered a counterintuitive truth: the less you explain upfront, the more deals you close.
Secure your spot NOW for just:
$1,495
Registration closes in:
Registration is closed!
Who This Is For...
Insurance Agents who want to increase the number of conversations they're having and dramatically increase their close ratio
Financial Advisors who want to learn how these strategies can help them bring even more value to their clients
Real Estate Agents who want to truly differentiate themselves for their residential and commercial investors
Who This Is For...
Insurance agents who want to increase the number of conversations they're having and dramatically increase their close ratio
Financial advisors who want to learn how these strategies can help them bring even more value to their clients
Real Estate agents who want to truly differentiate themselves to their residential and commercial investors
What You Will Learn...
The Consultative Selling Framework for Tax Advisors:
The Door Opener Mindset ā Why your job is to create curiosity, not demonstrate expertise
The 3-Question Qualifying Sequence ā Identify six-figure opportunities in under 5 minutes
The Warm Handoff Protocol ā How to transition prospects to closing teams without losing trust or momentum
Shutting Up Strategically ā When silence closes more deals than your best explanation
Objection Aikido ā Redirect "I need to talk to my CPA" without getting defensive
The Curiosity Gap Method ā Leave them wanting the discovery call, not feeling like they already got the answer
Pipeline Velocity Tactics ā Move prospects from first contact to discovery call in days, not weeks
What You Will Learn...
The "magic question" that almost guarantees you'll open a discussion about how you can bring value to a business owner's bottom line
The #1 tax mistake that costs family business owners billions every year
How to explain the tax system so simple that a fifth-grader could understand it and why CPAs are not Tax Planners by training
Powerful word-for-word scripts to turn suspects into prospects into clients for life
How to deliver bad news about taxes and have your client thank you for it
How to motivate clients to act now to avoid taxes decades down the road
How the CTBA training separates you from product-pushing competition
The first question to ask any business owner (that he won't be able to answer)
Pros and cons of qualified retirement plans - how to choose the right one for your clients, and when to avoid them entirely
Exit planning strategies that can save millions in taxes when selling a business
Roth IRA conversion strategies to save top clients six figures or more
A three-step referral system to multiply your success with new clients
Imagine...
Imagine if you had the power to not only predict your client's financial future but to sculpt it, ensuring their wealth not only grows but does so in a way thatās profoundly tax-efficient.
Youāre not just any advisor; youāre the one they remember, the one they canāt afford to lose. How? Because you asked the magic question that unlocked value they didnāt even know existed.
Welcome to the world of Certified Tax and Business Advisors (CTBA), where elite professionals like you transform from being seen as a cost to becoming their most trusted asset.
With CTBA certification, you gain access to powerful scripts that turn prospects into lifelong clients, strategies to motivate immediate action, and the secrets to delivering bad news about taxes in a way that actually makes your clients thankful.
Whether itās exit planning that saves millions, Roth IRA strategies for six-figure savings, or a three-step referral system that multiplies success...
...CTBA training sets you apart from those merely pushing products. It positions you as a proactive planner, a luxury service provider in a crowded market thirsty for real value.
From understanding basic business entities to advanced tax-free selling strategies, CTBA certification covers the entire spectrum. It's not just education; it's transformation.
And with Excel Empireās suite of tools and resources, youāre not alone. Join a community of elite professionals armed with decades of tax-saving strategies, ready to take your business to new heights.
Are you ready to become the indispensable advisor, the one who offers more than advice, but a roadmap to financial freedom? Join us. Become a Certified Tax and Business Advisor and turn your advice into the asset your clients will treasure most.
Speakers Include:
Matt Pearson, Founder
Matt Pearson is...
Brian Fannin, COO
Brian Fannin is...
OUR NO-RISK GUARANTEE
We guarantee you'll walk away with the knowledge and tools that you can use to add MORE sales... MORE profit... MORE value for your clients.
If you feel you haven't received even one "money breakthrough" that could make a huge positive impact on your business, we'll refund your payment in full. Every penny, no questions asked.
If you're not happy, then we're not happy, and we'll do whatever it takes to make it right.
Now, the likelihood of this happening is VERY low. We have such a strong guarantee because we KNOW what has happened at events we've done that were similar to this.
You can't help but be hit by one knowledge bomb after another...
All containing real ACTIONABLE advice you can apply so your business can experience the transformation you've been looking for.
FAQs
Q: HOW MUCH DOES IT COST?
A. The full price for the event is $1,495.
Q: WHEN IS THE EVENT?
A. April 7-10, 2026. We will begin the afternoon of the 7th and end early afternoon on the 10th. Registration closes March 23, 2026.
Q: WHERE IS THE EVENT?
A. Holiday Inn & Suites Clearwater Beach (Longboat A Room)
521 S Gulfview Blvd, Clearwater Beach, FL 33767, USA. You can make your hotel reservations here.
Q: WHAT IS INCLUDED IN THE FEE?
A. The cost of attendance includes breakfasts, lunches, snacks, Tuesday dinner, course materials, and more.
Hotel rooms are NOT included in the attendance fee. We have secured a block of rooms which you can book by clicking here or calling 1-800-770-6461. Tell them you are with the Excel Empire group coming in April to secure your room at the reduced rate with our group.
Q: WHAT IS THE DRESS CODE?
The dress code is business casual.
Q: WHAT SHOULD I BRING?
A. We will provide notes for the sessions. You will need to bring a laptop or tablet for taking the exam on Friday.
Q: WHAT IS THE EVENT SCHEDULE?
A. We will begin Tuesday afternoon at 4pm and then have dinner that evening. Wednesday and Thursday will run from 8:15am to 4pm and Friday will run from 8am to 9:15am.
Q: HOW FAR IS THE AIRPORT FROM THE VENUE?
A. It is about a 35 minute drive from the Tampa International Airport to the hotel.
Q: IS THIS A SELLING EVENT OR A LEARNING EVENT?
A. There is no selling at this event. It is 100% a learning event. Our presenters are some of the best in the world, and they all have very full plates. While you may choose to engage with them after learning what they can do, there will be no selling from the stage.
Q: WILL THE EVENT BE LIVE-STREAMED?
No, much of the information being presented is proprietary and we don't want it widely distributed.
Q: ARE THERE NETWORKING OPPORTUNITIES?
A. We will be hosting the day-time meals, along with dinner on Tuesday night. You will have plenty of time to mingle and get to know one another on breaks and after teaching is done for the day.
Q: IS IT POSSIBLE TO GET RECORDINGS OF THE EVENT?
A. Again, NO, for the same reason as above. You may think you don't have time to attend live, but this could be the most important thing you ever do for your business.
Q: CAN I BRING A SPOUSE OR PARTNER?
Yes of course, you will just need to purchase a ticket for both people.
Q: HOW MANY PEOPLE WILL BE AT THE EVENT?
We're capping attendance at 12, and we expect to sell out.
Q: WHAT EATERIES ARE NEARBY?
A. Jimmy's Fish House and Iguana Bar (attached to the hotel), Taco Bus, Salty's Island Bar & Grill, Frenchy's South Beach Cafe, Ocean Seven, Crabby's Bar & Grill.