Ready To learn how to gain ROI and Tax Incentives?
How about multiple opportunities focused on building a plan of action to buy a tax incentivized business with little to no money down!!
Ready To Gain ROI and Tax Incentives?
How about multiple opportunities focused on building a plan of action to buy a tax incentivized business with little to no money down!!
If you're making $0 - Billionaire, this is the offer for you!
️*IMPORTANT*: Earnings and Legal Disclaimers
Any tax strategies, or tax examples, are only estimates of what is possible. There is no assurance you’ll do as well. Results are based on many factors. This advice is not intended and cannot be used for the purpose of avoiding penalties that may be imposed by the IRS.
Acquisiton Fuel and Elite Wealth Club Conference
Here's What You Get!
- Tickets to Four FULL Day LIVE Event in Carlsbad, CA 92010 February 7th - 10th at the West Cost Finance Center. This is a high tech facility that boasts almost 3M worth of technology for its build out. Owned by famous investor, capital raiser and author Oren Klaff, this will be a highly unique experience!
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Day One - Feb 7th - 9 AM - 5 PM Training Schedule: The who, what, when, where, why, and how. Why this, why now?, Who are the buyers? Who are the sellers? How does private equity work?, What does a deal look like? How do I find them? Where are the best deals?, Once we've identified- how do we perform due diligence? What questions should we be asking?, Who can help us uncover the what and what are the growth drivers? How can we add value to this?
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Day One - Feb 7th - 5-7 pm Cocktail Networking Party!
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Day Two - Feb 8th - 9 AM - 5 PM Training Schedule - Once we've found something, and we know what questions to ask and perform due diligence, how are we going to pay for it? 75 creative financing strategies.Introduction to SBA lenders and Legal.Reverse engineering our exit is next and how to sell the company for the most amount of money. Introduction to Deal Team 6: All the players to assemble your first transaction.
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Day Two - Feb 8th - BY INVITATION: Elite Wealth Club Member Dinner
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Day Three - Feb 9th - 9 AM - 5 PM Training Schedule: Secrets of the wealthy: If you make more than 400k a year and a tax bill of 100k or more, this day is dedicated to wiping that bill out using expert strategies. This whole day will be about using the strategies of the Elite, that NO ONE talks about and making them implementable strategy. The tax savings alone from this day is potentially worth 10X your investment to come. Not just high level fluff either. This is specific, executable information you can run with that your current CPA probably doesn’t even know about. This day will be hosted by Dana Cornell of Cornell Capital Holdings and Carlotta Thompson of Tax Strategists of America. Dana is and former Morgan Stanley Advisor whos book of business was 1.4 Billion. Dana advised mostly families with net worth of 5-30M and helps them think critically from an investment stand point to buy cash flow and reduce taxes. He left Morgan Stanley after 20 years to emulate their most profitable division. Private Equity + Wealth Management. Carlotta is an Ex IRS auditing tax agent who has flipped her insider track of the IRS code to benefit entrepreneur’s and has helped thousands of people reduce or eliminate their tax bill using the rules the wealthy use. These two together for one day, will be an absolute clinic on how to strategically set you and your companies up not just for one year, but every year! This is a lifetimes worth of work by two complimentary strategist, that’s being distilled down into an 8-9 hour day. How would you like to buy your competitor who was trying to sell for 1.2M for 135k? For the price of 105k in equipment and 25k for name, branding, 50 years of clients, receptionists and 7 employees Todd will be able to double the size of his company and make an extra 300-400k in profit per year. Oh, and that 130k he spent, was 100% tax deductible. 130k to make 300-400k net, every year. Not bad. You want to learn how to do this? Whether you’re in transition looking for something new, you’re in a good vehicle and looking to grow, or your killing it and want to own all the supply chain in your space; there’s no faster, smarter, cheaper way then to buy your way to the top.
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Day Four - Feb 10th - 9 AM - 3 PM Training Schedule: This day is exclusively dedicated to Deals. Once you’ve learned all the secrets of the wealthy, this will be your day to shop current deals. This day will be an investor meet up where we invite local accredited investors and present our deals. If you have a deal to pitch, ill still be accepting applications to pitch up until January 25th. Heres a partial list of deals being showcased. Oren Klaff- 400M + Manufacturing company in Texas that will IPO in the next 3-4 years that looks like the potential ROI could be 3-5X investment. Dan Fleyshman- Celebrity Influencer and Investor. 1. Cards and Coffee, I just raised another $4 mil and in March the tv show goingpublic.com comes out to raise $1.5 mil and it’s a lot of fun. (I’ve done $27,000,000+ sales). 2. 10% a year for AspireTour.com raising $15 mil for 3 years. It’s a nice/easy return. 3. Minimus.biz the 100,000+ sq ft warehouse in LA. Small $1 mil raise for great company. 4. WyldJungle.com will do a $2 mil raise. That brand gets 200 million views a month from @therealtarzann.
OR
Virtual Course!
- Step 1: Deal Hunting Where do you look to find on & off-market deals? Will look at deals together throughout this training and show you exactly what we look for when trying to find a business with positive cash flow.
-
Step 2: Due Diligence Once we have identified a potentially good business to invest in. The work is only partially done. There is a fair amount of boxes that need to be checked to ensure this is going to be a good investment for the long term.We'll go over our entire Risk Analysis checklist.
-
Step 3: Deal Financing There are several creative ways to finance a business acquisition. We will cover the most popular methods and show you what I most successful students are doing to get these deals put together.
OR
Both! The Acquisition Fuel and Elite Wealth Club Conference AND Virtual Course!
$13,500 Value!
Speakers
Kyle Mallien, King of Acquisitions
Investor, Author, Mentor, and recent finalist of San Diego Business Journal’s 40 under 40, Kyle Mallien is a serial entrepreneur with roots in rural Wisconsin. Kyle had a very poor upbringing as the son of a third generation stonemason. With the financial philosophy of “work hard, do better, get another job, do whatever is needed to put food on the table,” Kyle’s mom worked two jobs to support him and his brother. Having lost his dad to brain cancer at 16, Kyle began to cope with drugs and alcohol through high school and community college. He then began working at a call center, where he mastered sales skills, how to add value to a business, and the core foundation of business operations: systems and processes.
Kyle then had a successful mortgage finance business with 20+ employees until the crash in 2008, when he, like many, lost everything. On July 31st, 2008 at 25, with a debt of 200k, all bank accounts overdrawn, cars being repossessed, and home 6 months in foreclosure, Kyle hit rock bottom and attempted to take his life. As his life flashed before his eyes, he realized that he didn’t want to die, just didn’t want to continue to live the way he had, and transformed this dark moment into a turning-point.
Kyle then reinvented himself with the help of mentors and friends and purchased an electronics recycling business. It was then that Kyle found his forte with business acquisitions and formulated the ‘Wall Street Exit Method.’ A portfolio of hugely successful and profitable businesses, one of which was #1465 on Inc 5000’s fastest growing companies in the country last year, Kyle consistently amasses $140 million in total sales each year. Kyle teaches aspiring entrepreneurs how to acquire seven-to-eight figure businesses.
Are you ready to ACT on the Only tax strategy that gives you 3x in Tax Deductions and also gives you a 300x return on investment?
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$8,000
$10,500
By checking this box and purchasing, I am certifying that I understand which product I am purchasing.
By checking this box and purchasing, I am certifying that I understand there is not an applicable refund policy.
Here's What You'll Receive:
- Tickets to Four FULL Day LIVE Event in Carlsbad, CA 92010 February 7th - 10th at the West Cost Finance Center. This is a high tech facility that boasts almost 3M worth of technology for its build out. Owned by famous investor, capital raiser and author Oren Klaff, this will be a highly unique experience!
-
Day One - Feb 7th - 9 AM - 5 PM Training Schedule: The who, what, when, where, why, and how. Why this, why now?, Who are the buyers? Who are the sellers? How does private equity work?, What does a deal look like? How do I find them? Where are the best deals?, Once we've identified- how do we perform due diligence? What questions should we be asking?, Who can help us uncover the what and what are the growth drivers? How can we add value to this?
-
Day One - Feb 7th - 5-7 pm Cocktail Networking Party!
-
Day Two - Feb 8th - 9 AM - 5 PM Training Schedule - Once we've found something, and we know what questions to ask and perform due diligence, how are we going to pay for it? 75 creative financing strategies.Introduction to SBA lenders and Legal.Reverse engineering our exit is next and how to sell the company for the most amount of money. Introduction to Deal Team 6: All the players to assemble your first transaction.
-
Day Two - Feb 8th - BY INVITATION: Elite Wealth Club Member Dinner
-
Day Three - Feb 9th - 9 AM - 5 PM Training Schedule: Secrets of the wealthy: If you make more than 400k a year and a tax bill of 100k or more, this day is dedicated to wiping that bill out using expert strategies. This whole day will be about using the strategies of the Elite, that NO ONE talks about and making them implementable strategy. The tax savings alone from this day is potentially worth 10X your investment to come. Not just high level fluff either. This is specific, executable information you can run with that your current CPA probably doesn’t even know about. This day will be hosted by Dana Cornell of Cornell Capital Holdings and Carlotta Thompson of Tax Strategists of America. Dana is and former Morgan Stanley Advisor whos book of business was 1.4 Billion. Dana advised mostly families with net worth of 5-30M and helps them think critically from an investment stand point to buy cash flow and reduce taxes. He left Morgan Stanley after 20 years to emulate their most profitable division. Private Equity + Wealth Management. Carlotta is an Ex IRS auditing tax agent who has flipped her insider track of the IRS code to benefit entrepreneur’s and has helped thousands of people reduce or eliminate their tax bill using the rules the wealthy use. These two together for one day, will be an absolute clinic on how to strategically set you and your companies up not just for one year, but every year! This is a lifetimes worth of work by two complimentary strategist, that’s being distilled down into an 8-9 hour day. How would you like to buy your competitor who was trying to sell for 1.2M for 135k? For the price of 105k in equipment and 25k for name, branding, 50 years of clients, receptionists and 7 employees Todd will be able to double the size of his company and make an extra 300-400k in profit per year. Oh, and that 130k he spent, was 100% tax deductible. 130k to make 300-400k net, every year. Not bad. You want to learn how to do this? Whether you’re in transition looking for something new, you’re in a good vehicle and looking to grow, or your killing it and want to own all the supply chain in your space; there’s no faster, smarter, cheaper way then to buy your way to the top.
-
Day Four - Feb 10th - 9 AM - 3 PM Training Schedule: This day is exclusively dedicated to Deals. Once you’ve learned all the secrets of the wealthy, this will be your day to shop current deals. This day will be an investor meet up where we invite local accredited investors and present our deals. If you have a deal to pitch, ill still be accepting applications to pitch up until January 25th. Heres a partial list of deals being showcased. Oren Klaff- 400M + Manufacturing company in Texas that will IPO in the next 3-4 years that looks like the potential ROI could be 3-5X investment. Dan Fleyshman- Celebrity Influencer and Investor. 1. Cards and Coffee, I just raised another $4 mil and in March the tv show goingpublic.com comes out to raise $1.5 mil and it’s a lot of fun. (I’ve done $27,000,000+ sales). 2. 10% a year for AspireTour.com raising $15 mil for 3 years. It’s a nice/easy return. 3. Minimus.biz the 100,000+ sq ft warehouse in LA. Small $1 mil raise for great company. 4. WyldJungle.com will do a $2 mil raise. That brand gets 200 million views a month from @therealtarzann.
OR
Virtual Course!
Here's What You'll Receive:
- Step 1: Deal Hunting Where do you look to find on & off-market deals? Will look at deals together throughout this training and show you exactly what we look for when trying to find a business with positive cash flow.
-
Step 2: Due Diligence Once we have identified a potentially good business to invest in. The work is only partially done. There is a fair amount of boxes that need to be checked to ensure this is going to be a good investment for the long term.We'll go over our entire Risk Analysis checklist.
-
Step 3: Deal Financing There are several creative ways to finance a business acquisition. We will cover the most popular methods and show you what I most successful students are doing to get these deals put together.
OR
Acquistion Fuel & Elite Wealth Club Conference AND Virtual Course!
$13,500 Value!
Frequently Asked Questions
Venue Location
https://westcoastfinancecenter.com/ 2443 Impala Dr, Carlsbad, CA 92010
This is a high tech facility that boasts almost 3M worth of technology for its build out. Owned by
famous investor, capital raiser and author Oren Klaff, this will be a highly unique experience.
Hotels and Accommodations
There are 3-5 hotels within 2 miles. There are 2, 5 star resorts and a holiday inn. Not everyone wants to spend 375-400$ a night on hotels and I respect that. There is a holiday inn bressi ranch also connected to a stay bridge. Personally I don’t care where you stay, however I will facilitate transportation from these 3 locations. This is the greatest 30 mile stretch of beaches between san diego and orange county and I would encourage you to explore and use Uber/Lift for transportation.
Here are the links:
Holiday Inn Bressi Ranch - $150 a night
Aviara Resort and Spa - $436 a night
Lacosta Resort and Spa - $424 a night
Dress Code
Corporate Casual- Dress the way you want to be perceived. There will be lots of photo opportunities and you only get to make an impression one time.
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