Name

Excel Empire

Legal name

Excel Empire Corp

Website

https://excelempire.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Excel Empire is a West Palm Beach-based strategic tax planning firm serving business owners, high-income W-2 professionals, and capital event participants through a productized suite of advisory engagements, supplemented by a CTBA certification program that trains CPAs, enrolled agents, and financial advisors in proactive planning.

Ownership category

akta.pro rank

Product category

Strategic Tax Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Tax-Focused Wealth Management RIAs (FSAAACAD)

akta.pro secondary industries

Tax-Aware Investment Planning (FSAEAAAE), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Rollover & Distribution Advisory (IRA/401(k) Rollovers) (FSAEABAG), Equity Compensation & Global Share Plan Administration (BPACAHAI)

Keywords

• Strategic tax planning
• Business tax advisory
• Capital gains mitigation
• Roth conversion strategy
• Tax certification training

Headquarters

HQ city

West Palm Beach

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations, Others

Revenue model

1. Strategic Tax Planning Engagements: High-touch planning engagements (Crown, XTRA, Capital Gains Mitigation, Business Exit Planning, Roth Excelerator, Employee Benefits) requiring discovery call and engagement letter. Pricing quoted after understanding client situation.
2. CTBA Training and Certification: Live in-person certification training events. Full price $4,997; $1,000 discount for current CTBA team members; $1,097 for already-certified CTBAs attending refresher. Limited to 40-50 attendees per event.
3. High-W2 Tax Strategy Services: Tax reduction review services for high-income professionals with combined income above $600K.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Excel Empire delivers proactive, multi-year strategic tax planning and financial coordination services to business owners, high-income W2 professionals, and individuals facing capital events. Engagements (Crown for full tax architecture, XTRA for ongoing tax/financial coordination, Capital Gains Mitigation, Roth Excelerator, High-W2 Tax Strategy, Employee Benefits, Business Exit Planning) are priced after a discovery call and formalized via engagement letters. The firm also runs the four-day live CTBA Training & Certification program for tax, financial, and business advisors.

Product overview

Excel Empire is a strategic tax planning firm offering a portfolio of coordinated services for business owners, high-income professionals, and financial advisors. The core offering centers on Crown (comprehensive tax architecture) and XTRA (ongoing accounting and tax coordination), supported by specialized services including High-W2 Tax Strategy for executives earning above $600K, Capital Gains Mitigation for asset sales, Roth Excelerator for retirement tax control, Employee Benefits optimization, and Business Exit Planning. A separate Certified Tax and Business Advisor (CTBA) certification program trains CPAs, enrolled agents, and financial advisors in proactive tax planning methodology.

Differentiator

Problem solved

Functional benefit

Brands

• CTBA (Certified Tax and Business Advisor): A certification and professional community program for tax, financial, and business advisors to gain proactive tax planning credentials.
• Crown
• XTRA
• Roth Excelerator
• High-W2 Tax Strategy
• Capital Gains Mitigation
• Employee Benefits
• Business Exit Planning

Products and services

• Crown High-touch strategic planning engagement that evaluates a business owner's full financial picture, identifies structural tax inefficiencies, and designs a coordinated multi-year roadmap for reducing tax exposure over time, supporting long-term growth through a more coordinated, tax-efficient structure.
• XTRA Year-round tax and financial coordination service for operating businesses that need cleaner financial visibility, better reporting discipline, and proactive execution beyond basic compliance, aligning bookkeeping, tax, and business decisions.
• High-W2 Tax Strategy Proactive tax reduction review for high-income professionals with combined income above $600K, identifying legal planning moves based on income profile, compensation structure, and timing before year-end opportunities disappear.
• Capital Gains Mitigation Planning process for owners, investors, and families facing meaningful capital gains from asset sales or liquidity events, evaluating mitigation strategies before or after gains are realized to preserve more after-tax value through coordinated entity and transaction structuring.
• Roth Excelerator Planning-led analysis evaluating whether, when, and how much Roth conversion fits a household's long-term plan, reviewing projected income, future tax brackets, retirement assets, and distribution pressure to build coordinated strategy around tax diversification and future RMD management.
• Employee Benefits Strategic review and redesign process for businesses with meaningful health-plan costs, evaluating plan structure, incentive alignment, and tax efficiency to design benefits that better support both the company and employees through smarter coverage design.
• Business Exit Planning Strategic readiness engagement for business owners planning a sale, transition, or recapitalization within 2-3 years, covering pre-sale readiness, diligence preparation, and owner transition planning so timing and decision quality are stronger before going to market.
• CTBA Training & Certification Four-day live professional certification program for tax, financial, and business advisors who want to move beyond compliance into proactive tax planning; attendees earn the Certified Tax and Business Advisor designation, with General Admission at $4,997, a Team Discount at $3,997, and a $1,097 Refresher for already-certified attendees, capped at 40-50 attendees per event.

Quantifiable outcome

• $2.1M tax reduction on $12M executive compensation event through pre-filing strategic planning
• +4 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature3 records

Partnerships

Four partnerships are on record, tiered core, strategic and minor.

• GoHighLevel (GHL)coreTechnology or IntegrationCustomer relationship management platform used to manage form submissions and follow-up with prospective clients. Form data lands in GHL for team follow-up and client communication.
• Trawick FinancialstrategicStrategic or Co-development PartnerIndependent Marketing Organization dedicated to helping advisors serve clients. Partner for Roth Excelerator strategy. Greg Pearson serves as President and has contributed to Roth Excelerator development.
• ClaimLinxstrategicStrategic or Co-development PartnerPartner for employee benefits inquiries. Excel Empire shares relevant intake details with ClaimLinx when inquiry relates to employee benefits.
• Turfway Park Racing & GamingminorOthersVenue partner for CTBA Training & Certification events. Located at 7500 Turfway Road, Florence, KY 41042. Events held in Event Center.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• KBKG: Specialty tax firm providing tax credit, incentive, and planning services to closely held businesses and their owners. Comparable as a tax-specialty advisory serving business-owner clients with complex strategies.
• Sensiba: Accounting and advisory firm offering tax planning and advisory services to high-growth businesses, owners, and high-income professionals. Comparable in proactive tax advisory orientation and HNW client base.
• True Partners Tax LLC: Boutique tax advisory firm focused on tax planning, compliance, and controversy for businesses and high-net-worth individuals. Closely comparable as a multi-state, multi-service tax advisory boutique serving similar customer segments.
• Marks Paneth: Mid-market accounting and advisory firm with strong private-client and closely-held business tax planning practice. Comparable in targeting business owners and HNW individuals with proactive tax and wealth advisory.
• Andersen Tax (US Andersen): Large tax-focused advisory firm serving closely-held businesses, high-net-worth individuals, and family offices with proactive tax planning. Most comparable in service mix (entity structuring, exit planning, high-income advisory) and target buyer (business owners and HNW individuals).

Broad incumbents

• Cherry Bekaert: National CPA and advisory firm offering tax planning alongside audit, advisory, and wealth services for middle-market businesses and HNW individuals. Overlaps Excel Empire on tax planning and owner-advisory offerings as part of a broader portfolio.
• Husch Blackwell: Large U.S. law firm with a tax planning and business structuring practice serving private businesses and owners. Comparable on tax architecture, executive compensation, and exit planning as part of a broader professional services firm.
• Eide Bailly: Top-25 U.S. accounting and advisory firm with a tax planning practice for business owners and high-income individuals. Comparable on private business tax planning and exit-related advisory within a broader CPA firm portfolio.
• RSM US: Top-5 U.S. audit, tax, and consulting firm with a tax planning practice for closely held businesses and high-net-worth individuals. Overlaps Excel Empire on multi-year tax architecture within a much larger professional services platform.
• Wipfli: Major U.S. accounting and advisory firm serving mid-market businesses with tax planning, business advisory, and wealth services. Overlaps with Excel Empire on multi-year tax architecture and business-owner advisory.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/excelempirecorp
• LinkedInlinkedin.com/company/excelempire

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Excel Empire