Business Planning

We help successful business owners like you and your families do three critical things with your wealth and your businesses:



A LOT more by reducing annual income tax.



Optimize your retirement planning and business value for exit by legally avoiding higher than necessary capital gains taxes.



Optimize your estate so that your beneficiaries are not left with tax consequences on things like inherited IRAs.

At Excel Empire, we specialize in crafting tax-efficient structures that minimize your tax burden while maximizing control over your wealth. Our approach ensures that you pay only what is legally, morally, and ethically required, allowing you to retain more of your hard-earned assets to pursue your unique goals and objectives.

On average, our clients experience a significant reduction in their annual tax liability, often exceeding 40% when considering both Federal and State taxes combined. By leveraging our expertise and innovative strategies, you can achieve substantial tax savings while maintaining financial flexibility and security for you and your family.

How Can We Best Help You Right Now?

Income Tax & Estate Tax Reduction

Do you wonder if you are paying to much in taxes? Are you sure you are planning like you should?
We Can Help

Tax Savvy Retirement

Sure you are planning for retirement but are you planning to reduce your taxes on those retirement funds?
We Can Help

Business Exit Planning

Selling your business could be the biggest event of your career. Why spend less time planning for this event then your vacation?
We Can Help

Why Excel Empire?

Tax Reduction Pros


Our team at Excel Empire has been at the forefront of proactive tax planning since 2002, pioneering strategies to help businesses like yours reduce their overall tax burden while staying aligned with their goals and objectives. With our expertise, we design customized plans tailored to your specific needs, ensuring that you benefit from legal, ethical, and morally sound tax-saving strategies.

Over the years, we have assisted thousands of business owners in paying less taxes by implementing innovative approaches that optimize their tax position without compromising their long-term goals and objectives. With our proven track record and commitment to excellence, you can trust us to help you navigate the complexities of taxation and achieve significant savings for your business.

Tax Savvy Retirement


As a business owner, traditional retirement accounts like 401(k)s may not be the best option for you, despite being commonly recommended by accountants. While they offer tax benefits in the short term, they often result in significant tax liabilities in the future, especially if tax rates increase. These accounts merely defer taxes rather than providing a comprehensive tax-saving strategy.

At Excel Empire, our Advanced team specializes in designing retirement plans tailored specifically for business owners. We understand that traditional retirement vehicles may not align with your long-term financial goals and objectives. Instead, we offer customized solutions that leverage unique plans available exclusively to business owners.

By working with our team, you can ensure that your retirement planning strategy is optimized to minimize tax liabilities while maximizing wealth accumulation and preservation. We’ll guide you towards the right path and help you navigate the complexities of retirement planning with confidence and clarity.

Business Planning


Excel Empire offers comprehensive business brokerage services to assist business owners in buying and selling businesses. Many business owners lack clarity on their tax liabilities when selling their businesses or real estate, resulting in significant losses to taxes, often exceeding thirty percent or more of the transaction value.

Have you considered your exit strategy for your business? Have you calculated potential tax liabilities, including capital gains tax, Net Investment Income Tax, and depreciation recapture? It’s essential to work with professionals to ensure you’re not overpaying taxes unnecessarily during such transactions.

Excel Empire provides a free analysis of your tax situation before you sign any sales documents, helping you understand your tax obligations and explore strategies to minimize tax liabilities effectively. Contact us today to schedule your free tax analysis and ensure you’re making informed decisions regarding your business transactions.

maximizing exit revenue

Let’s See if we’re a good fit

Schedule Your Business Planning call Today!

Click on the button to learn how much more you could expect to earn by having a well thought out plan and working with one of our advisors.

Don't take our word for it, read what our Clients have to say!

“At first, I was skeptical. I had what I thought was a good CPA and Financial Advisor. However, after working with Matt and his team at Excel Empire for three seasons, I can confidently say that they have exceeded all my expectations. I now recommend them to everyone who owns a business or has real estate investments. Just do a Discovery Call with Matt at Excel Empire, and you’ll learn more than you could ever find on the internet or through years with your CPA.

Matt and his team have a wealth of experience, especially with contractors like myself. They understood exactly what I was facing and the opportunities available to me. I’ve been thoroughly impressed with their expertise and guidance. I urge everyone to schedule a Discovery Call with Excel Empire. You might just find out, like I did, that you’ve outgrown your CPA.”


“During Covid, my business skyrocketed! I sold more homes than I ever thought possible, and as a result, my CPA advised me to save most of the excess because taxes would be unbelievable. That attitude made me question if my CPA was actually on my team. So, I decided to do some research and found that Excel Empire had an office near me. After some due diligence, I was amazed to discover that many other realtors in the Cincy area were using Excel Empire, so I scheduled a Discovery call from the Excel website.

The call was amazing, and I learned so much about taxes and even how I can help my clients. I actually paid less in taxes this year than ever before, all thanks to a forty-five-minute Discovery Call.”

Rachel-Real Estate Investor

Here are some statistics that might interest you

According to a 2018 Forbes Article, 93% of business owners are overpaying in taxes each year!

At Excel Empire we start with a very simple, non threatening Discovery Call.  It takes forty-five minutes and we can tell you if your are in the 93% or not.

73% of Business Owners think their current CPA is not getting it done!

This statistic is simply unfair for the CPA.  Most CPAs are trained in Tax Preparation and maybe cross trained in Life Insurance or Retirement Plans.