Our Expertise
Our Service Pillars
Three core areas of expertise that set Certified Mavericks apart: Tax Optimization, Wealth Building, and Exit Planning.
Core Expertise
The Three Pillars of Financial Success
Certified Mavericks are experts in these three critical areas that drive financial success for business owners and entrepreneurs.
Tax Optimization
Strategic tax planning and optimization to help business owners legally minimize their tax burden and keep more of what they earn.
Key Services
- Advanced tax strategies and entity structuring
- Quarterly tax planning and projection
- Deduction maximization and credits identification
- IRS audit protection and representation
- Multi-state and international tax planning
Wealth Building
Comprehensive wealth accumulation strategies designed to help entrepreneurs and business owners build and preserve generational wealth.
Key Services
- Investment portfolio design and management
- Retirement planning and pension strategies
- Real estate and alternative investment guidance
- Asset protection and risk management
- Estate planning and wealth transfer strategies
Exit Planning
Strategic planning for business owners looking to maximize value and successfully transition out of their business on their terms.
Key Services
- Business valuation and value enhancement
- Exit strategy development and timing
- Merger & acquisition advisory
- Succession planning for family businesses
- Post-exit wealth management and tax planning
The Maverick Advantage
Why Choose a Certified Maverick?
Comprehensive Approach
Unlike traditional advisors who focus on just one area, Certified Mavericks provide holistic guidance across all three pillars, ensuring your financial strategies work together seamlessly.
Specialized Training
Every Certified Maverick has completed rigorous certification programs and maintains ongoing education in advanced tax strategies, wealth building techniques, and exit planning methodologies.
Business Owner Focus
Our advisors specialize in the unique financial challenges faced by business owners and entrepreneurs, from startup growth to successful exit strategies.
Proven Results
With over $700M+ in client savings across 25 states, Certified Mavericks have a track record of helping business owners achieve their financial goals.
Ready to Experience All Three Pillars?
Speak with a Certified Maverick strategist who can help you optimize taxes, build wealth, and plan your exit strategy.