
💰 $499
( $299 Before Nov 10th)
✅ Includes:
Access the
ROAD TO SUCCES
FUNDING Workshop
IRS Compliance & Due Diligence training
Tax Audit Combat: minimize audit risk
Tax Strategies to legally reduce liability
Marketing strategies for the 2025 season
Certificate of Completion
🎯 Ideal for PTIN & EFIN holders ready to boost their compliance knowledge

No contracts - cancel anytime
$999
($699 Before Nov 10th)
✅ Includes everything in SILVER, plus:
GOLD – $999
Ideal for: Those who want not only the seminar but also tools to implement and scale their funding business.
Everything in SILVER, plus:
Lifetime access (or extended access) to the online course modules in the Skool community (not just 30 days) so you can revisit content at your pace.
Free business-funding software with built-in CRM (customer relationship management) to track leads, clients, funding deals, automate follow-ups and pipeline management.
Two (2) additional live group coaching webinars (after the workshop) focusing on deal closing, marketing for your funding business, and advanced strategies.
A bonus module: “Credit Builder Basics” – step-by-step guide to understanding and improving credit for business owners. Skool
Premium support: email access to the instructor team for 60 days for questions & troubleshooting.
Workshop photo pack + digital certificate of attendance.

No contracts - cancel anytime
$1499
(LIMITED VIP ACCES)
Includes everything in Gold, plus:
One (1) private one-on-one coaching session (60 minutes) with a funding business expert to review your business plan, goals, and personalise your strategy.
Six (6) live group coaching sessions (instead of two) following the workshop — deep dive on scaling, high-ticket funding deals, building teams.
A premium “Business Funding Launch Kit”: includes templates (funding applications, lender checklists, client intake forms), premium course materials, and bonus content in your Skool community (e.g., “Wolf of Wall Street Sale Training”, “Multi-Million Dollar Mindset”). Skool
Lifetime access to the business-funding software + CRM (rather than limited period) + priority onboarding & support for same.
VIP gift-bag at seminar: branded merchandise, premium workbook, and access to an exclusive VIP networking dinner or breakfast with speakers (if live event).
Lifetime community membership (private forum) with VIP tag + invitation to future VIP-only events or masterminds.

No contracts - cancel anytime


Unlock the capital you need to take your business to the next level. In our Business Funding course you’ll explore how to qualify for funding, package deals, and navigate the funding process from application to close — whether you’re a funding consultant or a business owner looking for the next injection of growth. From understanding the lender’s criteria to mastering deal flow, this course equips you with the tools and confidence to close more deals, secure better terms, and scale your business with purpose.

Harness one of the most effective sales systems ever taught. Drawing on the famed Straight Line Persuasion methodology, you’ll learn how to guide prospects with precision, overcome objections confidently, and close deals consistently. If you want to elevate your sales game and master marketing that drives results, this is your path.

Credit Repair
Build (or rebuild) your credit to power your personal finances and business endeavors. Learn proven strategies to clean up your credit reports, raise your score, understand your rights, and make smarter choices going forward. A strong credit foundation opens doors to better rates, greater flexibility, and business-growth possibilities.

Customized logos designed to reflect your brand’s personality.
Cohesive color schemes and typography that resonate with your audience.
Professional design elements that enhance brand recognition.

Tax Strategy Mastery
Stay ahead in a complex fiscal landscape. This module covers essential tax concepts—from foundational tax-101 principles to advanced tax reduction strategies—tailored for business owners, entrepreneurs, and professionals who want to keep more of what they earn while staying compliant and strategically smart..

Harness one of the most effective sales systems ever taught. Drawing on the famed Straight Line Persuasion methodology, you’ll learn how to guide prospects with precision, overcome objections confidently, and close deals consistently. If you want to elevate your sales game and master marketing that drives results, this is your path.
