Not preparerd to exit sales at some point in the future?
Are you at risk financially if your sales job goes away tomorrow?
Burdened by high taxes?
Feeling lost with how you can escape the rat race of tech sales?
Worried that you'll always have to keep trading your time for money?
Are Enterprise Account Executives or Strategic Account Reps selling SaaS or other enterprise technology for 5+ years.
They're earning at least $400k/year in total comp.
And also must be an accredited investor (click here to learn about it) looking to build a comprehensive financial strategy that goes beyond just diversifying your portfolio.
Will Help You Accelerate Your Path to Financial Freedom While Optimizing Your Entire Financial Picture
What if you could create a world for yourself where Tech Sales becomes a vehicle to transform those commissions and high taxes into multiple streams of passive income, optimized tax strategies, and bulletproof asset protection?
A world where you're not just building wealth, but fortifying it against market volatility and unforeseen circumstances.
A world where you're no longer tied to a quota or the whims of things outside of your control, like territory changes, re-orgs, or economic downturns?
Wouldn't it be empowering to create a comprehensive long-term wealth-building strategy that includes a plan to potentially exit sales on your own terms?
This 45 day program provides you with a customized blueprint to build your Tech Sales Financial Fortress™ including:
Week 1 - Financial State of Affairs Check
- 1:1 call to examine where you are starting from
- Onboarding and setup to prepare you for sucess
Week 2 - Tax optimization
- Active Income Minimization techniques
- Passive Loss Maximization strategies
- Comprehensive Tax Planning support from preferred advisors
Week 3 - Asset Protection Planning
- Trust and Will creation guidance from third-party legal experts
- Estate Planning strategies to ensure wealth transfer and minimize taxes
- Legal Structuring advice to safeguard personal assets
Weeks 4 to 5 - Return Generation and Career Enhancement
- Apartment real estate educational training and content
- Productivity Hacks: Learn how to master your time and improve how much you can achieve in a day
- Increase Sales Effectiveness: Access to exclusive workshops from the best sales trainers
Additional Benefits:
- Real Estate Investments: Direct access to exclusive, pre-screened, hands-off passive real estate investment opportunities to grow your wealth and diversify your W2 sales income
- Private community access for our members (coming soon)
- Secure investment portal to manage your private documents and investments
- Improved investor economics thanks to our collective bargaining power
- Investment deal updates and reports
- Monthly special guest speakers on wealth creation and management
14 Year career in Enterprise Tech Sales
$220MM in revenue sold as an AE
Started Significan Lifestyle Communities, a real estate private equity investment business with 700 Apartment units and in-house property management
Built a $65MM real estate portfolio with 700 Apartment Units
Amazon Best-Selling Author of the book So Rich You Can Quit: Divorce Your Tech Sales Quota, Decrease Your Tax Burden, Diversify Your Sales Income
Host of two podcasts: So Rich You Can Quit and Significan Real Estate Podcast
In the world of tech sales, On Target Earnings (OTE) is a familiar and motivating term. But what if you could transform your OTE into a comprehensive wealth management strategy? Welcome to the Tech Sales Financial Fortress™ Program.
- Put your hard-earned commissions to work through strategic investments and tax optimization
- Build a diversified portfolio with pre-screened opportunities while protecting your assets
- Create a blueprint for long-term wealth creation and financial security
Step 1: Maximize Your OTE
Continue to excel in your tech sales career, aiming for and surpassing your On Target Earnings. Your high income is the foundation for building substantial wealth.
Step 2: Learn Passive Real Estate Investing
Discover how you can leverage your OTE into passive income through real estate. Understand the strategies and benefits of investing in low-risk, high-reward properties.
Step 3: Invest in Low-Risk Real Estate Deals
Use your earnings to invest in carefully selected, low-risk real estate opportunities. These investments will provide steady returns and build a robust financial base.
Step 4: Reinvest Your Returns
Continuously reinvest your earnings from real estate deals. This compounding strategy will accelerate your wealth growth and secure your financial future.
Step 5: Achieve OTW and Explore Your Options
When your passive income from real estate investments surpasses your OTE, you've achieved On Target Wealth. Now, you have the freedom to explore new opportunities, retire early, or simply enjoy the financial security you've built.
Inside the Tech Sales Financial Fortress™ Program, we have a proven process for helping busy Tech Sellers like you achieve comprehensive financial security and wealth generation goals and a blueprint to exit the sales rat race, on your terms:
Personal Financial Assessment: Analyze your current financial situation and goals
Custom Strategy Development: Work with experts to create your personalized financial plan
Risk Management: Identify and mitigate potential financial vulnerabilities
Investment Profile Setup: Prepare for strategic investment opportunities
6 Weeks of Comprehensive Content: Cover asset protection, tax minimization strategies, and hands-off real estate investing
Expert-Led Sessions: Learn from financial advisors, tax specialists, and legal experts
Live Q&A Sessions: Get your questions answered by our team of professionals
Curated Resources: Access materials and tools to accelerate your financial literacy
Execute Asset Protection Strategies: Set up trusts and legal structures as advised
Implement Tax Optimization Plans: Work with tax advisors to minimize liabilities
Access Exclusive Investments: Invest in pre-vetted opportunities across various asset classes- Ongoing Support and Adjustments: Regular check-ins and strategy refinements with our expert team
Ongoing Investor Updates: Stay informed with regular updates on your investments, property performance, and distributions.
We understand the unique challenges you face as a high-performing Tech Seller. Our goal is to help you build a comprehensive Financial Fortress by providing the knowledge, resources, and expert guidance that would otherwise take years to acquire and implement on your own.
Why aren't you?