Excel Empire
As a Virtual Business Family Office, we provide a wide range of services tailored to meet the needs of business owners and their families. From TAX PLANNING (RE-MMAP) for your business and personal taxes, to estate planning, business valuations, and business brokerage – Excel Empire offers you a dedicated team of specialists you cannot find anywhere. The coordination that comes from working with Excel Empire is so much more effective than working with a local CPA, a Business Coach from somewhere else, and a Financial Advisor that does not work with either of them. Family-run businesses may require structures for succession planning, a trust, or a foundation for the family-held assets. Given the complexity of these situations, clients may utilize Excel Empire to help in alignment with your goals and objectives. Excel Empire can also help coordinate non-financial issues, such as private schooling, travel, and miscellaneous household arrangements.
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Verified contacts
15
available on Kipplo
LinkedIn employees
28
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
7
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- KS
Kim Stotridge
Certified Tax and Business Advisor · Other
EmailPhone - GP
Greg Pearson
Director of Financial Services · Finance & Accounting
EmailPhone - DA
Durran Alexander
Senior Client Relationship Manager · Customer/Client Service
EmailPhone - EW
Ethan Wallis
Accountant · Finance & Accounting
EmailPhone - CE
Cassie Edwards
Chief Operations and Systems Director · Other
EmailPhone - CM
Craig Marsh
CEO · General Business & Management
EmailPhone
Showing 6 of 15 verified contacts
Top roles at Excel Empire
12 distinct titles indexed · top 10 shown.
- 1accountant
- 1ceo
- 1certified tax & business advisor
- 1certified tax and business advisor
- 1chief operating officer
- 1chief operations and systems director
- 1director of business development & certified tax and business advisor
- 1director of financial services
- 1excel empire advisor
- 1senior client relationship manager
- +2more titles
Sign up to unlock all 15 contacts at Excel Empire
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 15 verified contacts at Excel Empire
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