Corey Tansom

Corey Tansom Email and Phone Number

Transforming Entrepreneurial Risk into Reward Through Advanced Tax Strategies @ CBT Group
Corey Tansom's Location
Stillwater, Minnesota, United States, United States
Corey Tansom's Contact Details
About Corey Tansom

Hey there, I'm Corey Tansom, Founder of CBT Group, a company that stands at the intersection of entrepreneurship and tax strategy. My journey into entrepreneurship began in the '90s when I launched an office technology company from the ground up. That venture, built on hard work and a relentless pursuit of growth, not only hit the Inc. 5000 but also achieved $21 million in revenue, an example of entrepreneurship and hard work.However, my path was not without its challenges. The most powerful lessons came from recognizing the overwhelming impact of tax planning on a company's bottom line, cash flow, exit, and, most importantly, its owner's peace of mind. This realization came too late for me, but it sparked my passion to help other entrepreneurs avoid the same mistakes.CBT Group, a unique blend of hard-earned experience and a desire to empower business owners, was born. We don't just specialize in advanced tax strategies that optimize cash flow, mitigate risk, and protect the wealth entrepreneurs work so tirelessly to build. Our approach is not just about saving on taxes—it's about fostering a more strategic, informed mindset that elevates the entrepreneurial journey itself.Our ideal clients are driven, ambitious individuals who, like me in my earlier years, find themselves at a crossroads where growth, risk management, and tax strategy intersect. They are the heart of their businesses, seeking not just financial success but also a meaningful impact on their families, employees, and communities.Through CBT Group, we offer a bridge to this desired future. Our services—rooted in entrepreneurs' real-life experiences—strive to transform the complex landscape of tax planning into a strategic tool for growth and legacy building.As I look to the future, my goal remains unwavering: to guide entrepreneurs through the maze of tax planning and risk management, ensuring their journey is as rewarding and impactful as possible.

Corey Tansom's Current Company Details
CBT Group

Cbt Group

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Transforming Entrepreneurial Risk into Reward Through Advanced Tax Strategies
Corey Tansom Work Experience Details
  • Cbt Group
    Founder
    Cbt Group Jun 2023 - Present
    Minnesota, United States
    CBT Group, founded by entrepreneur Corey Tansom, leverages advanced tax strategies and risk management to empower business owners. Born from Corey's own journey of founding and scaling an office technology company, CBT stands at the nexus of experience and strategy. Our mission is to guide entrepreneurs through the complexities of tax planning and risk management, ensuring efforts and investments yield tangible rewards.Our Services:- Advanced Tax Strategies: Beyond traditional methods, we tailor our services to optimize your wealth, preparing you for successful transitions.- Captive Reinsurance: Through innovative risk management, we offer a roadmap for financial resilience, safeguarding your business against unforeseen risks.- Business Owner Workshops: Shift from revenue targets to equity valuation, aligning business strategies with personal wealth goals, guided by industry veterans.Our Ideal Client: Business owners who are ambitious, driven, and at a crucial intersection of growth, risk, and tax strategy, aiming not just for financial success but a meaningful legacy. Our services are crafted for those eager to embark on a transformative entrepreneurial journey.Why Us?- Expertise from Experience: Our insights come from real-life success, offering strategies forged from our founder’s journey.- Customized Solutions: We recognize the uniqueness of each entrepreneurial path, providing tailored strategies for your specific challenges.- Partnership in Growth: More than service providers, we're your partners, committed to your success as our own.CBT Group is where strategy meets success, transforming your business journey into one of growth and legacy.
  • Life Time Advisors
    Business Development Manager
    Life Time Advisors Jul 2020 - Jun 2023
    Hudson, Wisconsin, United States
    Helping business owners with ERTC
  • Gexp Collaborative
    Gexp Consultant
    Gexp Collaborative Jun 2016 - Jan 2020
    Shoreview, Mn
    After selling my company, Imaging Path in 2014, I discovered there were a ton of things that I would have done differently. I spent a few years reflecting in "retirement" and quickly realized that it was not all it was cracked up to be, at least not for me anyway. Having always surrounded myself with driven entrepreneurs who share the same love for business, I decided it was time to get jump back in the game. This is when I decided to join my son, Ryan Tansom, who started a company called The Growth & Exit Planning Collaborative.Why did I choose to become a GEXP Consultant? Well, I found out through the great work that Ryan and his partners have been doing, that I left a ton of money on the table (over $1.5 million) and could have explored more exit options than I originally thought. Even though it was a successful exit (according to the tax man and any financial person you ask) the whole process of growing and selling my company was disjointed and full of inefficiencies and even some regrets.At GEXP Collaborative, I am proud to be able to help mid-market entrepreneurs better understand the areas of importance in their business that matter the most to them. With our help, we can help bring everything together in one unified and well-crafted growth and exit plan.
  • Retired And Bored
    Retired
    Retired And Bored Jun 2014 - Jun 2016
    After two years of telling myself I was having fun I decided to go back in the business world and work for my son Ryan's firm.
  • Imaging Path
    Ceo / President
    Imaging Path 1997 - Jul 2014
    Founded and led the strategic vision and growth of Imaging Path for over 18 years before I later completed a successful asset sale to Loffler Companies in June of 2014. Prior to that, I built the company from just 3 determined employees to over 100 highly trained professionals moving at full speed. Here, I was able to leverage my unique skills and abilities to cultivate a strong and transparent working relationship with all of our clients and partners to ensure that the company was driving the industry forward with solutions that drive real results.
  • Loffler Companies
    Director Of Imaging Department
    Loffler Companies 1995 - 1997
    As I progressed in my career, I came across a role with Loffler Companies as the Director of the Imaging Department. Coming from a successful career with CDP, I was tasked with starting the Loffler Copier Sales division to help drive new sales and business opportunities for what has become the largest privately owned business, technology, and service companies in the Upper Midwest.
  • Copy Duplicating Products
    Director Of Sales Operations
    Copy Duplicating Products 1989 - 1995
    Greater Minneapolis-St. Paul Area
    Early on in my career, I entered the workforce as a Sales Representative in 1989 for CDPs corporate office in Minneapolis. Here, I held several management positions within the company as I climbed through, he ranks of upper management. This role enabled me the opportunity to work in a variety of locations helping to grow the business.

Corey Tansom Skills

Leadership Sales Management Sales Operations Account Management Sales Process New Business Development Solution Selling Direct Sales B2b Selling Marketing Strategic Planning Customer Service Business Development Sales Management Salesforce.com Team Building Cold Calling Lead Generation Process Improvement Saas Time Management Marketing Strategy Business Process Improvement Business To Business

Corey Tansom Education Details

Frequently Asked Questions about Corey Tansom

What company does Corey Tansom work for?

Corey Tansom works for Cbt Group

What is Corey Tansom's role at the current company?

Corey Tansom's current role is Transforming Entrepreneurial Risk into Reward Through Advanced Tax Strategies.

What is Corey Tansom's email address?

Corey Tansom's email address is ct****@****ath.com

What is Corey Tansom's direct phone number?

Corey Tansom's direct phone number is +161236*****

What schools did Corey Tansom attend?

Corey Tansom attended Minnesota State University, Mankato, White Bear Lake.

What are some of Corey Tansom's interests?

Corey Tansom has interest in Leadership, Mergers And Aquisitions, Entrepeneurial Activities, Garage Sales, Outdoor Activities, Technology, Reading, Finance, Poverty Alleviation, Business.

What skills is Corey Tansom known for?

Corey Tansom has skills like Leadership, Sales, Management, Sales Operations, Account Management, Sales Process, New Business Development, Solution Selling, Direct Sales, B2b, Selling, Marketing.

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