Steve Tavenner

WORK HISTORY

ABOUT STEVE TAVENNER

I help advisors, agencies, and consultants unlock hidden profit centers using AI-powered funnels, loyalty automation, and capital deferral strategies. As a CGDT partner, I specialize in helping $1M+ earners facing taxable exits (business, real estate, equity) defer capital gains for 25+ years—without disrupting estate plans or deal timelines. My team handles all compliance, setup, and onboarding. You stay the hero with a tax deferral strategy that’s saving clients millions—and we’re offering 10% referral payouts to approved partners. We handle the heavy lifting. With SenText, I build SMS loyalty flows that drive repeat revenue for local businesses and national brands—automated, personalized, and frictionless. Engaging customers INSTANTLY @ SenText! We WILL bring back your existing customers more frequently - often bringing friends! Join more than US businesses and take advantage of our experience. Through AI Profit Consulting, I architect plug-and-play funnels, referral kits, and onboarding modules that convert cold leads into warm promoters. Whether you\'re a CPA, M&A advisor, real estate consultant, or lead gen agency, I’ll help you launch high-margin campaigns that scale. Let’s connect if you’re looking to: 1.Defer taxes for your high-income clients 2.Monetize your lead flow with 10% referral commissions 3.Build loyalty and retention with SMS automation. 4.Launch AI-powered funnels that convert I believe in frictionless handoff, consultative credibility, and stacking trust at every touchpoint. Let’s build something profitable together. Be sure to jump over to the local chapter of my B.E. Authority: Mid-Atlantic Chapter and request to join.