Business Owners

Business Owner Advisory Services

A Custom Approach to Helping You Prepare for the Future

BGM is a Minnesota-based advisory and accounting firm that helps business owners who’ve prioritized their companies but worry they’ve neglected certain finances. With access to our seasoned professionals and subject-matter experts you’ll develop a custom blueprint for preserving accumulated wealth, investing wisely, reducing liabilities, and preparing for the future.

Each custom approach provides ongoing financial support and strategic expertise that allows you to grow toward your retirement goals, including:

• Optimizing executive benefits for maximum impact
• Reducing tax liability
• Safeguarding wealth from bankruptcy and legal actions
• Building liquidity for rainy days
• Mitigating risks and stabilizing income
• Building an investment portfolio for wealth preservation
• Determining the best short- and long-term retirement strategies
• Implementing estate planning strategies to shield both business and loved ones

The BGM Benefit

As business owners, we understand the risks of making complicated financial decisions when you have only yourself to rely on. We’re here to transcend transactional service by providing ongoing support and strategic expertise to help you and your business grow toward any goal.

• For over 25 years, we have done more than just give business owners numbers. We have explained the impact those numbers can have on their businesses and their lives to help them make great decisions about their future.
• We believe in going beyond the traditional accountant, wealth manager, or tax advisor role. You’ll be assigned a dedicated team and can expect to experience a hands-on approach from your financial professionals. Plus, you’ll receive timely and proactive advice and solutions. This high level of personalized service keeps our accounting and advisory firm leading the way.

• We work closely with our team of experienced CPAs to craft tax-smart distribution plans, and we have our trust company to implement more complex estate plans. We also have amassed outside specialists (e.g., attorneys and insurance specialists) to answer questions for which we do not have internal expertise.