Business Owners

wealth management and advisory services for 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.

Are We a Match?

You want to partner with a financial advisor who works with people like you. We may be a good fit if you:

  • Are a business owner seeking financial freedom in the next phase of your life to do what you want when you want.
  • Want a team to help you anticipate the unexpected or unaccounted for to help you more accurately chart that course for tomorrow.
  • Want an ongoing relationship with a team of financial and tax professionals to help you stay on track and manage your investments.

Connect With a Personal Advisor

Are you ready to stop worrying about expensive mistakes or missed opportunities? Take the first step to gain access to seasoned financial professionals and subject-matter experts who will help you and your business plan for the best route ahead by scheduling an introductory call.

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.