Business Owners

Financial Services for Business Owners That Make the Most of Your Hard-Earned Wealth

a business owner working on an agenda

You’ve dedicated years to growing your company, navigating the highs and lows, and generating millions in revenue. Now, harness that hard-earned wealth to plan for the future. Whether it’s saving for retirement, covering your children’s tuition or selling your business at its true value, BGM can help.

Over 40 Years of Wealth and Retirement Planning for Business Owners

Our accounting services for business owners ensure you:

  • Optimize your executive benefits for maximum impact
  • Reduce your tax liability
  • Safeguard your wealth from bankruptcy and legal actions
  • Build liquidity for rainy days
  • Mitigate risks and stabilize your income
  • Build an investment portfolio for wealth preservation
  • Determine the best short and long-term retirement strategies
  • Implement estate planning strategies to shield both your business and loved ones

At BGM, a Minnesota-based advisory and accounting firm, we specialize in guiding business owners like you. We tailor financial blueprints to help you meet both professional and personal financial aspirations. Our custom approach ensures that you preserve your accumulated wealth, invest wisely, reduce tax liabilities and prepare for the future.

The BGM Benefit

At BGM, we believe in going beyond the traditional role of accountant, wealth manager or tax advisor. 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. It’s this high level of personalized service that keeps our accounting and advisory firm leading the way.

Connect With a Personal Advisor

We offer a complimentary initial consultation to discuss your needs. Reach out to learn more or schedule a meeting to get started.

“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.