$15M IN TAX STRATEGIES UNLOCKED: PUTTING REAL MONEY BACK IN THE BUSINESS

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Background

A $100+ million national retail and services group made up of more than ten operating & investment entities engaged our firm to simplify its structure and uncover tax-saving opportunities. After years of rapid expansion & acquisitions, the company’s ownership & financial systems had become complex & inefficient. Leadership suspected they were overpaying in taxes & missing opportunities to improve cash flow, strengthen their estate plan, & position the business for long-term success.

 

Solutions

We simplified the company’s structure and implemented tax strategies that improved cash flow, reduced risk, and built long-term wealth.

  • Reworked ownership and insurance to unlock millions in tax savings.
  • Created an internal insurance program to retain profits previously paid to outside carriers.
  • Streamlined payroll and compensation to cut taxes and boost owner income.
  • Designed retirement and family employment strategies that kept more wealth in the business and family.
  • Identified overlooked credits and deductions, returning hundreds of thousands of dollars to the bottom line.

Conclusion

Through a detailed, multi-entity review, we uncovered over $15 million in tax-saving opportunities and created a structure designed for efficiency, stability, and long-term success. The result: a stronger business, improved cash flow, and a lasting plan to protect the wealth they’ve worked hard to build.

Challenges

  • Complex ownership and multi-entity structure
  • High insurance and payroll expenses reducing profit
  • Limited coordination between business, personal, and estate tax strategies
  • Desire to grow while protecting wealth and improving liquidity


Benefits

  • $15 million+ in potential tax savings identified
  • Increased liquidity and long-term wealth protection
  • Improved coordination between entity, shareholder, and estate planning
  • Positioned the business for scalable, tax-efficient growth



 

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Our passion lies in partnering with growth-oriented, private, closely held businesses that are frustrated by being stagnant and are ready for lasting change in their businesses and their lives.

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

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