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    For the business owner ready to implement key strategies and concepts with the right guidance and support.

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    Business Growth

    Increase productivity, revenue, and growth through our CEO and business management advisory services in Charlotte and beyond.
    CEOImage-team

    Simply put, we aim to grow great companies — ours and yours.

    Wait, a CPA firm offering business advisory services? You bet.

    Our executive growth services headquartered in Charlotte, NC provide businesses with the tools they need for success. We believe in the power of a good business advisor – so much so that we have one ourselves. An outside advisor gives us the perspective, the focus, and the drive we need to fuel our growth. 

    Regardless of the stage of business we're in, our advisor gives our Charlotte CPA firm the gut checks we need to stay focused on our core values and ultimately work smarter, progress faster, and truly grow. We believe the same can be done for you.

    If you've been burned by business advisory programs before, you're not alone. Most are a complete waste of time -- focused solely on mindsets and motivation and not on implementing proven best-practice systems, strategies, and action items that actually foster growth.

    At BGW, we infuse our Anything But Typical™ style of advising with timeless business principles and provide a set of simple, practical, real-world tools to help entrepreneurs get what they want from their businesses. The results are powerful: more revenue, more growth, more profit, and a better balance of life.

    Are you ready for more "aha" moments in your company and your life? 

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    Why You Need our Growth Services

    Increased Motivation

    Our business advisory services in Charlotte show you techniques and tools to effectively track and measure your successes and improvements. 

    Success and motivation feed each other. Tracking your personal growth is essential to success as it fuels motivation. Fueling your motivation makes you more likely to succeed. We leverage this to set you on a path of continuous improvement.

    Better Leadership

    We teach you how to become a better leader in all aspects. Our goal is to improve your emotional intelligence, teach you how to better delegate tasks, and help you find the best way to incentivize growth within your employees.

    Gaining better leadership skills doesn’t just make you a more capable leader, it makes all your employees more capable. You’ll learn to implement systems that strengthen collaboration, productivity, and accountability within the whole organization.

    More Productive Relationships

    Being able to or only willing to work with people similar to you will limit your growth and effectiveness. Our growth advisory services will help you recognize and break that tendency so you seek out people with new ideas and learn new things– drastically accelerating your growth.

    Find out how our growth advisor can help you overcome your weaknesses and utilize your strengths. Email us at gary.frey@trustbgw.com or fill out our contact form.

    Grow With Us

    Our growth model focuses on identifying pain points and refocusing the leadership team. Working closely with you, we identify the unique aspects of your business that must be managed and strengthened to become great. Our 5-step model works for big and small businesses, in any industry.

    Step 1: Let's talk -- about you, about us, and whether we're a good fit for one another.

    Step 2: Let's go -- prioritize issues, design tools and processes, tackle the "pre-work".

    Step 3: Let's build -- thrive/wither exercises, accountability charts, people planning, scorecards, and more. This is the foundation of YOUR specific growth program.

    Step 4: Let's plan -- multi-session vision planning to include Rockefeller Habits, building core values, quarterly and annual goals and priorities, longer-term plans, and more.

    Step 5: Let's meet -- monthly, quarterly, annually to build team, create strategy, and implement action.

    Our Proven Process

    Our executive growth services headquartered in Charlotte  are designed to ensure that we are intimately involved in your business and addressing important topics throughout the calendar year – through both direct, one-on-one meetings with you or at one of our educational events.

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    Customized Service Package

    Each individual and business is unique, so we carefully select our approach and the members of your service team with great care to find the people most suited to provide you with opportunities for growth.

    We’ll revisit your service plan with you yearly, determine next steps, completion dates, and how we’ll communicate everything to you. 

    As your business evolves, our plan will, too.

    01

    Let’s get to know each other

    In our initial meeting, we’ll get to know each other, set goals based on what’s happening right now, and identify and align values. We’ll determine whether our CEO and management growth services are for you and what your expectations are.

    02

    Business Lifecycle & Gap Assessment

    Here’s where we get an even clearer picture of our starting point and what opportunities exist for improvement–from tax planning and cash flow optimization, to wealth planning and succession. At the end of this stage, you’ll know exactly where we’re heading.

    01

    Let’s get to know each other

    In our initial meeting, we’ll get to know each other, set goals based on what’s happening right now, and identify and align values. We’ll determine whether our CEO and management growth services are for you and what your expectations are.

    02

    Business Lifecycle & Gap Assessment

    Here’s where we get an even clearer picture of our starting point and what opportunities exist for improvement–from tax planning and cash flow optimization, to wealth planning and succession. At the end of this stage, you’ll know exactly where we’re heading.

    03

    Customized Service Package

    Each individual and business is unique, so we carefully select our approach and the members of your service team with great care to find the people most suited to provide you with opportunities for growth.

    We’ll revisit your service plan with you yearly, determine next steps, completion dates, and how we’ll communicate everything to you. 

    As your business evolves, our plan will, too.

    We deliver value through our proven process. We differentiate ourselves by listening to you & helping you achieve your vision.

    The reason we do what we do For our amazing clients

    Our people are the nucleous

    MAIN-People

    Our people are the nucleus

    We don’t think of them as employees. They’re innovators. They’re our family.

    Inside our ranks you’ll find 39 tax and attest experts, 20 Certified Public Accountants, one in-house tax attorney, one Certified Valuation Analyst, a team of wealth planners, bookkeepers, M&A experts, and more.  Whatever the financial needs of your business, the BGW team can solve them.

    What’s more, each and every one of our leadership team members has either started, run, sold, or turned around a business. We understand life in the trenches of business ownership because we’ve been there. That gives us a very different perspective and approach than traditional accounting firms. We just think differently. 

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