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    Business Strategy Services

    Navigate challenges and realize opportunities with BGW CPA business strategy services in the Southeast and beyond
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    BGW serves an array of clients across a diverse spectrum with business strategy consulting.

    Our CPA firm based in Charlotte helps clients navigate challenges and changes while realizing opportunities.

    We know from experience the value a good coach can bring. After all, our team uses one as well, and we enjoy being able to help like-minded businesses do the same. 

    We work best with business owners who are:

    ✔ entrepreneurial-minded

    ✔ focused on growth

    ✔passionate about working on business and business strategy–not just in it

    Our expertise:

    Drawn from a variety of multidisciplinary backgrounds, BGW advisors deliver insightful, innovative solutions to clients’ needs. With our business strategy service, we aim to help you establish your business’s direction and path towards success.

    Work with us, and we’ll create a framework to help you set priorities, allocate resources, and determine the next steps you need to take.

    Why Choose Our Business Strategy Services headquartered in Charlotte?

    Clarify Your Direction

    Setting your business’s direction is integral to your business success. It tells your employees what the company’s goals are, how everyone should work towards it, and how you should measure and assess your success–making it easier to determine actionable next steps and improve efficiency and productivity.

    Guide Your Decision-Making

    Our business strategy consulting services help you assess the merits of every option available to you and identify which one best aligns with your objectives and values. Your strategy informs what tools and assets you should invest in.

    Differentiate Yourself from Your Competitors

    Without a business strategy, businesses are prone to imitating their competitors too much. Looking at what a competitor does right can help you fix your weaknesses. However, it may also make your business seem too similar to them.

    A business strategy emphasizes the use of your strengths, showing potential customers how you’re unique.

    Find the best path for your business. Consult our team by calling us at 704-552-0553 today.

    Solutions

    Our advisory services support both the personal and professional needs of private, closely-held businesses. As we deliver more in value than we charge in professional fees, we keep our clients apprised of current trends such as (but not limited to):

     

    M&A / Transaction

    Quality of Earnings

    Succession Planning

    Compensation Structure

    Business Valuations

    Cash Flow Optimization

    Cost Segregation Studies

    Employee Incentive Plans

    Key Performance Indicator and Metrics Design

    Our Proven Process

    Our business strategy services in Charlotte, NC and regionally throughout the Southeast address your agendas throughout the calendar year – through both direct, one-on-one meetings with you or at one of our educational events.

    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. Each year you’re a client, we’ll revisit your service plan with you, determine next steps, completion dates, and how we’ll communicate everything to you.

    As your business evolves, we adapt our business strategy and consulting services to suit your needs.

    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 if our business strategy consulting services are right for you and discuss what you’re hoping for from us.

    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 if our business strategy consulting services are right for you and discuss what you’re hoping for from us.

    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. Each year you’re a client, we’ll revisit your service plan with you, determine next steps, completion dates, and how we’ll communicate everything to you.

    As your business evolves, we adapt our business strategy and consulting services to suit your needs.

    Get a proven process and a business strategy firm that listens to you. Achieve your business vision with BGW.

    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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