BGW Business Strategy Services

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.

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.

See our full process

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.

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.

Let’s get to know each other

Business Lifecycle & Gap Assessment

Customized Service Package

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

See our full process

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

Get in touch

The reason we do what we do For our amazing clients

4.7/5
Success Rating

Current satisfaction score based on annual, anonymous client survey

SUCCESS STORIES

“They have continually exceeded our expectations in terms of personal service, responsiveness, and providing personal and professional guidance beyond the terms of the relationship.”

Andy Hilliard - Accelerance

SUCCESS STORIES

“We could not have stayed open through all of this if we hadn't been getting your group's advice through the weekly webinars.”

Nicole Bonesteel - HeartBright Foundation

SUCCESS STORIES

“The firm has saved me over $100,000 compared to other accounting firms we’ve worked with.”

Anonymous -

“In-depth knowledge and overall great people; an incredible asset to our company.”

Bill Worsley - President at Holliday Homes

View All

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.

Atypical Insights

The latest insights & news

Atypical Insights

Everything You Need to Know About 1099s

As we approach the end of the year, we get a lot of questions from business owners regarding 1099s.

Tax Ideas, Tax Legislation, Tax Planning, Strategy

What to Expect From the 2022 Lame Duck Congress

Often after an election, we see a lame-duck session of Congress, with little to no action occurring...

Legislation, Ideas & Planning, Personal Finance, Tax Legislation, Tax Planning, Strategy

Expanded Tax Provisions Enacted by American Rescue Act Expiring for 2022

In 2021, Congress passed the American Rescue Plan, a third stimulus bill in response to COVID-19....

View all insights

Tired of Typical?

Is your current CPA just “okay?”

It doesn’t have to be this way.

Let’s see if we’re a fit

Stay connected.

We have a pretty great podcast & insights that dig into issues you really care about.

Business Strategy Services

BGW serves an array of clients across a diverse spectrum with business strategy consulting.

Why Choose Our Business Strategy Services headquartered in Charlotte?