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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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    CEO / Management Team Coaching

    Bring health to your team, value to your marketplace, and grow your business with CEO Coaching and more.
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    Simply put, we aim to grow great companies — ours and yours.

    By infusing our language, our culture, and CEO coaching with EOS® principles, from hiring to firing (and everything in between), we have brought health to our team, value to our marketplace, and experienced significant growth.   Want the same for your company?   Let us show you how.

    EOS®, the Entrepreneurial Operating System®, combines CEO coaching and timeless business principles with a set of simple, practical, real-world tools to help entrepreneurs get what they want from their businesses. Thousands of companies nationwide, including ours, use EOS® to generate powerful results — more revenue, more growth, and more profit while experiencing a better balance of life for their business owners and leaders.

    The EOS ModelTM lays out the Six Key ComponentsTM of any business that must be managed and strengthened to become great. The model applies to big and small businesses, in any industry:

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    The EOS MODEL

    Our model lays out the Six Key ComponentsTM of any business that must be managed and strengthened to become great. The model applies to big and small businesses, in any industry:

    Vision - Everyone in the organization should be in 100% agreement about the goals and directions of your organization.

    People - Surround yourself with great people, top to bottom, to achieve your goals.

    Data - Determine the objective numbers that give you a true sense of your company’s health.

    Issues - Become great at solving problems throughout the organization.

    Process - “Systemize” your business by identifying and documenting the core processes that define the way to run your business, in order to create consistency and scalability in your organization.

    Traction® - Bring discipline and accountability into the organization.

    Our Proven Process

    Our Proven Process is 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. Each year that 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, 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. This is where we decide if we’re a good fit. You’ll also let us know what you expect from us. Believe us, we’re listening.

    02

    Business Lifecycle & Gap Assessment

    Here’s where 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. This is where we decide if we’re a good fit. You’ll also let us know what you expect from us. Believe us, we’re listening.

    02

    Business Lifecycle & Gap Assessment

    Here’s where 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 that 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, 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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