HELPING YOU BUILD AND PRESERVE WEALTH
BMI Consulting, LLC is a business advisor to business. Our focus is to help businessowners assess, design and implement “excellent” solutions to grow and preserve their company and personal wealth, both now and in the future.
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BMI CONSULTING’S VISION AND MISSION
BMI Consulting seeks to identify tax strategies and wealth building opportunities that are common among business owners and successful executives. Whether you are a first time visitor, or a returning BMI member, we hope you will find our material timely. We encourage you to call or email us at bmi@bmiconsulting.com with your questions, comments or concerns about how we might help you apply our unique concepts to your personal goals and objectives.
25+
Years In Business
1000+
Companies Serve
500+
Business Clients
120+
Years of Experience
COMPANY PROFILE
The financial services industry has morphed from a cottage industry to a network of highly skilled and experienced consultants who understand the complexity of business ownership. These professionals can integrate executive benefits, ownership succession, and efficient retirement funding into one, efficient plan that encompasses estate planning, business transition and wealth management. Owners need to strategize their personal wealth plan. Incidentally, these owners often have more 80+% of their net worth tied up in their business enterprise, but even so, they have not taken the time to plan for a successful exit or a soft landing when they are ready to leave the business. BMI is here to help these business owners find their best future. We can help you as well.
OUR MISSION
BMI Consulting, LLC is a business advisor to business. Our mission is to help businessowners address issues and concerns they are ignoring or not considering because of their business demands. Our focus is to assess, design and implement “excellent” solutions to help our clients have a better future. Through our research, proactive problem analysis, and creative solutions, BMI offers ethical, efficient, and effective answers to the tax, retirement, and transition needs of our clients.
Services
Income Tax Planning
Executive Benefits
Transition Planning
Business Succession Strategies
Capital Split Dollar
