BGM

Founders & employees: Are you ready for a liquidity event? Learn how strategic timing and planning can make all the difference. https://lnkd.in/gnGvrXad #LiquidityEvent #StockOptions #FinancialPlanning

If you’ve been a victim of a federally declared disaster in past years, you may be eligible for benefits under the Federal Disaster Tax Relief Act. https://lnkd.in/dAjGdW36 #DisasterRelief #TaxRelief

Join us for our Longevity Planning for a Fulfilling Future webinar with Jon T. Meyer, CFP®, Principal, President, at BGM Wealth Management Group. Jon will address key strategies for longevity planning that go beyond financial preparation and help you live the longer life you desire. Topics we'll cover include: - The connection between health, wealth, and time - How to optimize financial decisions for longer lives - Tools and technology to support aging well - When to shift from accumulating wealth to enjoying it - The role of social connections in long-term happiness - … And more! Register now to learn how to balance health, wealth, and time to create the life you want! https://lnkd.in/g4ZmmDBZ #LongevityPlanning #WealthManagement #FinancialStrategies 

Maximize your company’s value with a well-planned exit strategy. Learn key steps to prepare, optimize, and sell on your terms for a smooth and profitable transition. https://lnkd.in/gDXrEx7T #BusinessOwners #ExitStrategy

Business owners: Should your company undertake a “business transformation” to grow or stay competitive? Here’s what to consider before making this major decision. https://lnkd.in/dj2VTUFh #BusinessOwners #BusinessTransformation

If you’re commuting to work and your employer offers tax-free transportation fringe benefits, you need to read this.

Last Call! Join Cory Parnell, Principal at BGM, and Tripp Murray, Managing Partner at Virentium Advisors, for a discussion on navigating the challenges and complexities of cannabis financing. During this webinar, Cory and Tripp will discuss the key drivers of cannabis financing, provide strategies to prepare for financing, address common pitfalls in financing agreements, and more! Don’t miss this opportunity to gain valuable insights into cannabis refinancing so you can confidently navigate the financing process! https://lnkd.in/gkihCEZB

When starting a new business, you have several entity options to consider. One option is an S corporation. Here are some of its advantages. https://buff.ly/8JZWtpd #SCorporation #BusinessEntity #BusinessOwner

This International Women’s Day, we celebrate women who inspire, lead, and drive meaningful change at BGM and beyond. We are proud to honor the dedication, strength, and achievements of women on our team, in our industry, and around the world. When we uplift and support one another, we create a future where everyone thrives! #InternationalWomensDay #IWD2025 #AccelerateAction

As we celebrate Employee Appreciation Day, we are proud to recognize the individuals who make BGM truly exceptional – our team members! At BGM, we know that our people are our greatest asset. Your contributions have a lasting impact—not just on our firm, but on each other and our valued clients. Thank you to the BGM team for your hard work and dedication! #EmployeeAppreciationDay #BGM #Team