Business Consulting Group “BCG”

Business Consulting Group “BCG” Exclusive to ICON

The BCG team focuses on providing independent consulting and planning services to financial professionals in a manner that delivers a high touch experience to their business owner clients and enhances the financial professional relationship with their highest valued clients.

The BCG team provides ICON affiliates with the ability to maximize their value to their financial professionals by working with them to implement a repeatable process (email, financial professional webinar, business owner workshop partnered w/financial professional) that shifts the dynamic of their financial professional relationships from transactional to consultative.

Affiliates can leverage the BCG team to provide unbiased consultative expertise across a broad spectrum of business planning needs including:

  • Business Valuation
  • Owner Analysis of Retirement Needs
  • Value Builder Analysis (maximize business value)
  • Family or Key employee transfers
  • Sale to Third Party
  • Deferred Compensation
  • Business Continuity Planning
    – Buy-Sell Arrangements
    – Key Employee Retention Plans
  • Tax minimization on transfer for buyer and seller
  • Equity & Non-Equity Incentive Plans

    Elevate Your Future

    The opportunities are infinite when you partner with ICON.