As an Independent Member of the BDO Alliance USA, Fulcrum Partners is proud to provide our services to CPAs and CPA firms through the new BDO Alliance Marketplace. Please read the media release that follows to learn more.
Fulcrum Partners Offers Services to CPAs and CPA Firms through the BDO Alliance USA Marketplace
PONTE VEDRA BEACH, FL — (October 13, 2020) On October 1, when the BDO Alliance USA Marketplace went live, Fulcrum Partners, a leading executive benefits advisory, was a well-represented and active participant. “We are excited,” said Managing Director & Partner Bruce Brownell, “to better communicate to the CPAs and CPA firms that are members of the BDO Alliance, the types of services we offer them for their clients. The Marketplace as a feature of the BDO Alliance USA portal, aggregates member products and services as a single, easily searchable resource.”
Six key services from Fulcrum Partners are now represented on the BDO Alliance USA Marketplace:
- Nonqualified Deferred Compensation – Plan design, implementation, and investment advisory
- Executive Life & Disability Income Benefit Restoration Plans
- Supplemental Executive Retirement Plan (SERP) Plan Design Strategies for C-Suite Executives
- Split Dollar Life Insurance Strategies to Retain & Reward Key Talent
- Estate Liquidity and Wealth Transfer Planning
- Business Owner Buy/Sell Agreements & Owner Succession Planning
“The BDO Alliance USA portal is an exclusive platform,” said Managing Director & Partner Scott Cahill, “and is a venue Fulcrum Partners proudly serves. We bring more than 30 years of executive benefits consulting experience to the table, plus the latitude to be agile and independent. We partner flexibly with CPA firms, positioning them to expand their offerings and better support their clients in ways that are creative, customized and reliable.”
Fulcrum Partners became an Independent Member of the BDO Alliance USA in 2017. With more than $7 billion in assets under care, Fulcrum Partners is one of the nation’s largest, privately held, executive benefits consultancies. Learn more about the team and the services of Fulcrum Partners by following Deferred Compensation News.
About Fulcrum Partners LLC:
Fulcrum Partners (fulcrumpartnersllc.com) is a wholly independent, member-owned firm dedicated to helping organizations enhance their Total Rewards Strategy. Founded in 2007, today the company has offices in Atlanta, Georgia; Chicago, Illinois; Charleston, South Carolina; Columbus and Cleveland Ohio; Delray Beach, Orlando and Ponte Vedra Beach, Florida; Honolulu, Hawaii; Los Angeles and Newport Beach, California; Portland, Oregon; Salt Lake City, Utah and Washington D.C.
About BDO Alliance USA:
The BDO Alliance USA is a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals. The BDO Alliance USA presents an opportunity for these firms, by accessing the resources of BDO USA, LLP and other Alliance members, to expand services to their clients without jeopardizing their existing relationships or their autonomy. The BDO Alliance USA was developed to provide Member firms with an alternative strategy for gaining competitive advantage in the face of a changing business landscape. The Alliance represents an opportunity for BDO to enhance relationships with reputable firms that share a mutual business understanding. The BDO Alliance USA is a subsidiary of BDO USA, LLP, a Delaware limited liability partnership.
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated herein.
Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through CapAcuity, LLC; Lion Street Advisors, LLC (LSF) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI, LSF and BDO Alliance USA are non-affiliated entities and separate entities from Fulcrum Partners and CapAcuity, LLC. Unless otherwise noted, VAI/VSI, LSF and BDO Alliance USA are not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document.