Brotman Consulting Group

Brotman Consulting Group empowers financial planning firm owners to invest in their most valuable asset — their businesses. We guide firms through every stage of their evolution — from growing the practice in the earlier years to establishing an efficient and effective team, and then planning for succession and carrying out ownership transitions smoothly.

With 25 years of experience in financial planning firm ownership, BCG brings real-world insights to the critical business functions that often take a back seat to day-to-day operations. High-impact services like Annual Planning Summits, Business Development, Employee Experience, Advisory Board Development and Succession Planning, fundamentally transform a firm.

Results include steady growth, increased profitability, engaged employees and generational client relationships. Ultimately, owners will maximize business value and, at the opportune time, gracefully exit their firm with pride in their life’s work and legacy. Owners feel confident at every step with BCG as a partner in their success.