Helping business owners protect, preserve and pursue more value from their business, more tax efficiently! ®

We are excited to offer Legacy Stories to some of our closest friends and best clients.  Click here for more information.


For a copy of our featured whitepaper, Key Person Benefits for Small Business Owners, please fill in your information by pressing the "More Information" box to the right.


The BSG of Illinois

The BSG of Illinois is a team of financial professionals formed to work with closely held businesses. Every day, we speak to business owners like you. From start-ups to companies that have lasted generations, we help identify new opportunities in your financial plans.

We listen to the key issues, concerns and obstacles that are most important to you, your partners and other trusted advisors. Then, we work closely with you and your financial team to prioritize and implement strategies that build value.

  • Business Continuity and Succession Planning
  • Executive & Employee Benefits
  • Company Retirement Plans
  • Estate and Legacy Planning Strategies

The Business Strategies Group is a Division of Equitable Advisors, LLC (Equitable Financial Advisors in MI and TN)


GE 2916786 (01/20) (Exp. 01/24)