2 0 1 0 F I V E S TA R
W E A LT H M A N AG E R S
Providing Simple, Effective, Proven Tax and Business Planning Solutions for Small Business Entrepreneurs • Business By Design currently serves more than 600 small business client relationships • Result driven, customized tools for our niche market of small business entrepreneurs • Value, experience and knowledge of what it takes to run a small business Areas of Focus: Business Coaching, Tax Planning, Tax Preparation, Business Transition, Self-Directed IRA Coaching, Real Estate Investment Tax Planning. Special emphasis is given to business entity structuring and asset protection strategies
or more than 15 years, Paul Miller has been helping entrepreneurs implement effective tax and business planning tools. When Paul became self-employed in 1993, not much existed in tax planning beyond “traditional accounting” relationships. Paul realized he and other business owners were looking for something more. That is when the business model of Business By Design began to take shape. Paul developed a firm providing business coaching and tax planning for small businesses using the same tax planning strategies larger companies use.
Today Paul’s firm, Business By Design, uses a unique “team” approach to assist its clients with all their tax planning and accounting needs. Paul utilizes the skills of a highly trained, diverse staff to provide a high level of resultoriented services to clients. His firm consists of accountants, CPA’s, enrolled agents, para-legal, administrative staff, paired with his own entrepreneurial expertise. Business by Design’s current client relationships range from real estate agents, trade contractors, builders, consultants, retail store owners, to the self-employed individual.
Business By Design, Inc. 4918 Lincoln Drive • Edina, MN 55436 Office: (952) 392-1200 [email protected]
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M I N N E A P O L I S - S T. PAU L M A G A Z I N E S P E C I A L A D V E R T I S I N G S E C T I O N
Meet your Twin Cities 2010 FIVE STAR Wealth Managers. We surveyed consumers, financial service professionals and Minneapolis-St. Paul Magazine and Twin Cities Business subscribers to find wealth managers in the Twin Cities area who scored highest in overall client satisfaction. Here they are.
ell over half of the consumer responses IN THE 4WIN #ITIES AREA INDICATED IT is difficult to find a wealth manager they trust and rely on. 7EALTH MANAGERS broadly defined, are those individuals who help you manage your financial world and/or implement aspects of your financial strategies. Common examples of wealth managers are financial advisors, life insurance agents, accountants, tax advisors, attorneys, etc. 7ITH MORE THAN WEALTH MANAGERS IN THE 4WIN #ITIES AREA HOW DO YOU FIND someone who listens to you, represents your interests and operates with an emphasis on integrity and service? Minneapolis-St. Paul Magazine and Twin Cities Business can help. &OR