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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Boulay

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Boulay works with closely-held businesses, public companies and individuals who are, or who aspire to be financially successful. and ValMark Advisers, Inc.

Boulay helps individuals and businesses achieve financial success by protecting your business, building wealth and securing your future through integrated accounting, audit, tax, wealth management and consulting expertise. Our focus is to help you protect your business, build your wealth and secure your future by partnering with you and integrating our depth of experience in accounting, tax and other financial services designed to “help you get there.”

Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from ValMark Securities, Inc. Prime Global is not affiliated with ValMark Securities, Inc. Third party posts do not reflect the views of ValMark Securities, Boulay PLLP or Boulay Financial Advisors, LLC, and have not been approved prior to posting.

10/29/2026

We’re excited to share that Boulay has been named one of IPA’s Best of the Best CPA Firms for 2026.

For us, this recognition reflects the trust of our clients, the relationships we’ve built and the dedication our team brings to helping businesses and individuals succeed.

Thank you to INSIDE Public Accounting, our clients and our community for being part of our continued success.

Learn more here: https://boulaygroup.com/boulay-recognized-in-ipas-best-of-the-best-cpa-firms-in-2026/

10/29/2026

Why would an accounting and wealth management firm sponsor a fashion exhibition?

Couture reflects extraordinary craftsmanship and attention to detail, which is part of what made this exhibition meaningful to us.

There’s a simpler reason, too. Exhibitions like Paris Couture don’t often come to the Midwest, and we’re proud to help support opportunities like this in our community.

Proud to support Paris Couture at the Minneapolis Institute of Art.

10/28/2026

Do you know which projects are truly driving profitability?

For architecture and engineering firms, having the right job costing processes in place can make it easier to understand project performance and make informed decisions along the way.

Explore how job costing specialists and outsourced controllers can help: https://boulaygroup.com/why-architecture-and-engineering-firms-need-job-costing-specialists-how-outsourced-controllers-strengthen-project-profitability/

10/26/2026

Year-end tax planning starts before December.

The decisions you make now can help reduce tax liability and position your business for a stronger 2027.

Read five tax planning strategies every business owner should consider before year-end: https://boulaygroup.com/5-year-end-tax-planning-strategies-for-businesses-in-2026/

10/26/2026

Laura Freeman recently joined Boulay Wealth as a Client Relationship Associate.

Laura brings 20 years of experience in client service, administration and operations across financial services, property management, and corporate and nonprofit organizations. She holds a degree in Mass Communications from Minnesota State University Moorhead.

In her free time, Laura enjoys gardening, reading, walking her golden retriever and spending time at the cabin.

We are pleased to welcome Laura to the Boulay team!

10/23/2026

That pink has a name: shocking pink.

Schiaparelli made it famous, and her 1938 evening cape is one of the stars of Paris Couture at Mia. Look for the gold sunburst on the back, hand-embroidered by Maison Lesage.

Photos are nice, in-person is better. See it at Mia through January 17.

10/20/2026

Boulay is proud to have supported the Northeast ETA Bootcamp as an Event Partner and to see Josh Suciu represent the firm on the "Search Unfiltered: Active Searcher Fireside Chat" panel.

Thank you to Josh for sharing his experience and insights with the ETA community, and thank you to the event organizers for hosting a fantastic program that brought together aspiring searchers, operators and investors.

Want to continue the conversation? Connect with Josh here: https://boulaygroup.com/contact-josh-suciu/

10/19/2026

Employers can now play a role in helping employees save for their children's future.

Recent IRS and Treasury guidance provides new details on employer contributions to 530A accounts, also known as Trump Accounts, including eligibility requirements, nondiscrimination rules and administrative considerations.

Learn what businesses should know before implementing a 530A account contribution program and how the latest guidance may impact employee benefit strategies.

Read it here: https://boulaygroup.com/irs-guidance-clarifies-employer-contributions-to-530a-accounts/

10/15/2026

Paris Couture is now on view at Minneapolis Institute of Art! 🥂

Congratulations to the whole Mia team on this incredible exhibition. We’re so proud to be part of it as a sponsor.

On view through January 17, 2027.

10/08/2026

SBA Quality of Earnings requirements are now in effect for certain acquisition loans.

As QoE reports become a larger part of the acquisition process, buyers, lenders and advisors have an opportunity to gain deeper insight into a company's earnings and financial performance. Boulay's latest blog outlines the requirements and highlights key considerations for successful transactions.

Read it here: https://boulaygroup.com/sba-quality-of-earnings-requirements-for-larger-acquisition-loans-what-buyers-and-lenders-need-to-know/

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Address

11095 Viking Drive, Suite 500
Eden Prairie, MN
55344

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

(952) 893-9320

Website

http://www.BoulayGroup.com/

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