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Boulay 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.

Boulay is proud to have supported the Northeast ETA Bootcamp as an Event Partner and to see Josh Suciu represent the fir...
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/

Employers can now play a role in helping employees save for their children's future.Recent IRS and Treasury guidance pro...
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/

Paris Couture is now on view at Minneapolis Institute of Art! 🥂Congratulations to the whole Mia team on this incredible ...
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.

SBA Quality of Earnings requirements are now in effect for certain acquisition loans.As QoE reports become a larger part...
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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Great conversations, new connections and a little friendly competition! Yesterday, Boulay Wealth welcomed clients and gu...
10/07/2026

Great conversations, new connections and a little friendly competition!

Yesterday, Boulay Wealth welcomed clients and guests to Timeless Strategy: Women's Mahjong at Olympic Hills Golf Club. The event brought together players of all experience levels, with The Mahj Lodge providing instruction for those new to the game while seasoned players enjoyed time around the table connecting with both new and familiar friends.

Like a strong wealth strategy, Mahjong requires a balance of patience, thoughtful planning and the ability to adapt as circumstances change. Yesterday celebrated both the timeless nature of good strategy and the connections that bring people together around the table.

Thank you to everyone who joined us and helped make the event such a success!

As a public accountant, you have many options to choose from, but aligning your needs with your employer can be challeng...
10/05/2026

As a public accountant, you have many options to choose from, but aligning your needs with your employer can be challenging. Let's discuss your interests and career goals, as well as Boulay's culture, perks, flexibility, growth options and more! To set up a quick exploratory conversation, email Mercedes Betzina, Talent Acquisition Senior Manager, at [email protected].

Could you now qualify for disaster tax relief?A new law expands federal tax relief for victims of certain federally decl...
10/05/2026

Could you now qualify for disaster tax relief?

A new law expands federal tax relief for victims of certain federally declared disasters, making it easier for eligible taxpayers to claim personal casualty loss deductions and extending tax-free treatment for certain wildfire relief payments. Changes include the removal of the 10% AGI limitation and the ability to claim qualifying losses without itemizing deductions.

Learn what the LaMalfa Act means and whether you may benefit here: https://boulaygroup.com/new-law-extends-tax-relief-for-disaster-related-personal-casualty-losses-and-wildfire-relief-payments/

Do your paid family and medical leave benefits qualify for a tax credit?Recent guidance from the IRS provides important ...
10/02/2026

Do your paid family and medical leave benefits qualify for a tax credit?

Recent guidance from the IRS provides important clarification on the expanded Section 45S paid family and medical leave tax credit, including new rules around insurance premiums, employee eligibility and employer requirements.

Our latest blog breaks down what employers need to know.

Read it here: https://boulaygroup.com/irs-releases-guidance-on-the-paid-family-and-medical-leave-tax-credit/

Thank you to Anna Liotta, author of "Generational CODES® 3.0+," for an engaging session with our team members yesterday ...
10/01/2026

Thank you to Anna Liotta, author of "Generational CODES® 3.0+," for an engaging session with our team members yesterday on generational influences in the workplace. Attendees gained practical tools to better understand generational differences, strengthen communication and collaboration, and build stronger relationships through curiosity, empathy, and understanding. Thanks to everyone who joined us for this insightful discussion!

Choosing the right accounting partner can do more than streamline your finances. It can provide the expertise, insights ...
10/01/2026

Choosing the right accounting partner can do more than streamline your finances. It can provide the expertise, insights and support needed to help your business grow.

Our latest blog walks through the key factors to consider when hiring an outsourced accountant, from evaluating experience and technology to finding the right fit for your needs.

Read the article: https://boulaygroup.com/a-beginners-guide-to-hiring-an-outsourced-accountant/

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

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