Turn W-2 clients into business owners—without turning them into auditors’ piñatas.
Offer clients a compliant pathway to new income (commissions + profit share) and legit deductions (home office, mileage, marketing), by enrolling them as Members of BDM LLC. You handle their return; we handle the platform.
What your practice gets
How it works
Clients enroll as BDM Members. They can earn commissions for promotion and receive profit-sharing from all company activities (services + corporate portfolio). We supply training and activity tracking; you collect the data for returns.
Compliance posture
One corporate IBKR account under the LLC. No client funds are pooled. Members don’t trade; they share company results via operating agreement. This avoids “unregistered security” framing.
Tax angle (high level)
Members may access pass-through benefits (QBI where eligible), and ordinary/necessary business deductions tied to their BDM activity. You advise; we document.
Profit-Share Preview Calculator
Adjust assumptions to illustrate potential member outcomes. This is not a projection—just math wiring for conversation.
Weighted example assumes multipliers 1.0 / 1.25 / 1.5 on the same base.
Partner Kit (What You Receive)
- Member Activity Questionnaire (fillable)
- Operating Agreement excerpts (profit-share & portfolio language)
- Year-end summary template (K-1 handoff data)
- Client explainer one-pager (non-technical)
FAQ (Fast)
Is this an “investment club”?
No. Members join an operating company. The corporate portfolio is company-owned; results flow through with other business lines.
Who gives tax advice?
You do. We supply activity logs and operating docs; you determine eligibility and prepare returns.
What about losses?
Losses reduce distributable profit. Members aren’t personally liable; we can run a “loss ledger” high-water-mark system.
Guaranteed refunds on fees?
No. A portion is non-refundable dues; a separate deposit may be refunded, credited, or rolled over per the agreement.