BREAKING NEWS

Announcing Our Newest Partner

BMF welcomes with pride and purpose, our newest partner, Marie Lenarduzzi!

Claim the Future

Understanding the dynamics of a family-owned business and the relationship between business, strategy, management, estate, and succession plans is the key to success.

We help clients make the right decisions, always cognizant of how those decisions will affect the family—and how family decisions can affect the business. With a keen focus on balancing long-term health and business success, preparation and strategic planning are critical for complex and, many times, difficult ventures. Our experience provides the guidance you need to wisely prepare for the future.

Looking to build a strong, solid future for your family-owned business?

Connect With Us

father and son working on their family business taxes

Services

  • Estate planning and wealth transfer
  • Proactive tax minimization planning
  • Compensation plan and design
  • Buy-sell agreements
  • Business valuations
  • Ownership transition
  • Issues and conflict resolution
  • HR consulting
  • Family business facilitator
  • Succession planning
  • Governance and compliance for banks and/or owners
  • Budgeting and forecasting
  • Operational performance and benchmarking
  • Business growth strategies
  • Business plan development

ASK A QUESTION

Practice Leaders

Theodore A. Wagner

Partner and Executive Committee Member

Matthew R. Mallinak

Partner

CONTACT US TODAY TO START DISCUSSING YOUR OPTIONS

 

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