BREAKING NEWS

Stephen Mazza Joins BMF as Partner!

BMF welcomes with pride and purpose, our newest partner and member of the firm, Stephen Mazza!

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?  

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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

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Practice Leaders

Cindy S. Johnson

Partner and Executive Committee Member

Theodore A. Wagner

Partner and Executive Committee Member

CONTACT US TODAY TO START DISCUSSING YOUR OPTIONS

 

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Awards We've Won

IPA 2022 Top 200
Accounting Today RL 22
Best of Accounting 2022 Client Satisfaction
IPA 2021 Best of the Best