Articles & Publications

Zak specializes in assisting both public and private corporations, law firms, and lenders with analysis, understanding, and resolution of complex financial issues. He focuses primarily on providing independent third-party valuation consulting services across a broad range of asset classes. Read More >>

Dale Ruther has transitioned to the distinguished position of “Partner Emeritus.” While stepping back from his day-to-day responsibilities, he remains actively engaged in leveraging his exceptional expertise in various specialties to support our clients and the firm. Throughout his. Read More >>

Jim Merklin serves middle-market and high-growth clients in a variety of industries. He has extensive experience in employee benefit plans, business planning, financial forecasting, attestation services, fraud/forensic investigations, feasibility studies, cash flow analyses, due diligence on business acquisitions, profitability. Read More >>

Transitioning to the status of “Partner Emeritus,” Cindy Johnson, a distinguished member of our CPA firm, has been a driving force in providing specialized services to large, privately held middle-market and family-owned businesses. Focused on delivering proactive solutions, Cindy. Read More >>

Katie is a manager in Assurance and Advisory Services where she focuses on serving clients in diverse industries, including manufacturing and professional services. Katie’s primary responsibilities include coordinating all aspects of the engagement, from the planning process to the. Read More >>

Megan is a senior manager in the tax department with more than 18 years of public accounting experience and brings extensive tax research, planning and consulting experience for corporate and individual federal, state and local tax returns. She specializes. Read More >>

Dana brings a unique blend of both analytical and creative skills to her work. That’s not the typical-sounding resume of an accounting major but that’s exactly the type of approach she seeks to bring to her clients. Dana applies. Read More >>

Samantha is a senior manager in our tax services department and focuses on serving a variety of industries including service, manufacturing, distribution, real estate, investment companies and restaurant hospitality. Her expertise includes C-corporations, S-corporations, limited liability companies, partnerships, and. Read More >>

A dynamic partner at BMF, James leverages his extensive expertise in intricate tax compliance and regulatory matters pertaining to private equity firms and closely held businesses. James is not the type of person content to observe life from the. Read More >>

Jessica focuses on income tax, estate and succession planning needs of business owners, high-net-worth individuals and their families, and works closely with clients to understand their primary objectives and develop tax planning and savings strategies that accomplish and maximize. Read More >>