Articles & Publications

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 >>

Mark is the practice leader for the firm’s Transaction Advisory Services Group, serving private equity groups and equity sponsors across the country. He also leads the firm’s business valuation, litigation support and forensic accounting practice areas and was instrumental. Read More >>

Jim Bowen has more than 25 years in public accounting, serving both private and public companies in tax, audit, business consulting, financial systems, business valuations and strategic planning. Since 1990, Jim has focused his attention on taxation. Over the. Read More >>

Rick serves privately held, middle-market, high-growth clients in a variety of industries. Specifically, he has extensive experience working with closely held and family-held businesses and their attendant issues including succession planning, merger and acquisition transactions, tax planning, employee stock. Read More >>

Eric is well-versed in leading audits and technical accounting projects for some of the largest and most sophisticated organizations in our region. As a partner in BMF’s Assurance and Advisory Services group, Eric serves a very sophisticated cross-section of. 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 >>

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 >>

Mindy is a Partner in BMF’s Valuation and Transaction Services Group and provides financial due diligence and other consultation services to buyers and investors from private equity groups, public companies and subordinated debt lenders, as well as sellers of. Read More >>

Cindy has retired effective May 31, 2023. Cindy has more than 25 years of individual tax experience and heads up the high-net-worth clients and executive groups practice.  Through frequent communication, Cindy gains an in-depth understanding of each client’s financial. Read More >>

Bryant brings years of experience specializing in the areas of forensic accounting, economic damage analysis, and business valuation. Coordinating all aspects of the engagement from planning to expert witness testimony, Bryant has the formal training, expertise, and experience in. Read More >>