Articles & Publications

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 >>

Samantha is a Director in our Tax Services department, serving as a trusted advisor to closely held businesses and their owners. She works with clients across a variety of industries, including service, manufacturing, distribution, investment partnerships, and restaurant and. 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 >>

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 >>

With 25 years of public accounting tax experience, Pat provides tax compliance and consulting services to a variety of clients including high wealth individuals, closely held business and investment partnerships. She also has experience in trust and gift tax. Read More >>

Steve is the practice leader for BMF’s Transaction Advisory Services Group. He conducts engagements for buyers and investors from private equity groups, public companies, development groups, and subordinated debt lenders. He also provides business valuation and litigation support services. Read More >>

John Jenkins is a Tax Partner at BMF with extensive experience in business taxation, transaction advisory services, and private equity transactions. Since joining the firm in 2013 after 20 years in the “Big Four,” John has served as a. Read More >>

Matt delivers a combination of business vision and determination to his clients. With more than 12 years at a Big 4 firm, Matt brings a wide variety of financial disciplines related to serving the high-growth middle-market public and private. 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 >>