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BPM Admits Four New Partners

San Francisco-based BPM (FY18 net revenue of $99.5 million) has admitted four new partners – Terry Hill, Bryan Rhody, Andre Shevchuck and Minnie Wright.

“These partners are not only hard workers, team players and dedicated leaders, they are also great individuals who make BPM a better, stronger firm every day for our community, clients and our people,” says BPM CEO Jim Wallace.

Hill leads BPM’s CFO services practice and supports middle-market companies through rapid growth, capital raise, M&A and turnaround.

Rhody leads the technology solutions group and is focused on providing operational improvements through cloud technology consulting services. The group works closely with software solution providers such as NetSuite, Sage Intacct and more.

Shevchuck leads the research and development tax credit consulting practice and is focused on expanding BPM’s service offerings to include other value-added, tax-based incentives.

Wright leads the IC-DISC expert tax incentive practice and serves as an expert resource to more than 50 CPA firms across the Central Valley of California and the country on IC-DISC work. She co-leads the agriculture industry group.

Hill, Rhody, Shevchuck and Wright will join BPM’s partnership on Nov. 1.

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BPM Adds Security Tech Company

San Francisco-based BPM LLP (FY18 net revenue of $99.5 million) has added Adhere Inc. of Fairfield, Calif., a security technology company, to its advisory practice.

Adhere guides businesses of all sizes through their IT security operations and compliance requirements. Adhere monitors IT security controls through its Security Operations Center and consults with clients to develop their security processes and controls.

Sarah Lynn

“Our experts have hands-on expertise shepherding organizations in making the best possible decisions, whether they are in the preparation or the remediation stage,” says Sarah Lynn, CEO of Adhere. Lynn is joining the firm as partner. About 10 employees will join BPM.

Nick Steiner, who leads BPM’s advisory practice group, says data security and compliance is a top priority for clients. “With increasing sensitivities around keeping data safe and the growing demands of meeting compliance standards, businesses must remain vigilant against potential threats and the latest protocols. Our new team brings a wealth of industry knowledge and shares our dedication to tailoring security solutions for organizations everywhere.”

BPM’s combination with Adhere comes after several strategic expansions. It recently combined with Kramer & Olsen Accountancy Corporation of Santa Ana, Calif., Croce & Company of Stockton, Calif., CPA Consulting of Bellevue, Wash., and the HR consulting practice of Options4Growth in San Francisco.

More news from BPM LLP

BPM and Croce & Company Combine

Jim Wallace

San Francisco-based BPM LLP (FY17 net revenue of $89.6 million) has combined with Croce & Company of Stockton, Calif.

The combination expands BPM’s geographic footprint while adding a strong agriculture and consumer manufacturing practice, the firm announced.

“We’re excited to combine with Croce and solidify the BPM brand in key markets,” says BPM CEO Jim Wallace. “We continue to look for business combination partners who are like-minded and committed to their clients and people – this partnership embodies that philosophy.”

Founded in 1987, Croce provides accounting and advisory services across various industries. All 22 Croce employees will stay at their current location and operate under BPM. Larry Solari joins BPM as OMP in Stockton. Duane Bulthuis and Jennifer Marchini join BPM as partner and director, respectively. Founding partner, Rudy Croce, joins BPM as Of Counsel.

“By joining BPM, we have the opportunity to diversify our capabilities and offer deeper resources for our people and clients,” Solari says.

BPM expanded into Southern California last year by combining with Kramer & Olsen Accountancy Corporation of Santa Ana, Calif.

BPM Expands in Southern California With Kramer & Olsen Merger

San Francisco-based BPM LLP (FY17 net revenue of $89.6 million) has announced it is combining with Kramer & Olsen Accountancy Corporation of Santa Ana, Calif.

BPM CEO Jim Wallace says the combined firm, which will operate as BPM, “will bring enhanced career opportunities to our people and greater access to services for our clients.”

Kramer & Olsen provides clients with a variety of accounting and consulting services across a broad range of industries. The firm’s 14 employees will join BPM’s approximately 470 personnel and 40 partners.

“BPM’s brand promise, ‘Because People Matter,’ is what drew us to the firm,” says Kramer & Olsen MP David Jorgensen. “BPM’s strong go-to-market industry concentration and specialized advisory service offerings, combined with our deep roots in Southern California, allows us to serve clients in an extraordinary way – both domestically and internationally.”

Jorgensen will join BPM as partner and will continue to serve as the MP of the existing Kramer & Olsen Orange County office. Founding partner Gary Kramer will join BPM as “Of Counsel.”

West Chairs BPM’s Corporate Tax Practice, Houston Focuses on Expanding Specialty Services

Julie West

Julie West

San Francisco-based BPM (FY16 net revenue of $85.7 million) announced Julie West will chair its corporate tax practice, allowing current corporate tax chair Bob Houston to focus on expanding the firm’s mergers and acquisitions, state and local taxes and research and development specialty services lines.

Earlier this month, BPM expanded its presence to Eugene, Ore., by combining with information security firm Info@Risk Inc., providing high-value comprehensive penetration testing and risk assessments for clients.

The firm’s corporate tax practice assists with domestic and foreign tax analysis and filings, controversies, income tax provisions, FIN 48 analysis for uncertain tax positions, tax credit incentives, state tax nexus studies and section 382 studies to determine limitations on tax attributes.

BPM Welcomes Verma as Partner and Leader of its RAAS Practice

San Francisco-based BPM (FY16 net revenue of $85.7 million) announced that Ashwani Verma has joined the firm to lead its risk assurance and advisory practice.

“Ashwani has more than 17 years of experience in providing internal audit and risk advisory services – both in industry and within public accounting. He is an expert in internal audit strategy, enterprise risk management, SOX compliance, IT assurance and regulatory compliance,” says Brian Finnegan, BPM’s assurance practice group leader.

“The suite of comprehensive service offerings under RAAS are well positioned to meet the needs of our clients in this dynamic and rapidly changing economic landscape. I look forward to strengthening BPM’s current offerings, and advancing it by delivering world class service our clients have come to expect,” says Verma.

BPM’s RAAS practice provides comprehensive risk assurance counsel to emerging growth, late stage, private and public companies. Advisors within the group have extensive experience in internal audit, Sarbanes-Oxley readiness and implementation, IT auditing and information security.

BPM Adds Corporate Dispute Resolution Service Line to Advisory Practice

San Francisco-based BPM (FY15 net revenue of $82 million) has added a new service line: corporate dispute resolution.

BPM, also known as Burr Pilger Mayer, recognized its clients’ need for support surrounding dispute resolution. With deep expertise in forensic accounting, litigation support and mediated settlements, the team is able to positively influence disputes, contributing to fair settlements and positive outcomes for clients, the firm says.

“We understand that accomplishing business goals and objectives may require additional services which intersect with BPM’s traditional service areas,” says Edward Webb, leader of the firm’s corporate finance group.

“Our team of experts develop and provide individualized support – our primary goal is to help clients achieve their objectives while making sure they are more confident and comfortable in the process,” he adds.

Corporate dispute resolution falls outside the traditional parameters of accounting or consulting. Corporate disputes have the potential to damage businesses and can be very confusing and disruptive to business owners; BPM offers clients peace of mind while resolutions are in process.

“Above all else, we want to ensure our clients focus on what they do best: running their business,” adds Nick Steiner, chair of the firm’s advisory practice.

Under corporate dispute resolution, BPM provides assistance with forensic accounting and litigation support, ensuring high standards for detection, assessment and analysis. In addition, members of the team have specific mediation training and experience to help mitigate the complexities of bankruptcy and commercial litigation.

BPM Adds Two Partners

Kathy Wong

Kathy Wong

San Francisco-based BPM (FY15 net revenue of $82 million) announces that two professionals have been admitted into the partnership group.

“Becoming a partner at BPM means so much more than technical expertise and managing clients,” says Jim Wallace, CEO of BPM, formerly known as Burr Pilger Mayer. “Our partners represent our principles and serve as role models for our associates and others – Kathy and Craig exemplify our values.”

Kathy Wong joined BPM more than 10 years ago, focusing her practice on domestic and international tax planning, consulting and compliance for corporate and private individual clients. Her expertise in foreign investment in U.S. real estate has been recognized in the professional community through her presentations to the Association of Asian American Bankers, Merrill Lynch and Coldwell Banker. She also contributes to the firm’s WIN (Women’s Initiative Now!) program to develop and retain women in the firm and serves as a role model for young women professionals in managing and balancing family and a successful career.

Craig Hamm

Craig Hamm

Craig Hamm leads the firm’s transaction advisory services group as well as the go-to-market strategy for the venture capital and private equity industries within BPM’s financial services industry group. Throughout his career, he has served start-up companies to Fortune 500 companies in the venture capital, service, life science and technology industries. He has extensive experience with advising and supporting clients through mergers or acquisitions by providing due diligence and quality of earnings services. He has extensive experience providing assurance services to venture capital and private equity funds.

BPM Admits Five New Partners for 2016

San Francisco-based Burr Pilger Mayer (FY14 net revenue of $74.3 million) has admitted three senior managers and two directors into the firm’s partnership: Michelle Ausburn, Mark Leverette, Yung Ling, Edward Webb and Dan Winter. The new partners span the firm’s Bay Area offices and practices across assurance, tax and consulting.

Ausburn is a member of the firm’s assurance practice with a focus on GAAP-compliant financial accounting and reporting for companies, both public and private, in the winery and vineyard, natural and organic food, craft beverage and agriculture industries. She has 15 years of experience and is a past recipient of the North Bay Business Journal’s “Forty under 40” and “Women in Business” awards.

Leverette is a member of the firm’s assurance practice group with a focus on the real estate and technology industries. He has 13 years of expertise advising entrepreneurial companies, real estate developers, REITs and software retailers on matters related to revenue recognition accounting and accounting on complex equity transactions.

Ling is a member of the firm’s corporate tax practice group with a focus on the technology and life sciences industries. He has over 15 years of experience serving clients on international and corporate tax issues including global tax compliance, complex tax provision calculation and FIN 48 issues. He has also assisted numerous clients with their S-1 filings. His passion for the public accounting profession and his excellence at providing client service in the area of corporate tax services has led to the successful expansion of BPM’s Tax Practice for pre-IPO and public companies, US subsidiaries of foreign public companies and multinational corporations.

Webb leads the firm’s consulting practice group and has over 25 years of consulting experience, including leading teams of turnaround specialists, bankruptcy and reorganization professionals and corporate finance executives. Edward has also managed talent acquisition teams and provided leadership advisory consulting to business owners and directors. He is on the faculty at San Jose State University.

Winter is a member of the firm’s assurance practice and vice chair of its technology industry group. He has more than 10 years of experience serving a variety of technology clients across sectors including software, Internet media and SaaS, telecommunications, intellectual property, semiconductor and life science. Dan has extensive experience with public and private offerings, revenue recognition and SEC reporting and compliance.

Curtis Burr, CEO and founder of BPM, says, “Each of these individuals has demonstrated excellence in the areas of technical expertise, firm leadership, financial performance, staff development, teamwork, personal effectiveness, client relationship management, business development and community leadership.”

Ausburn, Leverette, Ling, Webb and Winter will become partners effective Jan. 1.

Singh Joins BPM as Director

Prateek Singh

Prateek Singh

San Francisco-based Burr Pilger Mayer (FY14 net revenue of $74.3 million) has admitted Prateek Singh as director of its risk assurance and advisory services (RAAS) practice.

Prior to joining BPM, Prateek spent 14 years with PwC including two years with PwC’s national office, providing accounting and financial reporting technical advice to the firm. Prateek has also led internal audit, enterprise and operational risk management and Sarbanes Oxley (SOX) implementation engagements at some of the largest financial institutions and technology companies in the world.

“Prateek brings the energy and skill set our clients are looking for,” says Brian Finnegan, leaders of the firm’s assurance practice.

BPM’s RAAS practice brings together expertise from across the firm to provide IPO support, help with complex accounting issues, internal audit services, and SOX compliance and implementation support.

“I am honored to lead the RAAS Practice for an organization as well regarded as BPM,” says Singh. “The suite of comprehensive service offerings under RAAS are commensurate with the needs of our clients, driven by a dynamic and ever-changing economic landscape.”