Clients

Firm Report 2025-26

Clients

One Firm, Global Momentum

BPM’s global expansion is unlocking new opportunities for clients, colleagues, and communities everywhere. These investments extend our reach, deepen our capabilities, and strengthen our ability to serve across borders.

Driving Growth Across Industries

This year, our industry groups achieved significant milestones, from publishing thought leadership and hosting impactful events to expanding services and deepening client relationships.

Blockchain & Digital Assets

Nonprofit

Consumer Business

Technology

Financial Services

Real Estate

Life Science

Wine & Agribusiness

Professional Services

New Services, Expanded Impact

We’re continually evolving to meet the complex and changing needs of our clients. This year, we introduced new services to help clients optimize operations, prepare for growth, and seize opportunities within their industry.

Cost Accounting

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Turn cost data into strategic insights. Our cost accounting services help businesses track, analyze, and manage expenses to boost efficiency and profitability.

Commercial Real Estate Valuation

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Make confident real estate decisions. We deliver accurate, data-driven property valuations that support transactions, investments, and long-term planning.

Finance Transformation

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Reimagine your finance function. From process automation to reporting enhancements, our team helps finance leaders unlock efficiency and deliver greater strategic value.

Project Management

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Keep critical initiatives on track. Our project management experts provide structure, oversight, and execution support to ensure complex projects succeed.

CHIPS Act

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Maximize incentives under the CHIPS Act. We guide semiconductor and technology companies in capturing credits, planning strategically, and fueling innovation.

SPAC Readiness

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Prepare for market entry with confidence. Our SPAC readiness services help companies meet reporting, governance, and compliance requirements for a seamless transaction.

Measuring What Matters

Each year, we collect feedback through our annual client relationship survey to help us gain a deeper understanding of what’s working and how we can be of even more value to those we serve. This feedback provides a roadmap to guide us in strengthening and deepening our client relationships.

How likely are you to recommend BPM to a friend or colleague?

BPM score:
Industry average:

Top strengths

Responsiveness
Value
Knowledge / Quality work
Biggest area for improvement
Clients said they want us to be more proactive in bringing ideas and relevant strategies to the table. Our teams are taking this to heart. To help us address this feedback, we recently welcomed Mary Beth Ruthford as BPM’s new Client Engagement Director.

What our clients said...

“Working with BPM’s audit team has been an exceptional experience. Their consistency, deep knowledge, and ability to carry that insight forward year after year make a real difference. The team was fully committed to meeting a very challenging deadline, and their availability and communication throughout the process were outstanding.”
— Blockchain Client
“Our tax partner is a true strategic advisor—not just a technician.”
– Life Sciences Executive
“Working with BPM feels like an extension of our own team.”
– Consumer Business Client

“We’ve never had a better audit experience—efficient, communicative, and genuinely helpful.”

– Nonprofit Controller
“The team members who work on our annual financial review are LOVELY, and we have been assigned repeat faces over the years. It’s very comforting as the customer to know that the individuals working on our account already know about our business and that we aren’t starting from scratch each time.”
— Consumer Business Client
“Excellent people. Not only do they work hard, but they truly care about our business and the people who run it.”
— Financial Services Client
“Continuity with the senior team members at BPM, their responsiveness to our needs and their creative solutions to changes in our business strategy.”
— Real Estate Client
Next: Colleagues

Professional Services

Industry leader

Alan Alvarez

Stacy Litteral

Industry clients

  • 700+

2025 key accomplishments

Published Case Study: How BPM Streamlined HR Operations for OpenLight Photonics.

Published Case Study: Transforming financial operations for a global software asset management leader.

Created new online resources dedicated to Entertainment, Media and Visual Arts.

Published The fundamentals of entertainment accounting: What you need to know.

What our Professional Services clients say...

“The team is knowledgeable, responsive and easy to work with, which makes the process efficient and low stress. It’s a refreshing change from the more rigid or transactional experiences we have had elsewhere.”

Wine & Agribusiness

Industry leaders

James Elliott

Jamie Emerson-Heery

Industry clients

  • 400+

2025 key accomplishments

Published How shifting demographics are affecting winery valuations.

Hosted an industry mixer at a client winery.

Published the 2025 Wine Industry Outlook, delivering fresh insights on evolving consumer trends, sustainability, and strategic opportunities for wineries.

What our Wine & Agribusiness clients say...

“The work product is timely, accurate, and in addition, I feel that I have thought partners that I can count on. We have worked with the outsourced accounting, tax advisory, ERP implementation, and even outsourced HR consulting team. I always feel confident that I am being provided with top-notch, value-added advice.”

Life Science

Industry leaders

Julie West

Michael VanderKlugt

Industry clients

  • 300+

2025 key accomplishments

Published the Life Sciences Outlook 2025, highlighting strategic priorities for navigating the evolving biotech landscape.

BPM leaders co-authored an article on recent legislative changes impacting the biotech industry for Biocom California’s LifeLines publication titled, Understanding the Impact of Critical Changes in Tariffs, Taxes, and R&D Rules.

Published Life sciences tax planning upheaval: How the OBBBA transforms your strategic approach.

What our Life Science clients say...

“I appreciate the continuity of having the same team members, which makes our process more efficient. Additionally, the team is pleasant, responsive, knowledgeable, and helpful in all interactions.”

Real Estate

Industry leader

Mark Leverette

Industry clients

  • 2,000+

2025 key accomplishments

Joined NAIOP Las Vegas and the Urban Land Institute, strengthening industry connections and supporting growth initiatives in commercial real estate.

Established a REIT Service led by Partner Tara Wilson, enhancing BPM’s expertise and capabilities in real estate investment trust advisory.

Welcome Zac Blechman as an Advisory Senior Manager. Zac specializes in Commercial Real Estate Valuations.

Hosted the BPM Real Estate Roundtable in San Francisco, bringing together Bay Area leaders to share insights and 2025 investment outlook.

Published the results of our 2025 Mid-Year Real Estate Pulse Survey that revealed industry leaders’ cautious optimism for 2025, highlighting key challenges, opportunities, and shifting market dynamics.

What our Real Estate clients say...

“The people are amazing. We can always count on the team to be there for us when we need them, and they do a really great job with managing our entities.”

Financial Services

Industry leader

James Lichau

Industry clients

  • 500+

2025 key accomplishments

Hired Thomas White as Managing Director in Advisory. Tom’s 25+ years of finance transformation experience bolsters our Financial Services group’s strategic depth.

BPM Partner Craig Hamm was appointed as President of ACG San Francisco, underscoring BPM's leadership in M&A advisory and commitment to the middle market.

Published Financial Services Outlook 2025, offering insights and strategies to help institutions navigate market shifts, optimize M&A, and seize growth opportunities.

Sponsored M&A West, enabling our Financial Services group to connect with dealmakers, industry leaders, and investors while showcasing BPM’s market expertise.

Achieved the highest net promoter score of all industry groups, with over 83% of clients saying they’d recommend BPM to a friend or colleague.

What our Financial Services clients say...

“Our team from BPM is very friendly and knowledgeable; they resolved many issues from our past accounting firm and have gotten up to speed quickly and consistently provide an accurate product. It’s a relief to be able to trust that our accounting process is efficient and effective.”

Technology

Industry leaders

Kemp Moyer

David Aiello

Dhruv Bhat

Industry clients

  • 500+

2025 key accomplishments

Hosted a panel at SFTechWeek, to help founders explore how private equity may support growth. Our panel discussed governance considerations and how to prepare for PE, M&A, or additional funding.

Published Case Study: Strategic Project Management for Acquisition and ERP Success.

Continued involvement in the Financial Executives International Silicon Valley chapter. Our leaders hosted a webinar for members on AI, and we proudly sponsored FEISV’s Annual Woman CFO of the Year Awards Dinner.

Published the Technology Outlook 2025, offering insights on digital transformation, investment strategies, and growth opportunities in the evolving tech landscape.

What our Technology clients say...

“The BPM team is always responsive, thorough, and professional. We trust them implicitly.”

Nonprofit

Industry leaders

Daniel Figueredo

Shannon Winter

Industry clients

  • 500+

2025 key accomplishments

Hosted our Nonprofit Impact Forum at the Shelby Mustang Museum in Irvine, which brought nonprofit leaders together to learn practical ways to streamline operations, enhance donor engagement, and amplify impact.

Published Single audit threshold 2025: What nonprofits need to know

Hosted our Nonprofit Education Webinar Series, offering valuable insights into accounting, tax updates, digital transformation, and sustainability tailored for nonprofit organizations.

What our Nonprofit clients say...

“BPM is personable and extremely knowledgeable in the nonprofit arena. They assist in supporting our strategic needs. This includes investment strategies.”

Consumer Business

Industry leaders

Ryan Musser

Vaibhav Tandon

Industry clients

  • 700+

2025 key accomplishments

Published Case Study: Strategic M&A Advisory for Food Distribution Company, showcasing how BPM delivered a 20% premium over market average through expert positioning, valuation, and deal execution.

Welcomed Jeff Dietrich, a Partner with 24 years of experience in assurance, SEC compliance, IPOs, SOX, and governance, expanding our bench strength for complex, high-growth businesses across industries, including consumer products.

Sponsored the ACG San Francisco Food and Beverage Forum, growing our Consumer Business presence and connections with leaders driving industry growth.

What our Consumer Business clients say...

“The people are always professional and amazing to work with. They take a very personal approach and make you feel comfortable with the business partnership. They always deliver quality work we can trust.”

Blockchain & Digital Assets

Industry leader

Javier Salinas

Industry clients

  • 100+

2025 key accomplishments

Attended Consensus in Toronto and hosted an exclusive after-hours event bringing industry leaders, innovators, and crypto enthusiasts together to connect, share ideas, and spark collaboration.

Published Blockchain and Digital Assets Outlook 2025, offering insights into emerging trends, regulatory developments, and opportunities shaping the future of the industry.

Joined global industry leaders and investors at Token2049 Dubai to explore what’s next for crypto and blockchain innovation.

Published UK and US move toward digital asset alignment amid Trump administration’s crypto embrace, an article spotlighting evolving UK-US crypto regulations and BPM’s cross-border advisory capabilities.

What our Blockchain & Digital Assets clients say...

“I like that the whole team is involved in our audit. Staff to partner, everyone is always in the loop of what’s going on. Specific industry experience is a must for our company, and BPM has teams with appropriate knowledge.”
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