BPM LLP, a Prime 50 Agency based mostly in San Francisco, is extending its footprint within the North Bay space of California by including Elliott CPA Group, headquartered in Santa Rosa, efficient July 1.
Elliott CPA Group was based in 2006 and is led by Erin Roche and James Elliott. The agency makes a speciality of offering monetary and tax planning to purchasers in numerous industries, together with wine and agriculture, actual property, retail and manufacturing.
Monetary phrases of the deal weren’t disclosed. BPM, previously referred to as Burr Pilger Mayer, ranked No. 38 on Accounting At this time’s 2022 listing of the Prime 100 Companies, with $166.three million in annual income. Elliott had 10 staff, together with eight workers members and two companions who will probably be becoming a member of BPM, which has greater than 900 staff.
“BPM has lengthy been part of the North Bay, and we couldn’t be extra excited to welcome the Elliott group,” stated BPM CEO Jim Wallace in a press release Wednesday. “This strategic mixture will permit us to broaden and deepen {our relationships} throughout the neighborhood.”
Elliott Group will rebrand below the BPM identify. The rising Santa Rosa workplace will be part of BPM’s present areas throughout California, Oregon, Washington, India and different components of the world.
“Companies want subtle monetary providers — whether or not they’re in conventional industries, like agriculture, or they’re creating breakthrough applied sciences,” stated Elliott in a press release. “This mix helps be sure that each our purchasers and our group members have entry to a wealth of assets and actually distinctive service experiences. BPM is deeply dedicated to the local people, which is in step with our 16-year historical past of giving again to the North Bay. Our values and their values align — that’s a win.”
That is the fourth mixture for BPM since 2020. The agency’s Southern California growth has included groups from Orange County, Lengthy Seashore and, most not too long ago, Santa Monica. Final summer time, in most likely its greatest deal, BPM merged in Gumbiner Savett, which was based mostly in Santa Monica. In 2020, BPM added Rossi LLP, a agency in Lengthy Seashore, California, NetSuite reseller Caravel Companions and Warnick, Maestas & Maroney, a agency in Irvine, California.
“We proceed to steer with our model promise of placing folks first,” stated BPM North Bay partner-in-charge Michelle Muth Ausburn in a press release. “The mix with Elliott enhances and strengthens our present service choices and group, and permits us to higher serve our purchasers in and across the North Bay.”