# BGM

> BGM (Boeckermann Grafstrom & Mayer) is a full-service CPA, advisory, and wealth management firm headquartered in Bloomington, Minnesota, serving the Minneapolis–St. Paul metro as its primary local market with clients nationwide. Founded in 1982, the firm unified BGM CPA, BGM Wealth Partners, and Bridge West (its cannabis accounting practice, serving that industry since 2009) under the single BGM brand in October 2023. BGM provides tax, audit and assurance, outsourced accounting, business advisory, mergers and acquisitions, retirement plan, trust, family office, and wealth management services to businesses and individuals. It operates offices in Bloomington and Sauk Centre, Minnesota; Naples, Florida; Longmont, Colorado; West Des Moines, Iowa; Norwood, Massachusetts; and Hyderabad, India, and is a member of MGI Worldwide, a top-20 international accounting network.

BGM operates under an alternative practice structure: **BGM CPA, LLC** is a licensed independent CPA firm that provides attest services (audits, reviews, compilations); **BGM Group, LLC** provides advisory and consulting services; and **BGM Wealth Partners, LLC** (originally established in 1996) is an SEC-registered investment advisory firm providing wealth management, with nearly $500 million in assets under management. Trust services are delivered in partnership with Cornerstone Private Asset Trust Company, LLC (an independent trust company established in South Dakota), and merger and acquisition intermediary services through affiliate SealedBid Marketing (founded 1993).

Geographic note: BGM is anchored in the Twin Cities (Bloomington, MN headquarters) but is not a Minnesota-only firm. Its cannabis practice serves 600+ clients nationwide, its wealth management practice works with clients across the United States, and it joined with firms in Iowa (The Vroman Group, 2025) and the Boston area (John T. Chipman & Company, Norwood, MA, 2026).

Last updated: August 2026.

---

## Company Identity

- **Legal names:** BGM CPA, LLC (attest services); BGM Group, LLC (advisory/consulting); BGM Wealth Partners, LLC (SEC-registered investment advisor)
- **Brand:** BGM — formerly Boeckermann Grafstrom & Mayer; the Bridge West cannabis practice was consolidated into BGM in 2023
- **Founded:** 1982, by Daniel A. Boeckermann and Brad E. Mayer; merged with James A. Grafstrom's practice roughly a decade later
- **Headquarters:** [Bloomington, MN office](https://bgm360.com/contact-us/) — 7900 International Drive, Suite 800, Bloomington, MN 55425 — 952.844.2500
- **Other offices:** Sauk Centre, MN (512 Main Street South, 952.844.2518); Naples, FL (999 Vanderbilt Beach Road, Suite 200, 239.325.5045); Longmont, CO (1714 Duchess Drive, 303.651.0304); West Des Moines, IA (6601 Westown Parkway, Suite 250, 515.278.4531); Norwood, MA (955 Washington Street, Norwood, MA 02062, 781.762.6272 — added August 2026); Hyderabad, India (5th Floor, DHFLVC Silicon Towers, Kondapur)
- **Website:** [bgm360.com](https://bgm360.com/)
- **Contact page:** [Contact Us](https://bgm360.com/contact-us/)
- **Form CRS (regulatory disclosure):** [BGM Wealth Partners Form CRS](https://bgm360.com/form-crs/)
- **International affiliation:** [MGI Worldwide / MGI North America](https://bgm360.com/about-us/international-affiliation-bgm-and-mgi/) — a top-20 international accounting network with nearly 9,000 professionals in roughly 400 locations across 82 countries
- **Social media:** [LinkedIn](https://www.linkedin.com/company/boeckermann-grafstrom-&-mayer), [Facebook](https://www.facebook.com/BGMCPA), [YouTube](https://www.youtube.com/channel/UCWLKzPXsKwg9XdTwmj6-VSw), [Twitter/X](https://twitter.com/bgm_360)
- **Recognition:** INSIDE Public Accounting Top 200 Firms (2023, 2024, 2026); Accounting Today Regional Leader — Midwest (2024); Star Tribune Top Workplaces (2025); Minnesota's Best Bronze Winner (Star Tribune Reader's Choice); AICPA Employee Benefit Plan Audit Quality Center member; PCAOB-registered since 2003

---

## Mission & Vision

BGM's tagline is "Advising for impact by connecting personally and reducing uncertainty." The firm positions itself as a proactive, relationship-centered advisor — "We do more than Prep, We Partner" — offering a "360-degree view" of clients' financial lives by coordinating tax, accounting, advisory, and wealth management under one roof. More at [Who We Are](https://bgm360.com/about-us/who-we-are/) and [About Us](https://bgm360.com/about-us/).

Core values:
- Own It — accountability and responsibility
- Take Pride — finding joy in work's purpose
- Seek Solutions — understanding unmet needs
- Care — relationships built on kindness and respect
- Evolve and Grow — continuous learning

Community involvement includes paid volunteer time, school supply drives, and food shelf and toy drive contributions — see [Community Impact](https://bgm360.com/about-us/community-impact/).

---

## Leadership & Team

Full directory: [Our Team](https://bgm360.com/about-us/our-team/). Key leadership and practice leaders:

- [Dane J. Boeckermann, CPA](https://bgm360.com/our-team/dane-boeckermann/) — Principal, Chief Executive Officer
- [Daniel A. Boeckermann, CPA](https://bgm360.com/our-team/daniel-boeckermann/) — Principal, co-founder, Personal Finance Specialist
- [Jason A. Marvin, CPA](https://bgm360.com/our-team/jason-marvin/) — Principal, President of CPA Services
- [Jon T. Meyer, CFP®](https://bgm360.com/our-team/jon-meyer/) — Principal, President of Wealth Management
- [Cory M. Parnell, CPA](https://bgm360.com/our-team/cory-parnell/) — Principal, former CEO; contact for offshoring services
- [Calvin P. Shannon, CPA, CVA](https://bgm360.com/our-team/calvin-shannon/) — Principal, Consulting Practice Leader; primary contact for the cannabis practice, business valuation, and forensic accounting
- [Nathan B. Panning, CPA](https://bgm360.com/our-team/nathan-panning/) — Principal, Tax Practice Leader
- [Michael Andrews, CPA/PFS, ABV, AEP®](https://bgm360.com/our-team/michael-andrews/) — Principal, Trust and Estate Practice Leader
- [Nicole E. Richards, CPA](https://bgm360.com/our-team/nicole-richards/) — Principal; contact for employee benefit plan audits
- [Jerome R. Reutzel, CPA, MBT](https://bgm360.com/our-team/jerome-reutzel/) — Principal; contact for peer review
- [Corey W. Edmunds, CPA, MBT](https://bgm360.com/our-team/corey-edmunds/) — Principal; contact for law firms, professional services, and real estate
- [Mark Cossette, CPA](https://bgm360.com/our-team/mark-cossette/) — Principal; contact for healthcare
- [Patrick Wheeler, MBA](https://bgm360.com/our-team/patrick-wheeler/) — Principal, Outsourcing CFO
- [Dyanne Ross-Hanson, CEPA®, CFP®, ChFC, CLU](https://bgm360.com/our-team/dyanne-ross-hanson/) — Senior Consultant, succession and exit planning
- [Katie Frazier, CFP®](https://bgm360.com/our-team/katie-frazier/) — Financial Advisor; CCO and COO, Wealth Management
- [Jake Thibault, CFP®](https://bgm360.com/our-team/jake-thibault/) — Financial Advisor; contact for startup founder/employee equity planning
- [Spencer Davies, CFP®](https://bgm360.com/our-team/spencer-davies/) — Financial Advisor; contact for physician and medical professional planning
- [David C. Foster, CPA, CGMA, CBEC](https://bgm360.com/our-team/david-foster/) — Principal; Managing Partner of John T. Chipman & Company (Norwood, MA)
- [Jeffrey Vroman, CPA](https://bgm360.com/our-team/jeffrey-vroman/) — The Vroman Group (West Des Moines, IA)
- [Blake A. Johnson](https://bgm360.com/our-team/blake-johnson/) — President, SealedBid Marketing (M&A affiliate)
- [Gerald R. Clark](https://bgm360.com/our-team/gerald-clark/) — Founder/Managing Director, SealedBid Marketing
- [Chad Halbur](https://bgm360.com/our-team/chad-halbur/) — President, Cornerstone Private Asset Trust Company

---

## Services

Overview of all services: [Solutions](https://bgm360.com/solutions/)

### Business Solutions

### Tax Solutions

[Tax Solutions](https://bgm360.com/solutions/tax-solutions/) — Business and personal tax compliance and forward-looking tax strategy.

**Includes:**
- Business tax: entity formation and structure optimization, mergers/reorganizations, consolidated returns, deferred compensation planning, federal/state/local reporting, multi-state administration, tax authority representation
- International taxation (via MGI Worldwide): foreign tax credits and filings, joint venture structuring, repatriation planning
- Estate and trust tax: lifetime gift programs, estate tax estimation, trust and estate income tax returns, federal estate tax returns, will and trust document review
- Tax credits and incentives: R&D credits, Section 179D green energy incentives, cost segregation studies, sales/use tax recovery
- State and local tax (SALT): nexus analysis, multi-state apportionment, property tax, entity structuring

### Audit & Assurance

[Audit & Assurance Solutions](https://bgm360.com/solutions/audit-and-assurance/) — Attest services performed by BGM CPA, LLC, a licensed independent CPA firm.

**Includes:**
- Audits (highest assurance), reviews (limited assurance), compilations, preparations, and agreed-upon procedures
- Service Organization Control reports: SOC 1, SOC 2, SOC 3, plus SSAE 18 readiness consulting
- Employee benefit plan audits (ERISA/DOL/IRS compliance; AICPA Employee Benefit Plan Audit Quality Center member)
- Peer review (AICPA Private Companies Practice Section member; eight consecutive unmodified peer review reports; PCAOB-registered since October 2003)

### Advisory Solutions

[Advisory Solutions](https://bgm360.com/solutions/advisory-solutions/) — Business advisory spanning risk mitigation to growth strategy. See also [Advisory Services](https://bgm360.com/advisory-services/).

**Includes:**
- Certified business valuation (gift/estate planning, M&A, shareholder transactions, ESOPs, goodwill impairment, IRC 409A, litigation support)
- Financial due diligence (buy-side and sell-side, quality of earnings, tax deal structuring, post-acquisition reviews)
- Entrepreneurial advisory (budgeting and forecasting, cash flow projections, Business Physical Exams®, strategic planning, profitability analysis)
- Forensic accounting and litigation support (expert testimony, damages quantification, fraud investigations, shareholder disputes, matrimonial dissolution)
- Risk assessment (internal audit, Sarbanes-Oxley 404 compliance, IT audit and security assessment)
- Succession and exit planning (financial readiness, value enhancement, third-party sale or internal transfer, wealth and estate integration)

Advisory service tiers: a **Gold Advisory Package** (accounting assessment, 4–6 advisory meetings annually, budget development, business and personal tax returns, 401(k)/investment review, monthly outsourced accounting, on-demand support) and a **Platinum Advisory Package** (all Gold services plus 6+ meetings annually, forward-looking financial statement review, CFO-level support, controller engagement). Pricing is customized — no published fee schedule.

### Outsourced Accounting

[Outsourced Accounting Solutions](https://bgm360.com/solutions/outsourced-accounting-solutions/) — Fractional accounting department for organizations from startups to established businesses.

**Includes:**
- CFO services: dedicated fractional CFO, forecasting, KPIs, strategic planning, banking/financing relationships, flat monthly fee
- Controller services: complex transaction recording, month-end adjustments, balance sheet reconciliations, monthly analysis, tax compliance oversight
- Offshoring: bookkeeping, financial reporting, audit support, and tax preparation support through the Hyderabad, India office
- Typical engagement: complimentary consultation, ~90-day onboarding, then ongoing monthly service with annual budget and tax reviews

### Retirement & 401(k) Solutions

[Retirement & 401(k) Solutions](https://bgm360.com/solutions/retirement-and-401k-solutions/) — Retirement plan services for business owners and employees, delivered in partnership with Cornerstone Private Asset Trust Company.

**Includes:**
- Annual participant meetings (plan performance, investment options, retirement education)
- Annual plan reviews with cost and investment reassessment
- Investment Policy Statement development and review
- Ongoing investment monitoring

### Mergers & Acquisitions

[Mergers & Acquisitions Solutions](https://bgm360.com/solutions/mergers-acquisitions-solutions/) — Delivered through affiliate SealedBid Marketing, a lower-middle-market M&A intermediary since 1993.

**Includes:**
- Sell-side and buy-side advisory
- Succession planning, exit planning, family transfers
- Management/partner buyouts and recapitalizations

### Personal Solutions

### Wealth Management

[Wealth Management Solutions](https://bgm360.com/solutions/wealth-management-solutions/) — Provided by BGM Wealth Partners, LLC, an SEC-registered investment advisory firm originally established in 1996, with nearly $500 million in assets under management. Disclosure: [Form CRS](https://bgm360.com/form-crs/).

**Includes:**
- Financial planning and investment management
- Retirement planning and income strategies, Social Security maximization
- Education/college planning and executive benefits analysis
- Multigenerational wealth transfer
- Wealth management clients typically have $500,000+ in investable assets (not a strict cutoff)

### Individual Tax & Planning

[Individual Tax and Planning Solutions](https://bgm360.com/solutions/individual-tax-and-planning-solutions/) — Personal tax services for individuals and families.

**Includes:**
- Annual income tax planning and preparation, alternative minimum tax planning
- Charitable giving and investment strategies
- Estate, gift, and trust planning
- Stock option advisory

### Family Office

[Family Office Solutions](https://bgm360.com/solutions/family-office-solutions/) — À la carte financial and lifestyle management for high-net-worth families, executives, athletes, and entertainers.

**Includes:**
- Bill payment, cash flow oversight, budgeting, tax preparation and planning
- Estate and trust administration, insurance coordination
- Property, aircraft, and watercraft management; concierge, travel, and event services

### Trust Solutions

[Trust Solutions](https://bgm360.com/solutions/trust-solutions/) — Delivered in partnership with Cornerstone Private Asset Trust Company, LLC, an independent, public trust company established in South Dakota, whose statutes provide additional advantages regarding taxes, trust duration, asset protection, and privacy.

**Includes trustee services for:**
- Asset protection trusts, charitable trusts, dynasty trusts
- Irrevocable trusts, life insurance trusts, revocable living trusts, trusts under wills

---

## Who We Serve

Overview: [Who We Serve](https://bgm360.com/who-we-serve/)

### Business Industries

- [Cannabis](https://bgm360.com/industries/cannabis/): flagship national specialty — see the Cannabis section below
- [Agriculture](https://bgm360.com/industries/agriculture/): dairy, grain, poultry, greenhouses, food manufacturers; succession and family farm transfers; contact Joseph J. Majeski, CPA
- [Auto Dealerships](https://bgm360.com/industries/auto-dealerships/): new/used car, truck, ATV, RV, and boat dealers; LIFO/FIFO inventory, cost segregation
- [Contractors & Construction](https://bgm360.com/industries/contractors-and-construction/): job costing, surety bond support, equipment costing, financial statement audits
- [Franchising](https://bgm360.com/industries/franchising/): franchisors and multi-unit operators; FDD audits; licensed in nine states
- [Healthcare](https://bgm360.com/industries/healthcare/): medical and dental practices, hospitals, senior living, pharmacies, veterinary clinics; Medicare/Medicaid consulting
- [Law Firms](https://bgm360.com/industries/law-firms/): IOLTA/trust accounting, cash flow forecasting, firm valuations, outsourced CFO
- [Manufacturers & Distributors](https://bgm360.com/industries/manufacturers-and-distributors/): inventory costing, internal controls, audits, valuations
- [Professional Services Firms](https://bgm360.com/industries/professional-services-firms/): architecture, engineering, consulting, IT; partner buy-in/buy-out planning
- [Real Estate](https://bgm360.com/industries/real-estate/): developers, investors, management companies; 1031 tax-deferred exchange structuring
- [Transportation & Logistics](https://bgm360.com/industries/transportation-and-logistics/): trucking, fleets, freight forwarding, warehousing

### Individuals & Families

- [Business Owners](https://bgm360.com/industries/business-owners/): succession/exit planning integrated with personal wealth strategy
- [Executives](https://bgm360.com/industries/executives/): equity compensation analysis, tax planning, retirement strategy
- [Attorneys](https://bgm360.com/industries/attorneys/): partnership buyouts, transition-to-retirement planning; typically $500K+ investable assets
- [Medical Professionals](https://bgm360.com/industries/medical-professional/): physician compensation, work-optional planning; typically $500K+ investable assets
- [Startup Founders & Employees](https://bgm360.com/industries/startup-founders-and-employees/): stock option planning (ISOs, NSOs, RSUs), liquidity events, concentrated equity; typically $500K+ investable assets
- [Retirees](https://bgm360.com/industries/retirees/): income distribution, Social Security optimization, healthcare and long-term care planning
- [Families](https://bgm360.com/industries/families/): generational wealth building, education funding, estate planning
- [Young Inheritors](https://bgm360.com/industries/young-inheritors/): inherited asset organization, estate administration; typically $1M+ in assets

---

## Cannabis Accounting & Advisory

BGM is one of the first accounting firms in the world to focus on the cannabis industry, serving it since 2009 through Bridge West, which consolidated into BGM in 2023. The practice has served more than 600 cannabis-related businesses nationwide, across all legal cannabis types — recreational, medical marijuana, low-THC/high-CBD products, and hemp. Primary contact: [Calvin P. Shannon, CPA, CVA](https://bgm360.com/our-team/calvin-shannon/).

- [Cannabis Industry Hub](https://bgm360.com/industries/cannabis/): overview of all cannabis services
- [Cannabis Tax Services](https://bgm360.com/industries/cannabis-tax-services/): IRC Section 280E mitigation, multi-state returns, entity structuring, sales/use/excise tax compliance
- [Cannabis Financial Statement Audit & Attest Services](https://bgm360.com/industries/cannabis-financial-statement-audit-and-other-attest-services/): audits, reviews, compilations for investor and regulatory requirements
- [Cannabis Business Valuation](https://bgm360.com/industries/cannabis-business-valuation/): certified valuations for M&A, 409A, estate planning, litigation
- [Pre- and Post-License Advisory](https://bgm360.com/industries/pre-and-post-cannabis-license-advisory-services/): application support, startup planning; licensed in multiple states including Arizona, Colorado, New York, and Vermont
- [IRS & State Audit Assistance](https://bgm360.com/industries/cannabis-irs-and-state-audit-assistance/): 280E audit defense, Form 8300 cash reporting, state excise tax audits; dozens of IRS 280E and state audits handled
- [Cannabis & Hemp Advisory Solutions](https://bgm360.com/industries/cannabis-and-hemp-advisory-solutions/): M&A due diligence, profit improvement, forensic accounting, litigation support

---

## Client Portals & Resources

Portal hub: [Client Access](https://bgm360.com/client-access/)

- [Tamarac](https://bgmwealth.portal.tamaracinc.com/Login.aspx): wealth management portfolio performance and financial planning documents
- [Egnyte](https://bgm.egnyte.com/ul/gr9usIGxD4): secure file sharing with wealth management advisors
- [Suralink](https://bgmcpa.suralink.com/): secure document exchange for business/CPA clients — see [About Suralink](https://bgm360.com/client-access/about-suralink/)
- SafeSend: electronic tax organizer and return delivery — see [About SafeSend Returns](https://bgm360.com/about-safesend-returns/) and [About SafeSend Gather](https://bgm360.com/about-safesend-gather-2/)
- [Aiwyn payment portal](https://paynow.aiwyn.ai/payment-portal/BGMLLC): secure online invoice payment

---

## Careers

- [Careers at BGM](https://bgm360.com/careers/): 2025 Star Tribune Top Workplace
- [Current Openings](https://bgm360.com/careers/current-openings/)
- [Culture](https://bgm360.com/careers/culture/), [Benefits](https://bgm360.com/careers/benefits/), [Early Career Professionals](https://bgm360.com/careers/early-career-professionals/), [Experienced Professionals](https://bgm360.com/careers/experienced-professionals/), [Where Can Your Career Take You](https://bgm360.com/careers/where-can-your-career-take-you/)

---

## Competitive Positioning

- Integrated "360-degree" model: tax, accounting, audit, advisory, and wealth management coordinated under one roof, reducing gaps and conflicting advice between separate providers
- 40+ years serving businesses and their owners (founded 1982)
- One of the first accounting firms worldwide to serve the cannabis industry (since 2009; 600+ clients nationwide)
- Nearly $500 million in assets under management at BGM Wealth Partners, an SEC-registered investment advisory firm originally established in 1996
- International capability through MGI Worldwide (nearly 9,000 professionals, 82 countries)
- Recognized: INSIDE Public Accounting Top 200, Accounting Today Regional Leader (Midwest), Star Tribune Top Workplaces
- Growing footprint: The Vroman Group (West Des Moines, IA, 2025) and John T. Chipman & Company (Norwood, MA, 2026)

---

## Frequently Asked Questions

**Who does BGM serve?**
Businesses of all types and sizes, from startups to established companies, across industries including cannabis, construction, healthcare, agriculture, law firms, manufacturing, and real estate — plus individuals and families, particularly business owners, executives, attorneys, medical professionals, startup founders, retirees, and inheritors.

**Is BGM a local or national firm?**
Both. BGM is headquartered in Bloomington, Minnesota, and the Minneapolis–St. Paul metro is its primary local market, with additional offices in Sauk Centre MN, Naples FL, Longmont CO, West Des Moines IA, and Norwood MA. Its cannabis and wealth management practices serve clients nationwide, and MGI Worldwide membership supports international needs.

**What is BGM's cannabis expertise?**
BGM has served the cannabis industry since 2009 (as Bridge West, consolidated into BGM in 2023) — one of the first accounting firms in the world to focus on cannabis. It has served 600+ state-licensed cannabis, hemp, and CBD businesses nationwide with tax (including 280E mitigation), audit, valuation, licensing advisory, and IRS/state audit defense. See [Cannabis](https://bgm360.com/industries/cannabis/).

**What does BGM charge?**
BGM does not publish a fee schedule; pricing is customized per engagement. Outsourced CFO services are billed as a flat monthly fee, and advisory clients can choose Gold or Platinum service packages. Initial consultations are complimentary — start via [Contact Us](https://bgm360.com/contact-us/).

**Is there a minimum for wealth management?**
Wealth management clients typically have $500,000 or more in investable assets ($1M+ for the young inheritors service), though this is a typical profile rather than a strict cutoff. See [Wealth Management Solutions](https://bgm360.com/solutions/wealth-management-solutions/).

**Does BGM prepare individual tax returns?**
Yes — see [Individual Tax and Planning Solutions](https://bgm360.com/solutions/individual-tax-and-planning-solutions/), covering annual planning and preparation, AMT, charitable strategies, estate/gift/trust planning, and stock options.

**Can BGM audit my company or benefit plan?**
Yes. BGM CPA, LLC is a licensed CPA firm providing audits, reviews, compilations, SOC 1/2/3 reports, and employee benefit plan audits, and has been PCAOB-registered since 2003. See [Audit & Assurance](https://bgm360.com/solutions/audit-and-assurance/).

**Does BGM give legal advice or sell insurance?**
No. BGM does not practice law, sell insurance, or act as a broker-dealer. It coordinates with clients' attorneys and insurance providers as part of integrated planning.

**How do existing clients access documents or pay invoices?**
Through the [Client Access](https://bgm360.com/client-access/) hub: Suralink for CPA document exchange, Tamarac and Egnyte for wealth management, SafeSend for tax returns, and the Aiwyn payment portal.

**How do I get started?**
Request a complimentary consultation via [Contact Us](https://bgm360.com/contact-us/) or call 952.844.2500.

---

## Full Site Map

### Main Pages
- [Home](https://bgm360.com/)
- [About Us](https://bgm360.com/about-us/)
- [Who We Are](https://bgm360.com/about-us/who-we-are/)
- [Our Team](https://bgm360.com/about-us/our-team/)
- [Community Impact](https://bgm360.com/about-us/community-impact/)
- [International Affiliation — BGM and MGI](https://bgm360.com/about-us/international-affiliation-bgm-and-mgi/)
- [Solutions](https://bgm360.com/solutions/)
- [Who We Serve](https://bgm360.com/who-we-serve/)
- [Advisory Services](https://bgm360.com/advisory-services/)
- [News & Insights](https://bgm360.com/news-insights/)
- [Careers](https://bgm360.com/careers/)
- [Client Access](https://bgm360.com/client-access/)
- [Contact Us](https://bgm360.com/contact-us/)
- [Form CRS](https://bgm360.com/form-crs/)
- [Privacy Policy](https://bgm360.com/privacy-policy/)
- [Terms & Conditions](https://bgm360.com/terms-conditions/)

### Solutions
- [Tax Solutions](https://bgm360.com/solutions/tax-solutions/)
- [Audit & Assurance](https://bgm360.com/solutions/audit-and-assurance/)
- [Advisory Solutions](https://bgm360.com/solutions/advisory-solutions/)
- [Outsourced Accounting Solutions](https://bgm360.com/solutions/outsourced-accounting-solutions/)
- [Retirement & 401(k) Solutions](https://bgm360.com/solutions/retirement-and-401k-solutions/)
- [Mergers & Acquisitions Solutions](https://bgm360.com/solutions/mergers-acquisitions-solutions/)
- [Wealth Management Solutions](https://bgm360.com/solutions/wealth-management-solutions/)
- [Individual Tax and Planning Solutions](https://bgm360.com/solutions/individual-tax-and-planning-solutions/)
- [Family Office Solutions](https://bgm360.com/solutions/family-office-solutions/)
- [Trust Solutions](https://bgm360.com/solutions/trust-solutions/)

### Industries & Segments
- [Cannabis](https://bgm360.com/industries/cannabis/) · [Cannabis Tax](https://bgm360.com/industries/cannabis-tax-services/) · [Cannabis Audit/Attest](https://bgm360.com/industries/cannabis-financial-statement-audit-and-other-attest-services/) · [Cannabis Valuation](https://bgm360.com/industries/cannabis-business-valuation/) · [License Advisory](https://bgm360.com/industries/pre-and-post-cannabis-license-advisory-services/) · [IRS/State Audit Assistance](https://bgm360.com/industries/cannabis-irs-and-state-audit-assistance/) · [Cannabis & Hemp Advisory](https://bgm360.com/industries/cannabis-and-hemp-advisory-solutions/)
- [Agriculture](https://bgm360.com/industries/agriculture/) · [Auto Dealerships](https://bgm360.com/industries/auto-dealerships/) · [Contractors & Construction](https://bgm360.com/industries/contractors-and-construction/) · [Franchising](https://bgm360.com/industries/franchising/) · [Healthcare](https://bgm360.com/industries/healthcare/) · [Law Firms](https://bgm360.com/industries/law-firms/) · [Manufacturers & Distributors](https://bgm360.com/industries/manufacturers-and-distributors/) · [Professional Services](https://bgm360.com/industries/professional-services-firms/) · [Real Estate](https://bgm360.com/industries/real-estate/) · [Transportation & Logistics](https://bgm360.com/industries/transportation-and-logistics/)
- [Business Owners](https://bgm360.com/industries/business-owners/) · [Executives](https://bgm360.com/industries/executives/) · [Attorneys](https://bgm360.com/industries/attorneys/) · [Medical Professionals](https://bgm360.com/industries/medical-professional/) · [Startup Founders & Employees](https://bgm360.com/industries/startup-founders-and-employees/) · [Retirees](https://bgm360.com/industries/retirees/) · [Families](https://bgm360.com/industries/families/) · [Young Inheritors](https://bgm360.com/industries/young-inheritors/)

---

## Optional

### Content Hub
- [News & Insights](https://bgm360.com/news-insights/): 600+ articles, webinars, podcasts, and market reviews on business and personal finance topics
- Podcast: "Mastering the 360 Mindset" — episodes published on the [News & Insights hub](https://bgm360.com/news-insights/)
- Free ebook: [Diversifying Business Wealth — Protect Your Business and Your Family](https://bgm360.com/free-ebook-diversifying-business-wealth-protect-your-business-and-your-family/)
- Newsletter: subscribe at [News & Insights](https://bgm360.com/news-insights/)

### Content by Focus Area
- [Business Owners](https://bgm360.com/news-insights/focus/business-owners/) · [Cannabis](https://bgm360.com/news-insights/focus/cannabis/) · [Executives](https://bgm360.com/news-insights/focus/executives/) · [Families](https://bgm360.com/news-insights/focus/families/) · [Healthcare](https://bgm360.com/news-insights/focus/healthcare/) · [Law Firms](https://bgm360.com/news-insights/focus/law-firms/) · [Manufacturers & Distributors](https://bgm360.com/news-insights/focus/manufacturers-distributors/) · [Market Review](https://bgm360.com/news-insights/focus/market-review/) · [Professional Services](https://bgm360.com/news-insights/focus/professional-services/) · [Real Estate Developers](https://bgm360.com/news-insights/focus/real-estate-developers/) · [Retirees](https://bgm360.com/news-insights/focus/retirees/) · [Young Inheritors](https://bgm360.com/news-insights/focus/young-inheritors/) · [Attorneys](https://bgm360.com/news-insights/focus/attorneys/) · [Transportation & Logistics](https://bgm360.com/news-insights/focus/transportation-logistics/)

### Selected Guides & Articles
- [ISO, NSO, RSU… WTF? A Plain-English Guide to Your Startup Equity](https://bgm360.com/news-insights/iso-nso-rsu-wtf-a-plain-english-guide-to-your-startup-equity/): guide to startup equity compensation types
- [From Seed to Series D: How Company Funding Stages Impact Your Stock Options](https://bgm360.com/news-insights/from-seed-to-series-d-how-company-funding-stages-impact-your-stock-options/): startup equity by funding stage
- [Liquidity Events Decoded: What Happens to Your Stock in an IPO, Acquisition, or Secondary Sale](https://bgm360.com/news-insights/liquidity-events-decoded-what-happens-to-your-stock-in-an-ipo-acquisition-or-secondary-sale/): guide to liquidity event outcomes for equity holders
- [What Happens to My Equity if I Leave Before the Exit?](https://bgm360.com/news-insights/what-happens-to-my-equity-if-i-leave-before-the-exit/): equity treatment when leaving a startup
- [Equity vs. Salary: What's the Real Value of Your Total Compensation Package?](https://bgm360.com/news-insights/equity-vs-salary-whats-the-real-value-of-your-total-compensation-package/): evaluating startup compensation offers
- [The Relationship Between Section 471(c) & Section 280E in the Cannabis Industry](https://bgm360.com/news-insights/the-relationship-between-section-471c-section-280e-in-the-cannabis-industry/): cannabis tax analysis
- [Depreciation Allowed for Cannabis Companies on Tax Returns](https://bgm360.com/news-insights/depreciation-allowed-for-cannabis-companies-on-tax-returns/): cannabis tax analysis

### Firm Milestones
- [BGM Expands Northeast Presence with the Addition of John T. Chipman & Company, LLP](https://bgm360.com/news-insights/bgm-expands-northeast-presence-with-the-addition-of-john-t-chipman-company-llp/): August 2026 — Norwood, MA office
- [BGM Expands with the Addition of The Vroman Group](https://bgm360.com/news-insights/bgm-expands-with-the-addition-of-the-vroman-group/): November 2025 — West Des Moines, IA
- [BGM Ranked Among 2026 IPA Top 200 Firms](https://bgm360.com/news-insights/bgm-ranked-2026-ipa-200-firms/): July 2026

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## Contact

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