David C. Foster

Principal

E DFoster@bgm360.com

P 952.844.2500

D 781.762.6272 ext. 205

David C. Foster

Principal

David C. Foster is a Principal of BGM. With more than 40 years of public accounting experience, David provides tax planning, succession planning, business consulting, M&A due diligence, and other advisory services to family-owned and closely-held businesses. Leveraging his extensive experience, David helps business owners navigate complex decisions and plan for the future.

David serves family-owned and closely-held businesses across a broad range of industries, including real estate, manufacturers and distributors, medical professionals, and contractors and construction services.

Areas of Expertise

Education, Credentials, & Honors

Certified Public Accountant (CPA) in Massachusetts
Certified Business Exit Consultant (CBEC)
Bachelor of Science Business Administration Assumption College

Affiliations

Member, American Institute of Certified Public Accountants
Member, New England Society of Certified Public Accountants
Member, International Exit Planning Association

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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