financial experts for private enterprises

BPM PRIVATE COMPANY sERVICEs

Your vision. Your passion. our commitment.

Tax Services

Proactive Tax Planning

Tax Return Preparation

State Enterprise Zone & Federal Tax Opportunity Credits Planning

Estate & Trust Planning

Entity Formation & Selection

IRS Representation

Transfer Pricing & International Tax Reduction Planning

FAS 109 / FIN 48 Compliance

Stock-Option Incentives & Ownership Issues

“I had a clear vision, an incomplete business plan, and no idea about capital structures, funding sources, or operating policies. That was five years ago. Now we’ve got a proven business model, have expanded overseas, and my BPM Entrepreneurial Advisor and his team have been with me every step of the way.”

Cary Nostrant, President CMN International LLC

a dedicated team as committed to Your Business as You are

BPM’s Private Company Services (PCS) is focused on providing comprehensive

financial and business counsel to closely-held enterprises. Experts in accounting,

financial management and business operations, they are distinguished as a group

by their broad base of knowledge, their discipline and their unremitting commitment

to the success of their clients. As individuals they are senior-level CPAs, seasoned in

the realities of practical business advice and execution and driven by a no-nonsense,

can-do, entrepreneurial spirit that makes them the ideal trusted advisor for

the growing independent enterprise.

part of Your team, part of Your plan

Each member of BPM’s PCS group possesses specialized knowledge that rounds out

the team’s overall expertise. The team is also connected to a broad network of other

experts, inside and outside of BPM, who can advise at critical junctures.

Your PCS team works as a single-point resource to advise clients on a full range of

decisions over the life of the business. Many are trusted advisors to the same clients for

years, and even across generations, offering technical expertise, experienced perspective,

and unquestioned integrity.

Your PCS advisors also work transparently with a company’s overall team, including

its attorneys, bankers and insurance brokers, supplementing these specialists with keen

business knowledge that keeps disparate issues and inputs relevant and in context.

B P M | P r i v a t e c o M P a n y S e r v i c e S

on-target-solutions across the Business lifecYcle

BPM’s Private Company Services group supports a business’ continuing growth

and development by targeting its specific needs at every stage of its lifecycle. As a

conduit to the professional, technical, and analytical resources of the rest of the firm,

even the most complex issues can be addressed by accessing the specific subject-area

experts on staff.

Start-Up Phase

PCS provides advice to early-stage and emerging businesses in order to establish a strong

footing. Decisions made at this stage are critical to future success. The group works

diligently in this inception phase, from defining the business to designing the financial

system, to ensure that all processes support the core objectives of the enterprise.

Growth Phase

The advice that PCS provides to mid-stage and established businesses deals with

challenges they face in the areas of growth, competition, and resource management.

The broad experience base of the group provides insight and perspective on a full

range of issues, from optimizing systems and processes, to minimizing risk exposures

and tax consequences, to orchestrating the complex integration following a merger

or acquisition.

Mature Phase

Late-stage and well-established businesses employ the expertise of PCS to provide

an orderly plan for transition, sale, or succession. The tax and estate consequences

of business disposition can be significant, both for continuing enterprises and for

retiring owners, and the group’s foundation in public accountancy provides a peace

of mind for everyone concerned.

Business Advisory Services

Company Capitalization

Systems Setup & Testing of Internal Controls

Buy / Sell Agreements

Strategic Planning

Cash Management

Internal Financial Reporting & Budgeting Systems

Mergers & Acquisitions

Interim Management

Succession Planning

Profit Enhancement

Bank Representation

Software Installation

Revenue-recognition Consulting

Employee-benefit Programs

Development of International Opportunities

Ongoing CFO-level Advice & Counsel

B P M | P r i v a t e c o M P a n y S e r v i c e S

the trusted advisor advantage

BPM’s Private Company Services, backed by the comprehensive resources of the rest

of the firm, gives companies the flexibility to augment their management team with

high-level professionals before actually having to add to staff. By utilizing the PCS

team for complex challenges at various stages of the company’s lifecycle—such as

organizational development and cash flow modeling—the executive team can be freed

from administrative and management minutiae and can focus on core business

strategic development.

Your Business, Your future, Your call

In business, it’s the details that make a difference.

The decisions that small, early-stage businesses make

can have serious future consequences. Planning to avoid

consequence is as important as planning to capitalize on

the opportunity that will ensure success. And even mature enterprises face increasingly

complex financial and structural challenges as they continue to grow and evolve in

today’s economic environment.

BPM’s Private Company Services has been developed to provide guidance to businesses

throughout their lifecycle with expertise, analysis and resources to ensure a firm

foundation, solid growth, and continuing success.

If you have a private or closely-held business, you owe it to yourself to find out more.

Visit us on the web at www.bpmcpa.com. Or arrange a meeting with a member of

the PCS team by calling us at (866) 807-0951.

Accounting Services

Audit Services

Compilations & Review Services

Pension Plan Audit & Retirement Advisory Services

SAS 70 Compliance

Agreed-upon Procedure Work

Implementation of New Accounting Systems

Accounting Software Troubleshooting

Payroll Administration

Financial Process Improvements

Client Accounting Services

Wealth Management

Investment Advisory & Management Services Financial & Retirement Planning

Estate Planning

Insurance Planning & Risk Assessment

B P M | P r i v a t e c o M P a n y S e r v i c e S

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PM

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San Francisco Palo Alto San Jose

Walnut Creek Novato Santa Rosa

WhY choose Bpm?

Assign BPM your next project and you’ll get an unbeatable combination

of expertise, responsiveness and value. You’ll enjoy seamless service from a team

of people you’ll get to know, and who take the time to get to know you. Senior

enough to have the answers you need always at hand, and local decision-making

ability to keep you moving forward as fast as you need.

Get it right the first time. Contact us today. Visit us on the web at www.bpmcpa.com

or call 1-866-807-0951.