The investment community demands an exceptional level of service, which means immediate responses and frequent communication with their service providers. It also means deep industry expertise and bench strength to insure the timely completion of assignments.

BPM provides a single point of contact that serves as the gateway for a full suite of professional services with decades of experience working with investors of all types. Our advisors are entrepreneurial, hands-on, proactive, and dedicated to helping you achieve your goals in a time and cost effective manner.

Choosing BPM means you value exceptional service and quality. Our expert team provides the following services to the investment community:

  • Buy-side and sell-side diligence
  • Quality of earnings reports
  • 409A and general valuations
  • Wind downs and restructurings
  • Domestic and international tax
  • Modeling and decision-making

BPM has 30 years of experience in the Bay Area and a middle market focus which positions us in the center of investment activity. We are strategically prepared to assist domestic and international private equity and venture capital funds. Whether you need fund services, transaction advisory, or compliance support, we create value at any stage, from fund creation through successful exits. A true commitment to the investment community allows BPM to tailor services specifically to venture capital and private equity needs; call our industry specialist today.


Rich Bellucci, CPA
Partner, Assurance
SEC Practice Group Leader
Brian Finnegan, CPA
Partner, Assurance
Assurance Practice Group Leader
Brad Holsworth, CPA
Partner, Assurance
Partner in Charge, Walnut Creek
Financial Services Industry Group Leader
James Martin, CPA
Partner, Tax
Partner in Charge, San Jose
Edward Webb
Partner, Advisory
Corporate Finance Group Leader