Whatever you’re navigating, there’s a resource to help. Explore insights, webinars, events, guides, case studies, and more — practical perspectives on the challenges and opportunities shaping your industry.
For QSBS investors and founders, a company’s valuation at the time shares are issued can make or break eligibility for Section 1202’s capital gains exclusion.
The issues that derail Q4 planning are usually visible months earlier, and mid-year is the window to find them before filing season pressure builds.
Understanding what this form does, when it’s required, and what it demands of you is essential to fulfilling your fiduciary duties without exposing yourself or the beneficiaries who depend on you to unnecessary risk.
For QSBS investors and founders, a company’s valuation at the time shares are issued can make or break eligibility for Section 1202’s capital gains exclusion.
June 26, 2026
Understanding what this form does, when it’s required, and what it demands of you is essential to fulfilling your fiduciary duties without exposing yourself or the beneficiaries who depend on you to unnecessary risk.
June 25, 2026
With the right financial infrastructure and advisory support, you can build a platform that satisfies regulators, earns investor confidence, and handles the operational demands of real estate at scale.
June 24, 2026
The issues that derail Q4 planning are usually visible months earlier, and mid-year is the window to find them before filing season pressure builds.
July 30, 2026
The threats targeting organizations like yours aren’t slowing down, and without a clear picture of what’s coming, the risks you overlook today could become the incidents you’re responding to tomorrow.
May 7, 2026
For life sciences companies, the gaps that go unaddressed today can delay your IPO timeline or create valuation drag when it matters most.
June 4, 2026
Join BPM’s Sage Future networking event in San Francisco for drinks, insights, and conversations with finance and operations leaders after Sage Future.
April 29, 2026
Bring Your Crew. We’ve Got the Tab. Headed to CONEXPO? Wrap up a day of show floor buzz, and unwind …
March 5, 2026
Profiling the Visionary CFO: Finance in an AI World Join BPM, Century Group, and Mercer at the next Bay Area …
October 22, 2025
A San Francisco-based digital advertising startup had a genuinely innovative idea: connect influencers with app developers, track impressions and conversions at scale, and take a slice of the revenue generated.
June 9, 2026
BPM’s HR Consulting team worked with a private regional university to strengthen their HR operations.
April 17, 2026
A West Coast-based family office led by a former executive of a major financial services company engaged BPM in 2015 to provide comprehensive family office services.
January 12, 2026
Download the e-book, “The HR & payroll transformation guide” for strategic insights on optimizing your HR operations and creating a roadmap for sustainable growth.
June 30, 2025
Selling your business can be complex and high-stakes. This guide offers professional insights to help you prepare, plan your timeline, and protect your business’s value.
June 23, 2025
Download the e-book, “Maximizing your NetSuite Investment” for insights Implementation approaches and operational benefits for scaling companies. Business leaders know …
April 25, 2025