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Streamlining Complex Wealth Management for a Family Office 

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.

Invoice Automation for a Property Management Company 

See how invoice automation for property management companies reduced billing time, eliminated manual work, and improved accuracy across 100+ properties.

Automating Trial Balance Processing for a Real Estate Fund 

A private equity real estate fund manages a diverse portfolio of 20 commercial properties across multiple markets.

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Streamlining Complex Wealth Management for a Family Office 

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.

Learn More

Invoice Automation for a Property Management Company 

See how invoice automation for property management companies reduced billing time, eliminated manual work, and improved accuracy across 100+ properties.

Learn More

Automating Trial Balance Processing for a Real Estate Fund 

A private equity real estate fund manages a diverse portfolio of 20 commercial properties across multiple markets.

Learn More

How BPM Transformed Estate Planning and Saved Millions for a Prominent Family Office 

A distinguished family office with extensive philanthropic operations across all 50 states partnered with BPM to modernize their financial operations …

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From portfolio to independence: How BPM helped Patz & Hall Winery reclaim its legacy 

When a leading health services nonprofit lost its longtime CFO, BPM stepped in to provide interim CFO services, ensuring financial stability, board confidence, and leadership continuity through multiple transitions.

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Ensuring financial stability and leadership continuity for a leading nonprofit 

When a leading health services nonprofit lost its longtime CFO, BPM stepped in to provide interim CFO services, ensuring financial stability, board confidence, and leadership continuity through multiple transitions.

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Transforming Financial Operations for a Global Software Asset Management Leader 

BPM’s CFO Services team transformed financial operations for a global software asset management leader, delivering $250K+ annual savings, faster close cycles, and scalable systems to support continued growth.

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Transforming a hidden gem into a premium acquisition with strategic M&A advisory 

BPM’s strategic M&A advisory transformed a family-run food distribution company into a premium acquisition, achieving a 20% above-market valuation with tax advantages and a smooth sale process.

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How BPM streamlined HR operations for OpenLight Photonics 

BPM streamlined HR operations for OpenLight Photonics by reducing costs, fixing payroll issues, and building scalable HR systems. See how our fractional HR model helped them achieve stability and growth.

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