Allow BMSS to come alongside your team and we’ll walk this road together.

The private equity market is a complex one where the demand for qualified acquisitions is high, making the competition fierce. How do you navigate the complexity of the decisions involved in pursuing the best bang for your buck?  

We have worked with numerous companies either owned by private equity or who have a venture capital infusion, and we understand the unique viewpoint that investors have when it comes to a portfolio company.

Our Solutions

We work with clients at the fund level, preparing investor reporting, maintaining complex “cap tables,” preparing federal and state income tax returns and performing financial statement audits. We understand there is a unique vantage point from an investor who is not hands-on in the day-to-day running of this business. Whether implementing our transaction-advisory, audit, tax or consulting services, we deliver a custom engagement that will reflect your specific needs and circumstances.

  • Accounting & Auditing

    Our experienced team can provide financial reporting services such as audits, reviews or compilations, as well as providing consulting for GAAP transactions and requirements and bring clarity to investors on internal accounting issues at the portfolio company.

  • Business Advisory & Consulting

    We can consult on acquisitions to determine if the opportunity is a viable candidate for your platform as well as conduct intangible asset identification and valuation on the portfolio company. Additionally, we can assist with services such as structuring non-equity-based incentive plans for key executives.

  • State & Local Tax (SALT)

    Our talented team of State and Local Tax professionals can assist you with your multi-state tax as well as business license compliance needs. 

  • Tax Planning & Compliance

    We are committed to keeping you in compliance with your federal and state tax returns, tax notices and other filings.

  • Transaction Advisory

    When you need a trusted advisor to consult throughout any stage of the transaction life-cycle from target screening and analysis, letter of intent, financial and tax due diligence, and quality of earnings, to purchase price adjustments, earn-out provisions and post transaction integration we’re here for you.

  • Valuation Services

    Our Certified Valuation Analysts® can provide you with a business valuation analysis for potential purchases or sales.

Check Mark

The BMSS Difference

Tailored accounting services to meet the unique needs of your industry.

The BMSS difference means we provide you with a successful client engagement (known as the exceptional client experience) by BMSS standards and successfully execute on client deliverables in the time and manner requested by you. BMSS strives to deliver your audits and tax returns correctly prepared in advance of requested deadlines. The true measure of a successful client experience is one where all that we do provides peace of mind for you.


We have worked with over 50 companies that were owned by private equity and/or venture capital and have worked on client portfolio companies from California to NYC to Texas to Chicago. Additionally, BMSS served as the accounting control function for a $500 million hedge fund based in New England.


We seek out service relationships intended to help our clients experience more confidence and peace of mind.

  • Alliance of Merger & Acquisition Advisors (AM&AA)
  • Association of Corporate Growth (ACG)
  • Birmingham Venture Club 
  • Innovation Depot
Get Started

The Experts

John Shank, CPA, CGMA

Executive Leadership

Derrel Curry, CPA, CGMA


Bill Lorimer, CPA


Mark Underhill, CPA, CM&AA, CVGA, CAIM


Scott Stevens, CPA, CGMA


Trae Zablan, CPA, CGMA, CM&AA

Senior Manager

Richie Fordham, CPA

Senior Manager

Meet the BMSS Team

Local Firm. National Knowledge. Global Reach.

Get In Touch