In this episode of Everything CPA and Private Equity, Phil Whitman sits down with Dane Boeckermann, CEO of BGM, to discuss the firm’s entrepreneurial growth strategy, its succession-focused approach, and how BGM is preparing its people and clients for AI.
In this episode, you will be able to:
- Learn how BGM expanded beyond traditional accounting into wealth management, trust services, investment banking, and more
- Understand how private equity has influenced BGM’s strategy while maintaining a focus on future ownership and leadership
- Explore how BGM is training its people to experiment with AI and build practical agents for everyday work
- Discover how the firm is balancing AI-driven efficiency with people and career development
- Learn how BGM plans to turn its internal AI experience into new advisory opportunities for clients
Listen to the full episode!
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