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Lessons We’ve Learned by Growing Our Firm and Evolving Our Business Model

16 September, 2021 10:00 CDT / 11:00 EDT / 16:00 BST

Maxine Brock

International Marketing Director


Start: 16 09 2021
End: 16 09 2021

Event category:
Open Call


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Thursday 16 September 2021
10:00 CDT (Minneapolis), 11:00 EDT (New York), 16:00 BST (London)

Inspirational Talk by BGM:

Lessons We’ve Learned by Growing Our Firm and Evolving Our Business Model

Brief description

Join Dane Boeckermann, Partner at Boeckermann Grafstrom & Mayer (BGM), Jeff Holds, Partner at Element Technologies, and Jon Meyer, Partner at BGM Wealth Partners, as they share the lessons they have learned as BGM grew from a traditional accounting firm founded in 1982, into a group of companies known as BGM Group.

MGI Worldwide CPAAI members will learn how BGM’s business leaders have evolved their business model, made strategic moves to keep the firm on a steady track for growth, how they’ve handled changes along the way, and even share stories about some of the things that didn’t go as planned.

Outline of discussion content

Introduction and History of BGM CPAs/BGM Group

Strategic M&As to achieve growth

  • How we’ve evaluated which firms are a good fit
  • Challenges encountered through M&A and how we’ve handled them

The addition of new services, niches, and team members

Where are we headed and how do the changes we make create more opportunity for our employees and our clients.

Audience Questions

Links to presenter bios

Dane J. Boeckermann, Principal of Boeckermann Grafstrom & Mayer, USA

Jeff Holds, Partner at Element Technologies LLC

Jon Meyer, Partner and COO at BGM Wealth Partners

About BGM Group

To comprehensively serve clients in a wide variety of areas and to meet their ever-changing needs, the affiliated companies of the BGM Group offer creative business, financial, technology, and legal solutions. Guided by a unified set of values, a shared commitment to excellence, and an entrepreneurial approach, the BGM Group of companies deliver a suite of services to complement our clients’ goals and address their needs—all in one place.  Learn more here:

This is an excellent opportunity to gain insights and hear new ideas so please share this invitation among your Firm and with your team!

For further details or to get in touch with an idea for an inspiring story you would like to share, please contact me at

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