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Berkowitz Pollack Brant is one of the largest public accounting firms in the Southeastern US. Our team of accounting and consulting professionals work with affiliate firms Provenance Wealth Advisors, BayBridge Capital Advisors and BayBridge Real Estate Capital to bring clients a comprehensive approach to income, estate, financial and business planning. Our main areas of focus include domestic and international tax, audit and assurance services, business advisory services, estate and corporate planning, forensic accounting, litigation support and business valuation. Our clients are entrepreneurs, executives, and privately held and publicly traded companies in the United States and Latin America. We have been recognized by both Accounting Today and INSIDE Public Accounting as one of the top 60 firms in the U.S. and INSIDE Public Accounting named us one of the "Best of the Best" CPA firms in America 19 times. For more information, visit www.bpbcpa.com, www.provwealth.com, www.baybridgecapitaladvisors.com or www.baybridgerec.com.
Bigelow is the M + A Advisor exclusively for owners of high-performing private companies — Entrepreneur Owner-Managers with their skin in the game. Our scrappy boutique firm behaves as one collaborative team. Leveraging our independence and exclusive EOM focus, we have helped hundreds of clients build and capture Enterprise Value while respecting their values, their legacy and the intersection of their professional and personal goals. Frequently our work with clients goes on for years in advance of a wealth-building transaction. Unlike virtually all of the firms with which we compete, we are independently owned. We have only one source of revenue — our Entrepreneur Owner-Manager clients. No referral fees. No investing, trading, lending, or underwriting. No buy-side advisory. No products to sell. No conflicts. We aspire to be completely aligned with achieving our clients potential, striving endlessly to be masters of our craft.
The Future Needs a Heritage Heritage Bank of Commerce, founded in 1994, is a community business bank headquartered in San Jose. For over 30 years, HBC has provided a consultative relationship banking approach with clients, offering valuable services to help them achieve their long-term business goals. The Bank combines the classic values of relationship-based, customer-focused community banking, with a forward-looking, strategic approach. Our solution-driven team of experienced, dedicated and innovative bankers, partner with you to find a custom solution that fits your business needs. Our large spectrum of credit and loan products spans from factoring to open lines of credits, cash management solutions to support and leverage your business cash flow, as well as a dedicated HOA Specialty Banking department servicing the HOA community with the latest in banking technology. Bank Focused on People Working with People With over 800 Non-profit organizations spanning a wide variety of industries, we know the intricacy of banking for non-profits. At HBC, we take a strong consultative approach empowering you to make meaningful business decisions that will allow you to have a strong impact in your community. As a conservative three plus billion dollar, publicly traded, 5-Star Bauer Financial rated, FDIC insured bank we check all the traditional boxes for a financial institution. But community banking is much more. HBC is involved on a deeper level with industry, business and community leaders, and is able to leverage this network successfully for our clients business goals. As part of our mission to give back, our relationship managers are required to be active in their community. They serve on boards, are deeply involved with their local business organizations and chambers, and are taking active roles in shaping their business areas. Member FDIC | Equal Housing Lender | NMLS ID# 486849