12 MAR 2025 / M&A UPDATES

BPM Expands Canadian Presence Through Combination with WBM Partners LLP

- MYCPE ONE Insights Team

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BPM LLP, a San Francisco-based accounting and advisory firm, has announced its continued expansion into Canada through a strategic combination with WBM Partners LLP (WBM). The transaction, expected to be completed on June 1, will strengthen BPM’s cross-border capabilities, enhancing its ability to serve clients across Canada, the United States, and global markets.

Expanding Service Offerings in Canada

WBM, known for its customer-centric approach, provides a full suite of accounting, auditing, and business advisory services to individuals and organizations across various industries. Additionally, WBM’s Family Office practice offers specialized services in tax planning, estate planning, tax services, and family governance, making it a valuable addition to BPM’s expanding portfolio.

BPM CEO Jim Wallace emphasized the alignment of values between the two firms, stating:

“WBM’s dedication to excellence, integrity, and value-added service aligns perfectly with BPM’s mission and values. We are thrilled to welcome WBM to the BPM community. Together, we’re well-positioned to help clients achieve their goals and bring a full suite of services to the Canadian market.”

Strengthening BPM’s Canadian Footprint

With this combination, BPM will add 37 professionals and expand its presence with new offices in the Greater Toronto Area and Calgary, bringing its total Canadian locations to three and increasing its workforce in the region to 125 professionals.

Al Karim Moloo, WBM’s managing partner, highlighted the growth opportunities this combination brings:

“Joining forces with BPM marks an exciting chapter for our clients, partners, and employees. BPM’s emphasis on professional development and innovation provides unparalleled opportunities for our team and ensures we can deliver even greater value to our clients. We are excited about the possibilities this combination brings.”

Dale Williams, one of WBM’s Integrated Advisors, added:

“BPM’s Family Office Services will help us deliver additional value to our family office clients.”

Strategic Growth in North America

This expansion further solidifies BPM’s position as a growing player in the North American accounting and advisory space, reinforcing its commitment to innovation, client service, and cross-border advisory solutions. By integrating WBM’s expertise, BPM is well-positioned to enhance its family office services, business advisory offerings, and industry-specific solutions in Canada and beyond.

Until next time…

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