BGW CPA Co, LLP
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BGW CPA Co, LLP - overview
Established
2006
Location
Charlotte, NC, US
Primary Industry
Financial Services
About
Based in the US, BGW CPA Co, LLP operates as a leading firm providing accounting and advisory services tailored for private, closely held businesses, emphasizing tax efficiency and financial compliance. Founded in 2006, BGW CPA Co, LLP is located in Charlotte, US, and specializes in delivering comprehensive accounting and advisory solutions. In July 2025, Ascend, a portfolio company of Alpine Investors, acquired BGW CPA Co, LLP. .
BGW CPA Co, LLP and BGW Advisors, LLC provide a full range of accounting and advisory services focusing on private, closely held businesses. Their offerings include tax services, auditing and assurance, business strategy consulting, personal wealth planning, financial reporting, bookkeeping, and estate planning. They target industries such as commercial real estate, manufacturing, healthcare, and retail, delivering customized solutions to enhance operational efficiency and profitability, primarily within the United States and specifically in the Charlotte area. BGW generates revenue through structured engagement models, charging clients based on the specific services utilized, which may be billed as a flat fee or hourly rate.
Their pricing structure allows for long-term relationships with clients, contributing to continued service engagement and client satisfaction. While specific pricing details are not disclosed, BGW is recognized for providing cost efficiencies compared to competitors, reinforcing its value in the market.
Current Investors
Ascend
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services, e-Financial, Accounting/Finance Software
Website
www.trustbgw.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
BGW CPA Co, LLP - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | BGW CPA Co, LLP | - |
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