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

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 TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedBGW CPA Co, LLP-

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