Mercer Advisors, a national wealth management and financial planning organization, has announced the acquisition of Beach Freeman Lim & Cleland (“BFLC”), a Southern California-based tax firm focused on providing tax, accounting and business advisory services to high-net-worth individuals, families and business owners. The transaction reinforces Mercer Advisors’ commitment to deliver comprehensive, integrated family office services including financial planning, tax planning and preparation, estate planning and investment management.
All members of the BFLC team will join Mercer Advisors, with equity ownership opportunities available to full-time employees.
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BFLC’s 20 tax professionals serve clients across a range of industries and professions including healthcare, real estate, law firms, construction, professional athletes and franchise businesses. The firm operates from offices in El Segundo, Irvine and Ontario, providing deep coverage across the Los Angeles, Orange County and Inland Empire regions.
“This partnership reflects our strategic focus on tax as a cornerstone of our family office set of services,” said Jeremiah Barlow, Chief Solutions Officer at Mercer Advisors. “Kendrick Mercer, who founded our firm 40 years ago, was himself a tax and estate attorney. Tax professionals have long played a core role in our family office delivery, and we are thrilled to add the BFLC team to deliver a local family office experience in Southern California communities that we serve.”
“We’ve built lasting relationships by delivering the personalized attention of a large, local firm, grounded in a deep understanding of our clients’ unique needs. That foundation has enabled us to provide high-quality, proactive tax, accounting and planning services,” said Doug Beach, Managing Partner at BFLC. “Partnering with Mercer Advisors allows us to build on that legacy, expanding our capabilities, enhancing opportunities for our team and continuing to deliver the collaborative, solutions-focused support our clients count on. We believe this is the right next step for both our clients and our team.”
Mercer Advisors delivers personalized, high-impact guidance on tax strategy, planning and preparation backed by a national tax team of more than 120 professionals.
“BFLC is a ‘first-call’ professional services firm that has developed strong partnerships with clients to support them on their entrepreneurial journeys. Most importantly, their culture of partnership and investing in CPA talent very much mirrors our own. We couldn’t be more excited to welcome them to the Mercer Advisors family,” said Daniel Gourvitch, President of Mercer Advisors. “Their strong client relationships and Southern California presence make them a valuable addition to Mercer Advisors as we scale our tax services in key markets.”
Mercer Advisors was exclusively advised by Republic Capital Group.
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