Comstock's magazine 1018 - October 2018 | Page 38

n FINANCE B efore BFBA became the re- gion’s largest locally owned ac- counting firm, there were four guys at a table in a dark corner of the Black Angus Steakhouse in Citrus Heights. It was the summer of 1982, and the four soon-to-be founders of BFBA were all advancing at big-name accounting firms: Myles Brown and David Boyce worked for KPMG (then Peat, Mar- wick, Mitchell & Co.), and Craig Boyce (David’s brother) and Rob Fink were at Gallina LLP (now part of CLA). Brown was grappling with the unappealing prospect of moving his family from Sacramento to a bigger city if he were to make partner. Mean- while, the Boyce brothers were talking about running their own Sacramento firm. Fink also wanted the chance to run a new firm with people he trusted 38 comstocksmag.com | October 2018 and enjoyed, say the others who were at the table that night. The quartet met that first night to get acquainted. As they talked, enthu- siasm spiked. By the end of the eve- ning, they were picking a name for their new firm and deciding who might be managing partner (they ultimately de- cided on Brown). On July 1, 1983, they launched Brown, Fink, Boyce & Co. For the next 25 years, the part- ners steadily grew the firm’s tax, audit and business advisory services. Then in 2008, they got a closeup of a prob- lem plaguing companies. That year, a client in Reno, well into his 70s, was struggling with how to sustain his company after he retired. BFBA helped him identify two key people who were poised to leave after his retirement but were actually best positioned to take over. Had they left, the firm would have died, and BFBA would have lost a client, David Boyce says. Instead, BFBA helped structure a deal that let the two employees buy the firm. Today that company is a “hugely loyal” cli- ent,” he says. Transitions wipe out a lot of busi- nesses. For family firms, only about one in three survive through the second generation, and one in eight through at least the third. BFBA recog- nized a lack of succession planning as a ticking bomb and realized they had the expertise to help defuse it. Today, BFBA helps companies plan for the complex financial and inter- personal issues involved in leadership and ownership transitions. And in the last decade, the firm has turned its succession planning expertise inward: With BFBA’s three remaining founders getting set to retire (Fink retired in