Personalized Advisory Solutions

We know our clients face a wide range of financial decisions as they experience growth and change. We help clients navigate these challenges by providing tailored analysis and real-world guidance. BMM brings decades of financial experience to the table, making us your trusted advisor for informed decisions.

Our Advisory Expertise

BMM has the experience and skill to assist in the buying and selling of a business. We can advise and assist clients from the beginning stages of negotiation all the way through post-closing activities. We assist with valuations and all aspects of buy/sell tax planning. We are also well-versed in sell-side private equity transactions.

Planning for the future can be challenging, but it is crucial to the long-term success of your company. Our experienced team will ensure you are fully informed on the options available, prepare a fitting succession plan for your situation, and ultimately assist in executing the plan when the time comes.

Every business needs a strategic plan for success. We walk alongside clients to help identify strengths and weaknesses, develop goals, and support the execution of their business plan.

Cash flow is the life blood of a business. BMM can help businesses understand their cash flow trends and identify opportunities to strengthen this important metric.

Small businesses often struggle with budgeting and forecasts. BMM can take on this important task and provide valuable insights customized to your business. We can establish, monitor and explain key performance indicators (KPIs) and how they impact your operations.

Identifying a company’s value requires an objective process. As you prepare for changes, such as mergers and acquisitions, we are here to provide an accurate, objective valuation of your company.


A Word from Our Clients

My long-time relationship with Bucheri, McCarty & Metz, 30+ years, has provided a wealth of professional financial advice which has benefited my business and family’s planning. My experience with the next generation of Bucheri, McCarty & Metz professionals has proven equally beneficial. As the old guard moves on, I feel I am getting the top-quality services I have been accustomed to for many years.

Schedule a Conversation

Please fill out the form below to find out how our personalized advisory solutions can help your business succeed. One of our team members will reach out to schedule a conversation with you soon. We are based in Central Indiana but work with clients throughout the United States. We welcome both in-person and remote relationships.

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