Whether you plan to sell your business, leave it to a talented employee or pass it on to a family member, succession planning can help keep your business thriving and moving forward, even when your current leadership team is no longer at the helm.
Among succession planning accounting firms in the San Francisco Bay Area, SD Mayer is the service provider many companies choose. That’s because we’re a corporate succession planning firm that offers comprehensive and individualized plans to address business concerns. Our multiple teams, industry insights and international experience mean we understand what it takes to create a smooth transition plan.
Teams at our offices in the Bay Area and Menlo Park handle succession plans for many types of businesses across industries. We understand that for some businesses, succession planning may determine whether the business can remain open. In a family business, strong planning can help prevent upset and disagreements during a transfer of leadership.
That’s why every business needs a solid plan for changing leadership. SD Mayer can be your partner every step of the way, as you determine the value of your business, work to reduce the tax burden, make key decisions and explore options for reorganization.
Contact SD Mayer today to discuss ESOPs, succession planning and the steps you must take to enjoy peace of mind today and greater business success tomorrow.
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Director, Business Development
San Francisco Office
John Benjamin joined SD Mayer as the Director of Business Development after 30 years of entrepreneurship, real estate development, accounting and management consulting experience. He has worked within the fields of finance, real estate development and hospitality services. His specialties include fundraising, team development, and strategy consulting. His work at SD Mayer focuses on the relationship management of all client engagements as he leads the expansion and growth initiatives for the firm.
Prior to SD Mayer, John served as the Director of Project Development for Golden Gate Global, and also served in CEO and CFO/Controller roles for other companies.
Founder & Managing Partner
San Francisco Office
Steve Mayer is the Founder and Managing Partner of SD Mayer & Associates, an accounting, consulting, and wealth management firm located in San Francisco.
Prior to SD Mayer, he was the CEO of a large regional accounting firm, Burr Pilger Mayer (BPM). Steve has also been involved in several other businesses including a number of restaurants, co-founder of Presidio Bank, and an owner of Books Inc., a bookstore chain.
On a professional basis, Steve’s accounting, consulting, and wealth management career gives him the ability to work with his clients on accounting, tax, M&A, business advisory and strategic planning.
Steve has been very active in the community and over the last 40 years has served on more than 15 non-profit boards including the San Francisco Chamber of Commerce, Bay Area Council, and Riordan High School, to name a few.
He has recently published three books, and lives in San Mateo with his wife of 27 years and their three children.
When he turned 60, he did an Ironman just to make sure he was still in shape.
Chief Operating Officer (COO)
San Francisco Office
Wyatt has been with the firm since 2018, and was promoted to COO after one year with the firm. He has worked in operations and project management for previous five years. He oversees virtually all of the internal operations within the firm, including IT, HR, Billing and Project Management. Wyatt is also involved in many of our consulting projects related to data analysis and reporting.
Coming to the firm with an engineering background, Wyatt is able to provide a completely different perspective to the firm when it comes to analyzing data and providing reporting that has allowed the firm to realize productivity and enhance revenues. We’re told that he can also engineer spacecraft and missiles.