Strategic merger Bogdan & Frasco, LLP has joined SD Mayer & Associates, signaling a pathway for cross-sell of accounting and tax advisory services to SD Mayer’s expanding clientele and partners.

Estate planning expertise With co-founder Greg Bogdan joining as a partner and bringing four decades of estate planning and tax consulting experience, there is a strong opening to offer enhanced estate and trust services to SD Mayer’s clients.

Digital capability The firm’s tech stack includes HubSpot, iCIMS, WordPress, Shopify, OpenAI, Azure, and analytics tools, enabling scalable marketing, client onboarding, and data-driven advisory solutions for growth.

Revenue growth Current revenue is in the multi-million range and recent mergers suggest opportunities to scale services for mid-market to larger private and family-owned businesses within the San Francisco market.

Awards and reputation SD Mayer has a track record of recognition as a best places to work and rapid growth, which can be leveraged to position premium services and secure client referrals through cross-brand credibility.