Strategic merger Bogdan & Frasco, LLP has merged with SD Mayer & Associates, expanding from a boutique Bay Area firm to be part of a larger San Francisco based enterprise. This indicates a potential for cross-sell of tax, estate planning, and financial consulting services to SD Mayer’s existing client base.

Expanded capabilities Post-merger, the combined entity can offer broader services including trust administration, probate and real estate transactions, tax planning, and business advisory, creating opportunities to upsell integrated wealth management and succession planning solutions.

Leadership access Co-founder Greg Bogdan joins SD Mayer as a partner, bringing four decades of expertise. This presents a talking point for selling advanced estate planning and tax compliance services through a high-touch, senior-leader engaged engagement model.

Growth momentum SD Mayer has a track record of recognition as a best place to work and fast growth; leveraging this momentum can help position cross-sell pitches around scalable accounting, advisory, and technology-enabled services to mid-market and high-net-worth clients.

Digital tooling The firm uses a tech stack including HubSpot Analytics, iCIMS, WordPress, Shopify, OpenAI, Azure, and Piwik PRO Core, signaling readiness for modern marketing, client onboarding, and data-driven advisory. This enables targeted outreach and scalable service delivery opportunities.