BPM Appointed Brian Finnegan as Chief Operating Officer
The San Francisco-based accounting firm promoted a 22-year company veteran to lead its strategic operations.
Updated on Sept. 22, 2026 in People
BPM has named Brian Finnegan, a veteran leader within the firm, as its new chief operating officer. He will assume the role as current COO Carl Sorboro prepares to retire at the end of 2026.
Why it matters
The transition represents a long-term succession move for the firm, which manages business processes and strategic execution for its clients. The appointment maintains internal leadership continuity as the organization continues its national positioning.
BPM maintains a headcount of 1,300 employees and reports $69 million in annual revenue. The company is currently ranked as the 32nd-largest accounting and consulting firm in the United States.
The players
BPM
A San Francisco-based accounting and consulting firm with 1,300 employees and $69 million in annual revenue.
Brian Finnegan
A certified public accountant who has been with BPM since 2002 and previously led the firm's assurance practice.
Carl Sorboro
The outgoing chief operating officer of BPM who is scheduled to retire at the end of 2026.
The details
Finnegan moves into the COO role after previously leading the firm's assurance practice. In his new capacity, he will manage business processes and the strategic execution of firm operations. Finnegan, a certified public accountant, has been with the company since 2002 and holds a bachelor's degree in managerial economics from UC Davis.
Timeline
Brian Finnegan began his tenure at BPM in 2002.
Carl Sorboro will retire as chief operating officer at the end of 2026.
Market Landscape
This leadership shift follows a established pattern of long-term succession planning among national professional services firms. The move signals a continuity-focused approach to maintaining operational stability during a period of industry consolidation.
Operators should monitor how leadership changes at mid-market firms affect ongoing service delivery and assurance engagements. Maintaining clear points of contact during executive transitions remains critical for firms relying on external accounting partners.
The takeaway
Internal promotions for C-suite roles can minimize disruption compared to external hiring when operational continuity is the primary goal. Firm operators should review their own long-term leadership succession plans and determine if internal candidates have the required cross-departmental experience.
What happens next
Carl Sorboro is set to retire as chief operating officer at the end of 2026.
Further reading
For more on local leadership changes, visit People.
Source note: This article includes information reported by Consulting.
