Jason McKenzie v. BDO USA Inc.

CourtCourt of Chancery of Delaware
DecidedJanuary 26, 2026
Docket2025-0264-LWW
StatusPublished

This text of Jason McKenzie v. BDO USA Inc. (Jason McKenzie v. BDO USA Inc.) is published on Counsel Stack Legal Research, covering Court of Chancery of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jason McKenzie v. BDO USA Inc., (Del. Ct. App. 2026).

Opinion

IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE

JASON MCKENZIE,

Plaintiff,

v.

BDO USA, P.C., KELLY JOHNSON, WAYNE BERSON, TONY ARGIZ, C.A. No. 2025-0264-LWW MIKE CAMPBELL, MARK ELLENBOGEN, MARIA KARALIS, NATALIE KOTLYAR, HOON LEE, MONIKA LOVING, JOHN MARQUARDT, TIFFANY PRUDHOMME, and STEVEN SHILL,

Defendants.

MEMORANDUM OPINION

Date Submitted: October 21, 2025 Date Decided: January 26, 2026

Joseph L. Christensen & Anne M. Steadman, CHRISTENSEN LAW LLC, Wilmington, Delaware; Attorneys for Plaintiff Jason McKenzie

Aaron P. Sayers & Kevin M. Regan, MCDERMOTT WILL & EMERY LLP, Wilmington, Delaware; Michael J. Sheehan, MCDERMOTT WILL & EMERY LLP, Chicago, Illinois; Attorneys for Defendants BDO USA, P.C., Kelly Johnson, Wayne Berson, Tony Argiz, Mike Campbell, Mark Ellenbogen, Maria Karalis, Natalie Kotlyar, Hoon Lee, Monika Loving, John Marquardt, Tiffany Prudhomme, & Steven Shill

WILL, Vice Chancellor The plaintiff is a former partner of BDO USA, P.C. After announcing his

resignation, BDO and its directors reclassified his equity interest from variable to

fixed shares, reducing his payout. He has sued them for breaches of contract, the

implied covenant of good faith and fair dealing, and fiduciary duty.

None of his claims have merit. The operative partnership agreement

authorizes BDO’s board to reclassify partners at any time and in its sole discretion.

Its unambiguous text defeats the contract and implied covenant claims. The

fiduciary claim fails because it is bootstrapped from a contract dispute and

inconsistent with the partnership agreement. This lawsuit is dismissed.

I. BACKGROUND

Unless otherwise noted, the following facts are drawn from the Verified

Complaint and documents it incorporates by reference. 1

A. The Partnership Agreement

Plaintiff Jason McKenzie began his accounting career in 2004 and eventually

became a partner at an accounting firm.2 In November 2016, that firm was acquired

by defendant BDO USA, LLP, at which point McKenzie became a BDO partner.3

1 Verified Compl. (Dkt. 1) (“Compl.”); see Freedman v. Adams, 2012 WL 1345638, at *5 (Del. Ch. Mar. 30, 2012) (“When a plaintiff expressly refers to and heavily relies upon documents in her complaint, these documents are considered to be incorporated by reference into the complaint . . . .”). 2 Compl. ¶ 20. 3 Id. ¶¶ 1, 20. BDO USA, LLP was originally a Delaware limited liability partnership that converted to a Delaware professional association called BDO USA P.A. in June 2023. It 2 Upon joining BDO, McKenzie signed an Amended and Restated Partnership

Agreement (the “Partnership Agreement”) that was governed by Delaware law.4 The

Partnership Agreement charged a board of directors with managing BDO.5 That

Board had broad discretion to designate partners among two tiers: equity partners or

Variable Share Partners (“VSPs”), and non-equity partners or Fixed Share Partners

(“FSPs”).6 It could designate a partner as a VSP or an FSP upon their admission to

the partnership and “at any time thereafter.”7

McKenzie was designated as a VSP upon admission.8 As an equity partner,

his compensation was determined by the number of VSP units he held.9

A partner’s position as a VSP or FSP was not static. The Partnership

Agreement allowed the Board to convert partners from their initial designations,

such as from a VSP to an FSP or vice versa.10 The Board had the “sole discretion”

converted once more to a Virginia professional corporation, BDO USA, P.C., in August 2023. Id. ¶¶ 4, 7, 31. Unless the context requires specificity, all iterations of this entity are referred to as “BDO.” 4 Compl. Ex. A (“Partnership Agreement”). 5 Compl. ¶ 7. 6 Id. ¶ 21; Partnership Agreement § 5.1; id. § 2.1(a)-(b). 7 Partnership Agreement § 2.1(a)-(b). 8 Compl. ¶ 21. 9 Id. ¶ 22. 10 Partnership Agreement § 2.1(a)-(b); see also id. § 6.5 (noting that a VSP could be converted to an FSP “within five years preceding retirement pursuant to Article VII”); id. § 7.5(a) (noting again the possibility of converting a VSP to an FSP). 3 to determine the total number of units allocated among the partners, in such type and

amounts as it saw fit.11

The Partnership Agreement also set procedures for the withdrawal of partners.

Partners could withdraw from the partnership at any time, provided they gave six

months advance notice in writing.12 Under Article 12 of the Partnership Agreement,

a withdrawing partner was entitled to receive an allocable share of BDO’s profits

(net of any losses) for the last fiscal year in which the partner was associated with

the partnership.13 Section 12.2 provides formulas to calculate a partner’s allocable

share.14 The formula for that one-year period differs based on the “type of units

allocated to such [p]artner”—that is, whether they are a VSP or an FSP.15

B. McKenzie’s Departure from BDO

After raising concerns about certain business practices at BDO that went

unaddressed, McKenzie decided to leave the firm.16

In March 2023, McKenzie told Mat Demong, BDO’s East Region Managing

Partner, of his intent to resign at the end of the upcoming fiscal year in April 2024.17

11 Id. § 4.1. 12 Id. § 11.2. 13 Id. §§ 12.1(a), 12.2 14 Id. § 12.2. 15 Id. 16 Compl. ¶ 23. 17 Id. 4 Demong asked McKenzie to notify CEO Wayne Berson so that Berson could aid

Demong in recruiting new partners.18

McKenzie found this to be an “odd request” because Demong was already

actively recruiting.19 McKenzie nonetheless emailed Berson, confirming his plan to

leave and outlining the reasons why.20

C. The Disputed Conversion

Three weeks after McKenzie announced his intent to resign, BDO’s Board

stripped him of his VSP units, converting them into non-equity FSP units.21 The

Board maintained that McKenzie’s email to Berson constituted a formal notice of

withdrawal under the Partnership Agreement, which purportedly authorized the

conversion.22 The effect was the reallocation of McKenzie’s equity units among the

remaining VSPs, including the Board members.23

On April 25, 2023, McKenzie objected to Matthew Becker, BDO’s National

Managing Partner, arguing that the conversion was unfair. McKenzie explained that

the conversion would deprive him of substantial value in the event of a liquidity

18 Id. ¶ 24. 19 Id. 20 Id. ¶¶ 25-26. 21 Id. ¶ 28. 22 Id. ¶ 28. 23 Id. ¶¶ 28, 34. 5 transaction.24 Becker allegedly reassured McKenzie he would be “shocked” if such

a transaction occurred. 25

The next day, BDO announced its conversion from a partnership into a

Delaware professional association.26 On April 27, the Board sent McKenzie a

revised “unit allocation memo” memorializing the conversion of his 631 VSP units

into 669 FSP units.27

D. This Litigation

On March 10, 2025, McKenzie filed this action, advancing three counts

against BDO and the members of its Board. Count I alleges that the individual

defendants breached their fiduciary duties to McKenzie by stripping him of his VSP

units to enrich themselves.28 Count II asserts that the defendants breached the

Partnership Agreement by enacting the conversion of his units.29 And Count III is

an alternative claim for breach of the implied covenant of good faith and fair

dealing.30

24 Id. ¶ 29. 25 Id. 26 Id. ¶ 31; see supra note 3. 27 Compl. ¶ 32. 28 Id. ¶¶ 37-39. 29 Id. ¶¶ 40-42. 30 Id. ¶¶ 43-46.

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Jason McKenzie v. BDO USA Inc., Counsel Stack Legal Research, https://law.counselstack.com/opinion/jason-mckenzie-v-bdo-usa-inc-delch-2026.