Springline Advisory
Springline Advisory is a national accounting and business advisory firm serving middle-market U.S. businesses and enterprises across tax, audit, advisory, and outsourced services, delivered through 12+ U.S. offices and India operations, with 11 industry vertical practices and rapid growth via PE-backed M&A.
- Company typePrivate
- Founded2023
- HeadquartersDallas, United States
- Headcount501–1,000
- GTM typeB2B
- OfferingServices
What Springline Advisory does
Springline Advisory is a national accounting and business advisory firm serving middle-market businesses and enterprises across the United States. Founded in 2023 and headquartered in Dallas, Texas, the firm operates through an Alternative Practice Structure in which Springline Advisory, LLC provides advisory and consulting services while attest services are delivered through independent licensed CPA firm affiliates. The platform is organized around four core service lines—Tax Services (federal, SALT, international, nonprofit, estate, and tax credit work), Audit & Assurance (financial statement audits, SOC reporting, HUD compliance, employee benefit plan audits), Advisory (transaction advisory, forensic accounting, business valuation, actuarial consulting, insurance regulatory advisory, and technology solutions), and Outsourced Services (fractional CXO, full-service accounting, payroll)—delivered across 11 industry vertical practices including Architecture/Engineering/Construction, Energy & Utilities, Financial Services, Healthcare, Insurance, Manufacturing & Distribution, Nonprofit/Government/Education, Professional Services, Real Estate, and Retail & Consumer Goods. The firm maintains 12+ U.S. office locations spanning Texas, Kansas, Missouri, Florida, Indiana, California, New York, New Jersey, Oklahoma, and Washington, supplemented by India-based delivery operations acquired through Infinity Globus and Smart Accountants.
Revenue is generated primarily through professional services fees billed on an engagement basis, including project-based advisory work and recurring annual retainers for tax compliance, audit, and outsourced finance functions. The firm employs a partner-led, relationship-driven go-to-market model combining direct outreach by senior partners and corporate development executives with a formal "Request a Proposal" web channel and referrals from law firms, investment banks, and centers of influence such as Koltin Consulting Group. Growth is driven by a programmatic M&A strategy, executing partnerships and acquisitions of middle-market accounting and advisory firms across the U.S., supplemented by offshore delivery capacity in India.
The company is backed by private equity firm Trinity Hunt Partners and is led by CEO Tim Brackney, with a senior team including a CFO, COO, CTO, Chief People Officer, Chief Administrative Officer, and dedicated VPs of Corporate Development. The technology stack is primarily composed of industry-standard accounting, tax, and audit tools rather than proprietary software, with the notable exception of the ARCVAL actuarial application developed by affiliated Actuarial Resources Corporation and used by over 50 insurance companies. Springline serves clients ranging from SMBs to enterprise-scale companies, with documented relationships including Community National Bank, Endress+Hauser USA Holding, and 400+ affordable housing organizations, and reports client satisfaction scores 20 points above the industry average.
Springline Advisory firmographics
Firmographics- Name
- Springline Advisory
- Legal name
- Springline Advisory, LLC
- Website
- https://springlineadvisory.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- Springline Advisory is a national accounting and business advisory firm serving middle-market U.S. businesses and enterprises across tax, audit, advisory, and outsourced services, delivered through 12+ U.S. offices and India operations, with 11 industry vertical practices and rapid growth via PE-backed M&A.
- Ownership category
- akta.pro rank
Springline Advisory industry classification
Industry- Product category
- Accounting and Advisory Services
- NAICS
- Management Consulting Services (54161), Offices of Certified Public Accountants (541211), Other Management Consulting Services (541618)
- SIC
- Services-Management Consulting Services (8742), Services-Management Services (8741)
- akta.pro primary industry
- Corporate Strategy Advisory (BPAHADAA)
- akta.pro secondary industries
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD), Local Entity Setup & Expansion Advisory (Market Entry, Subsidiary Formation) (BPACAHAM)
Keywords
Where Springline Advisory is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices12 records
Markets served
Springline Advisory business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Tax Services: Comprehensive tax services spanning federal, state and local (SALT), international, nonprofit, gift/trust/estate, and affordable housing/historic tax credit services. Revenue is generated through professional services fees billed on engagement basis, typically project-based or annual compliance retainers for ongoing clients.
- Audit & Assurance Services: Independent financial statement audits, SOC reporting, employee benefit plan audits, HUD compliance, agreed-upon procedures, and compilation/review services. Attest services are provided through independent licensed CPA firms operating in an alternative practice structure with Springline Advisory. Revenue billed per engagement or annual audit retainer.
- Advisory Services: Transaction advisory, business valuation, forensic accounting, litigation support, economic development, insurance advisory & regulatory, actuarial consulting, succession planning, and technology solutions. High-value, project-based engagements with senior partner involvement. Pricing reflects scope, complexity, and partner time.
- Outsourced Services: Fractional CXO services (CFO/Controller), full-service accounting and bookkeeping, payroll processing, and interim/operational/project execution services. Typically structured as recurring monthly or quarterly retainers, with project-based implementations for technology or process improvement engagements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom professional services engagements — no standardized pricing tiers publicly available |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Springline Advisory product offering
Product offeringCore offering
Springline Advisory is a national accounting and advisory firm that provides tax, audit & assurance, advisory, and outsourced finance services to middle-market businesses across 11 industry verticals. Services are delivered through affiliated independent CPA firms operating under an Alternative Practice Structure, supplemented by India-based delivery capabilities through Infinity Globus and Smart Accountants. The firm also licenses the proprietary ARCVAL actuarial software application used by over 50 insurance companies.
Product overview
Springline Advisory is a national accounting and business advisory firm serving the middle market, structured as a platform of affiliated independent CPA firms operating under an Alternative Practice Structure. The firm's offerings are organized around four core service lines—Tax Services, Audit & Assurance Services, Advisory Services, and Outsourced Services—complemented by 11 industry-specific practice areas covering Architecture/Engineering/Construction, Energy & Utilities, Financial Services, Food & Beverage/Hospitality, Healthcare, Insurance, Manufacturing & Distribution, Nonprofit/Government/Education, Professional Services, Real Estate, and Retail & Consumer Goods. Services are delivered through multiple office locations across the U.S. (Kansas City, Dallas, Fort Lauderdale, Indianapolis, San Francisco, Rochester, Overland Park, Tinton Falls, Norman, Redmond) and India, representing various founding firms that have joined the Springline platform under its 'Scale with Soul' growth strategy.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Services Comprehensive tax advisory and compliance services spanning federal, state and local (SALT), international, nonprofit taxation, gift and estate planning, and affordable housing/historic tax credits. Delivered to middle-market businesses across multiple verticals.
- Audit & Assurance Services Independent financial statement audits, agreed-upon procedures, compilation and review services, SOC reporting, employee benefit plan audits, and HUD compliance examinations delivered through independent CPA firm affiliates operating in an alternative practice structure with Springline Advisory.
- Advisory Services Strategic advisory capabilities including transaction advisory, business valuation, forensic accounting and litigation support, economic development consulting, succession planning, insurance advisory, actuarial consulting, and technology solutions for middle-market businesses.
- Outsourced Services Finance and accounting outsourcing including fractional CXO services (CFO/Controller), full-service accounting (bookkeeping, payroll, controller services), and interim/operational/project execution support delivered on retainer or project basis.
- Architecture, Engineering & Construction Industry Practice Specialized advisory services for general contractors, specialty trades, design-build firms, civil engineers, and residential builders, including tax incentives, R&D credits, bonding support, and succession planning tailored to A/E/C clients.
- Energy & Utilities Industry Practice Advisory services for oil & gas, midstream, oilfield services, power & utilities, renewables, and metals & mining companies, including percentage depletion optimization, IDC elections, reserve-based lending audits, and joint venture structuring.
- Financial Services Industry Practice Specialized services for banks, credit unions, asset managers, private equity, venture capital, broker-dealers, insurance providers, and fintech companies covering regulatory compliance, fund accounting, broker-dealer audits, CECL implementation, and M&A due diligence.
- Food & Beverage and Hospitality Industry Practice Advisory services for food & beverage manufacturers, distributors, restaurants, hotels, wineries, and craft beverage producers addressing inventory accounting, excise tax compliance, multi-state tax obligations, tariff-driven cost changes, and M&A infrastructure.
- Healthcare Industry Practice Services for hospitals, health systems, physician and dental practices, senior living facilities, behavioral health organizations, biotech, pharma, life sciences, and healthcare investors covering reimbursement consulting, Stark Law compliance, valuations, transaction support, and PE acquisition integration.
- Insurance Industry Practice Actuarial consulting, regulatory advisory, statutory reporting, and financial examination services for property & casualty, life & annuity, reinsurance, health insurance, captives, MGAs, TPAs, and state insurance departments, supported by the proprietary ARCVAL application.
- Manufacturing & Distribution Industry Practice Advisory services for industrial manufacturers, distributors, automotive suppliers, electronics manufacturers, and consumer products companies addressing R&D tax credits, transfer pricing, tariff analysis, succession planning, foreign-trade zone operations, working capital analysis, and operational efficiency.
- Nonprofit, Government & Education Industry Practice Services for nonprofits, foundations, housing authorities, government agencies, school districts, and higher education organizations including single audits, grant compliance, Form 990 preparation, HUD compliance, REAC submissions, RAD conversion assistance, and fee accounting.
- Professional Services Industry Practice Advisory for law firms, consulting firms, architecture & engineering firms, accounting firms, staffing companies, and marketing/advertising agencies covering partner compensation, trust account compliance audits, partnership tax planning, and firm valuations.
- Real Estate Industry Practice Services for developers, investors, REITs, owners, and operators covering partnership taxation, 1031 exchanges, opportunity zone planning, REIT compliance, LIHTC, historic tax credits, and HUD reporting across pre-development through exit.
- Retail & Consumer Goods Industry Practice Advisory for auto dealerships, auto parts retailers, multi-unit operators, CPG companies, apparel importers, and self-storage operators covering multi-state sales/use tax, LIFO elections, inventory strategy, profitability analysis, and buy/sell transaction advisory.
Quantifiable outcome
- Client satisfaction scores run 20 points above the industry average, attributed to proactive communication, quick turnarounds, and senior partner-level service.
- +2 more outcomes
Companies that use Springline Advisory
Customer profileNamed customers10 records
Segments11 records
Ideal customer profiles7 records
Springline Advisory technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Springline Advisory partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered secondary, core and minor.
- GBC AdvisorysecondarySpringline Advisory expanded into Oklahoma through a strategic partnership with GBC Advisory, a full-service accounting firm based in Norman, Oklahoma with over four decades of operation. The move marks another milestone in Springline's mission to create a premier national accounting and advisory firm by aligning with high-performing, industry-specialized teams. Ted Blodgett serves as Managing Partner of GBC Advisory.
- CG Advisory LLCcoreSpringline Advisory entered a strategic partnership with CG Advisory LLC, a New Jersey-based advisory firm with deep expertise in tax, forensic, valuation, and healthcare advisory services. Headquartered in Tinton Falls, NJ with an additional office in Toms River, CG brings a strong regional presence in the Northeast. CG maintains its local leadership and culture while gaining access to Springline's broader platform and resources. This follows Springline's recent SD Mayer transaction as part of its differentiated advisory platform backed by PE firm Trinity Hunt Partners.
- SD Mayer Advisory LLCcoreSpringline Advisory announced a strategic partnership with SD Mayer Advisory LLC, a San Francisco Bay Area-based full-service accounting, advisory, and wealth management firm (FY24 revenue of $14.5 million, IPA 300 firm). The partnership expands Springline's West Coast presence while enabling SD Mayer to leverage Springline's national platform, resources, and growth playbook. SD Mayer joins as a founding firm, maintaining its existing leadership and client service model. Some sources describe this as an acquisition. Koltin Consulting Group CEO Allan Koltin advised both firms on the transaction.
- Koltin Consulting GroupminorKoltin Consulting Group CEO Allan Koltin served as advisor to both Springline Advisory and SD Mayer on their strategic transaction, providing M&A advisory and deal structuring guidance.
- Christy Paddock Advisors LLCsecondarySpringline Advisory partnered with Christy Paddock Advisors LLC, an Indianapolis-based firm providing fractional CFO and financial advisory services. Christy Paddock Advisors gains access to larger firm capabilities while maintaining its boutique culture and client relationships, aligning with Springline's Scale with Soul approach. The partnership reflects Springline's ongoing effort to invest in middle-market accounting and advisory firms across the U.S.
- Actuarial Resources Corporation (ARC)coreSpringline Advisory announced a strategic partnership with Actuarial Resources Corporation (ARC), a Kansas City-based actuarial software and consulting firm founded in 1987. ARC is ranked as the 9th largest actuarial firm in the U.S. by life loss reserves and brings its ARCVAL application trusted by over 50 insurance companies. The partnership reflects Springline's strategy to build a national insurance practice with enterprise-level capabilities through specialized acquisitions and partnerships.
- Infinity Globus and Smart AccountantscoreSpringline Advisory announced a strategic partnership with Infinity Globus and Smart Accountants to expand its global presence and enhance service capacity across the U.S. and India. The collaboration leverages Infinity Globus's outsourcing expertise and Smart Accountants' international tax services, supporting Springline's global growth and operational scalability. Springline subsequently acquired both firms for approximately Rs 130 crore (~$15.5M), establishing a significant India-based delivery capability.
- BDO USAminorSpringline's CEO Tim Brackney is scheduled to speak at the BDO Evolve conference (May 3-6, 2026), indicating a collaborative relationship with BDO USA within the broader accounting profession ecosystem.
Scale indicators8 records
Recent moves7 records
Expansion highlights6 records
Springline Advisory competitors and assessment
Company assessmentDirect peers
- FORVIS: FORVIS was formed via the 2022 merger of FORVIS and BKD — a PE-influenced, middle-market-focused accounting platform. Its recent consolidation mirrors Springline's roll-up strategy, and it competes head-to-head for middle-market audit, tax, and advisory mandates.
- CliftonLarsonAllen (CLA): CLA is a top-10 U.S. accounting and advisory firm serving private businesses, healthcare, government, and financial services. Its PE-affiliated growth and middle-market focus make it a direct structural peer to Springline's consolidation model.
- Plante Moran: Plante Moran is one of the largest U.S. middle-market accounting firms (top 15), serving closely held businesses, manufacturing, healthcare, and financial services. Its culture-first, partner-led model is structurally similar to Springline's 'Scale with Soul' positioning.
- Moss Adams: Moss Adams is a top-15 U.S. accounting and business advisory firm focused on middle-market clients across industries including manufacturing, healthcare, real estate, and financial services — overlapping with Springline's vertical specializations.
- Crowe LLP: Crowe is a top-10 U.S. public accounting and consulting firm serving middle-market and large clients across financial services, healthcare, manufacturing, and government. Its advisory breadth and middle-market orientation overlap directly with Springline's platform.
- Cherry Bekaert: Cherry Bekaert is a top-25 U.S. accounting and advisory firm serving middle-market and closely held businesses across multiple verticals including healthcare, government, financial services, and technology — closely mirroring Springline's industry mix.
- Wipfli: Wipfli is a top-20 U.S. accounting and advisory firm serving middle-market clients with industry specialization. Its PE-backed growth and vertical depth (manufacturing, healthcare, financial services) overlap directly with Springline's go-to-market.
Broad incumbents
- BDO USA: BDO USA is the U.S. member of the BDO global network and a top-tier middle-market accounting and advisory firm with comparable service breadth (audit, tax, advisory) and similar middle-market client focus. Springline's CEO speaks at BDO Evolve, signaling direct ecosystem proximity.
- Grant Thornton: Grant Thornton LLP is a top-7 U.S. accounting firm serving middle-market clients with audit, tax, and advisory services. Mike McGuire, Springline's independent board director, was previously Grant Thornton's CEO, highlighting direct leadership and strategic overlap.
- RSM US: RSM US is the largest U.S. middle-market audit, tax, and consulting firm (#1 in middle market). It competes directly with Springline's positioning — senior-led service for middle-market businesses across multiple verticals — and represents a key benchmark for Springline's growth trajectory.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Springline Advisory social profiles
Digital presenceSpringline Advisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
Springline Advisory leadership team
Management profileNumber of profiles
Profiles24 records
Springline Advisory subsidiaries and ownership
Company hierarchySubsidiaries12 records
Springline Advisory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Springline Advisory M&A and investment
M&A and investmentM&A1 record
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Springline Advisory
What does Springline Advisory do?
Springline Advisory is a national accounting and advisory firm that provides tax, audit & assurance, advisory, and outsourced finance services to middle-market businesses across 11 industry verticals. Services are delivered through affiliated independent CPA firms operating under an Alternative Practice Structure, supplemented by India-based delivery capabilities through Infinity Globus and Smart Accountants. The firm also licenses the proprietary ARCVAL actuarial software application used by over 50 insurance companies.
Is Springline Advisory a public or private company?
Springline Advisory is a private company. It is classified as private equity controlled and is currently operating.
When was Springline Advisory founded?
Springline Advisory was founded in 2023. It employs 501 to 1,000 people.
Where is Springline Advisory based?
Springline Advisory is headquartered in Dallas, United States, in the North America region.
How does Springline Advisory make money?
Four revenue lines are on record. Tax Services are the primary driver. The others are audit & Assurance Services, advisory Services and outsourced Services.
Who are Springline Advisory's main competitors?
Direct peers on record are FORVIS, CliftonLarsonAllen (CLA), Plante Moran, Moss Adams, Crowe LLP, Cherry Bekaert and Wipfli. Broad incumbents are BDO USA, Grant Thornton and RSM US.
Does Springline Advisory have an API?
No public API is recorded for Springline Advisory.
What industry is Springline Advisory in?
Springline Advisory's product category is Accounting and Advisory Services. Its primary akta.pro industry code is BPAHADAA, Corporate Strategy Advisory, with a secondary code of BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS). Its NAICS code is 54161 and its SIC code is 8742.