Carr, Riggs & Ingram

What Carr, Riggs & Ingram does

Carr, Riggs & Ingram, L.L.C. (CRI) is a top-25 nationally ranked U.S. accounting and advisory firm operating through an alternative practice structure that includes CRI CPA, Capin Crouse LLC, CRI Advisors LLC, and ten specialized sub-brands covering audit, tax, advisory, and outsourced financial services. The firm delivers traditional audit and attest services (including PCAOB/SEC-compliant audits and SOC reporting via Auditwerx), full-service tax (business, individual, international, state and local, R&D credits, and estate planning), and an advisory practice spanning transaction advisory, valuations, M&A advisory (CRI M&A Advisors), fractional CFO services (CRI CFO Hub), cybersecurity, blockchain, fraud and forensics, internal audit, and governance/risk consulting. CRI Advanced Analytics provides data-driven business intelligence, supported by a Director of Data Science and Data Engineering.

The firm serves a broad customer base spanning privately held businesses, family offices and high-net-worth individuals, small-cap and middle-market public companies (including a Capital Markets Practice focused on IPO readiness and SEC reporting), and specialized verticals — agribusiness, construction, financial institutions, government and public sector, healthcare, manufacturing and distribution, nonprofits, hospitality, oil and gas, and physician groups. Recent public company audit engagements include Scientific Industries, Sensus Healthcare, Workhorse Group, Gencor Industries, Cumberland Pharmaceuticals, Mammoth Energy Services, and Blockchain Digital Infrastructure.

CRI generates revenue through time-and-materials professional services engagements priced via quote-based, scope-tied engagement letters, delivered through a national sales-led motion across 70+ offices in 14 states plus Mexico. The firm is privately held under private equity sponsorship from Centerbridge Partners and Bessemer Venture Partners (late 2024) and has pursued aggressive inorganic growth, completing 10 acquisitions between late 2024 and mid-2026 alongside the launch of a dedicated Capital Markets Practice.

Name

Carr, Riggs & Ingram

Legal name

Carr, Riggs & Ingram, L.L.C.

Website

https://cricpa.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Carr, Riggs & Ingram is a top-25 U.S. accounting and advisory firm providing audit, tax, advisory, and outsourced financial services to privately held businesses, family offices, and small-cap/middle-market public companies across 70+ offices in 14 states and Mexico.

Ownership category

akta.pro rank

Headquarters

HQ city

Enterprise

HQ country

United States

HQ region

North America

Offices83 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Audit & Attest Services: Traditional audit, attest, and assurance services including financial statement audits, reviews, and compilations. Also includes specialized audit services for employee benefit plans, single audits, and PCAOB/SEC compliance for public companies.
2. Tax Services: Business tax, individual tax, international tax, state and local tax, transfer pricing, research and development tax credits, and trust, estate and gift planning services.
3. Advisory & Consulting: Advisory services including business planning, transaction advisory, valuations, fraud and forensics, litigation support, cybersecurity, internal audit, governance and risk assessment, and technology consulting services.
4. Capital Markets Services: IPO readiness, SEC reporting, private equity advisory, and public company audit capabilities for small-cap and middle-market companies. Operates with offices in New York City and Palm Beach Gardens, Florida.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

Carr, Riggs & Ingram is a Top 25 nationally-ranked accounting and advisory firm delivering audit and attest, tax, advisory, and consulting services to small-cap, middle-market, and privately held businesses. The firm operates through an alternative practice structure comprising CRI CPA and Capin Crouse CPA for attest work, CRI Advisors and CRI Capin Crouse Advisors for consulting, and a portfolio of specialized sub-brands covering SOC reporting, advanced analytics, fractional CFO, M&A advisory, payroll, third-party administration, and trust and estate services.

Product overview

Carr, Riggs & Ingram (CRI) operates as an alternative practice structure comprising multiple affiliated CPA firms and advisory brands. The core operations include CRI CPA (Carr, Riggs & Ingram, L.L.C.) and Capin Crouse, LLC for attest and audit services, along with CRI Advisors and Capin Crouse Advisors for tax and business consulting. The portfolio includes specialized sub-brands: Auditwerx for SOC reporting, CRI Advanced Analytics for business intelligence, CRI CFO Hub for fractional CFO services, CRI M&A Advisors for transaction advisory, CRI Simple Numbers for simplified reporting, CRI TPA Services for third-party administration, Level Four Group, Paywerx for payroll, Preferred Legacy Trust for estate planning, and ProSport Accountants for sports industry services. Services span Advisory (cybersecurity, blockchain, fraud & forensics, transaction advisory, valuations), Audit & Attest (financial statement audits, PCAOB/SEC compliance, employee benefit plans, single audit), Tax (business tax, individual tax, international tax, R&D tax credits, state & local tax), and Value Add-On services, covering industries including agribusiness, construction, financial institutions, government, healthcare, manufacturing, and nonprofits.

Differentiator

Problem solved

Functional benefit

Brands

• Auditwerx: SOC reports and audit services
• CRI Advanced Analytics
• CRI CFO Hub
• CRI M&A Advisors
• CRI Simple Numbers
• CRI TPA Services
• Level Four Group
• Paywerx
• Preferred Legacy Trust
• ProSport Accountants

Named customers8 records

Segments9 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Five partnerships are on record, tiered core and major.

• Crowl, Cameron & Associates, PLLCcoreStrategic or Co-development Partner · 26 June 2026Conroe, Texas-based accounting firm acquired by CRI. The firm specializes in property and sales tax advisory and comprehensive accounting services for privately held businesses, family offices, and high-net-worth individuals. The 12-person team will be integrated with CRI's existing Conroe office.
• CFO HubcoreStrategic or Co-development Partner · 5 March 2026San Diego-based fractional CFO and financial advisory firm acquired by CRI. The acquisition integrates CFO Hub's fractional CFO and financial advisory services into CRI's portfolio, strengthening capabilities for serving clients with financial leadership needs.
• Berkowitz Pollack Brant AdvisorsmajorStrategic or Co-development Partner · 1 January 2026CRI acquired assets from BPB's capital markets practice effective January 1, 2026. Following this acquisition, multiple BPB clients appointed CRI as their new auditor including Scientific Industries, Sensus Healthcare, Workhorse Group, and Gencor Industries.
• Stanfield + O'Dell, P.C.coreStrategic or Co-development Partner · 1 February 2023Tulsa-based CPA firm merged with CRI, establishing CRI's presence in Oklahoma. This merger aligns with CRI's strategic growth plan to operate in 35 markets across 12 states.
• PrimeGlobalmajorStrategic or Co-development PartnerCRI is a member of PrimeGlobal, a worldwide association of independent accounting firms and business advisors. PrimeGlobal does not offer professional services to clients; each independent member is a separate firm and legal entity.

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Forvis (formerly FORVIS, formed from merger of BKD and Dixon Hughes Goodman): Top 10 US accounting and advisory firm providing audit, tax, and advisory services to mid-market clients. Highly comparable to Carr, Riggs & Ingram in size, target market, and service mix, with similar multi-state geographic footprint.
• CliftonLarsonAllen (CLA): Top 10 US accounting firm serving private businesses, agribusiness, healthcare, and construction verticals. Directly comparable to CRI in serving middle-market clients with industry-specialized practices.
• Wipfli: Top 25 US accounting and advisory firm with a strong M&A advisory and technology consulting practice. Comparable to CRI in serving mid-market and closely-held businesses with diversified service offerings.
• Eide Bailly: Top 25 US accounting firm serving middle-market companies across multiple industries including healthcare, construction, and financial institutions. Comparable to CRI in scale, multi-state footprint, and vertical specialization.
• Cherry Bekaert: Top 25 US accounting and advisory firm providing audit, tax, and advisory services to middle-market and government clients. Comparable to CRI's breadth of services and small-cap/mid-market focus.
• Marcum LLP: Top 20 US accounting firm with a strong Capital Markets / SEC practice serving small-cap and middle-market public companies. Directly comparable to CRI's newly launched Capital Markets Practice targeting the same client segment.
• Crowe LLP: Top 10 US public accounting and consulting firm serving middle-market and financial services clients. Comparable to CRI in industry mix and middle-market service breadth.

Broad incumbents

• BDO USA: Top 5 US accounting firm with extensive middle-market and SEC practice. A larger established player competing directly with CRI's Capital Markets Practice and providing broader scale services.
• RSM US: Top 5 US accounting firm focused on middle-market companies with strong SEC and capital markets practices. A larger competitor overlapping with CRI's small-cap/mid-market positioning.
• Grant Thornton US: Top 5 US accounting firm serving middle-market, SEC reporting, and dynamic growth companies. A larger established competitor in the same small-cap/mid-market audit and advisory space that CRI's Capital Markets Practice targets.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@criadvisors
• Facebookfacebook.com/CRIadvisors
• LinkedInlinkedin.com/company/criadvisors
• Instagraminstagram.com/criadvisors
• Xx.com/cricpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries4 records

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A4 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Carr, Riggs & Ingram