Holbrook & Manter

What Holbrook & Manter does

Holbrook & Manter is a private, employee-owned (ESOP) full-service CPA and professional advisory firm headquartered in Columbus, Ohio, founded in 1919 with approximately 11-50 employees across six Ohio offices (Akron, Canton, Cincinnati/Milford, Columbus, Marion, Marysville x2). The firm's core offerings span tax compliance and planning, audit and assurance, outsourced accounting (Business Services & Solutions Team), business valuation by CVAs, risk advisory including SOX compliance and SOC 1/2/3 audits, trust and estate planning, ESOP trustee services, collections, and fiduciary wealth management via the H&M Financial Advisors sub-brand. Industry specialization is concentrated in seven verticals: agribusiness, family and closely-held businesses, construction, healthcare (physician practices, ASCs), manufacturing, nonprofit, and a niche practice serving professional and college athletes (including NIL advisory and NFLPA Registered Player Financial Advisor services).

The business model is fee-based, project-quoted professional services with no publicly disclosed pricing. Client-facing technology is deliberately minimal: a secure client portal for document exchange, an integrated Pinnacle Wealth Management portal, and QuickFee-based installment payment processing for invoices over $2,000. The firm does not sell a software product, does not disclose revenue or ARR, and has not raised external capital. Differentiated technical capabilities are concentrated in credentialed expertise (CPAs with CFE, CITP, CISA, CISSP, CVA, CFP, NFLPA Player Financial Advisor designations) rather than proprietary technology infrastructure.

Growth has been executed almost entirely through inorganic and lateral means: the firm became an ESOP-owned company in 2019, merged with Conrad, Leibold, Woerner & Co. in 2021 (adding a Marysville office and Tax Director Seth V Taylor), and integrated Agri-Accounting Services LLC in fall 2024 (adding Principals Doug Schilling and Trey Stober and deepening agribusiness capabilities). Strategic partnerships — notably with Blair Carlisle for cybersecurity/risk advisory and Pinnacle Wealth for wealth management — extend the practice without vertical integration risk. The firm operates without parent-company oversight, private equity backing, or external shareholders, retaining full independence.

Name

Holbrook & Manter

Legal name

Holbrook & Manter

Website

https://holbrookmanter.com

Company type

Private

Founded year

1919

Operating status

Operating

Headcount range

11–50 employees

Short description

Holbrook & Manter is an Ohio-based, employee-owned (ESOP) full-service CPA and advisory firm founded in 1919, offering tax, audit, risk advisory, outsourced accounting, valuation, trust/estate, and wealth management services across seven industry verticals including agribusiness, healthcare, manufacturing, and professional athletes.

Ownership category

akta.pro rank

Headquarters

HQ city

Columbus

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Core offering

Holbrook & Manter is a full-service accounting and professional services firm offering audit and accounting, tax planning and preparation, business advisory, outsourced accounting (Business Services & Solutions Team/BSST), business valuation, collections, risk advisory (SOX, SOC, IT audit, cybersecurity), trust and estate planning, ESOP trustee services, and private wealth management. They serve a diversified Ohio-based client base with concentrated industry specializations in agribusiness, family and closely-held businesses, construction, healthcare, manufacturing, nonprofit, and professional/collegiate athletes.

Product overview

Holbrook & Manter is a full-service accounting and professional services firm offering a comprehensive portfolio of service lines rather than a unified software product. Their core services include Audit & Accounting, Business Advisory Services, Outsourced Accounting (Business Services & Solutions Team/BSST), Business Valuation, Collections, Private Wealth Planning, Risk Advisory (including SOX and SOC audit services), Tax, Trust & Estate Planning, and ESOP Trustee Services. Industry-specific specializations cover Agribusiness, Family & Closely-Held Businesses, Construction, Healthcare, Manufacturing, Nonprofit, and Pro/College Athletes. Client-facing digital services include a Client Login Portal (integrated with Pinnacle Wealth Management) and Bill Pay with QuickFee financing options. Several service lines operate through dedicated websites: BSST (businessaccountingservicesohio.com), SOC Audit Services (socauditservices.com), Agribusiness (agribusinessaccounting.com), and Private Wealth (privatewealth.holbrookmanter.com).

Differentiator

Problem solved

Functional benefit

Brands

• H&M Financial Advisors: Fiduciary-based wealth planning and investment management services for high net worth individuals and families.

Products and services

• Audit & Accounting Services Provides thorough audits, reviews, compilations, agreed-upon procedures, outsourcing solutions, consulting, benchmarking, ratio analysis, and mergers & acquisitions support for businesses of all sizes.
• Business Advisory Services Offers business compilations, consulting and planning, financial statement preparation, medical practice accounting, outsourced and virtual accounting, payroll services, staff shadowing, and tax planning preparation and filing.
• Business Services & Solutions (BSST) / Outsourced Accounting Internally dedicated team providing comprehensive outsourced accounting services for businesses, including bookkeeping, payroll management, and full accounting solutions. Also accessible via separate website businessaccountingservicesohio.com.
• Business Valuation Services Expert business valuation services by Certified Valuation Analysts (CVAs) covering estate tax planning, stockholder disputes, succession planning, buy-sell agreements, business purchase/sale, financing, charitable contributions, and mergers & acquisitions.
• Collections Services Professional debt collection services for businesses, specializing in agribusiness, family/closely-held businesses, construction, and healthcare industries with a personable and efficient approach.
• Private Wealth Planning & Management Comprehensive wealth management services for individuals, business owners, executives, investors, pro athletes, and affluent families, including financial planning, investment management, and wealth preservation.
• Risk Advisory Services Risk management consulting including SOC reporting (SOC 1, SOC 2, SOC 3, SOC for Cybersecurity), SOX compliance support, internal control evaluations, risk assessments, and cybersecurity advisory through partnership with Blair Carlisle.
• SOX Compliance Services Sarbanes-Oxley compliance services including project planning, risk assessment, control documentation, detailed control testing, and evaluation of testing results aligned with COSO Framework.
• SOC Audit Services Comprehensive SOC reporting including SOC 1 (SSA E 16), SOC 2 (Trust Services Principles), and SOC 3 audits with Type 1 and Type 2 reporting options. Provided via dedicated website socauditservices.com.
• Tax Services Full-service tax planning and preparation including individual and corporate tax planning, international tax, SALT, succession planning, nonprofit tax assistance, tax compliance, IRS representation, trust and estates, and tax controversy/audit support.
• Trust & Estate Planning Services CPA-led trust and estate planning including estate gifts, trust plans, fiduciary/trustee roles, charitable trusts, estate tax returns, and generational wealth transfer strategies.
• ESOP Trustee Services Employee Stock Ownership Plan (ESOP) trustee services including transaction trustee services (assessing financial stability, coordinating with professionals) and ongoing trustee services (reviewing annual valuations, attending board meetings, coordinating with investment advisors). The firm is itself an ESOP-owned CPA firm since 2019.
• Agribusiness Accounting Services Specialized agriculture accounting services including farm bookkeeping, cost accounting, profit margin analysis, tax planning with Section 179 deductions, and farm succession planning. Also available via dedicated website agribusinessaccounting.com.
• Family & Closely-Held Business Services Comprehensive accounting and advisory services for family-owned and closely-held businesses including outsourced accounting, entity planning, business growth strategies, succession planning, buy/sell agreements, and family governance.
• Healthcare Accounting Services Specialized accounting for medical practices including physician practice outsourcing, benchmarking, payroll processing, revenue cycle analysis, practice management assistance, and overhead cost analysis. Serves single and multi-doctor practices, surgery centers, and dental/veterinary practices.
• Manufacturing Accounting Services Manufacturing-specific accounting including audit, review, compilation, agreed-upon procedures, outsourcing, closing the books, payroll, management reporting, KPI development, CFO assistance, SALT services, and IFRS support.
• Nonprofit Accounting Services Comprehensive nonprofit accounting including financial statement audits, reviews, compilations, bookkeeping, business analysis, fraud training, donation management, and compliance with AICPA regulations.
• Pro and College Athletes Services Specialized financial services for professional and college athletes including bill payment, budgeting, contract analysis, endorsement agreement review, investment monitoring, proactive tax planning, NIL deal guidance, and retirement planning. Services include dedicated NFLPA Registered Player Financial Advisor.

Segments1 record

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and supporting.

• Blair CarlislecoreImplementation/ SI/ Consulting PartnerCybersecurity, risk and compliance consulting partnership providing specialized advisory services to clients
• QuickFeesupportingTechnology or IntegrationPayment plan and payment processing partnership enabling flexible payment options for clients
• Pinnacle Wealth ManagementcoreStrategic or Co-development PartnerClient portal partnership providing integrated wealth management services and platform access

Recent moves7 records

Expansion highlights6 records

Direct peers

• GBQ Partners: Ohio-based full-service accounting and advisory firm headquartered in Columbus. Closest peer given shared Ohio geography, similar mid-market client focus, and comparable service lines including tax, audit, advisory, and wealth services.
• Clark Schaefer Hackett: Cincinnati-headquartered CPA and business advisory firm with Ohio locations, offering audit, tax, advisory, and risk consulting. Directly comparable in scale, geography, and service mix to Holbrook & Manter.
• Rea & Associates: Ohio-based accounting and business advisory firm with multiple Ohio offices serving closely-held businesses, agribusiness, and nonprofit clients. Directly comparable on geography and industry vertical mix.
• Whalen CPAs (Whalen & Company): Mid-size Ohio CPA firm offering audit, tax, and advisory services to closely-held and family-owned businesses. Comparable in size, service mix, and Ohio market overlap.

Broad incumbents

• Crowe LLP: National top-10 accounting and advisory firm with significant Midwest presence. Operates in the same mid-market audit/tax/advisory space but at significantly greater scale and broader geographic reach.
• Plante Moran: Large Midwest-based CPA and advisory firm with Ohio presence. Overlaps heavily with H&M in mid-market manufacturing, healthcare, and closely-held business services, but at substantially greater scale.
• Wipfli LLP: Top-20 U.S. accounting and advisory firm with growing Midwest footprint. Competes for similar mid-market audit, tax, and outsourced accounting engagements.
• BDO USA: Global accounting network's U.S. member firm providing audit, tax, and advisory services to mid-market clients. Competes with H&M for Ohio-based mid-market and ESOP engagements.

Regional players

• Lumsden McCormick: Buffalo, NY-based mid-size regional CPA firm serving closely-held businesses with audit, tax, and advisory services. Comparable in scale and service mix, though operating in a different geography (Western NY).

Others

• Pinnacle Wealth Management: Wealth management platform that partners with Holbrook & Manter via a client portal integration. Comparable as the wealth advisory arm adjacent to H&M Financial Advisors, illustrating the channel through which H&M accesses investment management capabilities.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/holbrook-manter
• Xx.com/HolbrookManter

Revenue estimate

Valuation estimate

Number of profiles

Profiles24 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Holbrook & Manter