StoneBridge Business Partners

What StoneBridge Business Partners does

StoneBridge Business Partners is a U.S. professional services firm specializing in investigatory and analytical business consulting, founded in 1994 and headquartered at 100 South Clinton Avenue, Suite 1500 in Rochester, New York. Operating as an affiliated consulting company under parent EFPR Group, LLP — a regional accounting and business consulting firm with over 60 years of history — StoneBridge delivers six core service lines: Fraud & Forensics, Compliance Auditing, Business Valuation, 340B Auditing Services, Litigation Support, and Mergers & Acquisitions. The firm serves enterprise clients including Fortune 1000 companies, over 50 top U.S. franchisors, healthcare organizations participating in the 340B drug pricing program, the U.S. Conference of Catholic Bishops, and regional school districts, with professionals traveling nationwide to conduct on-site engagements across all 50 states. Multi-office presence spans Rochester, Buffalo, Corning, the Finger Lakes, and New York City in New York State, plus Jupiter, Florida.

The firm is staffed by credentialed professionals holding CPA, Certified Fraud Examiner (CFE), Certified in Financial Forensics (CFF), Certified Internal Auditor (CIA), and Accredited Senior Appraiser (ASA) designations. Its technology stack centers on a paperless office deployed in the field via laptops, portable scanners, and wireless networks, paired with proprietary file management and data analysis software intended to accelerate review of large electronic data sets and produce substantiated reporting. Ancillary capabilities include a 24/7 ethics hotline and fraud reporting portal powered through a partnership with Red Flag Reporting, plus an active content publishing function via the company resource library and press room.

StoneBridge monetizes through project- and retainer-based professional services engagements, with pricing disclosed only on direct inquiry and engagement scope varying by client complexity. Distribution is direct, partner-led enterprise field sales supported by content marketing, industry conference participation (e.g., 340B Health Conference, HFMA NY), and affiliations with ACFE, IIA, AICPA, FCG, and IFA. The firm describes quantifiable outcomes including recovery of millions of dollars in fraud-related losses, seven to eight-fold ROI on pricing audits for clients, and prevention of tens of millions in future losses through distributor and supplier audit programs. Ownership sits within the EFPR Group partnership structure; no external private equity or venture capital ownership is indicated and the company is privately held.

Name

StoneBridge Business Partners

Legal name

StoneBridge Business Partners

Website

https://stonebridgebp.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

1–10 employees

Short description

StoneBridge Business Partners is a Rochester, NY-based professional services firm specializing in fraud and forensics, compliance auditing, business valuation, 340B healthcare auditing, litigation support, and M&A advisory, serving Fortune 1000 companies, top U.S. franchisors, healthcare organizations, and government entities nationwide as an affiliated company of EFPR Group, LLP.

Ownership category

akta.pro rank

Product category

Business Consulting Services

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Forensic accounting services
• Compliance auditing
• Business valuation
• Litigation support consulting
• Mergers acquisitions advisory

Headquarters

HQ city

Rochester

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Consulting Services: Revenue generated through professional consulting engagements in fraud investigation, compliance auditing, business valuation, litigation support, merger and acquisition advisory, and 340B auditing services. Services are delivered by credentialed professionals including CPAs, CFEs, and certified appraisers on a project and retainer basis.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels8 records

Core offering

StoneBridge Business Partners provides investigative and analytical business consulting services, including fraud and forensic accounting, compliance auditing, business valuation, 340B program auditing, litigation support, and mergers and acquisitions advisory for corporate and enterprise clients.

Product overview

StoneBridge Business Partners is a consulting firm offering investigatory and analytical business consulting services through a portfolio of six core service lines: Fraud & Forensics, Compliance Auditing, Business Valuation, 340B Auditing Services, Litigation Support, and Mergers & Acquisitions. The firm was founded in 1994 and operates as an EFPR Group company. Services are delivered through specialized sub-service offerings including franchise and royalty audits, distributor/supplier audits, internal audits, pricing audits, benefit plan auditing, and M&A due diligence. An ancillary offering is the Fraud Detection & Reporting ethics hotline powered by Red Flag Reporting. The firm serves clients ranging from small businesses to Fortune 1000 companies across all 50 U.S. states.

Differentiator

Problem solved

Functional benefit

Products and services

• Fraud & Forensics
• Compliance Auditing
• Business Valuation
• 340B Auditing Services
• Litigation Support
• Mergers & Acquisitions

Quantifiable outcome

• Recovery of millions of dollars for wronged parties through fraud investigation
• +3 more outcomes

Named customers6 records

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• EFPR Group, LLPcoreStrategic or Co-development PartnerParent company and affiliated accounting firm. StoneBridge Business Partners is an EFPR Group company. EFPR Group is one of Western New York's largest accounting and business consulting firms, headquartered in Rochester, NY with offices in Buffalo, Corning, The Finger Lakes, New York City, and Jupiter, Florida.
• Red Flag ReportingcoreStrategic or Co-development PartnerPowered by Red Flag Reporting, StoneBridge provides ethics hotline and online portal system for fraud detection and prevention. Certified Fraud Examiners review each report submitted through the system. The partnership provides 24/7 confidential reporting for employees, vendors, and customers.
• Association of Certified Fraud Examiners (ACFE)minorOthersWorld's largest anti-fraud organization with over 55,000 members dedicated to fighting fraud and white-collar crime.
• The Institute of Internal Auditors (IIA)minorOthersGlobal voice and advocate for the internal audit profession, recognized as leader in certification, education, research and technological guidance.
• American Institute of Certified Public Accountants (AICPA) - Certified in Financial Forensics (CFF)minorOthersAICPA-established CFF designation for CPAs specializing in forensic accounting, demonstrating considerable expertise through knowledge, skills, and experience.
• Financial Consulting Group (FCG)minorOthersLeading organization of business valuation and financial consulting firms in the U.S. Provides access to leading experts for unique engagements.
• International Franchise Association (IFA)minorOthersMembership organization of franchisors, franchisees and suppliers founded in 1969 with mission to protect, enhance and promote franchising.
• CPAmericaminorOthersEFPR Group's membership in CPAmerica provides access to expertise and resources of one of the largest accounting and consulting firms in the United States.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• FTI Consulting: Global advisory firm with a Forensic & Litigation Consulting segment covering forensic accounting, business valuation, expert testimony, and compliance investigations — a direct competitor to StoneBridge's core service lines, serving similarly large enterprise and legal clients.
• Alvarez & Marsal: Global professional services firm with a dedicated Disputes and Investigations practice offering forensic accounting, fraud investigation, and business valuation services — closely aligned with StoneBridge's fraud and valuation work for enterprise clients.
• Kroll: Provider of investigations, forensic accounting, and business intelligence services including expert witness support and compliance advisory — directly comparable to StoneBridge's fraud, forensic, and litigation support offerings.
• Marcum LLP: Top-15 U.S. accounting and advisory firm with a dedicated Forensic Accounting and Litigation Support practice as well as business valuation services — competing head-to-head with StoneBridge in mid-market forensic, valuation, and compliance engagements.
• J.S. Held: Specialty consulting firm providing forensic accounting, economic damages analysis, business valuation, and expert testimony — directly comparable service mix to StoneBridge's litigation support and valuation practice.
• FORVIS (formerly FORVIS/Mazars in the U.S.): Top-10 U.S. accounting firm offering forensic advisory, valuation, and compliance services to mid-market and enterprise clients — directly comparable in service portfolio and target customer profile.
• CBIZ: National professional services firm with risk advisory, forensic accounting, and valuation services — a direct competitor for mid-market forensic, valuation, and compliance audit engagements.
• B. Riley Advisory Services: Advisory platform (incorporating the former GlassRatner) offering forensic accounting, litigation support, business valuation, and transaction advisory services — a directly comparable multi-discipline advisory practice.

Broad incumbents

• BDO USA: Top-5 global accounting network with a Forensic Investigation practice and a Valuation & Business Analytics group — a broader incumbent offering overlapping forensic, valuation, and compliance services across all 50 states.

Emerging players

• Anaconda Advisory Group: Specialty consulting firm focused on 340B program compliance and operational optimization for healthcare providers — a niche, emerging competitor to StoneBridge's 340B auditing services practice.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/EFPRGroup
• YouTubeyoutube.com/channel/UCd4pmvlkxH7zgRkT4FBOyDA
• Facebookfacebook.com/EFPRGroup
• LinkedInlinkedin.com/company/efp-group-llp

Revenue estimate

Valuation estimate

Number of profiles

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 StoneBridge Business Partners