ATKG

What ATKG does

ATKG is a privately held professional services firm founded in 1982, headquartered in San Antonio, Texas with a secondary office in Laredo. The firm delivers an integrated portfolio of tax planning and compliance, audit and assurance, client accounting and advisory services (CAAS), forensic investigation and business valuation, litigation support, and mergers and acquisitions advisory to a select client base of closely held businesses, family offices, and large family groups. ATKG organizes its practice around seven verticals — closely held businesses, personal and family office, farm and ranch, oil/gas/energy, real estate and construction, restaurants, and professional services — providing industry-specific tax, accounting, and strategic guidance. The firm operates under an alternative practice structure, with ATKG, LLP functioning as the licensed CPA entity for attest services and ATKG Advisors LLC providing tax, advisory, and non-attest services. Service delivery is relationship-based, with the firm intentionally limiting client roster size to enable deep trusted advisor relationships and cross-generational wealth continuity planning.

ATKG is partner-owned and independent, with no identified private equity or external parent ownership. Leadership includes Partner & CEO Eric Abati, Partner and CFO Teryn Grater, and Partner Melanie Kirk (who served as Managing Partner for twenty-two years until 2022). The firm operates as a member of the Allinial Global international accounting network, which provides cross-border capabilities across the Americas, Europe, Middle East, Africa, and Asia-Pacific. ATKG has received sustained industry recognition, including Best Accounting Firm to Work for (Mid-sized Firms) for fourteen consecutive years, Accounting TODAY Regional Leaders (2024-2026), Top 200 Firm by Accounting TODAY (2024), Top 400 Firm by Inside Public Accounting (2024), and Fastest Growing Firm by Inside Public Accounting (2025). The firm employs 101-250 professionals and targets a relationship-led, referral-driven go-to-market focused on closely held businesses and high-net-worth families.

Name

ATKG

Legal name

ATKG Advisors LLC

Website

https://atkg.com

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

101–250 employees

Short description

ATKG is a privately held, partner-owned professional services firm founded in 1982 in San Antonio, Texas, delivering integrated tax, audit, advisory, and litigation support services to closely held businesses and large family groups across seven verticals.

Ownership category

akta.pro rank

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Management Consulting Services (54161)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

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

Keywords

• Tax planning services
• Audit assurance services
• Forensic accounting
• Merger acquisition advisory
• Client accounting services

Headquarters

HQ city

San Antonio

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Advisory Services: Strategic advisory services including business continuity planning, succession planning, estate planning, and risk management for closely held businesses and family offices.
2. Tax Planning & Compliance: State, local, and international tax planning and compliance services to reduce risk and uncover opportunities for clients.
3. Audit & Assurance: Assurance services ranging from prepared statements to full audits, delivering clarity and confidence.
4. Client Accounting Services: Accounting and bookkeeping services including monthly prepared financial statements for management evaluation.
5. Forensics, Valuation & Litigation Support: Forensic investigation, business valuation, and litigation support services for disputes and divorce matters.
6. Mergers & Acquisitions: Strategic guidance for complex M&A transactions including buy, sell, and integration support.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

ATKG provides integrated tax planning and compliance, audit and assurance, client accounting and advisory services (CAAS), forensic investigation, business valuation, litigation support, and mergers and acquisitions advisory for closely held businesses and large family groups. The firm operates under an alternative practice structure combining ATKG, LLP (a licensed CPA firm for attest services) and ATKG Advisors LLC (tax, advisory, and non-attest services).

Product overview

ATKG is a unified professional services firm offering an integrated portfolio of accounting, tax, and advisory services through a multi-disciplinary approach. The core offerings include Advisory Services, Audit & Assurance, Client Accounting & Advisory Services (CAAS), Forensics/Valuation/Litigation Support, Mergers & Acquisitions Advisory, and Tax Planning & Compliance. Supporting sub-products include specialized Divorce & Business Disputes Services, Forensics Services, and Business Valuation Services. The firm serves closely held businesses and large families, providing both compliance and strategic advisory services through a team-based delivery model.

Differentiator

Problem solved

Functional benefit

Segments7 records

Ideal customer profiles3 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

One partnership is on record.

• Allinial GlobalcoreStrategic or Co-development PartnerAllinial Global is an international accounting and advisory network that ATKG is connected with, enabling the firm to share resources and collaborate with professional advisory firms across the US, Canada, Mexico, Caribbean, Europe, Middle East, Africa, and Asia-Pacific regions. This partnership provides ATKG with access to global expertise and capabilities.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• FORVIS: Top-10 U.S. accounting firm formed via the merger of FORVIS and BKD, serving closely held businesses and family enterprises with tax, audit, and advisory services. Directly comparable to ATKG in target client base (closely held/middle-market) and integrated service offering, but at substantially larger scale.
• Whitley Penn: Texas-based full-service CPA and advisory firm headquartered in Dallas/Fort Worth serving closely held businesses and family groups with audit, tax, and advisory services. Highly comparable to ATKG in geography (Texas), client focus (closely held businesses, family offices), and service mix.
• Lane Gorman Trubitt: Mid-sized Dallas-based CPA firm offering tax, audit, advisory, and business valuation services to closely held businesses and family groups across Texas. Closely comparable in service portfolio and client segment to ATKG, with similar regional mid-market positioning.
• Plante Moran: Top-15 U.S. accounting and advisory firm serving closely held businesses, family offices, and middle-market companies across multiple industries. Comparable to ATKG in integrated service offering and client focus, but operating at significantly greater scale with national footprint.
• Eide Bailly: Top-25 U.S. accounting firm providing tax, audit, advisory, and technology services to closely held businesses and family enterprises. Comparable in target client base, service mix, and mid-tier national positioning to ATKG.
• Wipfli: Top-20 U.S. accounting and advisory firm serving middle-market and closely held businesses with tax, audit, and consulting services. Comparable to ATKG in client segment (closely held, family-owned) and integrated service offering.
• BPM LLP: Top-50 U.S. accounting firm, formed through aggressive roll-up strategy, serving closely held businesses, family offices, and middle-market companies. Comparable to ATKG in service mix and target clients, but pursuing an inorganic growth trajectory ATKG has not pursued.
• TravisWolff: Texas-based (Dallas) CPA and advisory firm serving closely held businesses, family offices, and high-net-worth individuals with tax, audit, and advisory services. Highly comparable in regional Texas positioning and client focus to ATKG.

Broad incumbents

• Moss Adams: Top-15 U.S. accounting and consulting firm with strong West/Southwest presence, serving closely held businesses, family offices, and middle-market companies. Comparable in client segment and service mix, but at substantially larger scale than ATKG.
• RSM US: Top-5 U.S. accounting and consulting firm serving middle-market and closely held businesses with audit, tax, and advisory services. Overlaps with ATKG's target client base (closely held, family enterprises) but operates at far greater scale and breadth.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/user/ATKGcpa
• Facebookfacebook.com/ATKGCPAs
• LinkedInlinkedin.com/company/atkg-llp
• Instagraminstagram.com/atkgadvisors
• Xx.com/atkgcpas

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

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 ATKG