Moak, Casey & Associates

What Moak, Casey & Associates does

Moak, Casey & Associates (operating as MoakCasey) is a Texas-focused education consulting firm founded in 1997 and headquartered in Austin. The firm is a wholly-owned subsidiary of Texas Education Initiative, LLC, a holding entity composed of former legislators, former legislative staff, and established education leaders. MoakCasey serves Texas independent school districts (ISDs), charter schools, state agencies, and a smaller set of education technology companies, with services organized into four practice areas: Leadership & Academic Services, School Finance Services, Advocacy (lobbying and government affairs), and Innovative Solutions. The firm describes its school finance work as the 'gold standard' for Texas public education financial operations and management.

The product portfolio blends subscription products with project-based advisory work. Texas School Policy Network (TSPN) and Network of Quality Schools (NQS) are annual subscription services — TSPN delivers ongoing policy, finance, and accountability news and analysis to member districts and charter schools, while NQS is a continuous-improvement collaboration using the proprietary NQS System Check. Underlying these subscriptions is a domain-specialized technology stack: the MoakCasey School Finance Model, the Legislative Tracker (currently tracking the 89th Texas Legislative Session), the Summary of Finance (SOF) Template (V.9), a State Property Value Calculator that translates local CAD data into state valuations, and recurring legislative model runs (e.g., HB 100 from the 88th Session, HB 2 updates). Distribution is sales-led and direct-to-district; the company also markets through webinars (e.g., 200+ attendees at a Truth in Taxation 2026 training), industry conferences (TASA/TASB, Midwinter, Texas Assessment Conference), and co-hosted events with The Equity Center and O'Hanlon, Demerath & Castillo.

The business model combines recurring subscription revenue from TSPN and NQS with project-based professional services revenue from school finance consulting, audit work (e.g., third-party audit for El Paso ISD), and lobbying engagements (e.g., representing the EdTech startup Bookmarked on Texas Senate Bill 13). Pricing is custom/quote-based and not publicly disclosed. The firm's total addressable market is structurally limited to Texas, with roughly 1,200 ISDs and a smaller charter footprint, but MoakCasey appears to hold a leading share of the policy and finance intelligence niche within that market.

Name

Moak, Casey & Associates

Legal name

Moak Casey

Website

https://moakcasey.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

Texas-focused education consulting firm (founded 1997, Austin) serving school districts, charter schools, and EdTech companies with school finance modeling, legislative tracking, lobbying services, and subscription products (TSPN, NQS); wholly-owned subsidiary of Texas Education Initiative, LLC.

Ownership category

akta.pro rank

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Subscription Services: Recurring subscription revenue from Texas School Policy Network (TSPN) and Network of Quality Schools (NQS) membership services providing ongoing news, analysis, and policy updates
2. Professional Services: Consulting and advisory services including school finance analysis, audit services, and legislative advocacy for school districts
3. Lobbying Services: Government affairs and lobbying services provided to clients seeking to influence Texas education legislation

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Moak, Casey & Associates is a Texas education consulting firm that sells school finance analysis, legislative advocacy and lobbying, leadership and academic advisory services, and customized consulting solutions to public school districts, charter schools, and education organizations. The firm also operates two recurring subscription products — the Texas School Policy Network (TSPN) and the Network of Quality Schools (NQS) — and distributes standalone analytical tools such as the MoakCasey Legislative Tracker, State Property Value Calculator, Summary of Finance Template, and legislative model runs used by Texas district administrators and policymakers.

Product overview

MoakCasey is a Texas education consulting firm offering a portfolio of subscription services and professional tools for school districts. The core offerings include the Texas School Policy Network (TSPN) subscription providing policy news and analysis, and the Network of Quality Schools (NQS) collaboration program for continuous improvement. Service areas encompass Leadership & Academic Services, School Finance Services, Advocacy Services (lobbying), and Innovative Solutions. The firm also provides practical tools including the MoakCasey Legislative Tracker, State Property Value Calculator, Summary of Finance Template, and various legislative model runs (HB 100, HB 2) for school finance analysis. The company operates as a wholly-owned subsidiary of Texas Education Initiative, LLC.

Differentiator

Problem solved

Functional benefit

Brands

• Texas School Policy Network (TSPN): An innovative news and information service for school districts and charter schools offering comprehensive synthesis of school policy topics including school finance and accountability.
• Network of Quality Schools (NQS)

Products and services

• Texas School Policy Network (TSPN) Annual subscription news and information service for school districts and charter schools offering comprehensive synthesis of Texas school policy topics, including school finance and accountability updates.
• Network of Quality Schools (NQS) Subscription collaboration program for school districts and administrators seeking long-term continuous improvement through system analysis and action using the MoakCasey NQS System Check framework.
• Leadership & Academic Services Expert consulting in academics, assessment, accountability, and strategic direction setting for Texas school districts and charter schools.
• School Finance Services High-quality research, modeling, and planning services related to the financial operation and management of Texas public school education.
• Advocacy Services Full-service lobbying and government affairs practice providing effective solutions to clients' Texas public policy needs.
• Innovative Solutions Client-driven, customized consulting services designed to meet the unique operational needs of Texas school communities.
• MoakCasey Legislative Tracker Standalone bill tracking tool for the Texas 89th Legislative Session monitoring education-related bills and legislative activity.
• State Property Value Calculator Standalone calculator tool that translates information from local Texas county appraisal districts into state property value data used in school funding calculations.
• Summary of Finance (SOF) Template Standalone standardized template tool for Summary of Finance calculations and reporting for Texas school districts (V.9 latest version).
• 89th Session School Finance Model Runs Standalone school finance model runs produced for the 89th Texas Legislative Session, used to analyze the funding impact of education legislation.
• MoakCasey HB 100 Model Runs Standalone model runs analyzing the school finance impact of Texas HB 100 from the 88th Legislative Session.
• MoakCasey HB 2 Model Runs Standalone model runs analyzing the school finance impact of Texas HB 2 legislation.

Quantifiable outcome

• 200+ attendees at single webinar event
• +1 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Four partnerships are on record, tiered minor and core.

• BookmarkedminorGTM or Marketing PartnerMoak Casey was hired by Bookmarked, a Dallas-based EdTech startup, to promote the company's cause related to Texas Senate Bill 13 book restriction law. Moak Casey acted as lobbying firm to help Bookmarked acquire district clients.
• Texas Education Initiative, LLCcoreOthersMoakCasey is a wholly-owned subsidiary of Texas Education Initiative, LLC, a Texas-owned company comprised of former legislators, former legislative staff, and proven leaders in education focused on unique partnerships to meet community needs.
• O'Hanlon, Demerath, & CastillominorStrategic or Co-development PartnerCo-hosting annual hospitality reception at Midwinter conference with O'Hanlon, Demerath, & Castillo, a law firm serving schools.
• The Equity CenterminorStrategic or Co-development PartnerCo-hosting 24th Annual School Finance & Legislative Workshop with The Equity Center at Austin Convention Center during Midwinter conference.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Market position

Weaknesses5 records

Competitive moat4 records

Customer concentration

• Xx.com/moakcasey
• LinkedInlinkedin.com/company/moakcasey

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Moak, Casey & Associates