Shanholt Glassman Klein Kramer & Co

What Shanholt Glassman Klein Kramer & Co does

Shanholt Glassman Klein Kramer & Co. (SGKK) is a New York City-based certified public accounting firm founded in 1931 that delivers accounting, tax, and consulting services to local, national, and global businesses across multiple industries. Prior to its 2024 acquisition, the firm was ranked among the 250 largest CPA firms in the United States. Service lines span advisory (accounting advisory, ESOP, IT risk advisory, transaction advisory, valuation, outsourced finance & accounting), tax (business tax, international tax, state and local tax, R&D tax credits, cost segregation), and audit & assurance (financial statement audits, SOC reporting, employee benefit plan audits, single audit). The firm serves industries including real estate, healthcare, manufacturing & distribution, private equity, construction, transportation, dealerships, financial services, government, hospitality, insurance, life sciences, not-for-profit, technology, and veterinary. SGKK is particularly recognized for tax advisory services to real estate developers and investors.

In November 2024, SGKK was acquired by Katz, Sapper & Miller (KSM), an Indianapolis-based employee-owned accounting and advisory firm, and was absorbed into KSM's New York office at 488 Madison Avenue, 18th Floor, in Midtown Manhattan. SGKK now operates as the New York platform of KSM's multi-office footprint that also spans Indianapolis, Chicago, Cincinnati, Evansville, Fort Wayne, and Grand Rapids. The firm employs between 51 and 100 staff, led by Managing Partner Sandy Klein and partners Barry Aranoff, Mark Bernstein, Mark Curcio, Christopher Fasano, Ryan Jimenez, Jonathan Kramer, Alan Levy, Robert MacArthur, and Mark Zavelson.

The business model is professional services: revenue is generated through fee-based engagements (hourly or quoted) across advisory, tax, and audit work delivered through direct partner-led client relationships. There is no proprietary technology platform; service delivery is human-capital intensive and industry-specialized. Post-acquisition, SGKK benefits from cross-referral and resource-pooling opportunities across KSM's expanded geographic and industry footprint.

Name

Shanholt Glassman Klein Kramer & Co

Legal name

Shanholt Glassman Klein Kramer & Co.

Website

https://shanholt.com

Company type

Private

Founded year

1931

Operating status

Acquired

Headcount range

51–100 employees

Short description

SGKK is a New York City-based CPA firm providing accounting, tax, and advisory services to businesses across real estate, healthcare, private equity, manufacturing, and other industries. Acquired by KSM in November 2024, it now operates as KSM's Midtown Manhattan office.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

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, Infrastructure

Revenue model

1. Professional Services (Accounting, Tax, Advisory): Professional services firm providing accounting, tax, and consulting services to local, national, and global businesses. Revenue is generated through professional service fees for advisory, tax, and audit & assurance services delivered to business clients.

Go-to-market motion1 record

Distribution channels1 record

Core offering

SGKK is a New York-based CPA firm providing accounting, tax, and consulting/advisory services to local, national, and global businesses. The firm delivers advisory services (accounting advisory, ESOP, IT risk advisory, transaction advisory, valuation, outsourced finance & accounting), tax services (business tax, international tax, state & local tax, R&D tax credits, cost segregation), and audit & assurance services (financial statement audits, SOC reporting, employee benefit plan audits) across industries including real estate, healthcare, manufacturing, private equity, construction, transportation, and technology.

Product overview

Shanholt Glassman Klein Kramer & Co. (SGKK) operates as an integrated CPA firm providing a unified suite of accounting, tax, and consulting services. SGKK joined KSM in 2024, expanding their New York presence. The firm offers advisory services (including accounting advisory, ESOP, IT risk advisory, transaction advisory, and valuation), tax services (covering business tax, international tax, state and local tax, and R&D tax credits), and audit and assurance services (including financial statement audits, SOC reporting, and employee benefit plan audits). The firm serves multiple industries including real estate, healthcare, manufacturing, private equity, construction, transportation, and technology.

Differentiator

Problem solved

Functional benefit

Segments1 record

Ideal customer profiles1 record

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Katz, Sapper & Miller (KSM)coreStrategic or Co-development Partner · 5 November 2024KSM, an Indianapolis-based accounting and advisory firm, acquired Shanholt Glassman Klein Kramer & Co. (SGKK), a New York City-based CPA firm in November 2024. This acquisition expanded KSM's New York office presence. SGKK was one of the 250 largest CPA firms in the U.S. prior to joining KSM. KSM is an employee-owned accounting and advisory firm providing accounting, tax, and consulting services.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Anchin, Block & Anchin LLP: NYC-based mid-market CPA and advisory firm of comparable size and service mix (accounting, tax, advisory). Direct competitor for the same mid-market business clients across multiple industries.
• Citrin Cooperman: NYC-headquartered mid-market accounting and advisory firm offering tax, audit, and advisory services to similar business-client segments, including real estate — a directly comparable practitioner.
• Marks Paneth (now part of Firmwide): NYC-based accounting and advisory firm with a strong real estate practice and comparable service portfolio. Direct competitor for advisory, tax, and audit engagements in the NYC mid-market.
• PKF O'Connor Davies: Northeast US-based accounting and advisory firm of similar size with deep real estate and private equity practices. Closely comparable in client mix, service lines, and geographic concentration.

Broad incumbents

• CohnReznick: Top-20 national CPA and advisory firm with a major NYC presence. Competes for the same advisory, tax, and audit engagements but operates at significantly greater scale and industry breadth.
• Eisner Amper: Large NYC-based accounting and advisory firm with overlapping industry verticals (real estate, private equity, financial services). A larger-scale competitor pursuing many of the same mid-market and emerging-market clients.
• Marcum LLP: Top-15 US accounting firm with substantial NYC presence and comparable service lines including real estate, construction, and private equity advisory. Overlaps significantly with SGKK's client base at greater scale.
• BDO USA: Top-5 global accounting network with major NYC practice. Competes for advisory and audit work with larger engagement teams and broader geographic reach, particularly on multi-jurisdictional mandates.
• RSM US: Leading mid-market-focused national accounting firm. Directly competes with SGKK/KSM for middle-market tax, audit, and advisory work, particularly with private equity-backed and growth-stage clients.

Regional players

• Withum: East Coast-based top-30 CPA and advisory firm with a New York City office. Comparable in size and service mix, competing for many of the same mid-market advisory and audit engagements in the Northeast.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/shanholt575
• Facebookfacebook.com/Shanholt-Glassman-Klein-Kramer-Co-CPAs-PC-133457923407549

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Shanholt Glassman Klein Kramer & Co