FORVIS
FORVIS is a top 10 U.S. accounting and advisory firm delivering assurance, tax, and consulting services across 20+ industries, operating as the U.S. member of the Forvis Mazars Global network. It serves enterprise and mid-market clients through an RFP-based professional services model supplemented by a portfolio of proprietary technology products.
- Company typePrivate
- Founded2022
- HeadquartersCharlotte, United States
- Headcount5,001–10,000
- GTM typeB2B
- OfferingServices
What FORVIS does
FORVIS (legal name Forvis Mazars, LLP) is a top 10 U.S. accounting and advisory firm formed in 2022 and headquartered in Charlotte, North Carolina, operating as the U.S. member of the Forvis Mazars Global international network. The firm delivers assurance, tax, and consulting services across more than 20 industry verticals, with primary depth in Financial Services, Healthcare & Life Sciences, Construction & Real Estate, Manufacturing, and Public Sector engagements. Revenue is generated through professional services engagements on a quote-based, multi-year contract model, sold through an enterprise RFP motion and direct client engagement; FY23 net revenue was $1.7B.
The firm operates a platform-plus-modules architecture in which proprietary technology products complement core advisory services. Proprietary offerings include LeaseVision (ASC 842/GASB 87 lease accounting), LoanPricingPRO (commercial loan pricing), ProBank Advisor (financial-institution advisory, acquired via ProBank Austin in October 2022), SALT Explorer, TaxCred PRO® for New Markets Tax Credit, the Tax Intelligence Platform, and analytics products such as Payment Risk Analytics, the Physical Climate Risk Dashboard, Pulse, and IntegraReport (forensics). Healthcare-specific products (HFS+, Denials Management Monitoring, Home Health Payment Rates, SNF Rate Calculator, Workforce Productivity Manager) and the Freight Network Navigator™ (transportation) round out the verticalized product suite. The firm has also launched an AI Transformation Hub positioned as a trust-centric AI strategy and integration offering, and markets a FORsights research platform as a top-of-funnel content engine.
Commercially, FORVIS pursues a content-driven marketing strategy (FORsights, podcasts, webinars, email newsletters) feeding an enterprise RFP sales motion delivered through regional offices and industry-specialized teams. Ownership is partner-held within an LLP structure with no disclosed venture or private equity backing; strategic acquisitions (ProBank Austin October 2022, Professional Bank Services September 2022, and the announced ConTech360 deal closing fall 2024) reflect an active roll-up strategy to deepen vertical expertise and acquire productized capabilities.
FORVIS firmographics
Firmographics- Name
- FORVIS
- Legal name
- Forvis Mazars, LLP
- Website
- https://forvis.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 5,001–10,000 employees
- Short description
- FORVIS is a top 10 U.S. accounting and advisory firm delivering assurance, tax, and consulting services across 20+ industries, operating as the U.S. member of the Forvis Mazars Global network. It serves enterprise and mid-market clients through an RFP-based professional services model supplemented by a portfolio of proprietary technology products.
- Ownership category
- akta.pro rank
Where FORVIS is headquartered
LocationHeadquarters
- HQ city
- Charlotte
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
FORVIS business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Professional Services: Revenue generated from assurance, tax, and consulting services delivered to clients across multiple industries. FY23 net revenue of $1.7 billion.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom professional services engagement |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
FORVIS product offering
Product offeringCore offering
FORVIS is a top-10 U.S. public accounting and advisory firm that provides audit and assurance, tax, and consulting/advisory services to businesses and organizations across multiple industries. The firm was formed in 2022 through the merger of BKD and Dixon Hughes Goodman and operates as the U.S. member of the Forvis Mazars global network.
Product overview
Forvis Mazars is a professional services firm (certified public accounting and advisory) that operates a unified platform-plus-modules architecture combining Assurance, Tax, and Consulting services with a portfolio of proprietary technology products. The product portfolio includes specialized solutions organized by function: Financial Services products (LoanPricingPRO, ProBank Advisor, LeaseVision, IntegraReport), Tax products (SALT Explorer, TaxCred PRO®, Tax Intelligence Platform), Healthcare products (HFS+, Denials Management Monitoring, Home Health Payment Rates, SNF Rate Calculator, Workforce Productivity Manager), Transportation products (Freight Network Navigator™), and Analytics products (Payment Risk Analytics, Physical Climate Risk Dashboard, Pulse, The Reporting Solution, Program Economic Analysis). These products are offered as standalone solutions and are complemented by consulting services including AI Strategy & Integration, Analytics, Technology Consulting, and SOC & HITRUST Solutions.
Differentiator
Problem solved
Functional benefit
Products and services
- Audit and Assurance Services Independent financial statement audits, attest engagements, and assurance services delivered to corporations, nonprofits, and benefit plans to provide third-party verification of financial information.
- Tax Services Corporate, partnership, individual, international, state and local tax planning, preparation, and compliance services for business clients across industries.
- Advisory and Consulting Services Management consulting, transaction advisory, risk advisory, technology, and operational consulting services to help clients address strategic, financial, operational, and regulatory challenges.
- Wealth Advisory Services Financial planning, investment advisory, estate planning, and wealth management services for high-net-worth individuals, families, and business owners.
- Forensic and Valuation Services Forensic accounting, business valuation, litigation support, and dispute resolution services for businesses, attorneys, and government entities.
Companies that use FORVIS
Customer profileNamed customers2 records
Segments9 records
Ideal customer profiles3 records
FORVIS technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability6 records
Feature8 records
FORVIS partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered minor and core.
- ConTech360minorCharlotte-based construction technology firm targeted for acquisition by FORVIS. The deal aims to enhance FORVIS's innovation and service offerings in the construction technology sector. Two of ConTech360's managing partners are expected to join FORVIS upon closing.
- ProBank AustinminorAsset acquisition effective October 1, 2022. ProBank Austin provides financial services to institutions including regulatory compliance, loan review, and financial management. More than 50 professionals joined FORVIS from ProBank Austin.
- Forvis Mazars GlobalcoreFORVIS US is part of Forvis Mazars Global network, providing international reach and resources through global coordination and shared methodologies.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
FORVIS competitors and assessment
Company assessmentDirect peers
- BDO USA: BDO USA is the closest direct peer to FORVIS—another Top 10 US accounting and advisory firm serving mid-market and enterprise clients across assurance, tax, and consulting, with comparable industry-vertical specialization and international network affiliation.
- RSM US: RSM US is a Top 10 accounting and advisory firm with a comparable mid-market focus and similar industry-vertical depth (financial services, healthcare, manufacturing). It competes head-to-head with FORVIS for the same enterprise and middle-market client base.
- Grant Thornton: Grant Thornton is a Top 10 US accounting and advisory firm with overlapping assurance, tax, and advisory services and a similar mid-to-large enterprise client profile, making it a direct competitor in many of FORVIS's core verticals.
- CLA (CliftonLarsonAllen): CLA is a Top 10 US accounting firm with comparable assurance, tax, and advisory offerings, particularly strong in healthcare, financial institutions, and middle-market segments where FORVIS also concentrates.
- Moss Adams: Moss Adams is a Top 20 US accounting and advisory firm with overlapping industry coverage in construction, real estate, healthcare, and financial services; it competes with FORVIS for the same middle-market and enterprise engagements.
- Crowe: Crowe is a major US accounting and advisory firm with a comparable mix of audit, tax, and consulting services and similar industry specialization, positioning it as a direct competitor to FORVIS in mid-market and large enterprise segments.
- Wipfli: Wipfli is a Top 20 US accounting and advisory firm with strong presence in financial services, healthcare, and manufacturing, directly competing with FORVIS for middle-market audit, tax, and technology consulting work.
- Plante Moran: Plante Moran is a major US accounting and advisory firm with overlapping assurance, tax, and consulting offerings, especially in manufacturing, healthcare, and financial services; it competes with FORVIS in the middle-market and large enterprise tiers.
Broad incumbents
- Deloitte US: Deloitte is a Big Four firm with extensive overlap in assurance, tax, and advisory services and is the primary large-cap competitor above FORVIS. While it serves different size tiers, it competes for the largest enterprise engagements FORVIS targets.
- PwC US: PwC is a Big Four firm with comparable assurance, tax, and consulting capabilities, competing with FORVIS for enterprise audit, advisory, and digital transformation engagements, particularly with multinational clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
FORVIS social profiles
Digital presenceFORVIS financial estimates
Financial estimateRevenue estimate
Valuation estimate
FORVIS leadership team
Management profileNumber of profiles
FORVIS subsidiaries and ownership
Company hierarchySubsidiaries2 records
FORVIS funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FORVIS M&A and investment
M&A and investmentM&A2 records
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about FORVIS
What does FORVIS do?
FORVIS is a top-10 U.S. public accounting and advisory firm that provides audit and assurance, tax, and consulting/advisory services to businesses and organizations across multiple industries. The firm was formed in 2022 through the merger of BKD and Dixon Hughes Goodman and operates as the U.S. member of the Forvis Mazars global network.
Is FORVIS a public or private company?
FORVIS is a private company. It is classified as management employee owned and is currently operating.
When was FORVIS founded?
FORVIS was founded in 2022. It employs 5,001 to 10,000 people.
Where is FORVIS based?
FORVIS is headquartered in Charlotte, United States, in the North America region.
How does FORVIS make money?
One revenue line is on record: professional Services.
Who are FORVIS's main competitors?
Direct peers on record are BDO USA, RSM US, Grant Thornton, CLA (CliftonLarsonAllen), Moss Adams, Crowe, Wipfli and Plante Moran. Broad incumbents are Deloitte US and PwC US.
Does FORVIS have an API?
No public API is recorded for FORVIS.