CTM CPAs & Business Advisors

What CTM CPAs & Business Advisors does

Withum Smith+Brown, PC, doing business as Withum, is a U.S.-based professional services firm organized as a Professional Corporation that delivers accounting, tax, and business advisory services to enterprise clients across sixteen specialized industry verticals. Service delivery is organized into six core practice areas — Assurance and Accounting, Business Advisory Services, Digital Workplace Solutions, Forensic and Valuation Services, Risk Advisory and Assurance, and Tax Services — supported by additional offerings in Wealth Management and Investment Banking. The firm is led by CEO and Managing Partner Pat Walsh, maintains offices nationwide across the United States, and operates as an independent member of HLB – The Global Advisory and Accounting Network, which extends its international reach to 150+ countries. Vertical coverage spans Construction, Dealership Services, Energy and Oilfield Services, Financial Services, Government Contractors, Healthcare, Industrial and Consumer Products, Labor Unions, Life Sciences, Multiemployer Benefit Plans, Not-For-Profit and Education, Private Equity, Professional Services, Real Estate, Technology and Emerging Growth, and Theatre and Entertainment.

Revenue is generated primarily through professional services engagements — recurring annual audits, tax compliance and planning, transaction advisory across the M&A lifecycle, risk and cybersecurity consulting, and outsourced accounting (OASyS) — under a quote-based, RFP-driven engagement model with no publicly disclosed pricing. Customer acquisition is consultative and relationship-led, executed through dedicated industry-practice teams, content marketing (resource library, podcasts, case studies, videos), and industry events such as the Healthcare Symposium and AI-focused roundtables. The firm's Digital Workplace Solutions practice represents its technology-oriented layer, built on Microsoft cloud infrastructure and encompassing AI consulting, business process automation, CRM/ERP planning, implementation and migration, data analytics, and Microsoft Viva-based employee experience services. No public revenue figures, funding rounds, or completed M&A transactions are disclosed; the most prominent recent organizational signal is the promotion of 18 new partners in 2026, indicating capacity expansion across U.S. offices.

The AI capability is positioned as an advisory and implementation service helping clients adopt AI tools — including generative AI — primarily within the Microsoft ecosystem, rather than as proprietary models, research, or patents. As a privately held PC with no external capital, the firm relies on organic partner growth, service-line extension (Investment Banking, Wealth Management), and ecosystem partnerships (Microsoft, HLB) to scale.

Name

CTM CPAs & Business Advisors

Legal name

Withum Smith+Brown, PC

Website

https://ctm-cpa.com

Company type

Private

Founded year

1973

Operating status

Operating

Headcount range

11–50 employees

Short description

Withum Smith+Brown, PC is a U.S.-based professional services firm providing audit, tax, advisory, risk, forensic, and digital transformation services to enterprise clients across sixteen industry verticals, with nationwide offices and membership in the HLB global network.

Ownership category

akta.pro rank

Product category

Professional Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Management Consulting Services (541618), Management Consulting Services (54161), Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL), Real Estate Strategy & Portfolio Consulting (Corporate/Institutional) (BPAJANAB)

Keywords

• Audit and assurance services
• Tax advisory consulting
• Business advisory services
• Accounting and attest services
• Financial reporting services

Headquarters

HQ city

Lincolnshire

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Assurance and Accounting Services: Audit services, financial statement analysis, internal controls review, and attest engagements. Core recurring revenue from annual audit and review engagements with enterprise clients.
2. Tax Services: Business tax, individual tax, international tax, state and local tax, transfer pricing, tax credits, and tax controversy services. Generates fees from compliance and advisory engagements.
3. Business Advisory Services: Management consulting, transaction advisory across M&A lifecycle, investment banking, outsourced accounting systems and services (OASyS). Strategic consulting engagements.
4. Digital Solutions: Technology consulting including AI, business process automation, CRM/ERP implementation, Microsoft cloud services, and employee experience solutions.
5. Risk Advisory and Assurance: Cybersecurity consulting, PCI compliance services, SOC audit services, and contract compliance services.
6. Forensic and Valuation Services: Business valuation, forensic investigations, litigation support, matrimonial dissolution services, and economic damages analysis.
7. Wealth Management: Private client services and wealth management for high-net-worth individuals.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

CTM CPAs & Business Advisors provides professional accounting, tax, audit, and advisory services organized into six core practice areas: Assurance and Accounting, Business Advisory Services, Digital Solutions, Forensic and Valuation Services, Risk Advisory and Assurance, and Tax Services. The firm serves enterprise clients across 16 industry verticals including construction, healthcare, technology, real estate, and private equity, with technology consulting capabilities in AI, business process automation, CRM/ERP, and Microsoft cloud.

Product overview

Withum offers a unified suite of professional accounting and advisory services organized into six core practice areas: Assurance and Accounting, Business Advisory Services, Digital Workplace Solutions, Forensic and Valuation Services, Risk Advisory and Assurance, and Tax Services. Their Digital Workplace Solutions practice includes AI, business process automation, CRM/ERP consulting, and data analytics capabilities. The firm serves diverse industries including construction, healthcare, technology, real estate, and private equity.

Differentiator

Problem solved

Functional benefit

Products and services

• Assurance and Accounting

Quantifiable outcome

• Case study: Medicare underpayment identification and revenue recovery for healthcare clients
• +2 more outcomes

Segments16 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature4 records

Partnerships

One partnership is on record.

• HLB - The Global Advisory and Accounting NetworkflagshipStrategic or Co-development PartnerWithum is an independent member of HLB, a global advisory and accounting network providing access to expertise and capabilities across 150+ countries worldwide. This membership enables Withum to serve multinational clients and provide international advisory services through the HLB network.

Scale indicators3 records

Recent moves1 record

Expansion highlights7 records

Direct peers

• RSM US: RSM is the largest US mid-tier accounting and advisory firm and the closest direct competitor to Withum, offering audit, tax, transaction advisory and consulting to middle-market enterprise clients across similar industry verticals including private equity, healthcare, and technology.
• BDO USA: BDO USA is a top-five US accounting and advisory firm serving middle-market and large enterprise clients with the same core service mix as Withum — assurance, tax, advisory and consulting — and overlapping industry verticals including construction, healthcare, private equity and real estate.
• Citrin Cooperman: Citrin Cooperman is a US mid-tier accounting and advisory firm serving middle-market clients with assurance, tax and advisory services, including M&A advisory and outsourced accounting, with direct overlap to Withum's core offerings.
• CliftonLarsonAllen (CLA): CLA is a top-ten US accounting firm providing assurance, tax, advisory and wealth management to middle-market enterprises, and competes with Withum directly in advisory, digital transformation and outsourced accounting services.
• Marcum LLP: Marcum is a top-twenty US accounting and advisory firm with strong presence in the Northeast, offering audit, tax, advisory and consulting services to similarly sized middle-market and enterprise clients in industries including construction, healthcare and technology.
• Baker Tilly US: Baker Tilly is a US mid-tier accounting and advisory firm with comparable service lines including assurance, tax, advisory and digital consulting, and overlapping vertical specializations such as construction, healthcare, government contractors and private equity.
• Grant Thornton: Grant Thornton is a major US mid-tier accounting and advisory firm with national coverage and an M&A, tax and consulting service mix that closely mirrors Withum's, targeting similarly sized enterprise and middle-market clients.
• Crowe: Crowe is a US public accounting and advisory firm offering audit, tax, consulting and technology services to middle-market and enterprise clients, with overlapping industry verticals and a comparable advisory service mix.

Broad incumbents

• Deloitte US: Deloitte is one of the Big Four global professional services networks and a broad incumbent competitor for Withum's enterprise assurance, tax, consulting and M&A advisory mandates, with significantly larger scale and broader service breadth.
• KPMG US: KPMG is a Big Four firm offering audit, tax and advisory services to large enterprise clients across all of Withum's key verticals, representing the largest incumbent competitor for premium enterprise advisory work.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/CTMCPAs

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 CTM CPAs & Business Advisors