EMBARK PROFESSIONAL SERVICES INC.

Name

EMBARK PROFESSIONAL SERVICES INC.

Legal name

Embark Consulting, LLC

Website

https://embarkwithus.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

501–1,000 employees

Ownership category

akta.pro rank

Product category

Management Consulting

NAICS

Management Consulting Services (54161), Human Resources Consulting Services (541612), Computer Systems Design and Related Services (54151)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Enterprise Architecture & IT Operating Model (BPAHAEAB)

akta.pro secondary industries

Application Outsourcing (AO) (BPAEAMAA), Performance Management & OKRs (BPACAPAF)

Keywords

• Financial advisory consulting
• Management consulting services
• M&A advisory
• ESG reporting consulting
• Interim CFO services

Headquarters

HQ city

Dallas

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, Others

Revenue model

1. Professional Consulting Services: Embark generates revenue through billable consulting engagements across financial advisory, digital transformation, ESG, deal advisory, M&A, and related disciplines. Services are delivered by specialized teams and are priced project-by-project or through retainer arrangements. The firm also offers interim/fractional CFO and finance leadership services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Embark is a hands-on financial and management consulting firm that delivers advisory and execution services across Financial Reporting & Advisory, Governance/Risk/Compliance, Digital Transformation, Deal Advisory, M&A, Capital Markets, Office of the CFO, AI Services, Human Capital Transformation, ESG & Sustainability, Outsourcing, and Interim Support. Engagements are staffed by specialized teams of Big 4 alumni and priced project-by-project or via retainer. The firm also implements and optimizes enterprise platforms such as Oracle NetSuite and Workiva for clients.

Product overview

Embark is a hands-on financial consulting and advisory firm that offers a comprehensive portfolio of professional services rather than a unified software product. The firm provides advisory offerings across financial reporting and advisory, governance risk and compliance, digital transformation, deal advisory, data analytics and automation, capital markets, and AI services. Their service lines include M&A activity, project and change management, supply chain and operations, human capital transformation, ESG and sustainability, outsourcing, interim support, and DISE implementation. In addition to consulting services, Embark offers educational resources including the Accounting Matters podcast, SYSIB4 podcast, IPO readiness guide, post-merger integration checklist, data culture blueprint, and financial audit preparation guide. The firm specializes in implementing and optimizing enterprise platforms like Oracle NetSuite for clients.

Differentiator

Problem solved

Functional benefit

Brands

• Accounting Matters: Podcast hosted by public accounting vets discussing essential accounting and finance topics.
• SYSIB4 (So, You Started in Big 4?)

Products and services

• Financial Reporting & Advisory Advisory services for financial reporting including clean-up and optimization, complex transaction analysis, valuation, US GAAP and IFRS advisory, and internal controls and risk management, delivered to organizations needing audit-ready financial reporting.
• Governance, Risk, and Compliance (GRC) Consulting
• Digital Transformation
• Deal Advisory
• Data Analytics & Automation
• Capital Markets
• Office of the CFO
• AI Services
• M&A Activity
• Project & Change Management
• Supply Chain & Operations
• Human Capital Transformation
• ESG & Sustainability
• Outsourcing
• Interim Support
• DISE (Disaggregated Income Statement Expense)
• PE/VC PortCo Advisory

Quantifiable outcome

• Client satisfaction scores are more than 70% higher than the industry average
• +3 more outcomes

Named customers25 records

Segments11 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered major, core and supporting.

• CommitmajorStrategic or Co-development PartnerEmbark and Commit joined forces to expand finance and HR technology advisory capabilities. The partnership brings together Embark's elite finance advisory expertise with Commit's Workday expertise, creating a stronger platform for clients across the C-suite. This expansion specifically strengthens Embark's ability to serve CFO and CHRO organizations with integrated finance and HR technology consulting.
• Oracle NetSuitecoreTechnology or IntegrationEmbark is a NetSuite implementation and optimization partner, offering services including ERP selection, system integration, automation, and process improvement for clients. Embark's consultants help clients implement and optimize NetSuite for financial management, billing, revenue recognition, and SaaS metric tracking.
• WorkivasupportingTechnology or IntegrationEmbark partners with Workiva for ESG reporting capabilities. The firm assists clients with data collection, analysis, and technology implementation for ESG compliance and reporting, utilizing the Workiva platform.

Scale indicators2 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• CrossCountry Consulting: CrossCountry Consulting is a fast-growing mid-market advisory firm specializing in accounting, finance, risk, and technology consulting. Its Big 4 pedigree talent model and PE-backed growth closely parallel Embark's positioning and trajectory.
• Protiviti: Protiviti is a global consulting firm specializing in internal audit, risk, finance transformation, and technology consulting. It directly overlaps with Embark's GRC, financial reporting advisory, and digital transformation service lines for enterprise and mid-market buyers.
• Baker Tilly: Baker Tilly is a top-10 accounting and advisory firm serving mid-market clients with consulting, transaction advisory, and digital transformation services. It competes directly with Embark in PE/VC portco advisory and CFO consulting.
• Alvarez & Marsal: Alvarez & Marsal is a global professional services firm known for financial advisory, restructuring, and performance improvement work. Its hands-on, operations-led engagement model closely mirrors Embark's execution-based positioning in CFO advisory and transaction services.
• Resources Global Professionals (RGP): RGP is a project-based professional services firm specializing in finance, accounting, and operations consulting staffed by Big 4-caliber talent. It directly mirrors Embark's interim and fractional model for Office of the CFO engagements.
• BDO USA: BDO USA is a mid-market-focused accounting and advisory firm that competes directly with Embark in financial advisory, transaction advisory, and digital transformation consulting for middle-market and enterprise clients. Both firms target similar CFO/finance leadership buyers with hands-on execution-led advisory services.
• Huron Consulting Group: Huron is a professional services firm specializing in healthcare, higher education, and financial services consulting. It is a relevant peer for Embark's digital transformation, ERP implementation (Workday/NetSuite), and operational advisory practices.
• FTI Consulting: FTI Consulting is a global advisory firm focused on financial advisory, corporate restructuring, M&A, and technology-enabled consulting. It directly competes with Embark in deal advisory, ESG, and CFO advisory services for mid-market and large enterprise clients.

Broad incumbents

• Deloitte: Deloitte is a Big 4 firm offering advisory, consulting, audit, and tax services globally. It is the broad incumbent against which Embark positions its Big 4-alumni-staffed, more nimble alternative for mid-market and enterprise clients.
• KPMG: KPMG is a Big 4 firm providing audit, tax, and advisory services including transaction advisory, ESG, and technology consulting. Embark explicitly references Big 4 alumni pedigree as a talent source, positioning itself as a more flexible alternative.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xtwitter.com/embarkwithus
• YouTubeyoutube.com/c/EmbarkgroupCo2014
• Facebookfacebook.com/embarkwithustoday
• LinkedInlinkedin.com/company/embarkwithus
• Instagraminstagram.com/embarkwithus
• TikToktiktok.com/search?q=%40embarkwithus

Revenue estimate

Valuation estimate

Number of profiles

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 EMBARK PROFESSIONAL SERVICES INC.