MarksNelson, a Springline company

What MarksNelson, a Springline company does

MarksNelson, a Springline company, is a professional services firm headquartered at 6800 W 115th St., Suite 3511, Overland Park, Kansas, operating as 'Springline Kansas City' within the national Springline Advisory platform backed by private equity firm Trinity Hunt Partners. Founded in 1968, the firm delivers accounting, tax, assurance, advisory, technology, and wealth management services to middle-market companies, with vertical specializations in real estate, insurance, manufacturing and distribution, construction, professional firms, and retail. Distinctive practice areas include Financial Due Diligence, Litigation Support and Forensic Accounting, Insurance Forensic Accounting, Valuation, Succession Planning, and a deep Incentives practice spanning Kansas and Missouri state incentive programs, Foreign Trade Zone services, Opportunity Zone credits, Historic Tax Credits, and New Market Tax Credits — practice areas that depend on regulatory fluency and credentialed expertise rather than technology scale.

The firm is a wholly owned subsidiary under Springline Advisory, LLC (the legal entity) and operates a sub-brand, MN Wealth Advisors, that delivers wealth management and advisory services to individuals and businesses. Service delivery is engagement-based, with no publicly disclosed pricing; quotes are project- or retainer-based and anchored to partner-level relationships. Distribution is direct, through trusted-advisor relationships and referrals concentrated in the Kansas City metropolitan area and broader Midwest, supplemented by referral access via the BDO Alliance USA network. Marketing is relationship-led and content-driven (firm website, email newsletter, LinkedIn presence) and is supported by industry recognition including 2025 IPA Top 200, IPA Best of the Best, Accounting Today Best Accounting Firms 2025, Accounting Today Regional Leaders 2025, Best of Accounting 2025, and Great Place To Work 2025-2026.

Revenue is not disclosed; the firm is privately held with no public ticker or funding rounds reported, the only stated capital relationship being Trinity Hunt Partners sponsorship. Technology capability is positioned around an advisory and implementation offering — including AI Services, Technology Consulting, Fractional CTO Services, Business Solutions, and Data Analytics — rather than proprietary software products. No APIs, SDKs, or mobile applications are published.

Name

MarksNelson, a Springline company

Legal name

Springline Advisory, LLC

Website

https://marksnelsoncpa.com

Company type

Private

Founded year

1968

Operating status

Operating

Short description

MarksNelson, a Springline company, is a Kansas City-based professional services firm (founded 1968) operating as 'Springline Kansas City' within the Trinity Hunt Partners-backed Springline Advisory platform, delivering accounting, tax, advisory, technology, and wealth management services to middle-market companies across multiple industries.

Ownership category

akta.pro rank

Product category

Accounting & Advisory Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Trust & Estate Tax Planning & Compliance (FSAEAKAE)

akta.pro secondary industries

Tax Assessment Appeal & Property Tax Consulting (BPAJAKAK), Employee Benefits Brokerage & Consulting (FSAEADAC)

Keywords

• Accounting services
• Tax advisory
• Financial due diligence
• Forensic accounting
• Wealth management

Headquarters

HQ city

Overland Park

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

Distribution channels1 record

Marketing channels4 records

Core offering

MarksNelson is a professional services firm providing comprehensive accounting, tax, advisory, and technology services to middle market companies. The firm delivers audit and assurance, tax planning and compliance, financial due diligence, valuation, litigation support, forensic accounting, succession planning, and economic development incentives. It also offers wealth management through its MN Wealth Advisors subsidiary and technology consulting including Fractional CTO, business solutions, and data analytics.

Product overview

MarksNelson, a Springline company is an advisory firm offering a comprehensive portfolio of professional services. The firm operates as a unified service platform rather than a software product company, providing Accounting, Assurance, Tax, AI, Litigation, Financial Due Diligence, Valuation, Succession Planning, Incentives, Insurance Forensic Accounting, Economic Development, Enterprise Resource Solutions, Location Strategies, and Wealth Management services. Under the Technology practice area, the firm offers Technology Consulting, Fractional CTO Services, Business Solutions, and Data Analytics. MN Wealth Advisors operates as a subsidiary brand providing wealth management services. The firm transitioned from MarksNelson to Springline Advisory as part of a brand refresh representing a national advisory platform built for the middle market.

Differentiator

Problem solved

Functional benefit

Brands

• MN Wealth Advisors: Wealth management and advisory services division of the firm, with its own website at mnwealthadvisors.com and Form CRS documentation.

Products and services

• Accounting Services Core accounting and bookkeeping services for middle market businesses.
• Assurance Services Audit, attestation, and assurance services including employee benefit plan audits, cost certification services, and HUD audits.
• Tax Services Comprehensive tax services including individual tax, business tax, international tax, estate and trust, cost segregation, property tax, and New Market Tax Credits.
• AI Services AI-focused consulting and implementation services offered as part of the firm's technology practice.
• Technology Consulting Technology consulting services helping clients with technology strategy, implementation, and optimization.
• Fractional CTO Services Part-time or interim Chief Technology Officer services providing strategic technology leadership to businesses.
• Business Solutions Technology business solutions for operational efficiency and growth.
• Data Analytics Data analytics services helping clients derive insights from their business data.
• MN Wealth Advisors Wealth management and advisory services for individual and business clients.
• Litigation Services Litigation support including forensic accounting and economic damages analysis.
• Financial Due Diligence Financial due diligence services for mergers, acquisitions, and investments.
• Valuation Services Business and asset valuation services.
• Succession Planning Business succession and transition planning services.
• Incentives Services Tax incentives and credits services including business, developer, and community incentive programs across Kansas and Missouri, Foreign Trade Zone Services, and Opportunity Zone credits.
• Insurance Forensic Accounting Forensic accounting services specialized for insurance claims and investigations.
• Economic Development Economic development advisory services for businesses and communities.
• Enterprise Resource Solutions Enterprise resource planning and business management solutions.
• Location Strategies Business location analysis and strategic planning services.

Segments7 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Two partnerships are on record, tiered core and minor.

• Springline AdvisorycoreStrategic or Co-development PartnerMarksNelson operates as Springline Kansas City as part of a national advisory platform. Springline Advisory is backed by PE firm Trinity Hunt Partners and represents a brand refresh from MarksNelson, providing broader resources and services at national scale while maintaining the local Kansas City team and relationships.
• BDO Alliance USAminorChannel Partner/ Reseller/ DistributorAlliance membership providing access to BDO's national and international network of accounting firms, expanding service capabilities and geographic reach for clients.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• RSM US: Largest US firm focused on the middle market, with audit, tax, and consulting services. Closely parallels MarksNelson's middle-market positioning, industry specialization, and PE-adjacent consulting focus.
• CliftonLarsonAllen (CLA): Top-10 US accounting and advisory firm with explicit middle-market focus, backed by PE (private-equity minority stake). Operates a multi-region model with industry-specialized practices that directly overlap MarksNelson's vertical structure (real estate, construction, manufacturing).
• Moss Adams: Top-15 US accounting and consulting firm serving middle-market clients with strong industry practices in construction, real estate, manufacturing, and professional services — directly overlapping MarksNelson's vertical specialties.
• Marcum LLP: PE-influenced (Hg Capital minority) top-15 US accounting firm serving middle-market companies with audit, tax, advisory, and technology consulting — comparable industry mix and middle-market positioning.
• Baker Tilly US: Advisory, tax, and assurance firm targeting middle-market clients across real estate, construction, manufacturing, and financial services. Highly comparable to MarksNelson in practice mix and industry verticals.
• Plante Moran: Large US accounting, tax, and advisory firm focused on middle-market companies across construction, real estate, manufacturing, and financial services. Long-tenured regional structure analogous to the MarksNelson model within Springline.
• Wipfli: Top-25 US firm providing accounting, tax, advisory, and technology consulting (including fractional CIO/CTO offerings) to mid-market organizations — a near-identical fit for MarksNelson's tech consulting and middle-market accounting stack.
• Crowe LLP: Major US accounting, tax, and advisory firm with significant middle-market and industry-vertical practices (including construction, real estate, financial services, and insurance). Closely matches MarksNelson's specialty verticals.

Broad incumbents

• BDO USA: MarksNelson is an alliance member of BDO Alliance USA. BDO USA is a major global mid-tier firm offering the same broad accounting, tax, and advisory services MarksNelson provides — directly comparable in service line, with broader national/international scale.
• Forvis (formerly BKD + Dixon Hughes Goodman): Top-tier US accounting and advisory firm resulting from a 2023 merger of two PE-era aggregators. Targets middle-market clients in construction, real estate, manufacturing, and financial services — directly comparable industry verticals to MarksNelson.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/springline-advisory/about

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries2 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 MarksNelson, a Springline company