Springline Advisory recently announced a strategic partnership with SD Mayer Advisory, LLC, a premier full-service accounting, advisory, and wealth management firm in San Francisco. 

Announced on March 19, this collaboration represents a key milestone in Springline’s ongoing mission to redefine middle-market advisory services. Together, both firms emphasize a commitment to high-touch client service and a people-first culture, fostering professional development and entrepreneurial growth at every level. 

CPA Practice Advisor, a technology and practice management resource for accounting and tax professionals, shared the news online on March 19:  
 
“Dallas-based financial and business advisory platform Springline Advisory, which provides accounting and advisory services to the middle market, announced a strategic partnership with SD Mayer….” 

• Read full story: Springline Advisory and SD Mayer Forge New Partnership – CPA Practice Advisor by Jason Bramwell (CPA Practice Advisor) 

Inside Public Accounting also highlighted the announcement, noting the strategic alignment between the two firms: 
 
“Dallas-based Springline Advisory has announced a strategic partnership with San Francisco-based IPA 300 firm SD Mayer & Associates LLP….”  

• Read: Springline Advisory Announces Strategic Partnership With SD Mayer Advisory – Inside Public Accounting 

Accounting Today, a trusted source for the accounting community, underscored the strategic value of this partnership: 

“Springline Advisory today acquired SD Mayer Advisory, expanding the Top 100 Firm’s presence on the West Coast.” 

• Read: Springline adds SD Mayer Advisory | Accounting Today by Paige Hagey (Accounting Today) – Note: Must be subscriber to view   

The San Francisco Business Times also covered the announcement: 

“San Francisco accounting firm SD Mayer acquired by Dallas-based Springline Advisory..” 

• Read: S.F. accounting firm SD Mayer acquired by Springline Advisory – San Francisco Business Times by Mark Calvey (San Francisco Business Times) – Note: Must be subscriber to view 

Founded in 2012 by industry veteran Stephen D. Mayer, SD Mayer, an IPA 300 firm has built a strong reputation guiding privately held businesses and nonprofits through all stages of growth.  

“From the very beginning, SD Mayer has been built on entrepreneurial drive, deep client relationships, and a commitment to doing right by our people,” said Stephen D. Mayer, Founder & Managing Partner. “Partnering with Springline allows us to invest even more in our team, expand our capabilities, including adding service lines we previously haven’t offered, expand our Bay Area footprint, and bring additional resources to our clients all while staying true to who we are as a firm.”