From the Finger Lakes to Financial Heights: EFPR Advisory Proudly Partners with Springline

Western New York is a region renowned for its scenic geography, rich history in innovation and industry—and now marks a new chapter in its legacy. We’re thrilled to announce that EFPR Advisory, LLC, a distinguished accounting and business consulting firm deeply rooted in Rochester, has joined forces with Springline Advisory. This partnership not only amplifies our presence in the Northeastern U.S. but also enriches our service offerings nationwide.

Scaling with Soul in the Empire State

With headquarters in Rochester and offices in Buffalo, Corning, and Jupiter, Florida, EFPR has a 60+ year legacy of building a reputation for delivering comprehensive services, including tax planning, audit and compliance, forensic accounting, business valuation, and M&A support.

As an Inside Public Accounting (IPA) Top 200 firm, their dedication to client success and community involvement has solidified their standing as a trusted advisor across various industries, from emerging technology to senior living communities. 

From the Flower City to National Reach

This partnership is a harmonious blend of shared values and complementary strengths:

• Comprehensive Service Portfolio: EFPR’s extensive range of services enhances Springline’s founding firm member’s capabilities, particularly in international tax, business valuation, litigation support, and forensic accounting.
  
• Strategic Geographic Expansion: With EFPR’s established presence in key Northeastern markets, Springline extends its national footprint, fostering new opportunities for growth for its people and increased client engagement.
  
• Cultural Alignment: Both firms prioritize a people-first approach, emphasizing professional development, work-life balance, flexibility, and community involvement, embodying our “Scale with Soul” ethos.

“This partnership represents an opportunity to enhance our operational capabilities while honoring our core values,” said Jim Marasco, EFPR’s Managing Partner. “By joining forces with Springline, we’re gaining access to advanced tools and resources that will drive innovation in both our client services and internal processes.”

What Clients Can Expect: Elevating Excellence Together

Clients of EFPR can anticipate a host of benefits from this new partnership:

1. Enhanced Service Offerings: The integration of EFPR’s specialized services with Springline’s partner firms’ expertise allows clients to receive comprehensive, tailored solutions to meet their evolving business needs.
2. Broader Geographic Reach: With an expanded presence across the Northeast, clients gain access to localized expertise backed by national resources.
3. Commitment to Client Success: Our founding firms share a dedication to building lasting client relationships through personalized attention, integrity, and proactive guidance.
4. Investment in People: This partnership underscores a mutual commitment to attracting, retaining, and developing top-tier talent, where we’re recognized as the firm people want to work for, and clients want to work with. 
   

From High Falls to New Horizons: A Bright Future Ahead

Rochester’s iconic High Falls symbolizes power and potential—a fitting metaphor for the synergy between EFPR and Springline. Together, we’re poised to harness our collective strengths to drive innovation, deliver exceptional client value, and foster a culture where our people can thrive.

“EFPR’s addition to Springline represents a perfect alignment of culture and strategic vision,” said Tim Brackney, CEO of Springline Advisory. “Their strong market presence, combined with their complementary service capabilities, creates significant cross-selling opportunities across our expanding geographic footprint.”

As we embark on this journey together, we remain committed to our Scale with Soul approach—growing with intention, prioritizing our people, and delivering unparalleled service to our clients.

Explore more about EFPR.