Explore Springline’s news and media mentions, industry perspectives, and our latest thinking. From thought leadership to mid-market trends to insights that fuel success, we’re here to help you gain a competitive edge with actionable takeaways that are shaping today’s business conversations.
Springline in the News
Springline Advisory Expands with EFPR Partnership, Establishing Presence in the Northeast
March 3, 2025
The recent announcement from Springline Advisory welcoming EFPR Advisory, a leading accounting and business consulting firm based in Rochester, New York, attracted some media attention from both local business outlets and trade publications this month. Springline announced the new partnership on Feb. 27 and emphasized both firms’ dedication to efficient operations and market expansion, while prioritizing its people by retaining...
Anne Leal Joins Springline Advisory as Chief Administrative Officer
January 30, 2025
Anne Leal joins Springline Advisory’s executive team as the new Chief Administrative Officer. Anne brings an unparalleled track record in operational excellence and people leadership from her time as a partner and COO at MarksNelson, a founding Springline firm. As CAO, Anne oversees Springline’s founding firm member integration, program management, and internal event strategy and serves as Springline’s APS compliance...
Springline Advisory Announces Partnership with Fiske Advisory LLC
January 17, 2025
Dallas-based Springline Advisory, a business advisory platform backed by private equity firm Trinity Hunt Partners, announced its partnership with South Florida-based business advisory firm Fiske Advisory LLC. “Joining forces with Springline Advisory is a natural fit,” said Sheri Fiske Schultz, MP of Fiske Advisory LLC. “Their commitment to delivering exceptional client service and their strong cultural alignment with our values of professionalism, integrity and...
Latest Insights
AICPA Podcast – Private Equity’s Impact on Professional Services: Insights from Tim Brackney and Josh Beck
March 19, 2025
In this episode of “Transforming Tales of Business Evolution,” Lisa Simpson, VP of Firm Services at the AICPA, discusses how PE-backed firms are reshaping the professional services landscape. Tim Brackney, Springline’s CEO and Josh Beck, Managing Partner at MarksNelson Advisory, share insights into their collaboration and strategic approaches to firm growth and transformation. Discover how Springline’s model helps firms unlock...
Scaling, Strategy & Brand Equity: A Conversation with Tim Brackney on Private Equity and Growth
March 6, 2025
What happens when you mix private equity, brand strategy, and a cold adult beverage? You get an unmissable episode of MonogramGroup‘s podcast, Beer Stories for Private Equity, featuring our very own Tim Brackney! From his journey scaling a public professional services firm from $100M to $800M in revenue to cracking the code of mid-market accounting and advisory, this conversation is...
Our CPO Shares Insights on Values-Driven Leadership
February 21, 2025
As leaders navigate tough decisions, especially during periods of transformation or a crisis, our CPO, Erin (Rybacek) McAuley, reminds us that leadership isn’t just about strategy or delegation—it’s about showing up when it truly matters. In her insightful HR Daily Advisor piece, “Leading with Soul: Think Twice Before Outsourcing Leadership,” Erin shares how stepping back from difficult conversations can be...
Press Releases
Springline Advisory Welcomes Three Exceptional Leaders to Drive Strategic Growth and Strengthen Operational Excellence
March 4, 2025
DALLAS, March 4, 2025 /PRNewswire/ — Springline Advisory, a trailblazing financial and business advisory firm, today announced an expansion within its national executive team with the appointment of three experienced leaders: Hiral Rao, Brad Kuglin, and Bryan Leuszler. These new additions bring a wealth of experience in public accounting and global consulting and a shared commitment to supporting the firm’s growth initiatives. Hiral Rao joins Springline Advisory...
Springline Advisory Announces Partnership with EFPR Advisory, LLC
February 27, 2025
DALLAS, Feb. 27, 2025 /PRNewswire/ — Springline Advisory, a trailblazing financial and business advisory firm, today announced its partnership with EFPR Advisory, LLC, marking another significant expansion in its mission to transform middle-market advisory services by scaling with soul. EFPR Advisory is a 2024 Inside Public Accounting (IPA) Top 200 award recipient and leading accounting and business consulting firm based in Rochester, NY, with offices...
Springline Advisory Announces Partnership with Premier Florida Business Advisory Firm Fiske Advisory, LLC
January 14, 2025
DALLAS, Jan. 14, 2025 /PRNewswire/ — Springline Advisory, a trailblazing financial and business advisory firm, today announced its partnership with Fiske Advisory, LLC, a South Florida-based business accounting, tax, business valuation and advisory services firm. Through this partnership, Fiske will benefit from increased access to the resources and broader reach of a larger firm, while maintaining the personalized service and deep client relationships that have...
Watch Us Grow
From the Finger Lakes to Financial Heights: EFPR Advisory Proudly Partners with Springline
February 26, 2025
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...
Bringing the Magic City to Springline: Fiske Advisory Joins Our Team
January 14, 2025
Miami is known for its vibrant culture, sunny skies, and bold ambitions—and now, it’s home to the newest chapter in Springline Advisory’s story. We are thrilled to welcome Fiske Advisory, LLC, a South Florida powerhouse in business advisory, litigation support, and business valuation, to the Springline team. This partnership isn’t just about growth; it’s about creating opportunities for clients, teams,...
Brewing a Bold Future: Springline and CRC Forge a Dynamic Partnership
December 12, 2024
In a region known for innovation, iconic coffee, and towering evergreens, Springline Advisory is thrilled to welcome Clark, Raymond & Company (CRC) to our growing team. Based in Redmond, Washington—a hub of technology, natural beauty, and entrepreneurial spirit—CRC has spent more than 25 years delivering trusted, values-driven accounting and advisory services to the Pacific Northwest. Together, we’re blending CRC’s deep-rooted...