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
Culture: The Key to M&A Success by Erin McAuley, Chief People Officer
May 19, 2025
Our Chief People Officer, Erin McAuley, makes a powerful case for putting culture at the center of every M&A playbook. Backed by industry data and real-world insights, she outlines why cultural integration is not a soft issue. It’s a strategic one. From the risks of misalignment to the role of HR in leading with intention, Erin shares a practical framework...
CFO + CTO: The Cybersecurity Alliance You’re Ignoring
May 7, 2025
In an era of ever-evolving digital threats, our CTO Abhesh Kumar makes a compelling case for a radical shift: finance and technology leaders must unite. Forget silos. Shared accountability between CFOs and CTOs is now mission-critical. In this Forbes interview, Abhesh lays out the cultural and operational blueprint for protecting your data and your business future....
Shaping the Future: Erin McAuley on Culture and Transformation at Springline
April 11, 2025
How do you lead bold change in a risk-averse industry? Our Chief People Officer, Erin (Rybacek) McAuley, is doing just that—by championing a people-first approach to transformation rooted in vision, velocity, and village. In her recent interview with HRO Today, Erin shares how Springline is redefining innovation, empowering co-creation, and building a culture that evolves with us....
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...