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
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...
Springline and Fiske enter alliance
January 15, 2025
US-based business advisory firm Springline Advisory has partnered with compatriot Fiske Advisory, an accounting, tax, and business advisory services provider. This collaboration will allow Fiske to tap the resources and broader network of a larger firm while retaining its tailored client service built over 50 years. Fiske joins as a founding firm of Springline Advisory. This role enables Fiske to...
Latest Insights
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...
Tim Brackney Shares Insights on Aligning Entrepreneurial Values with the Right Funding Strategy
February 3, 2025
Tim Brackney, alongside 14 other Forbes Business Council members, recently discussed the complexities of financing a startup in today’s unpredictable business climate. Entrepreneurs often face a tough choice between self-funding, debt, venture capital, and private equity. To assist entrepreneurs in navigating these choices, each council member shared a critical question to help determine the best funding approach. Tim Brackney’s insight...
Fintect Impact podcast interview with Tim Brackney
January 14, 2025
In this episode of Fintech Impact, host Jason Pereira interviews Tim Brackney, CEO of Springline Advisory, about their innovative approach to scaling mid-market advisory and accounting firms through the implementation of advanced technology and strategic acquisitions. The discussion covers SpringLine’s inception, their private equity backing, and how they help firms transition from a localized operation to an enterprise-level structure, allowing...
Press Releases
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...
Springline Advisory Announces Partnership With Clark, Raymond & Company
December 12, 2024
DALLAS, Dec. 12, 2024 /PRNewswire/ — Springline Advisory, a trailblazing financial and business advisory firm, is proud to announce its partnership with Clark, Raymond & Company Advisory LLC (CRC), an accounting and advisory firm based in Redmond, WA, renowned for its comprehensive range of services including advisory, assurance and tax services. Through an alternative practice structure, Springline Advisory will provide CRC with greater access to the...
Springline Advisory announces partnership with HM&M Advisory, LLC, joining forces for growth and reach
December 11, 2024
DALLAS, Dec. 11, 2024 /PRNewswire/ — Springline Advisory, a trailblazing financial and business advisory firm, is proud to announce its partnership with HM&M Advisory, LLC (HM&M), a Dallas-based tax, assurance and accounting services firm and 2024 INSIDE Public Accounting’s Top 300 Firms List recipient. Through this alternative practice structure, Springline Advisory will give HM&M greater access to the capabilities and geographic reach of larger...
Watch Us Grow
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...
Dallas Grit, National Reach: HM&M Joins Springline Advisory
December 11, 2024
When it comes to growth, innovation, and leadership in the accounting and advisory space, Springline Advisory is proving that bigger truly is better—especially in Texas. We’re thrilled to welcome HM&M Advisory, a Dallas-based powerhouse, to the Springline team. This partnership embodies our “Scale with Soul” approach, combining HM&M’s 40+ years of professional excellence with Springline’s expansive vision to redefine the...