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
Puget Sound Business Journal – M&A News
January 2, 2025
Mergers and acquisitions Redmond Accounting Firm Acquired by Private Equity-Backed Dallas Group Puget Sound Business Journal The deal is part of Springline Advisory’s “buy and build” model that has included acquisitions in Kansas City, Indianapolis and the Dallas/Fort Worth area since September....
Springline Advisory partners with HM&M to enhance growth
January 2, 2025
pringline Advisory has entered into a partnership with tax, assurance, and accounting services firm HM&M Advisory in the US, for growth and reach. The partnership, structured as an alternative practice, will enable HM&M to leverage the resources of larger firms without sacrificing the personalised service its clients value. HM&M becomes a founding firm of Springline Advisory, gaining a seat on...
Latest Insights
Recalculating the Role Of CPA: Skills for the Future of Work
January 2, 2025
Long gone are the misconceptions of certified public accountants (CPAs) as “number crunchers.” The role evolved decades ago to that of strategic advisor, and over the next five years and beyond, successful firms will need to develop modern accountants with strong relationship skills, business development acumen, creative thinking and problem-solving capabilities, as well as the ability to lead through change....
Leadership success in 2025 and beyond
January 2, 2025
In our AI-enabled world of tech disruption and constant change, one leadership quality stands timelessly apart: authenticity. My prediction for 2025 and beyond is simple, but the repercussions are profound — leading with soul will become the ultimate competitive advantage. Unlike technical skills or market conditions, this alignment between values and actions remains completely within your control as a leader. A...
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
January 2, 2025
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
January 2, 2025
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
From KC BBQ to Building Legacies: The Journey to Becoming Springline’s First Round Pick
December 19, 2024
Kansas City is famous for its iconic fountains, world-class BBQ, and the NFL champion Chiefs, and now it’s making headlines for sparking the launch of Springline Advisory. In February of 2023, MarksNelson took the first step toward redefining the middle-market advisory space, becoming the inaugural firm in what is now Springline’s Scale with Soul journey. Just as Kansas City crafts...
Driving Excellence: Indianapolis Firm BGBC Accelerates Growth with Springline Partnership
December 19, 2024
In a bold move to redefine the accounting and advisory landscape, Springline Advisory is thrilled to announce our strategic partnership with BGBC Advisory, a distinguished firm based in Indianapolis. This collaboration marks a significant milestone in our mission to “Scale with Soul,” seamlessly blending expansive growth with unwavering commitment to our people-first culture and client service. Indy Roots, National Impact:...
Dallas Grit, National Reach: HM&M Joins Springline Advisory
December 19, 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...