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
The Rise of the Big, Small Firm: How to Scale While Keeping Your Culture Intact
September 25, 2025
In his latest Forbes byline, our CEO Tim Brackney outlines the defining traits of the big, small firm: organizations that are scaling fast while keeping their culture, values, and people-first mindset intact. Rather than chasing size for its own sake, these firms are getting sharper by embracing private capital, investing in AI, and deepening their talent and client relationships. Tim...
Reimagining Talent Capacity Starts with Culture
September 19, 2025
In the recent Accounting Today “Building Capacity: Alternatives to Hiring” webinar, Erin McAuley, our Chief People Officer, joined peers from AICPA and Woodard to explore how firms can think beyond traditional hiring models to solve the ongoing capacity crunch. Erin emphasized that culture—not headcount—is the true multiplier. Springline’s national talent acquisition model and values-based hiring approach have helped us grow...
Co-Creating Culture in Times of Growth
September 8, 2025
What does it take to build a thriving, people-first culture in a high-growth, private equity-backed firm? On the Built by People podcast, our Chief People Officer, Erin (Rybacek) McAuley, shares how Springline’s “Scale with Soul” philosophy is redefining the traditional PE playbook. From co-creating our GROW values (Grounded, Reimagine, Ownership, Wholehearted) with founding firms to building a blueprint for cultural...
Press Releases
Three Founding Firms of Springline Advisory Receive Prestigious Employee Recognition Award
September 9, 2025
DALLAS, Sept. 9, 2025 /PRNewswire/ — Springline Advisory, a trailblazing financial and business advisory firm, today is delighted to announce that three of its founding firms — Clark, Raymond & Co., Fiske Advisory and MarksNelson Advisory — have been recognized in Accounting Today’s 2025 “Best Firms to Work For” list. Clark, Raymond & Co. ranked fourth and Fiske ranked 33rd on the Best Small Firms to Work For list, while MarksNelson ranked 40th on the Best Midsized Firms to...
Springline Advisory Earns Breakthrough Culture Award for Exceptional Workplace Culture
June 24, 2025
DALLAS – June 24, 2025 – Springline Advisory, a trailblazing financial and business advisory firm, today announced it has been honored with a 2025 Breakthrough Culture Award. This prestigious award recognizes America’s top breakthrough companies to work for, placing Springline alongside industry innovators such as Eleven Labs, Notion, and TheOrg. The Breakthrough Culture Awards spotlight organizations that champion their people...
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...
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...