Advisory Services

A transaction, a succession, a data architecture that finally unlocks what the business is actually telling you. The moments that define a company don't wait for convenient timing. Springline's advisory solutions deliver national-caliber expertise and the personal partner access of a boutique firm to the decisions, disputes, and inflection points where the quality of your advisor is the only variable that matters.
Event | May 3-6, 2026
Hear our CEO, Tim Brackney speak at BDO Evolve ⟶
Webinar | April 10, 2025
Lorem ipsum dolor sit amet, consectetur adipiscing elit. ⟶
Image

High Stakes. No Shortcuts.

When your business is navigating complex situations, Springline was built for precisely these moments.

Some decisions come with a deadline. A transaction that has to close correctly. A dispute where the financial analysis has to hold up under cross-examination. A succession where tax strategy, estate planning, and the people who built the company alongside you all have to be accounted for at once. A technology implementation where the platform is the easy part. It’s getting the business aligned around it that’s the actual work. An economic development opportunity with a narrow incentive window and long compliance obligations. An insurance regulatory examination, where financial reporting accuracy isn’t just a priority, it's the whole game.

At each of these inflection points, the advisors in the room matter as much as the guidance they give. We bring the range, expertise, and depth of a national firm and the accountability of one where partners are in the work: present, engaged, and invested in the outcome. Not because it's a differentiator. Because that's what you—and the work—demands.

Our Advisory Services

From the boardroom to the courtroom, from the deal table to the data lake, Springline covers the full range of capabilities that shape how middle market businesses grow, compete, and endure.

In Their Own Words

Results are one thing. Relationships are another. At Springline, we work hard to earn both. Here’s what our clients say.

The team at Springline is outstanding, which is why I have worked with them over the last five years. They are extremely knowledgeable and always reply quickly to any questions. In addition, they always provide a very quick turnaround on the reports we need to keep moving forward. The team has truly been five-star teammates!

Jim Kelly | Community National Bank

We know when working with the Springline team that we don’t have to worry. They know all the questions to ask and create a seamless process for everyone. I love working with such an experienced, competent and creative team. Their team members are focused, they’re experts, and they’re willing to think outside the box.

Kristen McSparren | Heritage Consulting Group

Without the credits we earned thanks to the team at Springline, this project would not have happened — hands down, bar none. Because of these tax credits, there are a lot of beautiful buildings across the state that are being saved.

Andrew Brain | Brain Group/ Park 39 Campus

The Springline team has been fantastic. They are responsive, knowledgeable, and help us through taxes making it simple for us. They have been very valuable and are very easy to work with!

Kevin Cavanaugh | JAGR Management LLC

The Springline team knows our operations and our business very well. The service they provide is very closely aligned with our expectations and values. It’s a really good partnership that has been built over decades.

Pete Jaeger | Endress+Hauser USA Holding, Inc.

The team at Springline is always available to take calls and discuss complicated tax and accounting questions. I have been pleased with the overall competence and professionalism of the team I work with.

David Erisman | ERISYS LLC

The Springline team is always amazing in terms of responses, turnaround time, and professionalism while being friendly and personable — something I’ve found to be rare in an accounting firm. Tax season is a breeze with Springline in my corner!

Sandra Martini | Martini Way, LLC

Our Springline team is just that, a TEAM!! We are extremely happy with the communication throughout every project we have with Springline, the thoroughness and completeness of the team’s work is unmatched, resulting in an amazing final product to us the customer!

Tyler Miller | Legacy View Investments

Our Springline team has been very responsive to our expanding needs. They can do simple just fine, but then they kicked into higher gear to take care of our changing more complex financial needs and tax concerns. They brought in a special expert to take care of our new financial demands and create a plan on how to handle them from a tax perspective.

Nancy Branyas |

The Springline team is exemplary. Communication is prompt and thorough. They are extremely knowledgeable and efficient. I’m confident that they can provide a good solution for anything I present. I know they are busy and at the same time they make me feel like I’m their only client.

Scot Sparks | 1900 Baltimore LLC

We chose to work with Springline based on our work together on our personal taxes for which they have always gone the extra mile to make sure we’re taken care of. The team is made of true professionals, while still being approachable. They really get to know you. This isn’t always the case with accounting firms in my experience. It has been a pleasure to work with them.

Katherine Lawson | Inspired by Alchemy

The Springline team has been fabulous to work with. They are extremely knowledgeable, proactive, and unbelievably attentive to all questions and concerns.

Brian Bischoff | Linkmeyer Development II, LLC

What I like best about working with Springline is their family-friendly approach. They instantly make you feel important as a client and not like a number.

Lindsey Miller | Legacy Contracting Group, LLC

It’s been a game-changer. Having three sets of eyes on financial matters keeps us aligned with our growth goals and gives me the peace of mind we’re controlling the business, versus the business controlling us.

Crux KC Marketing Firm | Founder & CEO

They’ve been an excellent business partner for over 12 years, helping us navigate difficult times and enabling us to minimize taxes. They helped us acquire a company and partnered with us as revenues increased significantly in a short time. They also assisted as we exited certain product lines for more profitable ventures. We have been impressed by the strategic deployment of their tax knowledge as well as successful navigation of an exhaustive IRS audit.

Healthcare Company | CFO

Your firm is amazing! Partnering with you is definitely one of the top business decisions of my career. To be able to now pay off outstanding IRS lien and to be current is a wonderful feeling. Thank you for all you do. I appreciate you more than you will ever know

Senior Care Services Company | Business Owner

They’re consistently there for a quick question or an intense review of our monthly and yearly close out. We can always count on them for fast, friendly, and reliable people to help move us forward to be the best in our industry.

Electrical Associates | Finance Manager

    Meet the People Behind the Work

    Image

    David Belpedio

    Partner

    Kansas City

    Image

    Mark Jacob

    Partner

    Rochester

    Sheri Fiske Schultz

    Sheri Fiske Schultz

    Managing Partner

    Fort Lauderdale

    Image

    David Kaseff

    Partner

    Kansas City

    Image

    Katie Gilden

    Partner

    Fort Lauderdale

    Image

    Jessica Gooch

    Partner

    Dallas

    Image

    Michael KilKenny

    Partner

    Kansas City

    Image

    Terry Staley

    Partner

    Kansas City

    Image

    Maureen Rutecki

    Partner

    Rochester

    Image

    Andrew Terry

    Partner

    Indianapolis

    Image

    Adam Collyer

    Partner

    Kansas City

    Image

    Jim Marasco

    Managing Partner

    Rochester

    Image

    Richard Smith

    Partner

    Indianapolis

    Image

    Scott Woodward

    Partner

    Kansas City

    Image

    Complex Challenges. Clear Answers.

    Every transaction, dispute, and strategic inflection point has two possible versions of the outcome. Springline's advisory team exists to influence which version you get. National reach and expertise, partner-level engagement, and the cross-disciplinary depth to address what's actually driving your business forward with greater confidence and clarity.
    Let’s Talk