Watch Us Grow

Building the Middle Market Firm of the Future, Together.

Merging Teams & Multiplying Impact

At Springline Advisory, our journey is just beginning.
Watch as we grow our reach, our team, and our impact.

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Welcome Our Latest Trailblazers

We invite you to explore our newest founding firm members and see how we’re stronger together by partnering with pioneering, people-first firms.

From KC BBQ to Building Legacies: The Journey to Becoming Springline’s First Round Pick

Driving Excellence: Indianapolis Firm BGBC Accelerates Growth with Springline Partnership

Dallas Grit, National Reach: HM&M Joins Springline Advisory

Brewing a Bold Future: Springline and CRC Forge a Dynamic Partnership

Bringing the Magic City to Springline: Fiske Advisory Joins Our Team

From the Finger Lakes to Financial Heights: EFPR Advisory Proudly Partners with Springline

Culture Counts: Amplifying Our Collective Strength

The heart of Springline lies in our people. With each new firm, we welcome exceptional talent that embody our commitment to “Scale with Soul.” Our diverse team is grounded in cultivating a culture of collaboration and career paths with infinite possibilities.

This partnership represents an opportunity to enhance our operational capabilities while honoring our core values. This powerful combination allows us to expand our market reach and service offerings while maintaining our commitment to our team’s growth and work-life balance.

Jim Marasco, Managing Partner,
EFPR Advisory

Joining forces with Springline is a natural fit. Together, we’re excited to provide even greater value to our clients, increase professional development opportunities for our teams, and to build on our legacy of excellence.

Sheri Fiske Shultz, Managing Partner,
Fiske Advisory

The heart and soul of our partnership is built on the trust and faith our clients continue to place in our shared commitment to excellence. Together, we’re even better positioned to expand our capability to provide high-quality, innovative services and support to our clients and create even greater opportunities for our outstanding team. Simply put, I’m truly excited to see all we will build together as we Scale with Soul.

Susan Adams, Managing Partner,
HM&M Advisory

Joining Springline as a founding firm member allows us the opportunity and privilege to continue to create impact not only in our community but within the industry, too.

Ed Clark, Founding & Co-Managing Partner,
Clark, Raymond & Company Advisory

At BGBC, we’ve always prioritized an employee-centric culture, striving for excellence with a personal touch combined with exceptional client service. Joining Springline aligns perfectly with our values, allowing us to scale our business while maintaining the trusted relationships we’ve built with our clients and commitment to preserving our firm culture.

Shelley Mattaliano, Managing Partner,
BGBC Advisory

Our rallying cry at MarksNelson is ‘Move Forward,’ and we’re proud to link arms with Springline as we build the premier business advisory firm in the U.S.

Josh Beck, Managing Partner,
MarksNelson Advisory

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Our Founding Firms

About MarksNelson Advisory

MarksNelson Advisory is an industry-leading accounting and business advisory firm based in the Kansas City region with extensive experience in the insurance, real estate, manufacturing and distribution, and construction industries throughout the US. We care deeply about our clients, colleagues, and the community. We offer the resources our business partners expect from larger firms but we keep it real by delivering with a personal touch and a long-term view.

About BGBC Advisory

BGBC Advisory is a full-service, award-winning Indianapolis-based firm offering a wide range of finance, accounting, and consulting services. With global capabilities and reach, we help our clients navigate today’s complex, competitive marketplace. Named a Top Workplace by the IndyStar for seven years running, we take pride in offering a culture that fosters professional growth and success.

About Clark, Raymond & Company Advisory

Beginning in 1991, Clark, Raymond & Company has been committed to the alliances we have with our clients, our employees and our community. We view every relationship as a partnership, and believe that our success is a result of mutual respect and trust with our clients.

For more than 30 years we have provided personalized services to privately held businesses, non-profit organizations, and individuals throughout the Northwest.

About Fiske Advisory

Established in 1972, Fiske Advisory is one of South Florida’s most highly recommended accounting and advisory firms, and consistently ranked as one of the “Top 25 Litigation Support Accounting Firms” and “Top Local Provider of Business Valuation” in the region. In addition to forensic accounting and business valuation, the firm also offers tax and audit, as well as financial consulting services to individuals & businesses.

About EFPR Advisory

EFPR Advisory has been serving individuals, business owners, government and non-profit agencies nationwide for more than 60 years. As one of Western New York’s largest accounting and business consulting firms, we serve clients across the United States and around the globe. The firm is headquartered in Rochester, NY, with locations in Buffalo, Corning, and Jupiter, Florida.

We conduct business in concert with the following principles: operate with the highest level of integrity; engage talented and committed professionals; demonstrate a passion for client success; make decisions in the best interest of our clients; be accessible and proactive in exceeding client expectations; appreciate alternative viewpoints and embrace innovation, creativity, and change.

About MarksNelson Advisory

MarksNelson Advisory is an industry-leading accounting and business advisory firm based in the Kansas City region with extensive experience in the insurance, real estate, manufacturing and distribution, and construction industries throughout the US. We care deeply about our clients, colleagues, and the community. We offer the resources our business partners expect from larger firms but we keep it real by delivering with a personal touch and a long-term view.

About BGBC Advisory

BGBC Advisory is a full-service, award-winning Indianapolis-based firm offering a wide range of finance, accounting, and consulting services. With global capabilities and reach, we help our clients navigate today’s complex, competitive marketplace. Named a Top Workplace by the IndyStar for seven years running, we take pride in offering a culture that fosters professional growth and success.

About HM&M Advisory

HM&M Advisory is a full-service accounting and advisory firm with four offices in the Dallas/Ft Worth (DFW) Metroplex. Ranked among the top 20 DFW accounting firms and the top 300 firms nationwide, our Dallas-based firm has more than 100 team members and four convenient locations in Dallas, Ft. Worth, Frisco, and Southlake, Texas.

About Clark, Raymond & Company Advisory

Beginning in 1991, Clark, Raymond & Company has been committed to the alliances we have with our clients, our employees and our community. We view every relationship as a partnership, and believe that our success is a result of mutual respect and trust with our clients.

For more than 30 years we have provided personalized services to privately held businesses, non-profit organizations, and individuals throughout the Northwest.

About Fiske Advisory

Established in 1972, Fiske Advisory is one of South Florida’s most highly recommended accounting and advisory firms, and consistently ranked as one of the “Top 25 Litigation Support Accounting Firms” and “Top Local Provider of Business Valuation” in the region. In addition to forensic accounting and business valuation, the firm also offers tax and audit, as well as financial consulting services to individuals & businesses.

About EFPR Advisory

EFPR Advisory has been serving individuals, business owners, government and non-profit agencies nationwide for more than 60 years. As one of Western New York’s largest accounting and business consulting firms, we serve clients across the United States and around the globe. The firm is headquartered in Rochester, NY, with locations in Buffalo, Corning, and Jupiter, Florida.

We conduct business in concert with the following principles: operate with the highest level of integrity; engage talented and committed professionals; demonstrate a passion for client success; make decisions in the best interest of our clients; be accessible and proactive in exceeding client expectations; appreciate alternative viewpoints and embrace innovation, creativity, and change.

About MarksNelson Advisory

MarksNelson Advisory is an industry-leading accounting and business advisory firm based in the Kansas City region with extensive experience in the insurance, real estate, manufacturing and distribution, and construction industries throughout the US. We care deeply about our clients, colleagues, and the community. We offer the resources our business partners expect from larger firms but we keep it real by delivering with a personal touch and a long-term view.

About BGBC Advisory

BGBC Advisory is a full-service, award-winning Indianapolis-based firm offering a wide range of finance, accounting, and consulting services. With global capabilities and reach, we help our clients navigate today’s complex, competitive marketplace. Named a Top Workplace by the IndyStar for seven years running, we take pride in offering a culture that fosters professional growth and success.

About Clark, Raymond & Company Advisory

Beginning in 1991, Clark, Raymond & Company has been committed to the alliances we have with our clients, our employees and our community. We view every relationship as a partnership, and believe that our success is a result of mutual respect and trust with our clients.

For more than 30 years we have provided personalized services to privately held businesses, non-profit organizations, and individuals throughout the Northwest.

About Fiske Advisory

Established in 1972, Fiske Advisory is one of South Florida’s most highly recommended accounting and advisory firms, and consistently ranked as one of the “Top 25 Litigation Support Accounting Firms” and “Top Local Provider of Business Valuation” in the region. In addition to forensic accounting and business valuation, the firm also offers tax and audit, as well as financial consulting services to individuals & businesses.

About EFPR Advisory

EFPR Advisory has been serving individuals, business owners, government and non-profit agencies nationwide for more than 60 years. As one of Western New York’s largest accounting and business consulting firms, we serve clients across the United States and around the globe. The firm is headquartered in Rochester, NY, with locations in Buffalo, Corning, and Jupiter, Florida.

We conduct business in concert with the following principles: operate with the highest level of integrity; engage talented and committed professionals; demonstrate a passion for client success; make decisions in the best interest of our clients; be accessible and proactive in exceeding client expectations; appreciate alternative viewpoints and embrace innovation, creativity, and change.

We’re always on the hunt for like-minded firms to partner with.

Interested in learning more?

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