Springline Advisory

?? CULTURE EATS DEALS FOR BREAKFAST?? ?? Partnering with private equity can feel like hitting the jackpot.?? But in today’s seller’s market, getting swept up in the accounting firm consolidation hype is easy without asking the tough questions. Our CEO Tim Brackney, breaks it all down in his latest Forbes Business Council article, providing accounting firm leaders with a blueprint for choosing the right PE partner—not just the most lucrative one. ?? Takeaway: The best deals are about shared values, a sustainable vision, and taking care of your most important asset: your people. ?? This is the article mid-market accounting & advisory firm leaders should read before entering the PE conversation. It’s about finding a partner who helps you scale with intention—not just speed. And that's at the root of our "Scale with Soul" approach. ?? ?? Check it out here: https://lnkd.in/eUBs9H5U #ScalewithSoul #AccountingFirms #PrivateEquity

As we gather with loved ones and reflect on the year, we’re reminded that at Springline, growth isn’t just about numbers—it's about people. This Thanksgiving, we’re grateful for: ?? Our team, whose brilliance and dedication fuel our journey ?? Our founding firms, who entrust us with their boldest ambitions ?? Our industry partners, who inspire us to dream even bigger Together, we’re building something extraordinary: a firm by and for the middle market that leads with purpose, innovation, and heart. ?? From all of us at Springline, Happy Thanksgiving to you and yours! ???? ?? #ScalewithSoul

Private Equity’s investment interest in accounting and business advisory firms isn’t just a trend; it’s a transformational shift—and one that can’t be ignored. Hear from our CEO Tim Brackney as he dives into this topic at the Accounting Today #PESummit this Thursday in his session: “What PE Wants.” This panel will give mid-market accounting firms a front-row seat to the evolving PE landscape, helping you understand the value, opportunity, and potential of strategic partnerships. At Springline, we’re committed to equipping mid-market firm leaders with the insights they need to grow and thrive. We're proud to be an event sponsor and part of this timely conversation. Hope to see you in Chicago this week! #AccountingFirms #PESummit #ScaleWithSoul

The intersection of private equity and accounting firms: It's a space full of opportunity, innovation, and - let's be honest - complexity. ?? Our CEO Tim Brackney, will unpack this and more at the Accounting Today PE Summit in the must-attend session: "What Private Equity Wants." As a proud event sponsor, we're excited to see this conversation unfold and help leaders understand the new playbook Springline is writing for the middle market accounting and advisory firm of the future. If you're looking to align with PE expectations, learn the strategies for growth, get ready for an agenda full of eye-opening takeaways. Join us next week in Chicago! https://lnkd.in/gdEwBTcx #PESummit #AccountingFirm #ScaleWithSoul

?? Big Welcome to Our New Head of Talent Acquisition! ?? We’re thrilled to announce that Julie Spence has joined us as Head of Talent Acquisition! Julie is a strategic leader, hands-on operator, and passionate about scaling teams and mentoring others. She brings extensive experience in the finance & accounting and advisory space, where she’s helped companies grow smartly and sustainably.?? Julie was drawn to our “Scale with Soul” model—an approach that inspires growth while keeping people at the heart of everything we do. She’ll lead the charge of establishing our nationwide talent strategy, integrating the best practices from our founding firms, and creating a world-class function. Julie's vision will help make Springline THE top firm where talent meets purpose and growth is always people-first. We’re so lucky to have her on our journey! ?? #ScalewithSoul #TalentStrategy #PeopleFirst

This week, we held our first-ever all-team meeting from across our firm offices and time zones — a mix of in-person connections and virtual high-fives — and it was electric! ? We're united in our mission: building an industry-leading accounting and business advisory firm - by and for the middle market. A firm that scales ???????? culture, not ?????????????? it. A firm where our people can thrive and grow their careers. Our ambition? To Scale with Soul. To create opportunity. To drive unmatched value for our clients. To build an irresistible culture. And to do it all, together. ?? We are Springline, and we’re just getting started! ?? #ScalewithSoul #OneSpringline

?? Welcome to the Future of Springline! ?? We’re thrilled to announce that Abhesh Kumar has joined us as Chief Technology Officer! Abhesh will steer Springline’s technology strategy, drive innovation, and champion our people-first culture. Abhesh joins us with a wealth of experience and an impressive track record in regulatory technology, most recently as the Global Head of RegTech at The Depository Trust & Clearing Corporation (DTCC). With degrees from the National University of Singapore, UCLA and MIT, Abhesh brings both a technical edge and a people-first mindset—perfectly aligned with our mission at Springline. What drew him here? Springline’s commitment to “Scale + Soul”—growing with purpose while valuing every individual on the journey. Abhesh believes in leveraging transformative technology that empowers teams and uplifts our client experiences. Welcome, Abhesh! Here’s to a future that’s tech-driven and heart-led! ?? ?? #Leadership #Innovation #ScalewithSoul

The last few years have been challenging for the accounting profession, which has experienced a shortage of CPAs across the industry. That's why we're proud to sponsor the American Institute of Certified Public Accountants (AICPA) and CIMA's annual Accounting Pipeline Diversity Symposium (APDS). On October 16-17, this critical event brings together professionals from across the accounting and finance profession to discuss strategies and best practices for maintaining a strong and diverse talent pool. Along with their annual?Accounting Scholars Leadership Workshop (ASLW)?— where more than 100 bright and talented ethnically diverse accounting students will attend — the symposium is a valuable opportunity to inspire the next generation of accounting and finance professionals. With advanced technologies from AI to business automation, there are infinite possibilities for innovative finance and accounting career paths. Interested in attending? Register here: https://lnkd.in/ekRMWHGC #accountingcareers #financecareers #DEI

?? We're Building Something Special ?? At Springline, we believe in the power of growth and evolution. We’re pleased to be featured in Accounting Today, where CEO Tim Brackney shares our journey of bringing together pioneering firms to create something bigger, better, and more compelling for mid-market firm partners, clients, and talent alike. ?? ? From innovative learning and development initiatives to embracing technology and offshoring, we’re on a mission to revolutionize the future of middle-market accounting and advisory. ?? Read the full story (*paywall*): https://lnkd.in/eHpx3jhG #ScaleWithSoul #AccountingInnovation #BusinessAdvisory

?? The future of accounting and advisory firms is at a crossroads, where the rapid rise of technologies like ChatGPT Enterprise meets a historic talent shortage. Our CEO, Tim Brackney dives deep into these trends in his latest Forbes article, Turning the Tables With Technology and Talent, offering actionable strategies to stay ahead in this transformative era. ?? Key takeaway: Embracing cutting-edge tech isn't just about efficiency—it's about creating a workplace that attracts and retains top talent. Investing in AI and upskilling your team could be the game-changer that propels your firm forward. ?? Check out the full article to learn how middle-market firms can compete in this tech-driven talent race. https://lnkd.in/gyesrD4v #AccountingInnovation #FutureOfWork #ScaleWithSoul