Springline Advisory

The future belongs to firms that can Scale with Soul. 💚 In a new Forbes Business Council article, our CEO Tim Brackney shares a timeless truth: “Putting your people first is a winning strategy, no matter the size of your business.” At Springline, we’re building what we call a "big, small firm." One that grows with the reach, rigor, and resources of a national platform while keeping the heart, connection, and culture of a close-knit team. Read more from Tim and other leaders on what big businesses can learn from smaller ones ➡️ https://lnkd.in/egMJAMkG

In M&A, success isn’t only found in the spreadsheets. It’s forged in the culture. As deal volume surges this year, too many organizations still underestimate the one factor that determines whether those deals thrive or fail: how people connect, adapt, and believe in the shared vision ahead. In her latest article for HrTech Cube, our Chief People Officer, Erin (Rybacek) McAuley, shares why, for us at Springline, culture is a strategic asset. From conducting Culture Due Diligence to applying the Three Vs Framework (Vision, Velocity, Village), Talent leaders have a unique opportunity to lead integrations that truly scale with soul. 💚 Because when you align not just strategies but human experiences, you don’t just merge firms — you build belonging. 🔗 Read the full article: https://lnkd.in/ebiN8Yg8

In cybersecurity, it’s not just the servers and firewalls that matter. It’s the blind spots: everything from identity infrastructure to smart conference gear, digital signage, elevators, and even vending machines. Forbes Technology Council's latest expert panel spotlights: "20 Overlooked Hackable Business Systems and How to Secure Them." Proud to see our CTO Abhesh Kumar, weighing in. His take: breaches thrive where accountability is fuzzy. Give every team a named security lead with real authority, routine threat briefings, and recognition for prevention. Then, you turn security from “everyone’s side task” into a shared discipline. That’s how we Scale with Soul: rigorous where it counts, people-powered end to end. 💚 Read the Forbes piece and discover too-often-ignored attack surfaces and the practical ways to lock them down in your organization. ➡️ https://lnkd.in/eMna6wep

In his recent interview with Accounting Today, our CEO Tim Brackney shared how we're building the big, small firm of the future. The goal is simple: bring together entrepreneurial, middle-market firms that could thrive on their own but choose to be stronger together. Our north star: one firm, one culture, with partners aligned not just in strategy but in deal structure that sets the tone for long-term success. This is growth reimagined. This is Scale with Soul. 💚 https://lnkd.in/ehJtw_Jp

Growth isn’t just about getting bigger. It’s about getting sharper. In his latest piece for Forbes, our CEO Tim Brackney shares what it really means to Scale with Soul. 💚 From leveraging private capital to investing in AI, Tim unpacks how the most successful firms are those that grow with intention. Staying personal, people-first, and client-centric every step of the way. In his article, "The Rise of the Big, Small Firm," you'll learn why—at Springline—we believe the future belongs to firms that are bold enough to modernize without losing the magic that made them great in the first place. Read it here 👉 https://lnkd.in/ewkhQguM

The accounting profession has long relied on one solution: hire more CPAs. What if the next frontier isn’t just about adding talent, but multiplying their impact?💡 Our Chief People Officer, Erin (Rybacek) McAuley, joined a powerhouse panel hosted by Accounting Today alongside Editor in Chief Daniel Hood, and leaders from AICPA and Woodard for a bold conversation on this very topic: "Building Capacity: Alternatives to Hiring." Erin shared three game-changing insights: ✅ Culture is a true capacity multiplier. ✅ Career switchers and adjacent talent are reshaping the pipeline. ✅ Technology doesn’t replace people. It amplifies them. 🎧 Catch the full webinar with more actionable insights here: https://lnkd.in/eN8sbSKv

We believe that great work comes from an even greater culture. That's why we're incredibly proud to announce that three of our founding firms: Clark, Raymond & Company, a Springline company, Fiske, a Springline company, and MarksNelson, a Springline company have been named to Accounting Today's 2025 “Best Firms to Work for" list! This recognition is a direct reflection of the vibrant cultures and rewarding environments our firms have built. They truly embody our "Scale with Soul" ethos, where professional growth is deeply intertwined with our people-first approach. 💚 👏 Join us in celebrating this outstanding achievement and the remarkable teams behind this recognition! 🏆 Read all about how we made the list: https://lnkd.in/gcNVQ-SJ

At Springline, we believe culture isn’t a side initiative. It’s the strategy. On the Built by People podcast hosted by Dave D'Angelo, our Chief People Officer, Erin (Rybacek) McAuley shares how we’re co-creating culture in the midst of rapid growth. 💡Actionable insights: 1️⃣ Treat culture as a lever for growth 2️⃣ Humanize scale by balancing “big firm” opportunities with “small firm” relationships 3️⃣ Start storytelling early to bring values to life Listen in for a masterclass on embedding culture into business strategy. https://lnkd.in/eSY9ZnZB

The recent 911 outage in Pennsylvania was a stark reminder of how fragile critical infrastructure can be. In a Forbes Technology Council piece, our CTO Abhesh Kumar emphasized a truth we live by at Springline: resilience isn’t just about backups—it’s about knowing your dependency chain end-to-end and stress-testing it under real conditions. Because when one link breaks, the whole system needs to adapt without hesitation. That’s the essence of building technology—and organizations—that are not only innovative but also reliable when it matters most. Proud to see Abhesh’s perspective shaping this important conversation on public safety and beyond. Check out the article, "20 Tech Experts On How To Fix Hidden Weaknesses In Emergency Systems" here: https://lnkd.in/geb5YhKX

AI gets the headlines. Data does the heavy lifting. In his new Forbes Technology Council piece, our CTO Abhesh Kumar flips the script: AI Is the Frosting, Data Is the Cake. 🍰 The takeaway for growth-minded firms: Just like frosting without a cake, AI without good data lacks substance. A few crumbs we loved: 1️⃣ Architecture before algorithms. Start with the decisions you want to make, then ensure your systems (CRM, ERP, marketing, finance) actually talk to each other. 2️⃣ Better data > more data. Clean, labeled, connected, and current beats “big” every time. 3️⃣ Trust is a data product. Integration + governance + context = insights your teams (and clients) can use. At Springline, we’re tech-driven and human-led. Partnering with firms ready to transform data discipline into business momentum. Read the article to get Abhesh's "recipe" for AI that actually performs: https://lnkd.in/ejf3WrtE #AI #DataQuality #MidMarket