26 FEB 2025 / M&A UPDATES

Springline Advisory Partners with EFPR Advisory to Broaden Reach and Strengthen Services

- MYCPE ONE Insights Team

Summary

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Springline Advisory has partnered with EFPR Advisory, LLC, a move that expands Springline's Northeast US presence and enhances its services in international tax, business valuation and more. The partnership aligns the companies' core values and strategic goals, and grows Springline's professional network to over 500 nationwide, reinforcing its position as a leading middle-market advisory platform.

Springline Advisory, a fast-growing financial and business advisory firm, has officially partnered with EFPR Advisory, LLC, a 2024 IPA Top 200 firm headquartered in Rochester, NY, with offices in Buffalo, Corning, and Jupiter, FL. The move significantly enhances Springline’s Northeast U.S. presence and adds depth in areas like international tax, business valuation, M&A, forensic accounting, and audit services.

EFPR’s Managing Partner Jim Marasco emphasized the alignment of core values and strategic goals: “We’re gaining access to advanced tools and resources that will drive innovation in both our client services and internal processes.” The firm will also join Springline’s Advisory Council, helping shape best practices and cultural investments under the company’s signature “Scale with Soul” model.

With this partnership, Springline Advisory now spans over 500 professionals nationwide, reinforcing its position as a leading middle-market advisory platform. CEO Tim Brackney highlighted the cultural fit, noting EFPR’s client dedication and people-first culture as key assets for Springline’s growth strategy.

Until next time…

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Springline Advisory Partners with EFPR Advisory to Broaden Reach and Strengthen Services

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