Total Revenue
Breakdown
Segments
Private Client ServicesView metric
Business Tax ServicesView metric
Alternative Investment FundsView metric
Valuation ServicesView metric
| Segment | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Private Client Services | $80.25M | $80.25M | $91.16M | $91.16M | $91.16M | $91.16M | $104.19M | $123.18M |
| Business Tax Services | $56.59M | $56.59M | $65.26M | $65.26M | $65.26M | $65.26M | $71.7M | $80.64M |
| Alternative Investment Funds | $14.72M | $14.72M | $17.23M | $17.23M | $17.23M | $17.23M | $22.17M | $25.19M |
| Valuation Services | $8.22M | $8.22M | $9.24M | $9.24M | $9.24M | $9.24M | $10.01M | $11.74M |
| Total | $159.78M | $159.78M | $182.9M | $182.9M | $182.9M | $182.9M | $208.07M | $240.75M |