| Schedule of Disaggregation of Revenue |
The following table presents the disaggregation of revenue by timing of revenue recognition (in thousands):
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|
|
|
|
|
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|
|
|
Year Ended December 31, |
| 2025 |
|
2024 |
|
2023 |
Over time |
$ |
836,190 |
|
|
$ |
727,103 |
|
|
$ |
632,762 |
|
Point in time |
2,502 |
|
|
4,490 |
|
|
6,349 |
|
Total revenue |
$ |
838,692 |
|
|
$ |
731,593 |
|
|
$ |
639,111 |
| The following table presents the disaggregation of revenue by service line (in thousands):
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|
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|
Year Ended December 31, |
| 2025 |
|
2024 |
|
2023 |
Private Client Services |
$ |
431,807 |
|
|
$ |
364,659 |
|
|
$ |
321,014 |
|
Business Tax Services |
291,804 |
|
|
261,048 |
|
|
226,343 |
|
Alternative Investment Funds |
72,914 |
|
|
68,922 |
|
|
58,888 |
|
Valuation Services |
42,167 |
|
|
36,964 |
|
|
32,866 |
|
Total Revenue |
$ |
838,692 |
|
|
$ |
731,593 |
|
|
$ |
639,111 |
| The following table presents the disaggregation of revenue by region (in thousands):
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|
Year Ended December 31, |
| 2025 |
|
2024 |
|
2023 |
East |
$ |
325,914 |
|
|
$ |
272,348 |
|
|
$ |
235,931 |
|
Central |
159,525 |
|
|
135,632 |
|
|
115,027 |
|
West |
353,253 |
|
|
323,613 |
|
|
288,153 |
|
Total revenue |
$ |
838,692 |
|
|
$ |
731,593 |
|
|
$ |
639,111 |
|
|