| 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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|
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|
|
|
|
|
|
|
|
|
Three Months Ended June 30, |
|
Six Months Ended June 30, |
| 2026 |
|
2025 |
|
2026 |
|
2025 |
Over time |
$ |
216,934 |
|
|
$ |
175,217 |
|
|
$ |
456,286 |
|
|
$ |
382,729 |
|
Point in time |
724 |
|
|
774 |
|
|
2,118 |
|
|
1,329 |
|
Total revenue |
$ |
217,658 |
|
|
$ |
175,991 |
|
|
$ |
458,404 |
|
|
$ |
384,058 |
| The following table presents the disaggregation of revenue by service line (in thousands):
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|
|
|
|
|
Three Months Ended June 30, |
|
Six Months Ended June 30, |
| 2026 |
|
2025 |
|
2026 |
|
2025 |
Private Client Services |
$ |
102,452 |
|
|
$ |
87,630 |
|
|
$ |
225,629 |
|
|
$ |
191,821 |
|
Business Tax Services |
85,392 |
|
|
62,397 |
|
|
166,027 |
|
|
134,100 |
|
Alternative Investment Funds |
17,712 |
|
|
15,021 |
|
|
42,905 |
|
|
37,187 |
|
Valuation Services |
12,102 |
|
|
10,943 |
|
|
23,843 |
|
|
20,950 |
|
Total revenue |
$ |
217,658 |
|
|
$ |
175,991 |
|
|
$ |
458,404 |
|
|
$ |
384,058 |
| The following table presents the disaggregation of revenue by region (in thousands):
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|
Three Months Ended June 30, |
|
Six Months Ended June 30, |
| 2026 |
|
2025 |
|
2026 |
|
2025 |
United States - East |
$ |
85,096 |
|
|
$ |
66,246 |
|
|
$ |
186,581 |
|
|
$ |
149,133 |
|
United States - Central |
37,673 |
|
|
32,958 |
|
|
77,047 |
|
|
68,395 |
|
United States - West |
89,423 |
|
|
76,787 |
|
|
189,310 |
|
|
166,530 |
|
| International |
5,466 |
|
— |
|
5,466 |
|
— |
Total revenue |
$ |
217,658 |
|
|
$ |
175,991 |
|
|
$ |
458,404 |
|
|
$ |
384,058 |
|
|