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Revenue
 9 Months Ended
Sep. 30, 2026
Revenue Recognition and Deferred Revenue [Abstract]  
Revenue Revenue
Disaggregation of Revenue
The following table presents the disaggregation of revenue by timing of revenue recognition (in thousands):
Three Months Ended September 30,Nine Months Ended September 30,
2026202520262025
Over time
$335,433 $283,535 $791,719 $666,264 
Point in time
1,885 753 4,003 2,082 
Total revenue
$337,318 $284,288 $795,722 $668,346 
The Company derives revenue from four service lines:
•Private Client Services: Tax and financial services for individuals and families, focusing on client issues such as multigenerational wealth, charitable giving, and estate planning.
•Business Services: Consulting and compliance services for businesses, assisting organizations with tax planning, compliance and reporting needs.
•Alternative Investment Funds: Tax and financial-related services for alternative investment funds including family offices, funds of funds, hedge funds, private equity, venture capital and real estate investment trusts.
•Valuation Services: Independent valuation analyses to assist clients in navigating tax laws and regulatory requirements.
The following table presents the disaggregation of revenue by service line (in thousands):
Three Months Ended September 30,Nine Months Ended September 30,
2026202520262025
Private Client Services
$177,644 $154,976 $403,273 $346,797 
Business Services
120,134 93,926 286,161 228,026 
Alternative Investment Funds
27,860 26,598 70,765 63,785 
Valuation Services
11,680 8,788 35,523 29,738 
Total revenue
$337,318 $284,288 $795,722 $668,346 
The following table presents the disaggregation of revenue by region (in thousands):
Three Months Ended September 30,Nine Months Ended September 30,
2026202520262025
United States - East
$131,733$110,369 $318,314$259,502 
United States - Central
58,28555,033 135,332123,428 
United States - West
136,585118,886 325,895285,416 
International10,715—
16,181—
Total revenue
$337,318$284,288 $795,722$668,346 
Remaining Performance Obligations
The revenue recognition standard provides exemptions to the requirements for disclosure of the total transaction price allocated to unsatisfied performance obligations as of the reporting date for performance obligations within contracts of one year or less. The majority of the Company’s contracts with clients have a duration of one year or less. For contracts with a stated duration exceeding one year, these agreements allow both the Company and the client to cancel or terminate without substantial penalty. Therefore, the contract duration does not extend beyond the goods and services already transferred when cancellation or termination rights exist without substantial penalty. As such, the Company does not disclose the total transaction price allocated to unsatisfied performance obligations.
Contract Balances
In the three and nine months ended September 30, 2026, the Company recognized revenue of approximately $1.5 million and $11.1 million, respectively, that was included in deferred revenue on the consolidated balance sheet as of December 31, 2025. In the three and nine months ended September 30, 2025, the Company recognized revenue of approximately $1.2 million and $14.2 million, respectively, that was included in deferred revenue on the consolidated balance sheet as of December 31, 2024. The opening balance of deferred revenue on January 1, 2025 was $15.6 million.