2026 Annual Report
Independent Connection.
Standing on our own. Leaving people better off.
How our independence enabled a year of growth, evolution, and impact for our clients, our people, and our communities.
A year defined by independence
For Kaufman Rossin, staying independent isn’t just an aspiration. It shapes every decision we make. In fiscal year 2026, our independence led to a leadership transition built on continuity, not outside pressure; investment in our people and capabilities; and innovative new ways to serve our clients, all while our professionals embodied what it means to be part of an organization that answers only to the people and the communities it serves.
Highlights
The year at a glance
A snapshot of the fiscal year ended May 31, 2026: our financial performance and our impact on our people, our communities, and our profession.
Financial
$174M
Revenue
In the Top 50 on the 2026 IPA Top 100 Firms list.
People
700+
Professionals
Across 8 offices, serving 25+ industries, and ranked #1 among accounting firms in the South Florida Business Journal’s 2026 Best Places to Work survey.
Clients
90%
Client satisfaction
Of surveyed clients rated our service 9–10 out of 10, nearly double the 48% industry average.
A legacy of leadership, an independent future
June 1, 2026, marked the official transition of Kaufman Rossin’s leadership, a planned succession that maintains operational continuity and independence. Blain Heckaman, our outgoing CEO of 14 years, passed the CEO torch to Marc Feigelson. Marc brings nearly 30 years with the firm to the CEO role. He joined Kaufman Rossin as an audit manager in 1998, became a principal in 2012 and led the real estate industry group, and served as CFO from 2022 until becoming CEO in June.
Our leadership transition was guided by our dedication to serving our people and our clients, for the long term. Kaufman Rossin is one of the largest partner-owned CPA and advisory firms in the country, and we intend to keep it that way.
Community impact
Investing in stronger communities
Community involvement is core to Kaufman Rossin’s purpose and values. Our professionals support community organizations across the regions we serve through board service, volunteerism, and firm-led initiatives.
$1.3M+
In financial and in-kind community support this past year
190+
Professionals creating impact
100+
Charitable organizations supported
Our people
Voices from our team
In their own words, our professionals share what brought them to Kaufman Rossin and what keeps them here.
Sometimes the best move forward is going back.
Tiphanie Rood
Managing Director, Alternative Investment Services
If I could go back, I’d tell my younger self one thing: trust your instincts and keep going.
Raymond Villanueva, CAMS
Principal, Risk Advisory Services
I’ve always been drawn to numbers, even before I knew exactly what I wanted to do with them.
Lilia Restrepo
Director, Business Intelligence
I’ve always prioritized my family. That’s never been something I’ve been willing to compromise.
Yosel Martinez
Manager, Integration & Transformation
My path to accounting wasn’t traditional.
Jennifer Quent
Director, Family Office & Lifestyle Services
I was looking for something more grounded. More collaborative.
Ryan Loughry
Business Consulting Services & Mary Street Capital Analyst
Employee Resource Groups
Culture that powers performance
Our employee-led community resource groups create space for shared experiences, mentorship, and connection, strengthening collaboration and professional development across the firm. For this reason, all professionals are welcome to join any resource group.
Innovation
Does it make our people better?
In the rush to embrace artificial intelligence, many firms are focused on finding near-term cost reduction. Kaufman Rossin is guided by a different question: will adopting AI in an aspect of our business make us better? It’s a simple standard that keeps us focused on what matters in the long run: serving our clients, our people, and our communities.
How we’re answering it
We study AI alongside our clients.
As a mid-market firm ourselves, we face many of the same AI opportunities and challenges as our clients. Our first State of AI in the Middle Market report surveyed 100 senior decision-makers on how companies move from experimenting with AI to running on it, and pairs their insights with our own experience as an adopter and advisor.
Read the reportOur people learn it first.
No AI initiative reaches its full potential if people don’t understand or buy in. Through our AI Learning & Enablement Program, professionals across our firm build hands-on AI skills, with regular briefings that keep them current on what’s changing and what it means for client work.
We adopt AI at our own pace.
As an independent, partner-owned firm, we set our own technology timeline. New tools reach our people and clients when we’ve proven they will help us enhance the way we serve our clients, our people, and our communities.
New this year
Expanding how we serve clients
Private equity
A dedicated practice serving private equity funds, fund managers, and their portfolio companies across the full deal lifecycle, from diligence through exit.
Visit Kaufman Rossin PEInvestment banking
Our investment banking affiliate provides M&A, corporate finance, and strategic advisory services to family- and founder-owned middle-market businesses.
Visit Mary Street CapitalThe impact continues.
For 64 years, independence has defined who we are and how we operate. It shapes how we think, how we grow, and how we show up every day. That’s not changing.
