Company Research Report: Maxwell Locke & Ritter

Company Overview

• Name: Maxwell Locke & Ritter (ML&R)

• Mission: To deliver financial insights, business strategy, and ongoing support that business needs to thrive. ML&R is dedicated to addressing key milestones and providing strategic vision and thoughtful advice necessary to navigate today’s ever-changing marketplace.

• Founded by: Earl Maxwell, Tom Locke, and Mark Ritter

• Key People:

• Michelle Hardeman, CPA - Tax Partner

• Brandon Lamb, J.D., CPA - Transaction Advisory Partner

• Michelle Kopplow, CPA - Audit Partner

• Jimmy Romell, CPA - Audit Partner

• Kyle Parks, CPA - Leading Partner

• Kate Williams, CPA, CISA - Risk Assurance Partner

• Headquarters: Austin, Texas, USA

• Secondary Location: Round Rock, Texas, USA

• Number of Employees: Approximately 160 exceptional professionals

• Revenue: No information is available

• Known for: ML&R is renowned for its CPA and advisory services focused on financial statement assurance, tax compliance, transaction advisory, and risk assurance.

Products and Services Offered

Key Service Offerings

1. Financial Statement Assurance & Advisory:

• Provides assurance services that include audits and reviews, and advisory focused on improving financial reporting and processes.

2. Tax Compliance & Advisory:

• Tailored tax services including compliance, strategic tax planning, and advisory for federal and state tax regulations.

3. Transaction Advisory:

• Focused on buy-side and sell-side transaction advisory support, especially for SaaS companies and other recurring revenue businesses. Services include financial due diligence, quality of earnings analysis, and strategic advice on deals.

4. Risk Assurance & Advisory:

• Provides risk management services and navigates regulatory compliance, SOX compliance, SOC reporting, and internal audit services.

High-Level Description

• Maxwell Locke & Ritter offers a comprehensive suite of CPA and advisory services designed to meet the needs of complex business environments. They provide critical support across various industries including real estate, healthcare, technology, venture capital, and more, aiming to help clients make informed decisions and achieve business goals.

Key Features of Products

• Experienced-hire model ensures clients work with professionals who have relevant expertise.

• Emphasis on personality, warmth, and service as integral business philosophies.

• Extensive community involvement and support for over 300 organizations, reflecting the firm’s commitment to corporate social responsibility.

Recent Developments

New Developments

• Partnership Expansion: As of 2025, ML&R welcomed three new partners along with appointing a Chief People Officer to support continued growth and leadership.

• Brand Refresh: Announced the sale of an affiliate firm and introduced a brand refresh with a new website to reinforce commitment to the future.

New Initiatives and Projects

• Community Engagement: ML&R’s community committee actively partners with local charitable organizations, including supporting the Austin Sunshine Camps and other community-focused events.

• Technology Integration in Services: Following industry trends, increased emphasis on leveraging technology, AI, and data analytics in their service offerings.

Recent Recognitions

• Awards & Recognition: 60+ awards since 2015, consistently ranked as Austin’s Top Local Firm in the IPA 200 list.

• Employee Participation: Noted highest employee participation in Amplify Austin among medium-sized companies.

Strategic Partnerships

• Recently featured partnerships and client spotlights demonstrate ML&R’s ability to foster meaningful collaborations within both the community and industry sectors.

This report highlights Maxwell Locke & Ritter’s dedication to providing exceptional service and strategic advisory geared towards addressing the multiple facets of business success through innovation, expertise, and community engagement.