Whitley Penn Company Research Report

Company Overview

• Name: Whitley Penn

• Mission: To ensure the continued success of clients by providing top-notch service through detailed knowledge, ongoing innovation, and a focus on entrepreneurship, curiosity, and growth.

• Founded: 1983

• Founders: No specific information about the individual founders.

• Key People:

• CEO and Managing Partner: Larry Autrey

• Headquarters: Fort Worth, Texas

• Number of Employees: Detailed number not provided, but stated to be over a certain amount.

• Revenue: No information is available.

• What the Company is Known For: A full-service accounting and advisory firm, recognized for audit, consulting, tax, and digital services with a global reach through its affiliation with HLB International.

Products and Services

Products and Services Offered

1. Audit:

• Comprehensive financial examination and reporting to ensure accuracy and compliance.

• Key Features:

• Detailed financial statement examinations

• Regulatory compliance assurance

2. Consulting & Advisory:

• Business strategy development and performance improvement.

• Key Features:

• Business restructuring

• Transaction advisory services

3. Tax:

• Tax compliance and strategic tax planning.

• Key Features:

• Year-end tax considerations

• Corporate transparency compliance

4. Digital:

• Technology-driven solutions to enhance business processes and data analytics.

• Key Features:

• Cybersecurity risk assessments

• Data products and strategy development

Recent Developments

New Developments and Partnerships

• New Partnerships: Travis Property Management joined Whitley Penn, expanding the firm's Mineral & Asset Management practice.

• Leadership Changes: Leadership successors have been announced to be effective January 1, 2025.

• Awards and Recognition:

• Named as a finalist in D CEO’s 2024 Excellence in Healthcare Awards.

• Larry Autrey was named Texas Tech University Lyons School of Accounting 2024 Distinguished Alumnus.

• Recent Service Expansions:

• Expanded service offerings to include Bankruptcy & Restructuring, Transaction Quarterback Services, and Data Products & Strategy as of 2023.

New Features and Products Launched

• Technology and Digital Innovations:

• Focus on AI and data analytics in transforming oil and gas operations.

Community Engagement

• Kristen Sayegh named to the March of Dimes Greater Houston Board of Directors.

This report provides an in-depth overview of Whitley Penn, highlighting its service offerings, recent developments, and leadership changes. It positions the company as a dynamic player in the accounting and advisory industry, with a clear focus on innovation and client success.