Forvis Mazars: Assurance, Tax & Consulting for Franchise Growth

Brand: Forvis Mazars LLP

Website: https://www.forvismazars.us/

Supplier Profile: https://1851franchise.com/supplier/forvis-llp

Service Segment: Assurance (audit, SOC, EBP), tax (federal, state/local, international, controversy), consulting (risk, IT/cyber, transaction, valuation, ESG, outsourced accounting)

Top Clients: Babcock International Group, NEC Financial Services, Froedtert ThedaCare Health, United Real Estate Group

Forvis Mazars LLP is a leading accounting and consulting partner for franchise systems and multi-unit operators. The firm combines national scale with hands-on service, helping brands improve financial reporting, optimize tax strategy, manage risk, and accelerate growth. With an “Unmatched Client Experience” approach, teams listen first, build right-sized solutions and stay engaged as needs evolve — from first location to nationwide expansion.

Company Overview

BKD LLP and Dixon Hughes Goodman LLP merged in 2022 to form FORVIS, a name derived from “forward vision.” In 2024, FORVIS aligned with Mazars to become Forvis Mazars. Today, the firm ranks among the largest public accounting firms in the United States. With more than 7,000 professionals serving clients in all 50 states and in over 100 countries worldwide, Forvis Mazars provides assurance, tax and consulting services. Its teams bring specialized expertise across industries such as restaurants, health care, retail and financial services, many of which have strong franchise representation.

Innovative Methodology

Innovation is embedded in the firm’s culture through EDGE, Forvis Mazars’ internal innovation lab. EDGE takes ideas from ideation to market, producing practical tools — such as Clari³ty® analytics, LeaseVision, SALT Explorer and TaxCred PRO™ — that streamline reporting, enhance compliance and turn data into decision-ready insights for operators and franchisors.

Core Features and Benefits

Fovis Mazars offers a wide range of services tailored to meet the diverse needs of its clients:

Assurance: Audits, reviews, compilations, employee benefit plan audits, SOC examinations, internal audit, international and statutory audits
Tax: Federal, state and local (SALT), international, controversy and procedure, mergers and acquisitions, tax transformation, private client services
Consulting and Advisory: Enterprise risk, IT risk and cybersecurity, ESG, CFO and business consulting, technology enablement (ERP/CRM), value-added analytics, transaction advisory, valuation, restructuring and turnaround
Outsourced Accounting: Scalable accounting ops, close acceleration, controller/CFO support for growing systems

Impact and Success Stories

Forvis Mazars supports growth at scale — from emerging franchisors building FDD-ready finance functions to mature brands optimizing audit readiness, royalty assurance and unit-level performance analytics. The firm’s high Net Promoter Scores (frequently cited in client surveys) reflect sticky client relationships, smoother auditor transitions and measurable improvements in reporting quality, risk posture and EBITDA-oriented decision making.

Here are a few quotes from clients:

“Working with Forvis Mazars, United Real Estate has fully integrated our Bullseye™ Agent Productivity Platform with our transaction processing systems and back-office ERP solution. This integration has increased United’s ability to forecast, predict, and manage our businesses for both the benefit of the home office and our brokers and field management.”

– David Dickey, Chief Product Officer — United Real Estate. Read the case study here.

“After Forvis Mazars helped us identify our revenue cycle priorities, we knew they were the right choice to support our implementation as well. We’re already seeing results that are setting us up for sustainable improvement.”

– Matt Heyn, CEO — Oak Valley Hospital District. Read the case study here.

“Forvis Mazars has been more than a vendor throughout the implementation and training phases. We’ve collaborated on ways to help our organization plan and report more efficiently.”

– Laura Buxton, Project Manager — Carrefour Associates. Read the case study here.

Future Outlook

The firm continues investing in analytics, automation and AI-assisted workflows that reduce manual lift and improve accuracy. Expect deeper franchise data benchmarking, enhanced ESG and cyber readiness services, and expanded transaction support as systems consolidate and private capital continues to flow into franchising.

Why Forvis Mazars Stands Out

High-Touch Model: Lower partner-to-staff ratios deliver senior attention and faster responses.
Tooling That Matters: Proprietary platforms (e.g., Clari³ty, LeaseVision, SALT Explorer) built to solve real reporting and compliance pain points.
Breadth + Depth: Full stack of assurance, tax, risk and technology consulting under one roof.
Global Reach, Local Feel: Consistent delivery across markets with sector-specific expertise.
Proven Client Experience: The Unmatched Client Experience playbook prioritizes listening, clarity, and practical outcomes.

Whether you’re validating unit-level performance, preparing for an audit, optimizing tax posture, or readying for a transaction, Forvis Mazars brings the scale, tools, and franchise fluency to move your brand forward.

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Forvis Mazars: Assurance, Tax and Consulting to Help You Prepare for What’s Next