As 2025 comes to a close, we’re reflecting on a year that reshaped what it means to serve our clients and communities as one unified Sorren. What began as a collaborative vision has become a national advisory and accounting firm built on clarity, partnership, and the belief that people move forward when they have the right team by their side.
This year, we expanded our reach, strengthened our capabilities, deepened our community connections, and continued building a firm designed to anticipate opportunities others miss. Most importantly, we did it with our clients at the center of every decision.
Expanding Our Reach to Serve You Better
In 2025, Sorren welcomed new teams and offices across the country, extending our presence to 23 locations in 11 states. Each addition brought local insight, specialized experience, and people who share our commitment to delivering thoughtful, high-quality guidance.
From the West Coast to the Southeast to the Mountain West, our growing footprint means clients have access to more of what matters: deeper expertise, broader perspectives, and a national network ready to help you move forward with confidence.
Celebrating New Beginnings in Our Communities
Alongside our growth, one of the most meaningful parts of this year was reconnecting with the communities that know and trust our legacy firms. Through ribbon cuttings, open houses, and local celebrations, our teams reintroduced Sorren in the places where many of our client relationships began.
These events honored the decades of service provided by our legacy firms and the people who built lasting trust in their markets. Clients, business owners, community partners, and long-time supporters joined us to celebrate a new chapter grounded in the same relationships that brought us here.
Every conversation reinforced what we already know:
Our legacy lives on through the communities we serve.
As Sorren continues to grow, these connections remain at the heart of who we are and how we show up. And we’re not done yet. Stay tuned for even more ribbon cuttings and open houses next year.
Strengthening Core Solutions Across the Firm
Our clients’ needs are evolving, and so are we. This year, Sorren continued to strengthen our tax, assurance, advisory, and accounting structures so we can serve you with clarity and consistency across every location.
Highlights from 2025 include:
- Expanded nationally with advisory, assurance, tax, and accounting solutions for all legacy firms
- Strengthened national leadership and built specialized teams, including industry groups
- Continued advancement of our methodology and processes
- Elevated the depth of our offerings, ensuring clients have real-time insights to support better decisions
These investments reflect our ongoing commitment to delivering solutions that help organizations navigate complexity and plan for what’s next.
A Modern, Connected Client Experience
We continued to refine the tools and technology that help us collaborate seamlessly with clients and deliver work efficiently and securely.
This year, Sorren:
- Enhanced our use of leading software across tax, assurance, accounting, and advisory
- Expanded national reporting and analytics capabilities
- Improved internal systems that support timely communication, strong quality control, and a smoother client experience
Each improvement is guided by one goal: ensuring our clients receive thoughtful, strategic, and high-quality support. Wherever and however they work with us.
Introducing Sorren to the World
One of the most meaningful milestones of 2025 was the public launch of the Sorren brand. While our name is new, the people behind it are the advisors you’ve known and trusted — now united with greater resources, shared values, and a broader platform to help you reach your goals.
With the launch of Sorren.com and our refreshed messaging, clients now have a clearer path to explore our solutions, meet our teams, and access resources designed to support informed decision-making.
Grounding Our Future in Shared Principles
This year also marked the introduction of Sorren’s Mission, Vision, and Values. The guiding principles that unite our people and shape how we serve organizations across the country.
Our Mission
We help people and organizations move forward — with clarity, confidence, and the kind of partnership that makes a difference.
Our Vision
To be the firm people trust, for the quality of our services and the strength of our team.
Our Values
Respect. Integrity. Curiosity. Accountability. Impact.
These principles reflect what our legacy firms have always embodied: putting people first, doing what’s right, asking thoughtful questions, taking ownership, and creating meaningful results. Together, they guide how we show up for clients, colleagues, and communities every day.
Coming Together as One Firm
This year, Sorren also hosted our first Annual Meeting, a moment that brought our national leadership together to align on the future of the firm. It was a powerful reminder that while our footprint is expanding, our focus remains firmly on the relationships that define us.
As we look ahead, our partners and teams across the country are united in delivering an experience rooted in clarity, confidence, and genuine care for the people we serve.
Looking Ahead to 2026
The momentum of 2025 positions Sorren for continued growth and innovation. With new capabilities on the horizon and a team that never stops learning, we’re excited for what the next year holds.
What remains constant is our commitment to you. Your goals, your challenges, and your vision for the future drive everything we do.
Thank you for trusting Sorren this year. We look forward to helping you move forward with clarity and confidence in 2026 and beyond.
