Your Partner in Growth
Your Partner in Growth
Mergers & Acquisitions –
The Aprio Way
At Aprio, we continue to grow by helping newly acquired partners and team members reach their full potential. We work closely with you to transform your firm into a leader in the profession and introduce innovative growth opportunities. Consider Aprio your partner in growth.
Aprio is building the professional services firm of the future that integrates accounting, tax, assurance*, wealth management, and advisory solutions to create lasting value for our clients. Aprio’s global network provides the depth of services and specialists needed to achieve bold goals.
What is M&A and Why It Matters
Mergers and acquisitions (M&A transactions) consolidate ownership of firms under a single entity. These transactions enable smaller firms to expand service offerings, extend geographic reach, and overcome talent and resource challenges. By aligning with a larger, like-minded partner, a new partnership can help you preserve your firm’s culture, expand client service and create opportunities for long-term growth.
Planning for the Future: Succession and Continuity
Success in professional services is built on trust forged through enduring client relationships and collaborative partnerships. Safeguarding this trust through business combinations demands a proactive and strategic approach to firm continuity planning and succession.
Poorly managed leadership transitions can result in fractured relationships, client attrition and diminished firm value. However, with the right partner and preparation, these transitions become an opportunity to preserve and grow legacy.
An Integration Process Designed for Growth
We know what it takes to successfully integrate your firm and position you and your people for success. Aprio's Integration Hub and dedicated M&A team provide the resources, process and guidance newly acquired firms need to navigate transitions with clarity and control:
- Detailed handbooks outlining every step of the process.
- Hands-on guidance from a dedicated M&A team that has a full grasp of your needs and challenges.
- Collaborative support tools to keep proper alignment and engagement throughout the transition and integration.
Proven success with over 25 completed mergers, spanning firms with revenues ranging from $3 million to $70 million.
We guide you through every stage:
How to Prepare for Acquisition
A successful M&A deal starts with clarity. Define your goals:
- Are you ready to scale?
- Do you have a succession plan?
- Can you break into new markets?
Aprio’s specialists provide tailored strategies to align your goals with the right opportunities, so every decision is informed and impactful.
The future is yours to shape. Let’s build your legacy together.
REDEFINING M&A EXPERIENCE: THE APRIO ADVANTAGE
At Aprio, we ignite growth for firms like yours. We become your partner, equipping you with the strategies to lead and achieve transformative success.
Client retention & attraction
Clients today demand more than transactional services—they want engaged forward-thinking advisors who anticipate their needs. Aprio strategic partnerships to help you build client relationships through:
- Comprehensive service solutions aligned with stages across the business lifecycle
- A national brand marketing engine that continuously publishes valuable market insights and thought leadership content
- CRM tools and sales support to nurture leads, drive engagement, loyalty and continuity planning
Expansion of service offerings
Growth often requires diversification. Aprio continues to develop the depth of services clients need to grow. Our strategic partnerships provide a lifetime of services to drive succession planning:
- Support client growth with Outsourced Accounting, Financial Planning and Analysis, and Business Application and ERP Advisory Services.
Help clients simplify information assurance* certification and reporting with Compliance as a Service. - Support client growth with specialty tax services including R&D Tax Credits, Cost Segregation, State and Local Tax, and International Tax Services.
- Strengthen your role as a financial steward by offering clients integrated tax and wealth management services.
Operational efficiencies
Sustainable growth is about operating smarter. By consolidating resources and adopting scalable processes, your accounting firm can achieve long-term efficiencies. Aprio supports this by:
- Providing proven integration playbooks and support for smoother onboarding and transitions.
- Utilizing Automation and AI to reduce manual tasks, streamline workflows and improve accuracy.
- Leveraging offshore teams to help partners and rising team members focus on client service.
With Aprio’s guidance, firms can take the next step with confidence, knowing they’re supported by professionals who understand the operational intricacies of M&A transitions.
A PROFESSION AT A CROSSROAD
The accounting profession stands at a pivotal moment. Aging CPAs, dwindling talent pools, and the rapid rise of automation and AI are reshaping the landscape. Firms must evolve or risk being left behind.
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of firms struggle to attract qualified talent2
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are increasing pay and benefits2
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face challenges in employee training and development2
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of firms are streamlining workflows2
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are planning to invest in tax technology solutions2
1The Aging of the Accounting Profession, NJCPA
22024 State of Tax Professionals Report, Thompson Reuters
For CPA firms, the pressure is unrelenting. Many find themselves stretched too thin—managing operations while trying to prepare for a future that feels increasingly uncertain.
With 25+ successful mergers (and counting), Aprio has built solutions for growth and expansion that work. Our most recent merged partners grew their practices by 15% in the first year following the merger. For us, growth is a mindset, and we will help equip you to rethink what’s possible:
- Succession planning to help ensure your legacy is secure while maintaining client relationships.
- Scalable growth strategies to help you expand with confidence, not hesitation.
- Competitive compensation and equity participation for partners and non-partners, helping you recruit and retain the best talent.
- Workforce integration that combines the right talent with technology to build a stronger future.
Aprio CEO Richard Kopelman joined Seth Cohen, Forbes' chief impact officer, at Nasdaq MarketSite in New York City on Dec. 9 to discuss the trends and opportunities shaping the 2025 business landscape. During the conversation, Richard explored how leveraging core values and embracing emerging markets can empower leaders to drive success and create lasting impact.
Aprio invites you to partner with the best and learn what it means to be passionate for what’s next .
M&A OPPORTUNITIES BEYOND TAX AND ACCOUNTING
At Aprio, our vision is to become a single-source provider of the professional services and business solutions that clients need to grow profitable businesses and successfully manage personal wealth. This holistic view of our clients and their needs unlocks hidden value and creates opportunities for complimentary service providers outside the accounting profession.
Law Firms and Specialized Legal Services
Aprio equips law firms that join our partnership with the client base, shared services (HR, IT, Finance, contracts, and procurement) and tax knowledge needed to maximize growth. Our M&A efforts in the legal profession target entrepreneurial firms focused on trusts and estate, wealth management, real estate, corporate law and tax planning. Reach out today to learn how to “Grow with Aprio”.
Registered Investment Advisors (RIAs) & Wealth Management Firms
We believe that the future of wealth management integrates tax planning and asset management under one roof as part of a holistic approach. Partner with a team of trust, estate, tax and wealth management professionals that have already invested in the people, systems and technology to deliver coordinated solutions that protect, transfer and grow wealth.
Advisory & Consulting Services
Leverage Aprio’s international delivery network, comprehensive services and infrastructure to access growth opportunities in new industries and geographies.
Technology & Compliance Services
Grow beyond the limits of your niche. Partner with an innovative team of technologists and advisors that build, certify and maintain data security and compliance solutions.
Grow with Aprio’s Tailored Solutions
Aprio understands that your firm’s success hinges on the opportunities you create for your people. We invest in growth through strategic guidance, career development and collaboration designed to your firm’s goals.
A Strategy Built Around You
We partner with you to develop a customized growth plan that aligns your strengths and ambitions with Aprio’s long-term vision. Together, we create strategies that drive stability and growth.
Access to Industry Experience
Expand client relationships and the profitability of your practice with 50+ specialty services. Aprio’s deep bench of specialists work with you to identify client opportunities and develop solutions.
Unrivaled Learning & Development
Through our Leadership Suite framework, partners and team members gain access to advanced technical and professional growth opportunities.
Competitive Compensation
Our ownership structure gives partners and non-partners the ability to own equity in Aprio, so we all benefit from the success of a larger, more valuable organization.
Aprio L&D at a Glance
MERGED PARTNER SUCCESS STORIES
Vanessa Piedrahita
We are now Aprio’s gateway to Latin America and an integral part of the largest international practice in the Southeast.
Trenton Watrous
With the support of our Aprio partners, we’ve grown our relationships to become a leader in our industry with a national footprint.
Melanie Geist
Aprio was interested in our specialization in Construction Accounting, and now we’ve doubled the size of our practice.
Kevin Collins
As Aprio’s Real Estate Co- Leader, I have been able to add key talent and advance careers for our team members.
Jim Fennel
Aprio’s geographic footprint and depth of resources have enabled our GovCon client base to expand in strategic markets.
Mark Kashgegian
The size of our practice has doubled and we’re expanding our franchise brands beyond McDonald’s.
Vanessa Piedrahita
We are now Aprio’s gateway to Latin America and an integral part of the largest international practice in the Southeast.
Trenton Watrous
With the support of our Aprio partners, we’ve grown our relationships to become a leader in our industry with a national footprint.
Melanie Geist
Aprio was interested in our specialization in Construction Accounting, and now we’ve doubled the size of our practice.
Kevin Collins
As Aprio’s Real Estate Co- Leader, I have been able to add key talent and advance careers for our team members.
Jim Fennel
Aprio’s geographic footprint and depth of resources have enabled our GovCon client base to expand in strategic markets.
Mark Kashgegian
The size of our practice has doubled and we’re expanding our franchise brands beyond McDonald’s.
Reimagine what’s
next for your firm.
Don’t just adapt to the changing
landscape—shape it. Partner with Aprio
and secure your legacy with confidence.
Ready to take the next step?
*Assurance, attest, and audit services provided by Aprio, LLP.
Reimagine what’s next for your firm.
Don’t just adapt to the changing landscape—shape it. Partner with Aprio and secure your legacy with confidence.
Ready to take the next step?
*Assurance, attest, and audit services provided by Aprio, LLP.