Managing Mergers -
The Aprio Way

At Aprio, growth is about helping new partners and teams reach their potential. Merged partners have grown 15% in their first year with Aprio. With proven strategies, world-class training, and a dedicated integration team, we help you Account for Anything™ as you grow.

Aprio M&A at a Glance

40+
Mergers in the last 8 years
35+
Team members support M&A and integration
98%
Post-close
Partner retention

Tailored Merger Solutions

Structure. Clarity. Strategy. All Built For You.

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.

Redefining Merger 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’s strategic partnerships 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

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.
  • Provide 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.

Ensuring
Success
Through
Change

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 understand what goes into integrating a firm thoughtfully and helping leaders and teams move forward with confidence. Aprio’s Integration Hub and dedicated Merger team offer the structure, tools, and guidance firms rely on to navigate transition and integration with clarity and control:

  • Detailed handbooks outlining every step of the process.
  • Hands-on guidance from a dedicated Merger team that has a full grasp of your needs and challenges.
  • Collaborative support tools that help maintain alignment and engagement throughout transition and integration.

2025 Year in Review

Growing Our Impact

Discover how Aprio is driving growth, innovation and impact in our 2025 Annual Report. From expanding our services and team to delivering exceptional client experiences, this year’s report highlights the milestones that shaped our success. Explore how our strategic vision and values are fueling transformation for our clients, our people, and our communities.

Read the full report to see how we’re making a difference and what’s next.

Ready to Account for Anything?™

Contact Us