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.

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.

75%
of CPAs are nearing retirement1
45%
of firms struggle to recruit qualified talent2
63%
of large firms are reallocating tasks to non-qualified staff2
56%
face challenges in employee training and development2
70%
of firms are streamlining workflows2
47%
are planning to invest in AI technology2

1 The Aging of the Accounting Profession, NJCPA
2 2025 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 over 40 acquisitions (and counting), Aprio has built a growth model that helps firms Account for Anything™, from expansion and leadership transition to long-term positioning. Our partners have grown their practices by 15% in the first year following the merger. For us, growth is a mindset, and we help equip you to rethink what’s possible and move forward with confidence:

  • 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 to discuss the trends and opportunities shaping the 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.