Private Equity Services

Help businesses pursuing M&A transactions and Private Equity investment prepare for transactions through comprehensive financial, IT and tax due diligence.

Maximize profitability through domestic and international tax structuring. Avoid costly fines and stay in compliance with multi-jurisdiction sales and use tax optimization and compliance.

Identify the right risks, personnel, processes and internal controls you need to address to achieve greater return on invested equity. Aprio’s operational assessments and process improvement strategies help you control costs, manage risks and advance business performance.

Save time, reduce expenses and make better use of your data to solve complex business problems. Aprio provides consulting services and solutions for organizations of all sizes that improve data quality and analytics capabilities by leveraging automation, artificial intelligence and machine learning.

Navigate the domestic and international challenges related to tokenization and crypto transactions with Aprio’s Blockchain Consulting group. Solutions for PE investors and companies on the blockchain include: Corporate & Individual Tax Returns, Tax Provision (ASC 740); Financial Statement audit and attest services for stable coin and Smart Contracts; and information security services including SOC reporting, ISO 27002, HIPAA, HITRUST, GDPR and PCI-DSS compliance.

Gain transparency into small- to mid-sized growth company performance and control costs. Collaborate with dedicated outsourced accounting, finance, payroll and HR teams through custom, automated, cloud-based accounting systems that provide timely access to accurate up-to-date financials via easy-to-read dashboards. Save 25-50% versus the cost of hiring a full-time controller.

Drive strategic insights through financial and non-financial reporting for regulatory and contractual compliance, IT and vendor risk management. Aprio’s remote audit services deliver the efficiency, accuracy and communication you need with less business disruption.

Understand achievement of synergies and cost realization for each investment. Aprio provides a comprehensive suite of financial reporting and tax-centric valuations to help PE firms lower regulatory risk by consistently performing valuations across your funds and at the portfolio company level.

Today, companies and their investors must consider the social impact of their business operations to drive shareholder value, enhance brand, attract top talent and create competitive advantage. Aprio’s ESG team helps you navigate every milestone on your sustainability journey.

Accelerate synergies and value realization with technology enablement strategies that proactively advance the availability, integrity, privacy and security of your data. Aprio’s Digital Transformation team helps clients create and deliver pre-transaction and post-acquisition technical strategies that advance digital capabilities to reduce costs, manage risks and increase agility.

Increase cash flow by realizing lower bank transaction and service fees, credit card merchant fees and foreign exchange fees. Through banking statement analysis and benchmarking, the Treasury Optimization Team helps clients improve cash flow through significant annual fee reductions. This is a unique service, not offered by other CPA firms.

Aprio’s high net-worth PE investor and business owner clients enjoy a better more convenient wealth management experience that coordinates financial, estate, tax and investment planning.

M&A transactions, changes in ownership and software implementations are intended to deliver results.

Aprio works closely with companies and private equity firms to define success and provide the detailed roadmaps, resources and strong project management to achieve business objectives.

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