Aprio M&A Advisory and Brokerage leverages the power of Aprio’s comprehensive service offerings to deliver a seamless experience before, during and after transformative transactions.Get in Touch
Clients seeking guidance on the sale or purchase of a company or debt refinancing solutions are looking are all looking for one thing – results. As a top 50 CPA-led business advisory firm, Aprio’s M&A Advisory and Brokerage has a strong track record of guiding clients to successful outcomes.
Whether you are a business founder, president, CEO, COO, CFO, investor or board member, we understand your perspective and tailor our approach based on our needs.
Understand your objectives related to pricing, structure, and timing
Understand management concerns
Understand business pros & cons
Determine preliminary range of value
Prepare teaser & CIM
Develop positioning strategy for strategic, individual and financial buyers
Build buyer database
Present final memorandum and buyer list to client
Contact potential buyers
Distribute initial information
Execute NDAs with interested parties
Provide more information
Conduct one-on-one meetings with potential buyers
Present client with offers
Identify and manage transaction matters
Coordinate detailed due diligence
Advise on structure
Meetings to understand current situation, financials, operating results, capital structure and key employee information
Review long-term strategy/vision-where is the company going over the next 3–5 years?
Develop and refine target list and build strategy for targets with management
Understand source of capital acquisitions; introductions to private/institutional debt partners
Financial, tax and IT due diligence
Tax Structuring and legal entity valuation
Purchase price allocation
Post close accounting and operational preparation
Transition service agreement support
Do you have a capital advisor, somebody that can help you secure the funding you need grow your business? Helping buyers and sellers select the right capital structure, terms and covenants to support their business goals is our specialty.
Our tagline says it all. We are "passionate for what's next". Whatever lies ahead for your business, Aprio stands ready to help you advance. Our clients benefit from a proactive team of specialists that collaborate to build value, drive growth, manage risk and protect wealth,