Richard Kopelman Shares How Culture and Capital Drive Aprio’s Growth on Gear Up for Growth

May 16, 2025 – Aprio CEO Richard Kopelman joins host Jean Caragher on the latest episode of Gear Up for Growth, powered by CPA Trendlines, to unpack the strategy behind Aprio’s rise to the 24^th  largest business advisory and accounting firm in the U.S. From an advisory-first mindset and deep industry specialization to a people-first culture rooted in 31 daily-practiced Fundamentals, Richard hares how Aprio’s growth has been fueled by client-focused and entrepreneurial thinking. He also reflects on the impact of 36+ acquisitions and the firm’s strategic use of AI, data analytics, and integrated service delivery to meet clients’ evolving needs.

Richard also emphasizes that private equity doesn’t have to dilute firm culture—it can amplify it, following Aprio’s 2024 growth investment from Charlesbank Capital Partners. With aligned values and a shared long-term vision, the investment is accelerating Aprio’s ability to scale, modernize, and invest in top talent. From launching legal services to expanding its national footprint, Aprio is building the business advisory firm of the future—without losing sight of what makes it unique. To listen to the full episode, visit CPA Trendlines – Gear Up for Growth.