M&A Advisory and Brokerage
M&A Advisory and Brokerage

Why clients partner with Aprio

For M&A Advisory and Brokerage

Aprio M&A Advisory and Brokerage leverages the power of Aprio’s comprehensive service offerings to deliver a seamless experience before, during and after the purchase or sell of a business or debt.




Partner, M&A Advisory Brokerage

Tel: 704-841-1120, ext. 123


Clients seeking guidance on the sell-side or buy-side of a company or debt solution 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 results.

Our clients

Whether you are a business founder, president, CEO, COO, CFO, investor or board member, we understand your perspective and tailor our approach based on your needs.


Aprio’s M&A Advisory and Brokerage specializes in sell-side and buy-side asset transactions of up to $20 million and provides private and institutional debt financing solutions.

Leverage Aprio’s depth of experience across a broad spectrum of industries

Manufacturing and Distribution

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professional services

Professional Services

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Retail Franchise and Hospitality icon

Retail, Franchise and Hospitality

Real Estate and Construction icon

Real Estate and Construction Services

Selling your business?

Selling a business is a highly emotional experience. Let Aprio guide you through the process and help achieve the results you desire. Aprio’s proven sell-side roadmap provides the insights and guidance you need to make informed decisions and move forward with confidence.

As your advisor, we handle all the details - from pre-sale due diligence to tax planning to wealth management planning thru marketing your business to qualified buyers. We then manage deal negotiations and due diligence all the way to closing. We are committed to your success!

  • 1

    Your objectives

    Business value

    Deal structure


  • 2


    Marketing materials

    Positioning strategy

    Buyer database

    Tax planning

    Wealth planning

  • 3


    Contact buyers

    Qualify buyers

    Discovery meeting

    Provide due diligence

  • 4


    Review offers

    Present offers

    Negotiate offers

    Select buyer

  • 5


    Coordinate details and documentation

    Advise on structure

    Negotiate binding agreement

    Close transaction

Partner with Aprio for a seamless buying experience.

If you are searching for businesses to purchase or have already identified a list of target companies, partner with Aprio. Identifying and vetting the right acquisition targets and financing solutions is time consuming and requires specialized skills. We do the heavy lifting to validate the companies on your list and provide valuable contenders that you may not have considered. Aprio is committed to supporting you in the achievement of your business objectives. From guidance on corporate development strategy to post transaction integration services, Aprio provides the comprehensive support you need to realize synergies and increase value.

  • 1

    Corporate Development and Strategy 

    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?

  • 2

    Merger & Acquisition Buy Side Services

    Develop and refine target list and build strategy for targets with management

    Understand source of capital acquisitions; introductions to private/institutional debt partners

  • 3

    Transaction Advisory Services

    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

Debt advisory

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.

We serve our clients as an advocate to provide the right options from our growing relationships with:

  • Large national banks
  • Regional and community banks
  • Non-bank lenders
  • SBA lenders
  • Private Equity Firms
  • Family Offices
  • ABL Lender Asset based lenders
  • Relievable Lenders
  • National Dental lenders

M&A Advisory and Brokerage


What is "your next"?

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,

Let's discuss what's next for you and your business

Leverage our growing suite of advisory services to transform you business, manage risk and support profitable growth.


Provide the financial, non-financial and information assurance reporting and attestation that clients, stakeholders and regulators require.


Get comprehensive tax services for you, your family and business, plus specialty tax services including international, state and local tax and tax credits and incentives.

Private Client

Integrate financial planning, investment management and tax services to help you achieve your goals.

Outsourced Accounting

Control costs and scale your business with technology enabled outsourced accounting solutions that offer on-demand access to financial and expert advice.

As a top 50 CPA-led business advisory firm, Aprio has a network of hundreds private and institutional capital resources.

We’d be happy to make some introductions.