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

Why clients partner with Aprio

For M&A Advisory and Brokerage

We leverage the power of Aprio’s comprehensive service offerings to deliver a seamless experience before, during and after the purchase or sale of a company.




Regional Managing Partner, South Atlantic

Tel: 704-841-1120


Clients seeking guidance on the sale-side or buy-side of a company are all looking for one thing – results.

As a top 50 CPA-led business consulting firm, Aprio 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 sale-side and buy-side asset transactions up to $25 million.

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 sale-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, 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

    Negotiate binding agreement

    Close transaction

Partner with Aprio for a seamless buying experience.

Identifying and vetting the right acquisition targets and financing solutions is time consuming and requires specialized skills. Aprio's experienced advisors do the heavy lifting to validate the companies on your list and provide additional qualified targets 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 

    Meet to understand current situation, financials, operating results, capital structure and key employee information 

    Review long-term strategy and vision

  • 2

    Merger & Acquisition Buy Side Services

    Develop and refine target list

    Build strategy for targets

    Understand source of capital acquisitions

    Introduction 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 and manage 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
  • Asset based 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.