M&A ADVISORY AND BROKERAGE

M&A Advisory and Business Brokerage Services

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.

GET IN TOUCH

John-Bly-MA-Service-Hero-

John Bly

Regional Managing Partner, South Atlantic

Results

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.

http://www.tomnulens.be/istock/titles/2d/keys.jpg

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.

testimonial_bg

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

Healthcare

Technology

Manufacturing and Distribution

Professional Services

Real Estate and Construction Services

Retail, Franchise and Hospitality

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!

 

Your objectives

Business value

Deal structure

Timeline

Planning

Marketing materials

Positioning strategy

Buyer database

Tax planning

Wealth planning

Marketing

Contact buyers

Qualify buyers

Discovery meeting

Provide due diligence

Negotiating

Review offers

Present offers

Negotiate offers

Select buyer

Diligence

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.

 

Corporate Development and Strategy

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

Review long-term strategy and vision

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

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

streamline-icon-money-transaction

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
Feet and arrows on road background in starting line beginning idea. Top view. Woman in leather ankle boots on pathway with yellow direction arrow symbol. Moving forward, new start and success concept.

M&A Advisory and Brokerage

RESOURCES

Videos

Currently there are no videos for this topic. Please check back soon.

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.

ADVISORY

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

ASSURANCE

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

Tax

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 financials 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.

GET IN TOUCH