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.

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.

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
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

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
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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.
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.