M&A Advisory & Brokerage Services

Buy and sell-side advisory services and debt financing solutions

Clients seeking guidance on the sale or purchase of a company or debt financing solutions are are all looking for one thing – results. As a top 50 CPA-led business advisory firm, Aprio’s M&A Advisory and Brokerage team has a strong track record of guiding clients to successful outcomes.

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 provides the personal touch that privately held businesses require and the depth of services larger corporate buyers demand.

Aprio’s M&A Advisory and Brokerage Services* specialize in buy and sell-side asset transactions of up to $15 million and provide private and institutional debt financing solutions.

Selling your business?

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

We handle the details and act as your advisor from clarifying valuation, tax and wealth management objectives, through marketing your business to qualified buyers, deal negotiations and due diligence. We are committed to your success before,during and after the transaction.

A seamless buy-side 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 viable 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.

Debt financing Advisory

Do you have a capital advisor – somebody that can help you secure the funding you need grow your business? Helping business owners  select the right capital structure, terms and covenants to support their financial goals is one of Aprio’s specialties.

We serve our clients as an advocate, providing the right options from our existing and growing relationships with:

  • Large national banks
  • Regional and community banks
  • Non-bank lenders
  • SBA lenders
  • Private equity firms
  • Family offices
  • Asset based lenders
  • Account receivable lenders
  • National dental lenders
Aprio has a network of private and institutional capital resources. Let us introduce you. Contact Aprio advisor Saeed Moghadam for a consultation.