Advisory Services

Transaction Advisory Services

Don’t risk overpaying for acquisitions or leaving value on the table. Whether you’re buying or selling, partner with Aprio to mitigate risk and experience a smoother path on the journey to value realization.

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Valuation accuracy. Tax exposure.
Post-transaction operations.

Account for Anything™ with Aprio

Engaging in a merger & acquisition (M&A) is a major strategic inflection point in a company’s lifecycle—and it shouldn’t be taken lightly.

Aprio believes that value in the M&A process is predicated on the right strategy, the correct terms and pricing, and an integration roadmap that increases post-close returns for shareholders. Whether you’re a strategic or financial market participant, our dedicated transaction advisors can provide the continuity you need to plan for and manage the transaction process. From pre-close alternatives and preparation discussions to deal execution and post-close value realization, Aprio goes well beyond routine due diligence to provide the clarity and insight you need to boost your transaction value.

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Our Focus Areas

Aprio’s dedicated specialists utilize their domestic and international experience across all stages of the transaction lifecycle to manage risk and create value.

Transaction Strategy

Our team will utilize KPI identification, financial modeling, and ESG strategy to help you develop the optimal transaction plan that meets both your corporate and personal goals.
Financial & Tax Due Diligence

Whether you’re buying or selling, we’ll provide comprehensive financial and tax due diligence services, analyzing your financial performance and tax structures to identify risks, optimize ROI, and support informed decisions.
Deal Execution

We’ll provide TSA advisory, tax structuring, and strategic communications planning to assure that every transaction is seamless, compliant, and effective.
Integration Advisory

In addition to helping you identify potential synergies prior to and during a transaction, Aprio can support you in the management of the integration process and synergy realization post-transaction.
IT Due Diligence

Our team will work with you to reduce costs and increase efficiency by mitigating risk within existing IT systems. We assess against all leading frameworks, including SOC, ISO/IEC, PCI-DSS, HITRUST, CCPA, GDPR, NIST, and more.
Post-Transaction Tax & Assurance

From tax return preparation to audits and purchase accounting, Aprio uses the comprehensive data compiled during due diligence to mitigate liabilities and risks post-transaction.
Transformation & Change Management
TCM provides scalable, end-to-end support across transactions, change management, and transformation—delivering analysis, planning, execution, and workforce readiness to help Aprio clients navigate growth and organizational change with confidence.

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Frequently Asked Questions

What does M&A stand for in accounting?

In the accounting and business world, M&A stands for Mergers & Acquisitions. The M&A process occurs when companies combine or a company acquires assets through transactions.

What is a Q of E?

A “Q of E” is also known as a “Quality of Earnings” analysis. It’s a financial deep dive that assesses both the accuracy and the long-term stability of a company’s reported earnings and cash flow. Q of Es are usually conducted by an outside or independent accounting firm to maintain neutrality.

If your business is seeking a Q of E, look no further than Aprio. Contact us today to learn more about our financial due diligence and other transaction advisory services.

Who needs a Q of E?

Q of E reports are generally used by companies when they’re involved (either as a buyer or a seller) in a merger and acquisition or other significant financial transaction. Additionally, some companies might seek a Q of E analysis to help them obtain financing or manage a complicated financial structure.

What is the purpose of transaction advisory services?

As a company grows and expands, transactions like mergers, acquisitions, restructurings, and partnerships can arise. In these cases, it can be helpful to have the guidance and advice of a transaction advisory professional to accelerate transaction processes and mitigate risk. Contact Aprio today to learn more about our comprehensive suite of transaction advisory services.

What is included in financial due diligence?

Performing financial due diligence essentially means carrying out a comprehensive review of a company’s performance, financial health, and any potential risks ahead of a merger, acquisition, or other significant financial transaction. Most financial due diligence processes include analyzing financial statements, revenue, expenses, and accounting practices, as well as uncovering any potential liabilities that could affect the transaction.

Aprio can provide you with the trusted financial due diligence you need to move ahead. Contact us today to learn more about our transaction advisory services.

Don’t risk overpaying for acquisitions or leaving value on the table.

Contact Us