TRANSACTION ADVISORY

Transaction Advisory Services

Experience, market intelligence and proven timely process

Aprio's Transaction Advisory services help you mitigate risk and experience a smoother path to value realization.

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Michael Levy, CPA

Transaction Advisory Services & Private Equity Leader | Transaction Advisory Services Partner

Experience by the numbers

When you are seeking financial, tax and IT due diligence and structuring services, experience matters. As a top 50 CPA led advisor firm, Aprio goes well beyond routine due diligence and structuring to provide an independent perspective on your transaction that identifies optimal tax structures, “deal breakers” and opportunities for higher ROI.

Due diligence expertise + attentive client service = confidence

Aprio delivers the geographic reach, technical acumen and thought leadership you expect from a large global provider with a more attentive client experience, delivered by senior-level team members.

Financial Due Diligence

Aprio focuses on quality of earnings and working capital through deep analyses of financial statements and auditor work papers, and discussions with management.

Tax Due Diligence

Leverage Aprio’s depth of international, federal, state and local tax expertise to identify and remedy tax risks and craft the most tax efficient transaction structures.

IT Due Diligence

Identify and mitigate data, IT and cybersecurity risks before they can impact value. We assess against all leading frameworks including: SOC, ISO/IEC, PCI-DSS, HITRUST, CCPA, GDPR, NIST and more.

Our clients span in a broad range of industries.

Aprio advises private equity funds, family offices, middle-market companies and large corporations evaluating acquisitions and divestitures with transaction values up to $250 million.

Healthcare

Technology

Manufacturing and Distribution

Professional Services

Real Estate and Construction Services

Retail, Franchise and Hospitality

Our Services

Transaction Advisory Team

Anish Amin

Transaction Advisory | Manager | Technology and Blockchain M&A specialist

Bill Dupee

Transaction Advisory | Advisory Services Partner, Aprio LLP

Cardell McKinstry

Tax Partner

Carrie Zhou

Business Valuation Leader | Advisory Services Partner, Aprio LLP

David Zafft

Partner, Transaction Advisory Services

Michael Levy

Transaction Advisory Practice Leader |Advisory Services Partner, Aprio LLP

Aprio’s capital lifecycle roadmaps provide a smoother path to value realization for buyers and sellers.

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

Get the continuity necessary to effectively plan and manage the entire transaction process through post-close value realization with Aprio's Transaction Advisory services.

Our Approach

We believe that value in the M&A process is predicated on three critical factors:

Having the right strategy

Having the correct pricing and terms

Having an integration roadmap that maximizes post-close financial returns while having efficient tax structures

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.

Is there a fit?

It costs nothing to find out.

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