Insights

Recent Articles

6 Healthcare Insights from Q2 2025 and What They Mean for You

Physician practices are currently adapting to a “new normal” that is shaped by several key factors, including a stabilizing labor…

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6 Dental Insights from Q2 2025 and What They Mean for You

As 2025 unfolds, dental practices are feeling both stability and strain. Hiring challenges remain, with the demand for skilled staff…

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5 Private Capital Insights from Q2 2025 and What They Mean to You

This quarter, in private equity, we are seeing deals shift further toward equity-heavy structures as lenders pull back and pricing…

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The One Big Beautiful Bill: An Overview

At a glance: Schedule a consultation  The full story After weeks of discord, the House of Representatives passed a measure…

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Newsroom

Aprio’s Lexy Kessler Named Chair of the American Institute of CPAs and the Association of International Certified Professional Accountants

ATLANTA – May 14, 2025 — Aprio, the 24th largest business advisory and accounting firm in the U.S., proudly announces…

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Aprio Recognized as Unanet Partner of the Year

ATLANTA – May 9, 2025 –  Aprio, the 24th largest business advisory and accounting firm in the U.S., has been…

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Forbes Names Six Aprio Leaders to 2025 America’s Best-In-State CPAs List

Recognition highlights Aprio’s commitment to innovation, thought leadership, and service in the profession ATLANTA – May 1, 2025 – Aprio,…

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Aprio Ranked #24 on Accounting Today’s 2025 Top 100 Firms List

Honored as a Top Tax Firm and Recognized for Leadership and Innovation in the Southeast ATLANTA – April 30, 2025 –…

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Recent Videos

Financial Due Diligence and Industry Trends for Real Estate Investors and Sponsors

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The Pulse on the Economy and Capital Markets: May 2025

To Summarize: Stock market performance in May has been strong, recouping losses from the April pullback. While inflation is trending…

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Enhance Your Dental Practice: KPIs Every Owner Needs to Track

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The Pulse on the Economy and Capital Markets: April 2025

To Summarize: The “Liberation Day” tariffs announcement has pressured U.S. markets while international markets trend higher. Meanwhile, declining valuations and…

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Collateral

Comprehensive Solutions for Dentists

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Family Office Services

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Private Client Services

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Case Study: Polimorphic

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Recent Podcasts

Fresh Pasta, Fresh Vision: Inside Pastanito with Toni Calderon

Fresh Pasta, Fresh Vision: Inside Pastanito with Toni Calderon

Meet Toni Calderon, Founder and CEO of Pastanito, a brand-new franchise focused on fresh, delicious pasta and doing business the…

Dana Delivers S5 - Ashley Robinson

Here’s Why Data is the Secret Sauce to Your Restaurant’s Growth

Data is more than just numbers on a spreadsheet; it’s the secret sauce that separates thriving businesses from struggling ones….

Risk Bites: 2025 Restaurant, Franchise, & Hospitality Survival Guide

Risk Bites: 2025 Restaurant, Franchise, & Hospitality Survival Guide

In our first podcast episode of 2025, Dana reconnects with Doug Gatlin, President of Vertical Risk Management, to discuss strategies…

Books, Podcasts, and PR: Elevating the Restaurant & Hospitality Industry through Words

On this episode of Dana Delivers, Dana reconnects with Shari Bayer, who she met 12 years ago through Shari’s podcast,…