Aprio

Since 1952, clients throughout the U.S. and across more than 50 countries have trusted Aprio for guidance on how to achieve what’s next. As a premier business advisory and full-service CPA firm, Aprio delivers advisory, assurance, tax, outsourcing, staffing and private client services to build value, drive growth, manage risk and protect wealth. With proven expertise and genuine care, Aprio serves individuals and businesses, from promising startups to market leaders alike.

Mitchell Kopelman

Partner serving Technology and Bioscience Clients at Aprio

Richard Kopelman

CEO and Managing Partner

Daniel Schroeder

Partner-in-Charge, Information Assurance Services

23 past transactions

SND Partners

Acquisition in 2025
SND Partners is a professional services firm that specializes in providing audit and tax services to for-profit and nonprofit organizations within the real estate and community development sectors. Their offerings include comprehensive audit and attestation services, as well as expertise in affordable housing tax credit and Housing and Urban Development audits, along with tax compliance services.

RSM US

Acquisition in 2025
RSM US is an audit, tax, and consulting services firm headquartered in Chicago, Illinois, with a history dating back to 1926. The firm offers a comprehensive range of services tailored for midsized companies, including financial advisory, risk advisory, technology consulting, management consulting, and technical accounting consulting. RSM US also specializes in tax services, business consulting, wealth management, retirement plan services, payroll and benefits, and audit and assurance. Its client base includes private and public entities across various sectors such as consumer products, energy, financial services, manufacturing, technology, healthcare, education, real estate, and life sciences. The firm is dedicated to addressing the unique challenges faced by its clients, particularly in the realms of mergers and acquisitions, due diligence, and international business services.

Mangold Anker Phillips

Acquisition in 2025
Mangold Anker Phillips provides financial services in management, business valuation, taxation, accounting and litigation consulting.

Nardone Pridgeon & Co PA

Acquisition in 2025
Nardone Pridgeon & Co PA offers accounting services tax services consulting services and litigation services.

Burkett & Beattie

Acquisition in 2024
Burkett & Beattie is a professional services firm specializing in accounting and tax services for small businesses and individuals. The company offers a comprehensive range of services, including bookkeeping, payroll management, tax planning and preparation, estate planning, financial analysis, and forensic audits. They also provide expert witness services and tailor their services to meet the unique financial needs of each client.

Kutchins Robbins & Diamond

Acquisition in 2024
Kutchins Robbins & Diamond (KRD) is an accounting firm that specializes in a wide range of financial services, including accounting, auditing, consulting, business valuations, QuickBooks services, and tax preparation. The firm caters to various sectors such as professionals, condominiums, real estate, technology, and manufacturing. KRD provides personalized financial advice and services, which encompass financial audits, forensic accounting, bankruptcy assistance, and compliance related to captive insurance. By offering tailored solutions, KRD aims to meet the specific needs of its diverse clientele, ensuring comprehensive support for their financial requirements.

Securitybricks

Acquisition in 2024
Securitybricks is a leading cybersecurity company that focuses on cloud security and compliance. It offers a security automation platform designed to support both commercial and federal customers in their cloud adoption and application security efforts. The platform automates compliance controls, integrates IT systems, and provides continuous monitoring. Additionally, it offers services such as cloud security, readiness assessments, security clearances, and domain expertise to help clients measure their cybersecurity posture and ensure compliance with industry regulations.

Kirsch Kohn & Bridge

Acquisition in 2024
Kirsch Kohn & Bridge, based in Woodland Hills, California, is a full-service certified public accounting and advisory firm. It offers a comprehensive range of services, including accounting, audits, employee benefits, bookkeeping, payroll, estate planning, taxation, and consulting, tailoring solutions to meet each client's unique needs.

Aronson

Acquisition in 2022
Aronson is a leading accounting and consulting firm based in Rockville, Maryland, established in 1962. It specializes in a wide range of services, including audit, tax, and consulting solutions. The firm provides expertise in employee benefit plans, financial advisory, government contract consulting, technology services, mergers and acquisitions, and transaction advisory services. Aronson caters to various sectors, including construction, government contracting, non-profits, real estate, diversified commercial businesses, and technology. In November 2022, Aronson was acquired by Aprio, further enhancing its capabilities and reach in the accounting and consulting landscape.

The Ladd Robbins PA

Acquisition in 2022
The Ladd Robbins PA provides various types of Accounting & Other Consulting Services.

CPasNET

Acquisition in 2022
Founded in 1994, CPAsNET is an association of independently owned public accounting and consulting firms that collaborates to provide clients with comprehensive accounting and advisory services. With a presence across the United States, CPAsNET member firms collectively rank among the largest accounting firms in the nation. The association focuses on delivering local, national, and international perspectives, ensuring that clients receive well-rounded support. Through strategic international affiliations, CPAsNET facilitates global guidance, enabling member firms to assist clients effectively on all seven continents.

RINA

Acquisition in 2022
RINA provides service on accounting and tax consulting firm.

Leaf, Miele, Manganelli, Fortunato & Engel

Acquisition in 2022
Leaf Miele Manganelli Fortunato Engel was an accounting and auditing firm based in Fairfield, New Jersey, specializing in a range of services including auditing, accounting, tax, and wealth management advisory. The firm provided comprehensive financial solutions aimed at helping businesses navigate their financial challenges. In a strategic move to enhance its service offerings, Leaf Miele Manganelli Fortunato Engel was subsequently acquired by Aprio, expanding its capabilities and reach in the financial services sector.

The Back Room

Acquisition in 2022
Outsourcing of administrative, legal, marketing, and accounting professionals

Henderson & Godbee

Acquisition in 2021
Henderson & Godbee, LLP is a full-service accounting firm that caters to a diverse clientele, including industries such as real estate, housing, manufacturing, construction, and government entities. The firm offers a comprehensive suite of services, including income tax planning and projections, federal and state tax examinations, financial statement audits, estate and gift tax return preparation, and pension and profit-sharing plan management. Additionally, Henderson & Godbee provides automated bookkeeping services and payroll processing, ensuring that clients receive tailored support in accounting, tax, auditing, and business consulting to meet their specific needs.

Syzygy Solutions.

Acquisition in 2021
Syzygy Solutions is an IT company based in Atlanta, Georgia, specializing in cybersecurity and digital transformation consulting. The firm provides a range of services, including enterprise strategy and architecture, automation, compliance, risk management, security operations, and machine learning. Additionally, Syzygy Solutions focuses on enhancing data privacy and security for its clients through innovative digital strategies, thereby helping them gain competitive advantages in their respective markets.

Velossent

Acquisition in 2021
Velossent is a recruiting and staffing solutions provider based in Atlanta, Georgia. The company focuses on connecting top-performing developers, engineers, technology leaders, and recruiters with leading firms in the industry. By leveraging its expertise, Velossent aims to facilitate successful placements that meet the needs of both clients and candidates, ensuring a high standard of talent acquisition in the technology sector.

Tarlow and

Acquisition in 2020
Tarlow & Co is a professional organization of CPAs & business advisors servicing a wide array of clients in diverse spectrum of industries.

Stowe & Stowe

Acquisition in 2020
Stowe & Stowe is a North Carolina-based certified public accounting firm, specializing in serving the dental profession. The company offers a comprehensive range of services, including tax planning and preparation, financial statement audits, accounting and bookkeeping, practice management, and marketing assistance. Their expertise in the dental industry enables them to provide tailored services, allowing dental clients to focus on patient care while Stowe & Stowe manages their financial and accounting needs.

Relevant Data Technologies

Acquisition in 2020
Relevant Data Technologies is a provider of electronic discovery and data management services tailored for law firms and corporate legal departments. Founded in 2010 and based in Atlanta, Georgia, the company specializes in data discovery consulting, collection, and processing. It offers advanced software solutions designed to enhance performance for service bureaus, law firms, and corporations, addressing various security, compliance, and cultural requirements. The software features smart data storage protocols, real-time resource management, and automated workflows, all aimed at enabling clients to efficiently secure and analyze sensitive information. As of October 2020, Relevant Data Technologies operates as a subsidiary of Aprio LLP, reinforcing its commitment to delivering high-quality legal consulting services.

HPC Accounting & Tax

Acquisition in 2018
HPC Accounting & Tax operates as a technology-driven, cloud-based accounting firm that has been operating for over 24 years. We are a client focused accounting and advisory firm embracing technology to offer services our clients need to grow and manage their businesses. We understand the entrepreneur and business owner challenges. Our focus is on financial matters offering cloud-based back office solutions (bookkeeper to controller to CFO), Xero setup and systems integration, business consulting and tax planning and compliance.

RRB Business Services

Acquisition in 2018
RRB, a full-service certified public accounting and consulting firm specializing in accounting, tax planning and tax return preparation, financial and estate planning and advisory services.

Retirement Plan Services

Acquisition in 2016
Retirement Plan Services Co. provides retirement planning services.
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