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WHAT DO YOU WANT


TO BE


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NEXT?


BE THE FUTURE.


O

ur passion for what’s next is what inspires us to serve our clients. Along with our decades of experience, it is what shapes our advice and our relationships. And it makes strong businesses today even stronger tomorrow.

However, asking what’s next is easier than achieving it. In an increasingly complex financial world, we focus on establishing a clear vision for each client’s success and the most efficient path toward it. We bring these to life through our caring and experienced people, meaningful business connections and reliable advice. It is our honor to do so. For 65 years, we have built our reputation upon the bedrock of practice-area technical expertise, cross-industry leadership, and international and specialty services. Now, like our clients, we must do more – and ask new questions about what’s next. Our own future, under our new name – Aprio – will be defined by what it means to be a modern CPA-led business advisory. Serving clients in today’s complex marketplace requires us to bring the very best of both our heads and our hearts – precise, clear guidance coupled with deep, genuine care for our client’s best interests. Combined, these create an exceptional experience and lasting relationships. At Aprio, we guide our clients now and for the future. Sincerely,

Richard Kopelman Richard Kopelman, CPA

Chief Executive Officer and Managing Partner


Our name defines what it means to be a CPA-led business advisory firm today: fresh thinking, expert advice and a passionate commitment to guiding clients to their next – whatever that may be. Through intellectual curiosity and genuine interest in our clients, we find the seeds of new thoughts, not just the beans to count. Our rigor and technical expertise enable us to uncover value hidden inside of data, not just see numbers on a spreadsheet. At Aprio, both our heads and our hearts are in the game, helping clients to thrive. Our work allows us to make clients’ dreams come true and help protect them once achieved – all delivered through an exceptionally attentive experience.


FOCUS


F O C US + E X P E RTI SE

Our focus is clear. We advise individuals and businesses, from promising start-ups to market leaders alike. We guide them through life and across generations to navigate the opportunities and risks that each milestone brings. Across our practices, we bring our proven expertise, deep understanding and strategic foresight for these key industries: Manufacturing and Distribution Non-Profit and Tax-Exempt Organizations Professional Services Real Estate and Construction Retail, Franchise and Hospitality Technology and Biosciences


EXPERTISE


F O CUS + E X P E RTI SE

Our long-standing involvement in these industries ensures we understand our clients’ businesses and what forces will shape them next. Beyond being accomplished advisors, we also serve as client advocates, and bring them a breadth of meaningful connections that can help them grow. To serve our clients wherever life or business may take them, our teams speak more than 25 languages and work with clients in over 40 countries. Aprio is a proud member of Morison KSi, a global association of 164 leading professional services firms spanning 88 countries, giving us unmatched international capability.


OVERVIEW O


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OF PRACTICES


O V E RV I E W O F P R ACTI CE S

Defined by the highest level of technical expertise, our practices are led by widely-recognized professionals known for their exceptional client care. Aprio advisors work as integrated teams across advisory, assurance, tax and private client services, bringing their best thinking and their personal commitment to each client.


ADVISORY


O V E RV I E W O F P R ACTI CE S

Business owners and executives are always thinking about – what’s next? At Aprio, our advisors have a passion for understanding their clients today and knowing where they want to go tomorrow. Whether it’s time to buy or sell a business, expand internationally, improve operations, protect intellectual capital, resolve a financial dispute or outsource payroll or accounting, we provide clients with both rational facts and careful guidance evolved from the rigor and integrity of our CPA heritage.


ASSURANCE


O V E RV I E W O F P R AC TI CE S

Aprio inspires the confidence that moves business forward. We provide a wide range of assurance services designed to help clients effectively manage risk, identify opportunities and make good business decisions for tomorrow. We give owners, executives and stakeholders peace of mind that financial statement reporting, business operations and controls are sound and data is protected. As a result, clients can feel secure and focus on the future.


TAX


O V E RV I E W O F P R ACTI CE S

In today’s complex tax environment, proactive tax planning is a crucial aspect of business and personal financial strategy. Proper tax planning and preparation can provide money to invest in the future, whether that is the next product innovation or planning for retirement. Aprio tax advisors offer a broad range of integrated tax services for individuals, families, trusts, estates and businesses. Informed by industry and international expertise, we can reduce and manage current and lifetime tax obligations so our clients have the confidence to pursue what’s next.


PRIVATE CLIENT


O V E RV I E W O F P R ACTI CE S

Aprio’s private client advisors provide the advice individuals and families need to grow, manage and pass on wealth. From retiring in comfort to preparing for the cost of higher education, we consider the biggest matters clients face to help them plan for what’s next. Through integrated planning across tax, investment, philanthropy and estate we coordinate all aspects of our clients’ financial lives, providing sound advice, exceptional service and seamless execution. Across life stages and generations, we remain clients’ trusted source of comprehensive, objective financial advice.


COMMUNITY


CO MMI T ME NT

Aprio serves thriving businesses that help and support thriving communities. Inspired by strong local connections, our partners and associates give back to their communities where they live and work. Many of them serve on the boards of industry groups and area non-profits. In order to further our reach and to help those who help others, we created the Aprio Foundation. Our Foundation provides grant writing assistance, education and volunteer support to local charities. Our efforts help them to thrive so that they can continue to create a positive impact in the community.


MISSION | VIS


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SION | VALUES O U R M IS S ION We invest in our clients’ success by investing in our own. O U R V ISIO N To grow a premier firm where thriving employees serve thriving clients.


O U R VA L UE S INNOVATION

SE RVI C E

We serve as trusted advisors and build lasting relationships.

We consistently improve our operations and processes to better serve our associates and our clients.

BAL ANC E

E XCE LL E N C E

We put forth our best everyday, and demand more of ourselves than our clients do.

We support each other to maintain balance between work and our personal lives.

IN TE G R I T Y

We maintain the highest level of integrity in everything we do.

C OMMITME NT

We support our community and our profession.

RESPECT

We recognize employees for their individual roles in creating a great work environment, delivering quality and supporting a team effort.


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ATLANTA | NEW YORK Aprio.com



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