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Aprio to Partner with CPAsNET

Atlanta-based Aprio LLP, an IPA 100 firm, has entered into a new strategic partnership with accounting and business consulting association CPAsNET, allowing the association’s member group of 20 U.S. firms and 120+ international firms to benefit from the expertise and services of Aprio professionals.

Under the five-year agreement, Aprio will provide technical guidance, support and access to a range of specialty services to the association’s members, including R&D tax credits, state and local tax, cybersecurity and international tax services.

“As our profession becomes more competitive and client needs become more sophisticated, providing a comprehensive range of services and technical acumen is key to growing and retaining a loyal client base,” says Aprio CEO and MP Richard Kopelman. “This partnership with CPAsNET is another example of how Aprio is providing innovative ways to serve our fellow CPA firms and their clients.”

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Aprio Admits Mike Cooke as Partner

Atlanta-based Aprio, an IPA 100 firm, has admitted Mike Cooke as partner in its Birmingham, Ala., office, where he will work largely with real estate and construction, health care and non-profit clients.

Prior to joining Aprio, Cooke served clients in the Birmingham metro area for over 40 years with Cooke Cameron Travis & Company. He brings senior-level professionals Brenda Pigott and Dwayne Newsome with him to Aprio.

“We are on a strong growth trajectory in the Alabama market of 25% in 2020,” says Frank Gudger, Aprio’s Birmingham office MP. “We are excited to have Mike and his team join Aprio as we continue to grow and expand our services in this region.”

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Aprio Adds New Private Equity Services Team

Atlanta-based Aprio, an IPA 100 firm, has announced the formation of Aprio Private Equity, an integrated service team designed to serve private equity and strategic buyers in the middle market.

Led by partner Michael Levy, Aprio Private Equity provides fund services, post-merger integration services, portfolio services and exit strategy services, in addition to transaction advisory services.

“Aprio Private Equity will draw on our advisory, audit and assurance, tax, wealth management and outsourced accounting services expertise to provide an integrated approach to our private equity clients that will create opportunities for improved financial and operational performance, minimized tax liabilities, and elevated marketplace credibility,” says Aprio MP and CEO Richard Kopelman.

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Aprio Launches Restructuring and Turnaround Services

Greg Rayburn

Atlanta-based Aprio (FY18 net revenue of $96.1 million) has launched a new service line to help businesses that are facing a loss of revenue due to the COVID-19 crisis.

The firm has hired Greg Rayburn to lead restructuring and turnaround services, which help businesses and lenders increase efficiency and create liquidity to cope with reduced cash flow.

“As we see the number of distressed bonds continue to increase to the highest levels since 2009, it’s now more important than ever that we provide our clients and other stakeholders with the services, advice and strategies they need to save jobs and stabilize their businesses,” says MP and CEO Richard Kopelman. “Greg is an experienced restructuring executive, and his joining the firm represents our commitment to providing clients the best resources to build a solid future.”

Rayburn brings to Aprio over 35 years of experience partnering with troubled businesses to create and maximize value for their stakeholders. During his career Rayburn has served as chief revenue officer, CEO or board member of high-profile companies that include Hostess brands, WorldCom (now Verizon Communications), Magna Entertainment Corp., A&P and Sunterra Corporation. In 2010, Rayburn founded a private restructuring advisory services firm, Kobi Partners.

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Aprio Names New Assurance Practice Group Director

Matt Wise

Atlanta-based Aprio (FY18 net revenue of $96.1 million) has announced that partner Matt Wise has been named the director of the firm’s new assurance practice group, succeeding Frank Gudger.

Wise has advised clients in real estate and construction, manufacturing and distribution, transaction processing and professional services industries in accounting, reporting, compliance and internal control matters.

In his new role, Wise will be responsible for tapping into new forms of assurance services and technology to drive growth and innovation in audits. “By harnessing the power of advanced analytics and automation, we will drive greater efficiencies into the firm’s audit process to enable Aprio team members to more strategically advise clients,” Wise says.

Gudger says, “Matt is a contagious leader who is committed to the firm’s people, clients, technology and growth goals, making him well-positioned to lead the assurance practice as we continue to expand nationally.”

During his 16 years as the assurance practice group director, Gudger successfully grew both the revenue and number of team members within the practice. Over the past year, Gudger has also served as OMP in Birmingham, Ala., and will continue in that role.

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Aprio Adds a Partner to Expand Tax Services to Alabama

John Santamour

Atlanta-based Aprio (FY18 net revenue of $96.1 million) is expanding its tax compliance and specialty tax services throughout Alabama.

The expansion will be led by John Santamour, who has joined the firm and been admitted as a partner.

In 2017, Aprio combined with Yeager and Boyd in Birmingham, Ala., a firm focused on serving national public housing authorities. While the Birmingham office will continue to serve as Aprio’s public housing authority center of excellence, Santamour will work on expansion by working closely with assurance partner Rob Shirley, who specializes in manufacturing, retail, franchise and hospitality, construction and non-profits.

Under Santamour’s leadership, Aprio will expand its tax services to small to mid-market technology, real estate and manufacturing businesses, as well as non-profit organizations.

Santamour brings to Aprio a deep knowledge of tax provision work, tax compliance and income tax accounting and reporting requirements related to business combinations, spinoffs and divestitures. Prior to joining Aprio, he worked in a national practice at KPMG serving large companies in manufacturing, financial services and insurance.

“We’re fortunate to have such a capable leader like John join Aprio,” says Birmingham OMP Frank Gudger. “John will be instrumental in enabling us to achieve our growth objectives in the Birmingham market as we expand our services in this region to service new sets of clients.”

“There is so much growth in our state right now and companies are facing many new tax and regulatory changes as well as additional reporting requirements,” says Santamour.

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Aprio Admits Six Professionals to the Partnership

Atlanta-based Aprio (FY18 net revenue of $96.1 million) has announced that six professionals have been admitted into the partnership. 

This new partner class includes professionals across Aprio practices and specialty services including assurance, business valuation services, international tax, R&D tax credit services and wealth management.  

Half of Aprio’s new partners and directors are women, “demonstrating the firm’s commitment to diversity and inclusion and the importance of women in leadership roles,” the firm says. Many of the newly promoted team members participated in Aprio’s sponsor program, which recognizes and prepares future firm leaders, as well as other leadership development programs. 

Aprio’s newest professionals admitted to the partner group, include:  

  • Mike Callahan, chief financial and operations officer 
  • Justin Elanjian, assurance services, with a focus on non-profit and education, and real estate 
  • Meredith Kowal, R&D tax credit services  
  • Davi Kutner, wealth management 
  • Wendy Lu, international tax, Chinese practice leader
  • Carrie Zhou, business valuation services 

“Since 2013, Aprio has promoted 25 new partners and 12 new directors to support our tremendous growth, demonstrating the firm’s commitment to the development and advancement of our team members’ careers,” MP and CEO Richard Kopelman says. “Each of these individuals live the Aprio Way and consistently deliver client satisfaction, while being proven leaders that positively impact the clients we serve, the profession we represent and the communities we call home.”

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LBA Haynes Strand Combines with Aprio

Atlanta-based Aprio (FY18 net revenue of $96.1 million) has merged in Matthews, N.C.-based LBA Haynes Strand (FY18 net revenue of $9.3 million).

The combination of Aprio’s comprehensive services with LBA Haynes Strand’s deep presence in the Carolinas creates tremendous value for clients, the business and team members, the combined firm announced.

Nearly 70 LBA Haynes Strand team members across five North Carolina offices – Charlotte, Greensboro, Mount Airy, Winston-Salem and Asheboro – joined Aprio, including 13 partners. All team members operate from their North Carolina offices as Aprio.

The merger allows expansion of LBA Haynes Strand’s enterprise risk management, capital advisors and dental practices nationally, while offering clients access to greater specialty services through Aprio. The move helps Aprio expand its coverage in the Carolinas and its industry specializations in manufacturing and distribution, real estate, technology and education.

“The addition of the LBA Haynes Strand team expands Aprio’s technical depth and expertise, which will enable us to better help our clients navigate complex business challenges and achieve their growth and profitability goals,” says Aprio CEO Richard Kopelman.

LBA Haynes Strand CEO John Bly, who serves as the regional MP for the Carolinas, says, “In today’s business environment, our clients have a need for more sophisticated and specialized tax and consulting services. By joining Aprio, we gain access to more service offerings and resources that will benefit both clients and team members.”

Jeff Kapelus, president of Capstone Search Solutions, the advisor to both firms on the transaction, says, “Aprio and LBA Haynes Strand each share strong leadership, people-centric cultures, a focus on innovation, and a passion for client service and responsiveness that will undoubtedly make this combination a success for team members and clients alike.”

Since 2013, Aprio has combined with seven firms and plans more deals in the years ahead.

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Aprio LLP Admits Partner in Information Assurance Services

Brett Williams

Atlanta-based Aprio LLP (FY18 net revenue of $96.1 million) has hired Brett Williams and admitted him as a partner in the information assurance services group.

He will focus on serving the information risk and compliance needs of small to mid-market companies that are experiencing an increasing escalation of security compliance requests by providing attestation and certification reporting.

Dan Schroeder, PIC of the practice, says, “We can now leverage Brett’s expertise to grow our practice nationally and provide mid-market companies and their trading partners with the highest level of confidence that the appropriate measures are in place to protect their businesses.”

Williams joins Aprio from Grant Thornton where he served as the Southeast special attestation reporting practice leader. Williams has over 20 years of experience focused on business process and information technology controls, and he has served clients in a variety of industries.

“As businesses of all sizes continue to see an increased threat from cybersecurity-related activities, the work we are doing to protect these businesses is more important than ever,” he says.

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Aprio Combines with Outsourced Accounting Firm, Administrivia

Atlanta-based Aprio LLP (FY18 net revenue of $96.1 million) has combined with Administrivia, an outsourced accounting firm in Atlanta.

The combination is intended to expand outsourced accounting services through Aprio Cloud to include solutions for businesses of all sizes and industries. All Administrivia team members will be joining Aprio.

Administrivia, founded and led by Adam Rimes, will be now known as Managed Accounting Solutions, providing both onsite and remote support for businesses looking to outsource part or all of their accounting and finance function.

Aprio’s Managed Accounting Solutions team handles day-to-day accounting tasks so that clients can focus on growing their businesses. Clients have the flexibility to work across a variety of accounting platforms, including QuickBooks, NetSuite, Intacct, Xero and other industry specific tools.

Rimes has been admitted as a partner and will lead Aprio’s Managed Accounting Solutions team. “As part of Aprio, we can now offer clients best-in-class technologies to streamline their financial processes, and have it visualized in easy to understand dashboards to drive faster, better decision-making.”

Since 2013, Aprio has combined with seven firms, and plans to continue to make strategic acquisitions in the years ahead.

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