Podcasts about aprio

After a year spent listening to CPAs, students, firm leaders, regulators, and others across the profession, Lexy Kessler has a unique perspective on where the profession stands and where it's headed.In this episode of Future-Proof, Bill Sheridan sits down with Lexy to reflect on her year as AICPA chair and what she learned from conversations across the profession and around the world.Lexy shares her perspective on the progress being made around talent and technology, the importance of trust, ethics, integrity, and quality, and why listening to different perspectives matters. She also discusses the growing sense of unity across the profession and the opportunity to carry that momentum forward as CPAs navigate continued change.Resources:Lexy Kessler, CPA, CGMA, Partner in Aprio's Assurance Services Practice and immediate past Chair of the AICPA Board of DirectorsBILL, AI-powered financial operations platform., episode sponsorRise2040™MACPA Classroom Visit Program

This week on Open Market, Allie Colman, Tax Partner and Northeast Technology Industry Leader at Aprio, joins Joe Zappa and Eric Franchi to break down the tax and equity decisions founders should think about before they become expensive mistakes. QSBS, R&D credits, 83(b)s, exit planning, and yes, a hypothetical $1B exit. Joe does the math. Eric refuses. Allie saves the episode.

In this episode, Adam Torres interviews Alec Sowards, Financial Services Provider at Aprio. Alec shares insights into the firm's audit, tax, and consulting services, discusses the value of building relationships within the alternative investment industry, and explains how Aprio helps investment managers and allocators navigate growth and complexity. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Andy Kvesic left the job every lawyer wants to build something the profession had never seen. As CEO of Aprio Legal, he traded a general counsel role at a thriving family office for the harder, riskier work of acquiring a Phoenix law firm and redesigning how professional services actually work. The result is a historic combination: the first time two Alternative Business Structure firms have merged, bringing together a corporate law firm and a national accounting and advisory firm backed by private equity. Attorneys, accountants, wealth planners, and business advisors now serve the same clients under one roof. The idea came from watching entrepreneurs waste time and energy bouncing between disconnected professionals who never coordinated with each other. Arizona's 2021 rule change allowing non-lawyer law firm ownership gave Kvesic the opening to try something different. His merger with Aprio wasn't a calculated exit. It was the recognition that both firms were solving the same problem from opposite ends: Aprio's professionals were constantly referring clients out for legal work, and Kvesic's attorneys were constantly referring clients out for tax and accounting. Neither could fully serve their clients alone. Building the integrated platform also forced a reckoning with how differently law firms and accounting firms run their businesses. After two decades working almost exclusively with other lawyers, Kvesic found Aprio's infrastructure to be a genuine upgrade: multi-year planning, pipeline visibility, real margin analysis. For an industry that largely runs on a cash-in, cash-out model aimed at maximizing year-end partner distributions, the difference is significant. The legal profession is changing whether it wants to or not. The more interesting question Kvesic raises is whether the people inside it will have the courage to lead that change rather than resist it.   Episode Breakdown: 00:00 From General Counsel to Law Firm Owner: Andy Kvesic's Career Path 02:51 The Vision Behind Raddock's Law and the ABS Model 09:03 How Aprio Legal Became the First ABS-to-ABS Merger 14:57 Cultural Differences Between Lawyers and Accountants 24:33 How Accounting Firm Discipline Is Changing Law Firm Operations 29:35 Growth Strategy and the Integrated Legal Accounting Platform 37:52 ABS Advice and the Future of the Legal Profession   Connect with Andy Kvesic: Connect with Andy on LinkedIn   Andy Kvesic - CEO, Aprio Legal | Partner    Connect with Howard Rosenberg: Connect with Howard on LinkedIn  Howard's Company web profile   Connect with Chris Batz: Connect with Chris on LinkedIn  Follow Columbus Street on LinkedIn Columbus Street Website  MergerWatch Website Podcast production and show notes provided by HiveCast.fm  

Accounting Voices is a senior leadership platform hosted by Rob Brown that interprets the forces reshaping accounting firms across North America and beyond.This "AI Reality Inside Firms" series brings together influential accounting leaders to answer the same five structured questions about how AI is actually landing inside firms.No hype. No vendor narratives. Just honest leadership perspective from someone navigating AI from the inside.Today's special guest is Richard Kopelman, CEO at Aprio.The five questions:Where is AI genuinely reshaping strategic direction for firms?What are firms still getting wrong about AI?Which AI-related leadership decisions will matter most over the next two years?Where is AI creating the greatest internal tension in firms?By 2027, what will separate leading firms from the rest?Five questions. One honest conversation. Part of a season that is building a definitive picture of AI reality inside accounting firms in 2026.Watch this episode on YouTube: https://youtu.be/A7t1rgVBM5UThank you to our Season Partners for making this series possible.Fieldguide is the AI-native platform for audit and advisory enabling human and AI collaboration to scale capacity, improve quality and transform how firms operate. fieldguide.ioInstead is the first AI agent that owns end-to-end tax from research, planning, filing, and defense all in one system. It replaces CCH, GoSystems, UltraTax, Lacerte, ProConnect, Drake and many more. instead.comKarbon is the global leader in AI-powered practice management software for accounting firms. Their research into how technology is reshaping firm performance is essential reading for anyone leading a firm in 2026. karbonhq.comDigits is the world's first AI-native accounting platform. It's accounting software that works for you to deliver real-time financials and automate the month-end close. digits.comFiled is the intelligent tax workspace for preparation and review automation and the only AI for prep, review and planning that runs inside your tax software especially made for high-volume firms. filed.comAccounting Voices is a senior sense-making platform for firm owners, managing partners and senior operators navigating the forces reshaping accounting firms. Host Rob Brown convenes structured conversations with leaders across the profession to interpret what AI, private equity, consolidation and leadership pressure mean in practice.This season, AI Reality Inside Firms, brings together senior accounting firm leaders answering the same five structured questions about how AI is actually landing inside firms, separating execution from narrative.Find all episodes on your preferred podcast platform or on the Accounting Voices YouTube channel. https://www.youtube.com/@accountingvoicesTo find out more or to explore season partnership opportunities, connect with Rob on LinkedIn. https://www.linkedin.com/in/therobbrown

At stake: Growth, relevance and survival.Full show notes here.Gear Up for GrowthWith Jean CaragherSponsored by The True Adviser: Buy now | Learn moreCPA firm leaders must act decisively on technology, talent strategy and long-term identity or risk falling behind in a rapidly evolving marketplace, Lexy Kessler, Chair of the AICPA and a partner at Aprio, tells Jean Caragher in a new episode of Gear Up for Growth.MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here MORE Gear Up for Growth | MORE CPA Trendlines Streaming Network hereIn a wide-ranging discussion, Kessler focuses on three urgent priorities for firm leaders.  

On this episode, Bill Dupee, Partner, Transaction Advisory Services at Aprio, breaks down how buyers and sellers can use diligence to clarify the true economic engine of a business, identify risk early and build a narrative that stands up in a competitive process.Learn how disciplined metrics, higher-quality information and a repeatable diligence process shape deal outcomes, from avoiding late-stage surprises to accelerating post-close value creation. Plus, hear where deals most often falter and how better preparation changes both speed and leverage in negotiations.The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

“Being efficient got me more work, not more money. So I left.” Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA Trendlines When Mike Maksymiw first joined the Big 4 Transparency podcast, listeners were struck by his candor, clarity, and willingness to challenge the profession's long-standing norms. Now, as host Dominic Piscopo welcomes him back as the show's first repeat guest, Maksymiw brings even more insight—this time shaped by Aprio's rapid growth, his own unconventional career path, and a message for accountants who feel stuck in roles that no longer fit.  MORE Dominic Piscopo | MORE Private Equity | MORE Pay & Compensation Maksymiw currently serves as executive director of the Aprio Firm Alliance, a national network of nearly 100 firms that share resources, expertise, and support across specialties and geographies. And—thanks to Aprio's recent acquisition of the PS Plus Alliance from RSM—the Alliance has nearly doubled in size.“It broadens how we can go find answers,” he explains. “Now there are a hundred people you can ask, and maybe fifty have done what you're trying to do. Maybe there are seven different ways to make it work.”

“Being efficient got me more work, not more money. So I left.” Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesWhen Mike Maksymiw, executive director of the Aprio Firm Alliance, walked away from a $500,000-a-year partner role without another job lined up, he wasn't chasing a title - he was chasing alignment. In this episode of the Big 4 Transparency, host Dominic Piscopo welcomes Maksymiw back for his second appearance, digging into Aprio's recent acquisition of the PS+ Alliance, the firm's private equity playbook, and the deeply personal journey that led Maksymiw to where he is now. MORE Dominic Piscopo | MORE Private Equity | MORE Pay & Compensation Aprio's acquisition of the PS+ Alliance (previously part of RSM) adds team members and roughly 60 new firms to its already expansive alliance network, now approaching 100 firms across North America. Maksymiw says the merger wasn't just about headcount. “It broadens how we can go find answers… different success stories, different failure stories,” he explains, emphasizing the shared learning opportunities between large and small firms in the network.But what's a fast-scaling PE-backed firm like Aprio doing supporting local, independent practices?

Companies in the government market have to make big “Sliding Doors”-type decisions all the time on which paths to choose for themselves and those to turn away from.Aaron Myers works with contractors in those situations as a partner for aerospace, defense and government advisory at Aprio. He joins our Ross Wilkers for this episode to provide key questions for them to answer when it is time to make important choices.Delivery models, strategic priorities and customer sets all feature in the conversation between Aaron and Ross, which takes place against a market backdrop where the codes to crack are changing rapidly.Aaron and his partners at Nextfed have first-hand experience in asking those questions of themselves, which has led the team to become a part of Aprio. That features in the chat too.

AI is becoming increasingly important in managing, analyzing, and optimizing investments and influencing how we navigate the interdependencies of capital and data flows, reporting, and legal and regulatory requirements in the private markets.  This discussion between experts Andreas Dal Santo of BlueVal, Chandu Chilakapati of Aprio, and Prof. Michael Weinberg of Columbia Business School – practicing experts in finance, investment, and valuation - highlights many of the benefits, challenges, and future potential of AI in the world of alternative investments and financial instrument valuation.   AI encompasses numerous subcategories, each with different applications, risks, and opportunities No clear uses for AI in alternative investments and valuation without continued human oversight AI might result in some industry jobs being lost, but there will likely also be new types of jobs created Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests:   Chandu Chilakapati, Aprio Andreas Dal Santo, ABV, CFA, BlueVal Michael Weinberg, Adjunct Professor, Columbia Business School Host: Howard Mah-Lee, Senior Manager, AICPA Valuation Services Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com  RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online Accounting and Valuation guides from AICPA  If you are an AICPA-FVS Section member see below for free access to these guides Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies The FVS Valuation Podcast archives Using AI In Your Valuation Practice Valuing Complex Financial Instruments Valuation Considerations in Equity Compensation  LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

AI is becoming increasingly important in managing, analyzing, and optimizing investments and influencing how we navigate the interdependencies of capital and data flows, reporting, and legal and regulatory requirements in the private markets.  This discussion between experts Andreas Dal Santo of BlueVal, Chandu Chilakapati of Aprio, and Prof. Michael Weinberg of Columbia Business School – practicing experts in finance, investment, and valuation - highlights many of the benefits, challenges, and future potential of AI in the world of alternative investments and financial instrument valuation.   AI encompasses numerous subcategories, each with different applications, risks, and opportunities No clear uses for AI in alternative investments and valuation without continued human oversight AI might result in some industry jobs being lost, but there will likely also be new types of jobs created Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests:   Chandu Chilakapati, Aprio Andreas Dal Santo, ABV, CFA, BlueVal Michael Weinberg, Adjunct Professor, Columbia Business School Host: Howard Mah-Lee, Senior Manager, AICPA Valuation Services Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com  RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online Accounting and Valuation guides from AICPA  If you are an AICPA-FVS Section member see below for free access to these guides Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies The FVS Valuation Podcast archives Using AI In Your Valuation Practice Valuing Complex Financial Instruments Valuation Considerations in Equity Compensation  LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

PE doesn't have to strip your culture.With Jean CaragherFor CPA TrendlinesOn a recent episode of Gear Up for Growth, powered by CPA Trendlines, Aprio CEO Richard Kopelman offered a behind-the-scenes look at what's powering his firm's remarkable trajectory—from a traditional CPA firm to a diversified advisory powerhouse. In conversation with Jean Caragher, president of Capstone Marketing, Kopelman credited Aprio's sustained momentum to two key drivers: a relentlessly reinforced culture and a bold leap into private equity. Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth here | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here Since stepping into the CEO role in 2013, Kopelman has steered Aprio into the ranks of the top 25 U.S. accounting firms. At the heart of that rise? A set of “31 Fundamentals” that shape everything from team interactions to client engagements.

This week on Future Proof, we're joined by Lexy Kessler, partner at Aprio, former chair of the Maryland Association of CPAs, and now the third Marylander to chair the AICPA's board of directors. Lexy brings insight, inspiration, and a powerful sense of purpose to this conversation.She shares how a high school bookkeeping class sparked her career, why she was an early adopter of technology, and how a short break from public accounting reaffirmed her calling. Now in a national leadership role, Lexy is focused on deep listening, building trust across the profession, and addressing the talent pipeline with both policy and heart.This episode is a must-listen for anyone seeking renewed purpose and direction in the profession.ResourcesLexy Kessler LinkedIn ProfileLexy Kessler AICPA ProfileNational Pipeline Advisory Group

Today's show features many of my favorite trumpeters; Hargrove, Hubbard and Morgan along with a San Diego favorite Gilbert Castellanos. That set follows new music from N. Zuraitis and D. Pugach and a new release from alto sax great Greg Abate. Another fine jazz artist represented is SoCal is flautist Holly Hofmann.  Playlist Artist ~ Name ~ Album Nicole Zuraitis & Dan Pugach ~ Jolene ~ Jolene - Single Greg Abate ~ Positive Energy ~ Positive Energy Roy Hargrove ~ To Wisdom the Prize ~ Earfood Freddie Hubbard ~ Arietis ~ Ready for Freddie Lee Morgan ~ Ceora ~ Cornbread Gilbert Castellanos ~ Bilad as Sudan ~ Espérame En El Cielo Holly Hofmann ~ Soul-Leo ~ Low Life Pat Metheny Group ~ The First Circle ~ First Circle

David welcomes Richard Kopelman — CEO and managing partner of the business advisory and accounting firm Aprio. In this first of a two-part conversation, Richard recounts the pivotal moments that introduced him to leadership, the formalization of their company culture through the creation of the Aprio Way, and the story behind his company's focus on kindness.

In this episode, we're joined by Steven Au (@stevenau_), Transition Advisor at Aprio, who brings over 16 years of experience in the dental industry. With a strong background in clinical dentistry and a focus on practice sales across the country, Steven shares his expertise in navigating the complex world of dental practice transitions. Aprio specializes in dental CPA services, accounting, tax, wealth management, and practice transitions, making Steven a trusted advisor for dentists at every stage of their career. What you'll learn in this episode: Current trends shaping the dental market. How to time the purchase or sale of a practice for the best outcomes. Key considerations for selling a practice. Understanding valuation methodologies and pricing practices. Recognizing red flags when buying a practice. Insights into navigating practice acquisitions and startups. Whether you're a new dentist, an experienced practice owner, or exploring startups, this episode is packed with actionable tips and expert advice to guide you through the process. Connect with Steven Au and Aprio Website: Aprio Dental CPA Services Join the Mouthology Ambassador Program: Earn $10 for every person who tries their 10% nano hydroxyapatite toothpaste using your link! Sign up: https://bitly.cx/Mwu7 COCOFLOSS - Use code TM20 to get 20% off ⁠⁠⁠⁠https://cocofloss.com/⁠⁠⁠ FIGS - Use referral code to get 20% off ⁠⁠⁠https://fbuy.io/figs/elliehalabian⁠ If you want to join the conversation about the realities of dentistry, follow: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠@_teethmatter⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ellie Halabian⁠⁠⁠⁠⁠⁠⁠⁠⁠ __________________________ If you enjoy the podcast, subscribe and rate ⭐️. If you think a friend will enjoy it, please share it with them.

At Nasdaq MarketSite in New York City, Aprio CEO Richard Kopelman shares with Seth Cohen, Chief Impact Officer of Forbes, some forward-looking insights on the key trends and opportunities shaping the business landscape in 2025. From leveraging values to navigating emerging markets, Kopelman revealed strategies for leaders to drive success and make a lasting impact in the year ahead.Stay ConnectedForbes newsletters: https://newsletters.editorial.forbes.comForbes on Facebook: http://fb.com/forbesForbes Video on Twitter: http://www.twitter.com/forbesForbes Video on Instagram: http://instagram.com/forbesMore From Forbes: http://forbes.comForbes covers the intersection of entrepreneurship, wealth, technology, business and lifestyle with a focus on people and success.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Discover the critical intersection between #transferpricing and #customs #valuation , and how to navigate this complex landscape for optimal compliance. Join experts Carl and Jay as they share insights on aligning your pricing strategies, minimizing risks, and maximizing efficiency across your #globaloperations . Don't miss this essential #guide to optimizing your transfer pricing and customs valuation processes. Click to learn more!   Resources: Aprio - https://www.aprio.com/ Jay Cho - https://www.linkedin.com/in/jay-cho/ Carl Budenski - https://www.linkedin.com/in/carl-budenski/   Connect with Simply Trade Podcast: - Subscribe: https://www.youtube.com/channel/UCdmyGU5foKm4aFlpo7Oms4g?sub_confirmation=1 - LinkedIn: https://www.linkedin.com/showcase/simply-trade-podcast/ - Twitter: https://twitter.com/SimplyTradePod - Website: https://globaltrainingcenter.com/simply-trade-podcast/   Contact Us/ Suggest Topics Contact SimplyTrade@GlobalTrainingCenter.com   Credits: Host: Andy Shiles: https://www.linkedin.com/in/andyshiles/ Host/Producer: Lalo Solorzano: https://www.linkedin.com/in/lalosolorzano/ Co-Producer/Editor: Mara Marquez: https://www.linkedin.com/in/maramarquez85/

In this episode, we tackle the talent puzzle and discuss steps to secure the future of the accounting profession. I sit down with Lexy Kessler, Vice Chairman of AICPA and Mid-Atlantic Managing Partner at Aprio and member of the National Pipeline Advisory Group (NPAG), to dive into the finalized "Accounting Talent Strategy Report" and its bold solutions to the profession's talent challenges. Lexy shares insights on how the report's key themes have been well-received, and we explore trends like three-year bachelor's programs and shifting education preferences.We also break down the report's six recommendations, from retooling education to evolving business models. Lexy also speaks to the importance of collaboration and grassroots efforts like the National Pipeline Pledge.Tune in to hear our full conversation about this report and it's implications for the future of our profession.ResourcesNPAG's Accounting Talent Strategy Report Lexy Kessler CPA, CGMAProposed “CPA Competency-Based Experience Pathway” from AICPA and NASBA National Pipeline Pledge

The National Pipeline Advisory Group published its final report on talent solutions for the accounting profession, and the group's chair, Lexy Kessler, CPA, CGMA, joins the Journal of Accountancy podcast to hit on the high points. Kessler is AICPA vice chair and also mid-Atlantic leader for the firm Aprio. In this episode, she shares next steps for the profession. What you'll learn from this episode: An overview of the six major themes of the report. How a “plethora of perspectives” came together to address solutions for the pipeline issue. Details about addressing the time and cost of education. An explanation of the three E's that represent the components of CPA licensure. What's next as the recommendations move from paper to practice. How CPAs and educators can take the Pipeline Pledge.

Angela Dotson focuses her finance and accounting expertise on women-owned businesses, enabling them to become sustainable entities for the long-run. She empowers women by educating them on tax planning, nonprofits and business opportunities. During her 17 year career, Angela has helped clients resolve issues with the Internal Revenue Service and various state agencies. She is […]

Angela Dotson focuses her finance and accounting expertise on women-owned businesses, enabling them to become sustainable entities for the long-run. She empowers women by educating them on tax planning, nonprofits and business opportunities. During her 17 year career, Angela has helped clients resolve issues with the Internal Revenue Service and various state agencies. She is […]

Host Rob Brown is joined by Sue Coffey, CEO of Public Accounting at the American Institute of CPAs (AICPA), and Lexy Kessler, Partner at Aprio and Chair of the AICPA's National Pipeline Advisory Group (NPAG). They look into the alarming talent shortage facing the accounting profession and the potential solutions proposed by the NPAG.Lexy and Sue discuss the overwhelming evidence pointing to a significant talent pipeline issue in accounting, including declining enrolment in accounting programs, fewer students pursuing the CPA credential, and challenges in retaining young professionals in their first five years of employment. But can the profession overcome this challenge? Rob, Sue, and Lexy explore the root causes, such as the profession's perceived image, the cost and time commitment of education, and the need for evolving business models at accounting firms.The NPAG's findings underscore the urgency of addressing the talent pipeline issue collaboratively, involving stakeholders from academia, regulators, state societies, and the profession itself. Sue and Lexy share their optimism that by implementing the recommended solutions, the accounting profession can overcome this challenge and attract the talent required to thrive in an ever-evolving business landscape."We are a profession that communities, businesses, and economies need, and we just need to address our talent shortages and adapt." - Sue Coffey"It's not just Debits and credits to that point. It's really about the business person piece of it and the different scenarios and the strategy behind the numbers as well. So there's much more to it than, than processing or, or producing a product and that's it. It's much, much more than that." - Lexy KesslerKey Takeaways: The accounting profession is struggling with a talent pipeline shortage, but it's not "withering on the vine" as some suggest. - Sue CoffeyImproving storytelling and celebrating the profession's impact is crucial to attract younger generations. - Lexy KesslerThe cost and time commitment of education, especially for socioeconomically disadvantaged students, is a significant barrier to entry. - Sue CoffeyFirms need to evolve their business models to provide a better experience for young professionals in their first five years, addressing issues like excessive hours and meaningful work assignments. - Sue CoffeyModernizing the CPA licensure process is a long-term goal to ensure the profession remains sustainable and relevant in the future. - Lexy KesslerYou can watch this episode and more on our YouTube Channelhttps://youtu.be/JaLe1nq9lk4Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events◣━━━━━━━━━━━━━━━━━━━━◢Thanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience...

Jason Drucker, CPA and Partner at Aprio, is with us today. We dive into Jason's fascinating career journey, from his early days in accounting to his current role as a Partner at Aprio. He shares insights on the importance of networking and building strong relationships in the industry, offering valuable tips for aspiring accountants. We also explore the future of accounting firms, discussing emerging trends and how the profession is evolving. To wrap up, Jason leaves us with some final thoughts and advice that you won't want to miss!What you'll hear in this episode:[1:00] Meet Jason Drucker, CPA and Tax Partner at Aprio.[1:45] Jason's career journey.[4:00] Joining Aprio as Partner.[9:10] Networking and building relationships.[25:00] The future of accounting firms.[31:25] Final thoughts and advice.Connect with Jason https://www.linkedin.com/in/jason-drucker-cpa/Connect with Kelly https://www.linkedin.com/in/kellyrohrs/Connect with Bilal https://www.linkedin.com/in/bmehanna/

This week, we're diving into a well known, critical issue gripping our profession: the shortage of CPAs. It's a widespread challenge impacting businesses, causing staffing gaps, burnout, and compromised client service. The scarcity of expertise has escalated workloads, hindered recruitment and retention, and even led some firms to decline work due to insufficient manpower. To combat this, many organizations are resorting to measures like increasing compensation and offering more flexible work arrangements. The profession is undergoing a transformation to adapt and survive.The ramifications extend beyond the accounting realm, influencing how businesses operate at large. Solutions are being sought across various fronts, including regulation, education, and cultural shifts. At the forefront of these discussions is our guest, Lexy Kessler, Mid-Atlantic Regional Leader and Partner at Aprio as well as a former chair of MACPA Board of Directors, who now chairs the National Pipeline Advisory Group. This group is spearheading efforts to formulate a unified strategy to address the talent shortage, leveraging unbiased research and stakeholder input. They've launched a national survey to gather insights and ideas for tackling this issue head-on. In our conversation, we delve into the progress of this initiative, its timeline, potential outcomes, and the individual CPA's role in bolstering the pipelineResources:Financial Executive International article, "Navigating the Accounting Talent Shortage: Strategies for Business Growth and Efficiency" by Justin SmithForbes article, "Accountants Are Turning Away Work—Hurting Firms And Small Businesses" by Hitendra PatilCFO Dive article, "Auditors say accountant shortage ramps up work pressure: CAQ" by Jim TysonLexy Kessler, CPA, CGMA, Mid-Atlantic Regional Leader & Partner at AprioLexy Kessler LinkedIn ProfileNational Pipeline Advisory Group: Pipeline Survey

Listen in as host David Mandell chats with two CPAs from the firm Aprio who specialize in serving medical and dental practices. They share insights on managing finances, increasing profitability, and understanding key numbers in a healthcare practice. The discussion covers the importance of understanding financials, key performance indicators, and strategies to increase profitability in a healthcare practice. David, Chelsea and Mary Kathryn also cover the impact of staffing costs, the potential benefits of fee-for-service models, and the importance of regular financial reviews. Key Takeaways: Understanding, analyzing, and managing financial numbers are key to optimizing a medical practice's profitability. Regularly evaluating and adjusting fees is crucial for practices that have control over what they charge. Proactive, forward-looking advice is more beneficial than mere tax preparation. Learn more, including additional show notes, links, and more, by visiting physicianswealthpodcast.com.

"CEO Richard Kopelman unveils Aprio's massive expansion, secret projects and shares invaluable CPA advice for global accounting success."Richard Kopelman, CEO and Managing Partner of accounting firm Aprio, shares his personal philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision to have truly global accounting firms.Kopelman shares how staying positive and persistent has been key to leading Aprio's tremendous growth from $70 million to $450 million in revenue. He emphasizes the importance of having a well-defined strategic plan and sticking to it, even though growth is never a straight line. Kopelman also provides insight into transitioning accounting firms beyond traditional partnership structures into more corporate models in order to scale. His vision is to have truly global accounting firms without restrictions. Throughout the discussion, Kopelman's passion for the profession and commitment to seizing opportunities comes through clearly."My personal philosophy is to stay positive and never give up. I'm not very good at taking no for an answer."Key Takeaways:Staying positive and never giving up has been Kopelman's key to success in leading Aprio from $70M to $450M in revenue.Having a well-defined strategic plan is crucial - you need a North Star even though growth is never a straight line.Firms need to move beyond traditional partnership structures and embrace more corporate approaches to scale.Hiring great people and getting out of their way is his leadership philosophy.◣━━━━━━━━━━━━━━━━━━━━◢You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencersJoin the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubeThanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/londonDEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.comIf you'd like to sponsor the show and elevate your brand with our audience, reach...

Richard Kopelman, CEO and Managing Partner of Aprio, discusses the exciting transformation and rebranding of HA&W into a global business advisory and accounting firm. He explores the high demand for accounting services due to changes in business, regulatory requirements, and technology. A key challenge for accounting firms, according to Kopelman, often lies in mindset, with many professionals needing to shift from a risk-averse outlook to a more positive, entrepreneurial one. He highlights the importance of an inclusive, growing, and nurturing work culture and leveraging technology for business operations, emphasizing the crucial role of data. He shares the hiring strategies of Aprio and discusses the future of the accounting sector, expressing a keen interest in the endless opportunities that constant change brings.Key Moments00:35 The Current State of the Accounting Profession01:38 Challenges in the Accounting Profession02:13 The Importance of a Positive Mindset03:04 The Growth Mindset in Accounting04:19 The Aprio Story: From Regional to Global05:45 The Challenges of Rebranding08:20 The Role of Technology in Accounting13:45 Hiring and Recruitment Strategies15:04 The Importance of Culture in Accounting Firms18:10 Looking Forward: The Future of Accounting

John Bly is the Managing Partner and Regional Leader of the South Atlantic region of Aprio, a global financial consulting and CPA firm. He started his accounting firm shortly after graduating in 2004, grew it to 70 employees, and made about 15 acquisitions before merging with Aprio. John is the author of Cracking The Code: An Entrepreneur's Guide to Growing Your Business Through Mergers And Acquisitions For Pennies On The Dollar. He is also the host of the Aprio Advisory podcast. In this episode of the Smart Business Revolution Podcast, John Corcoran interviews John Bly, the Managing Partner and Regional Leader of the South Atlantic region of Aprio, about how to grow a company through acquisitions. They also discuss the lessons John learned during his early days in mergers and acquisitions, how to do due diligence and hire culturally fit employees, and the difference between small and large company acquisitions. 

Lexy Kessler, CPA, CGMA, is the chair of the National Pipeline Advisory Group, a group of accounting stakeholders formed to help shape strategy to address the profession's talent shortage. Kessler is mid-Atlantic leader for the firm Aprio and a member of the board of directors of the Association of International Certified Professional Accountants. She is a former chair of the Maryland Association of CPAs. In this episode, Kessler discusses why leading the group appealed to her, more about the group's responsibilities, and why she's excited to learn from the group's other members. What you'll learn from this episode: ·         What the advisory group is and the approach it is taking to key responsibilities. ·         Some of the ways the talent shortage in the profession has affected business. ·         Why organizations, including CPA firms, must be open to looking inward for solutions to the profession's pipeline problem. ·         How the National Pipeline Advisory Group's universally desired end result puts it in a strong position to aid the cause.

Patrick, Rafael, and Emily Cheshire of Aprio discuss the audit readiness of cryptocurrency companies, treasury management, forecasting and controller practices.Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE for listening to this episode.Checkout the Bitwave channel on Earmark to get even more CPEChapters(00:00) - What it Means to be a Crypto CFO or Controller (01:44) - What got you interested in Crypto? (04:51) - What is Aprio? (09:54) - What is the best advice for someone embarking on their controller journey? (15:07) - What does it mean to be a Crypto CFO? (20:21) - Is there any advice you can give on what banks will actually work with crypto companies? (26:22) - How have you been thinking about TAM in the market? (30:09) - What potential have you seen in the digital assets regarding CAS practices? (31:01) - What is the bootcamp like for new accountants? (36:15) - What do you think about your roles and responsibilities as a controller? (41:25) - Do you use GAAP Lite for all your clients to document everything? (42:51) - How to contact Emily Connect with our guest, Emily Cheshirelinkedin.com/in/emilycheshireacaConnect with Patlinkedin.com/in/patwhitetwitter.com/patwhiteConnect with Rafaellinkedin.com/in/rafaelcasastwitter.com/RafaelCasasBWFollow the Crypto With Accountants Podcastfacebook.com/CryptoAcctsPodtwitter.com/CryptoAcctsPodlinkedin.com/showcase/cryptoacctspodLeave a review on Apple Podcasts or PodchaserSubscribe to the Crypto With Accountants Podcast in your favorite podcast app!This podcast is a production of the Earmark Media

Eric Krucke is the National Practice Director of Aprio CFO Advisory — helping companies fund, build, strengthen, grow and transition. A former Berkshire Hathaway CFO, he advises companies walking through transitions and transactions or seeking to accelerate growth. Eric has more than 25 years of financial leadership experience accelerating growth, navigating acquisitions, finding capital to […] The post Eric Krucke With Aprio, LLP appeared first on Business RadioX ®.

Your dental practice has weathered the height of the COVID-19 pandemic, but you may be leaving money on the table if you haven't fully explored the options presented by the government's Employee Retention Credit (ERC) and Paycheck Protection Program (PPP). These programs were launched to help employers like you, whose businesses suffered as a result of the pandemic's economic disruptions. And they're only available for a limited time, with phase-out dates beginning July 31, 2023. In this episode, we're talking with Aprio's Justin Elanjian, PPP and ERC expert. Justin is a CPA and the Partner-in-Charge of Aprio's PPP & ERC Services, and helps both lenders and borrowers navigate the complexities of the PPP. He also helps his clients realize benefits from other stimulus package programs, such as the ERC, and is committed to strengthening his clients' balance sheets and helping them achieve what's next.  We'll discuss: What the ERC is, and what conditions a practice owner needs to meet in order to qualify How COVID-era disruptions to supply chains impact eligibility Special considerations for practices that opened or were acquired after the onset of COVID What practice owners need to know about PPP loan forgiveness How much time a provider should set aside to prepare all of the information needed to file their claim Are you ready to take the next step toward your practice ownership dreams? Visit getprovide.com.

Welcome to the Business Legends Podcast! Where we interview business leaders and entrepreneurs so we can learn from their successes and apply them to our own business to grow!   On today's episode, we sit down with John Bly! John is the managing Partner of Aprio!  Aprio is one of the top 25 accounting and advisory firms in the country.   They focus on small – medium sized companies that are anywhere from early or seed stage growth to $100 million enterprises.  How much do values matter when hiring employees or working with clients? What challenges arise at each stage of company growth? How can you make your business stickier to your clients?   Find out the answers to all of these and more on today's episode!   Want to learn more about John Bly, Aprio and what they do? Check out their work here:   Aprio Website: https://www.aprio.com/  Aprio LinkedIn: https://www.linkedin.com/company/aprio/  Aprio Facebook: https://www.facebook.com/aprioadvisors  John Bly LinkedIn: https://www.linkedin.com/in/johnblycpa/  Want to connect with us and learn more about our expertise? Check us out here:   Website: https://businessmarketingsolutionsgroup.com/?fbclid=IwAR2hPda9vQc3sApLL9wTglpHdna_eZPXYN1jEAqsSE1uXFwljlbM4vBXCOQ  Facebook: https://www.facebook.com/BusinessMarketingSolutionsGroup/about  LinkedIn: https://www.linkedin.com/company/businessmarketingsolutionsgroup/?viewAsMember=true 

Mergers and acquisitions can sometimes feel daunting for entrepreneurs, but they don't have to be. In fact, growth through M&A can yield huge rewards if you are willing to accept some risk and remain open to opportunities. Today, we are joined by John Bly, the South Atlantic Regional Leader for Top 35 CPA firm, Aprio, as he cracks the code to M&A growth with us, sharing some of the lessons he has learned throughout his career journey and offering his advice for anyone considering M&A as a growth strategy. You'll gain insights into John's trajectory, from the beginning of his career in public accounting at the Big 4 to starting his own CPA firm, completing more than 15 M&A transactions, and ultimately merging his firm with Aprio. John also shares the importance of being clear about how you drive value, the benefits John has seen from treating both sides of a transaction with fairness and respect, and the value of establishing appropriate expectations upfront.Key Points From This Episode:A look at John's career trajectory, from big-four CPA to entrepreneur to regional manager.What starting his own firm taught John about working with small business owners.How John's firm grew exponentially thanks to M&A between 2006 and 2009.Why he believes in doing what you're passionate about, even if that means pruning clients.Lessons John has learned about the importance of taking your own advice.His experience of growing his business through a global financial crisis.What made John realize that his firm was unique when it came to M&A growth.Insights that came from making 15 acquisitions in 15 years, followed by the decision to ultimately merge with Aprio.What John means when he says "a CPA does not equal a CPA."Key takeaways from John's M&A growth strategy, including the importance of having clarity about how and where you drive value.Why it always pays off to treat both sides of a deal with the utmost respect and fairness.The value of establishing expectations and ensuring those expectations are appropriate. Questions to ask yourself to determine what is important to you going into an M&A deal.Why you should be thinking about M&A (and stay open to opportunities).How ego can get in the way of profound M&A growth.Advice for those considering M&A as a growth strategy: be open, listen, and make friends!John Bly on LinkedInJohn Bly EmailCracking the CodeAprioAlex Drost LinkedInBranch Out Podcast LinkedInConnection Builders LinkedIn

Justin Schafer IS BACK! ! ! He joins us this time representing his firm, Aprio. You can visit his page & schedule an appointment to talk directly with him Aprio Website Aprio has tons of resources and is a Dental Specific CPA & Advisory Team. Justin is leading the charge in transitions and brokering practices with the full force of Aprio supporting these deals. Justin Schafer | Director, Practice Transitions

John Bly, the South Atlantic Regional Managing Partner of Aprio, is a frequently requested global speaker and author of "Cracking the Code: An Entrepreneur's Guide to Growing Your Business Through Mergers and Acquisitions for Pennies on the Dollar." John also serves as host of The Aprio Advisory podcast, helping listeners tackle the issues that keep business owners awake at night. Listen in! Key Highlights: [00:01 - 10:47] How COVID-19 Impacted the Workforce Over the Years The ups and downs of COVID-19 may have been unpredictable, but clients surely have stronger 2021s compared to 2020s. Moving forward, people can have better years but the rising inflation cost and work shortage stir up fear and uncertainties. Learning remote work is essential especially in the current status moving forward. With how the world is changing in the last two years, the impact on the workforce is notably negative on a larger scale. However, because of the inflation, business owners need to be wary about the wage increase. . [10:48 - 22:21] A Myriad of Aspects to Consider in the Aims of GDP and Business Growth In the lens of CPA firms, both small and big businesses are in for a challenge of workforce shortage. To sustain the GDP growth, American policies must ease their immigration policies. It is difficult to invest right now, given the current state of the government and its debt. In the last 18 months, we've seen IPO performances go up at least a turn almost overnight. It is a combination of two things - the quality of the businesses that are now potentially hitting the market and a big run-up in the stock market. [22:22 - 34:03] Essentials in Decision-Making and Systems Curation Processes The family must be on the table when making big decisions as these can also change their lives. A great practice to incorporate is to allow two or three years of making sure that there is a buttoned-down decision-making matrix within your company and that the systems and processes are well-documented. When it comes to earnouts, the advice is to make sellers comfortable about not earning another dollar to refrain from being emotional.  [34:04 - 36:50] Closing Segment Check out Aprio and Aprio Advisory Podcast to see actionable and insightful information about what's happening within the marketplace. Key Quotes: “it's also really hard to invest right now, given the given the current state of the government and its debt.” - John Bly “Family better be on board, whatever the decision is, because it's a life change. And it's an emotional roller coaster it is. It is going up and down as you go through a deal and then what happens after. So, family better be at the table.” - John Bly Connect with John: Website: https://www.aprio.com/people/john-bly (https://www.aprio.com/people/john-bly)  Podcast: https://www.aprio.com/the-aprio-advisory-podcast/ (https://www.aprio.com/the-aprio-advisory-podcast/)  Linkedin: https://www.linkedin.com/in/johnblycpa/ (https://www.linkedin.com/in/johnblycpa/)  Twitter: https://twitter.com/JohnBly_CPA (https://twitter.com/JohnBly_CPA)  Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( LinkedIn)! LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!

Inflation is hotter than ever, but when will it cool down? We are excited to welcome Simeon Wallis, Chief Investment Officer of Aprio's Wealth Management, back to the podcast. John and Simeon discuss how we are wading through uncharted territory with levels of inflation we have not dealt with in 40 years, coming out of a pandemic that has heavily impacted global supply chains and a land war in Europe. Listen now as Simeon shares how inflation is impacting the economy and what we can expect to see during the upcoming months.

If you take the time to understand how your economic engine is working, you can be profitable in almost any endeavor. Bill Dupee, Transaction Advisory Partner at Aprio, doesn't want to see someone jump to do a deal just to do a deal or because an unsolicited one is being offered. Instead, he believes you must first define the strategic direction of your business and then determine how a potential transaction could fit into where your business is headed. Listen now as Bill shares what attracted him to the dynamic, fast-paced nature of the M&A world, the importance of gaining an informed view of your financial performance and how inflation is impacting M&A deals.

Mike Maksymiw, an executive director at Aprio, talks about his passion for baseball, developing deeper relationships through baseball, why it is important to engage and be authentic in the workplace, and much more!

In today’s episode, John Duisberg sits down with Richard Kopelman, the CEO and Managing Partner of Aprio, headquartered in Atlanta, Georgia. In 2022, Aprio was named the 35th largest accounting firm, the 6th fastest growing in the U.S., and a Glassdoor Best Place to Work. Because of all this…. we naturally wanted to spotlight Richard’s leadership on The Great Retention and dig in deeper to learn more about what his team is doing differently that’s making such a huge difference for their growing organization. We chat about Richard’s definition of purpose, how much the company has grown over his 30 years with the business, how they’re breaking the traditional mold of a CPA & Advisory Services Firm”, how they’re combating “The Great Resignation”, and practical advice he has for other CEOs and business leaders looking to do the same. RESOURCES RELATED TO THIS EPISODE Learn more about Richard at https://www.aprio.com/people/richard-kopelman Follow Richard on LinkedIn at https://www.linkedin.com/in/richard-kopelman CREDITS Theme Music

On a special episode of The Aprio Advisory Podcast, John Bly is joined by three restaurant and hospitality specialists — Tommy Lee, Aprio's Retail, Franchise and Hospitality Leader and Tax Partner, Andy Peskoe, Attorney and Chairman at Golenbock Eiseman Assor Bell & Peskoe, LLP and Sarah Diehl, Founder of Empowered Hospitality. Tommy, Andy and Sarah discuss the current state of the industry, the future as COVID restrictions begin to lift, creative solutions to set your business apart and the comeback of the QR Code. Listen now!

This week, in celebration of Women's History Month, we'd like to revisit one of our favorite women in leadership episodes with Michele Blondheim, Aprio's Director of Corporate Citizenship. Listen now to Michele's advice for establishing a focus, strengthening involvement within your team and creating positive ripple effects in the community while setting your business apart.

This week, in continuation of our Women in Leadership series, John interviews Yelena Epova, Aprio's Atlanta Office Leader, International Practice Leader and Tax Partner. Yelena started working for Aprio in the 1990s after moving to the U.S. and answering an ad placed in the classifieds. At the time, she had no work experience and did not speak the best English, but she was determined to find her path. She went on to found Aprio's international practice, which has grown to 100 professionals, speaking 35+ languages and serving clients in over 50 countries. Today, Yelena continues to empower strong female leaders both within the community and within the firm. Hear her story now.

This week, John interviews Mike Maksymiw (otherwise known as Mike Max), Executive Director of Aprio's Firm Foundation. The Firm Foundation is a national alliance which shares research, networking, and coaching opportunities with small to mid-sized CPA firms up to $20 million in revenue. Through connecting growing firms with resources to advance client relationships, Mike has been able to develop a community of forward-thinking CPAs and consulting firms and share ideas, helping them to think through and deal with major issues in the profession. The need for CPA services is infinite, and we can help each other without always having to worry about the competition. Learn more now.

This week, we kick off our M&A series as John interviews Justin Schafer, Esq, Aprio's Director of Practice Transitions. Specializing in the dental industry, Justin has advised dental professionals in over 1,000 transitions and facilitated more than $500 million in dental practice financing. The dental M&A space seems to be very hot over the last couple of years. One trigger for this influx may be due to practices reopening so quickly from the mandatory shutdowns without the opportunity to go virtual, therefore, many dental professionals (as well as veterinary and healthcare professionals) did not get the break that other small businesses have experienced. With so many additional stressors such labor shortages as well as legal and safety precautions in place, this is likely leading to an increase in early retirements and careers changes for many doctors and support staff. Despite these factors, the dental industry is booming and there are many exciting opportunities available for someone interested in a startup, acquisition, or associate buy-in. Learn more now.

Episode 49 of The Unique CPA is a look back at Randy's conversation in Episode 6 with Richard Kopelman, CEO of Aprio, LLP. Richard heads Aprio's CPA-led advisory services, and in this Unique CPA Rewind, he talks to Randy about how vital it is to be a trusted advisor to your clients. The events since the episode aired have truly pushed this facet of the account-client relationship to the forefront. Get the full show notes and more resources at TheUniqueCPA.com

Justin Elanjian is a partner at Aprio and a nationally recognized PPP expert. He has conducted over 100 PPP loan forgiveness educational webinars reaching over 300,000 PPP borrowers and hundreds of CP

Justin Elanjian is a partner at Aprio and a nationally recognized PPP expert. He has conducted over 100 PPP loan forgiveness educational webinars reaching over 300,000 PPP borrowers and hundreds of CP