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Emerging Partner

Aprio

Business advisory, tax, and accounting firm since 1952

United States
Est. 1952
500+ employees
Verified
74+ Yrs
7 Certs

About Aprio

Aprio is a business advisory, tax, and accounting firm that has been serving clients since 1952. The firm operates with a team of over 2,500 professionals across more than 30 locations throughout the United States. Aprio positions itself under the tagline "Account for Anything," offering integrated financial, tax, compliance, and advisory services to businesses across multiple industries.

The firm's service portfolio spans business tax planning, audit and assurance, risk and compliance, advisory services, client accounting services, technology and digital transformation, federal government contracting, and personal tax planning. Aprio serves 13 distinct industry sectors, including healthcare, where the firm reports working with more than 1,100 clients. The firm has completed over 10,000 SOC reports and has advised on $175 million in dental practice transitions.

Aprio's healthcare practice includes work with private equity-backed healthcare firms, utilizing proprietary business intelligence tools for transactional due diligence. The firm also maintains specialized practices in dental services, with documented experience in practice acquisitions and transitions. Case studies demonstrate work across multiple healthcare subsectors and engagement types.

Best For

Aprio is best suited for mid-sized to large healthcare organizations, private equity firms with healthcare portfolio companies, dental practices considering transitions or acquisitions, and healthcare organizations requiring comprehensive financial, tax, and compliance services beyond standard accounting. The firm's scale and multi-disciplinary capabilities make it appropriate for complex engagements requiring coordination across multiple service lines.

Key Strengths

  • Significant scale with 2,500+ professionals and 30+ locations providing national reach
  • Extensive healthcare client base with 1,100+ healthcare organizations served
  • Deep expertise in SOC 2 Type II audits with 10,000+ reports completed
  • Specialized dental practice transition capabilities with $175M in advised transactions
  • Proprietary business intelligence tools for healthcare due diligence and financial analysis
  • Multi-disciplinary service offering allowing coordinated tax, audit, advisory, and compliance work

Why Choose Aprio

Choose Aprio when you need a comprehensive financial partner that can handle multiple aspects of your healthcare organization's financial operations simultaneously. The firm excels in situations requiring coordinated tax planning, audit services, and strategic advisory work, particularly for organizations undergoing transitions, acquisitions, or private equity transactions.

Expect a structured engagement approach leveraging the firm's proprietary tools and frameworks, with access to specialists across multiple disciplines. The firm's track record with SOC 2 audits makes it particularly relevant for healthcare technology companies requiring compliance certifications alongside traditional financial services.

Healthcare Focus

Aprio's healthcare practice serves over 1,100 clients across multiple subsectors, with particular depth in dental practice management and private equity-backed healthcare organizations. The firm provides specialized services including dental practice transitions and acquisitions, healthcare due diligence with proprietary BI tools, and SOC 2 Type II audits for healthcare technology companies. Healthcare-specific capabilities include financial statement audits tailored to healthcare accounting standards, tax planning for medical practices, and compliance services.

The firm's healthcare work spans operational efficiency consulting for nonprofits in the healthcare sector, transfer pricing for multi-entity healthcare organizations, and financial advisory for practice growth strategies. Documented case studies show experience with oral surgery practices, affordable housing organizations with healthcare missions, and healthcare technology platforms requiring compliance certifications.

Ideal Client Profile

The ideal Aprio client is a healthcare organization with annual revenues exceeding $10 million that requires ongoing, multi-faceted financial services rather than point solutions. Organizations undergoing significant changes—such as private equity backing, practice acquisitions, regulatory compliance expansion, or operational transformation—will benefit most from Aprio's integrated approach. Dental practices, healthcare technology companies needing SOC certifications, and PE-backed healthcare platforms represent the firm's sweet spot.

Specializations

Business Tax Planning Audit & Assurance Risk & Compliance SOC 2 Audits Transfer Pricing Financial Due Diligence Client Accounting Services

Client Types

Healthcare

Why Choose Aprio?

  • 74+ years of industry experience
  • 500+ team members
  • 7 certifications verified
  • Emerging Partner on Curatrix
  • Verified on Curatrix

Quick Facts

Headquarters
United States
Founded
1952
Company Size
500+ employees

Certifications

cpa soc 1 soc 2 soc 3 hipaa iso 27001 hitrust

Profile last updated: Jan 26, 2026

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