Latest news with #RichardKopelman
Yahoo
30-04-2025
- Business
- Yahoo
Aprio acquires SND Partners
US-based business advisory and accounting firm Aprio has acquired SND Partners, a San Francisco Bay Area accounting firm. SND Partners specialises in affordable housing tax credit and housing and urban development audits. Financial terms of the deal have not been disclosed. Established in 1989, SND Partners was created in response to the Tax Reform Act of 1986 and has since provided audit and tax services to a diverse client base in the real estate and community development sectors. The firm, which has presence in Northern and Southern California, as well as in Hawaii, serves both for-profit and nonprofit organisations across real estate and community development sectors. Aprio CEO Richard Kopelman said: "Our combination with SND Partners reflects Aprio's continued commitment to expanding in markets where our clients need us most. 'With California's ongoing investment in affordable housing and new legislative requirements increasing demand for these services, combining with SND Partners allows us to scale our capabilities and deliver even greater value to this rapidly expanding market. 'Clients will benefit from access to a broader team, expanded service offerings, and tailored solutions. I am proud to welcome the SND Partners team to Aprio.' The acquisition brings three partners and nine professionals from SND Partners into Aprio's team. The SND team will continue operations from the Bay Area. Aprio expects the acquisition to boost its presence in California by complementing its existing offices in Los Angeles, San Francisco, and Walnut Creek. SND Partners managing partner Annette Spiteri said: 'Joining Aprio marks an exciting new chapter for SND Partners. 'We are passionate about serving affordable housing clients, and Aprio's investment in technology, people, and process will enhance our ability to help deliver impactful solutions.' Aprio national affordable housing leader Alison Fossyl said: "Affordable housing clients face increasing complexity – and they need advisors who truly understand the landscape. 'By joining forces with SND Partners, we are bringing clients deeper insights, local knowledge, and the bench strength to support their growth in this high-demand environment.' Recent additions to the firm include JMS Advisory Group; Mangold Anker Phillips; Nardone Pridgeon and Co; KRD and Burkett & Beattie; cybersecurity company Securitybricks; Pontiff + Associates; and Elite Tax & Accounting. "Aprio acquires SND Partners" was originally created and published by International Accounting Bulletin, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Associated Press
12-02-2025
- Business
- Associated Press
Aprio Launches Aprio Legal, LLC and Enters into Exclusive Letter of Intent with Radix Law to Debut in Arizona Market
Collaboration marks first full-service business law firm in the United States by two Arizona ABS Program members ATLANTA, Feb. 12, 2025 /PRNewswire/ -- Aprio, the 25th largest business advisory and accounting firm in the U.S., and Radix Law, a full-service business law firm based in Arizona, announced today they have entered into an exclusive letter of intent to join together as Aprio Legal, LLC, a full-service, Alternative Business Service (ABS) law firm ready to serve entrepreneurs and business leaders with a holistic approach. The combination is expected to be finalized in late spring. This strategic collaboration with Radix Law and Aprio – together joining as Aprio Legal – will reimagine the client experience by offering entrepreneurs and business owners a one-stop destination to address both business and legal challenges with forward-thinking solutions. Clients can seamlessly and efficiently connect with experienced tax advisors, CPAs, transaction advisors, wealth advisors, and attorneys in one place, empowering them to build and grow their businesses with confidence. Aprio Legal and Radix Law, separately, are already licensed law firms by Arizona's ABS Program. Aprio received licensing approval in May 2024. Upon the completion of the combination, both entities will operate as Aprio Legal. 'We are thrilled to be the first national accounting and advisory firm to open an ABS law firm and join forces with Radix Law – a combination we know will be a powerful force in Arizona for entrepreneurs and businesses,' said Richard Kopelman, CEO of Aprio. 'At Aprio, we are focused on our commitment to building the firm of the future and reimagining the client experience. Aprio Legal is an important part of that commitment. Our firms are both like-minded and entrepreneurial, and together as Aprio Legal we will continue to pioneer the legal profession.' Radix Law, approved by the Arizona Supreme Court in 2021, is the first ABS law firm in the U.S. to operate as a multi-lawyer, full-service law firm, combining both lawyer and non-lawyer owners. The firm includes 15 experienced lawyers who provide a full suite of legal services to clients, including estate planning, corporate transactions, commercial litigation, real estate, and business law. 'This is an incredible leap forward in the evolution of Radix Law and an exciting time for our business as we join forces with Aprio to establish Aprio Legal,' said Andy Kvesic, CEO and Managing Partner of Radix Law. 'Our clients are our priority, and with Aprio Legal, we will have the added resources to deliver an even more personalized and comprehensive approach to help them grow.' Over the coming months, the two entities will work together to determine the optimal structure for collaboration that honors the intent and rules of the Arizona ABS program. About Aprio Legal Radix Law + Aprio – joining together as Aprio Legal - will reimagine the client experience by offering entrepreneurs and business owners a one-stop destination to power their success. They can seamlessly connect with experienced tax advisors, CPAs, transaction advisors, wealth advisors, and attorneys in one place, empowering them to build and grow their businesses with confidence. Aprio Legal and Radix Law, separately, are already licensed law firms by the Alternative Business Structure Program. About Radix Law Radix Law, located in Scottsdale, Arizona, is the first multi-lawyer, full-service business law firm in the U.S. that was approved for an ABS license. Radix Law opened in 2021 and is now widely recognized as a firm that is pioneering the legal profession. With a deeply experienced team of attorneys and business professionals driven by an entrepreneurial spirit, Radix Law combines a personalized client experience with comprehensive, business-focused legal counsel with an eye towards providing value. About Aprio Aprio is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC, deliver professional services. 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 accounting firm, Aprio Advisory Group, LLC, delivers advisory, tax, managed and private client services to build value, drive growth, manage risk, and protect wealth, and Aprio, LLP, provides audit and attest services. With proven experience and genuine care, Aprio serves individuals, entrepreneurs, and businesses, from promising startups to market leaders alike. Aprio has grown to 2,000+ team members providing solutions to clients in industries including Manufacturing and Distribution, Non-Profit and Education, Professional Services, Real Estate, Construction, Restaurant, Franchise & Hospitality, Government Contracting, and Technology and Blockchain.
