Advisory | Assurance | Tax | Private Client | Cloud Accounting

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Let’sdefine

the future together.

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What’s next for your business?

What’s next for you? We ask because we are genuinely interested. Our passion

for what’s next is what inspires us to serve our clients every day. It’s what shapes

our advice and our relationships.

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 that vision to life through our caring and experienced people, reliable advice and meaningful connections to

grow your business. It is our honor to do so.

Since our founding in 1952, we have built our reputation upon the bedrock of

practice-area expertise, industry leadership and consulting services for both

domestic and global businesses.

As a modern CPA-led business advisory, we serve clients in an ever-changing

marketplace with the very best of both our heads and our hearts. We provide

precise, clear guidance coupled with deep, genuine care for your best interests.

Our desire to exceed expectations inspired us to develop The Aprio Way, 30

fundamentals that guide the way we treat each other and the clients we proudly serve.

This is how we deliver an exceptional experience and build lasting relationships.

Welcome to Aprio.

Sincerely,

CEO and Managing Partner

Richard Kopelman

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aut eosam, sum faccatist et intet accuptis

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Ut haruntis magnam repelibu. ti occulpa

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Trusted advice across

industries andgenerations.

For over 10 years, Aprio has helped us grow

by providing a variety of services including

audit, tax, information risk management, and

advice on capital transactions and mergers

and acquisitions for global expansion. Their

entrepreneurial spirit and deep industry

expertise make them the ideal partner

to support our company’s continued

international growth.”

Brooks Smith, Founder, President & CEO of InComm

“

Trusted advice across

industries and generations

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 proven expertise, deep understanding

and strategic foresight to businesses in these key industries and the

private equity firms that invest in them:

Manufacturing

and Distribution

Non-Profit and Education

Professional

Services

Real Estate and

Construction

Retail, Franchise

and Hospitality

Technology

and Blockchain

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In a time defined by disruption and global expansion, we provide the insight and guidance to cross new borders with confidence.

As technology continues to transform the face of business, Aprio is

here to help you chart the path forward. From navigating blockchain

to leveraging data analytics, we help our clients operationalize new

technologies and business models to achieve what’s next. With Aprio

Cloud, businesses around the world can access customized real-time

financial insights and meaningful advice to help them make smarter, faster business decisions.

If your “next” involves expanding operations outside the U.S. or

establishing operations in the States, our experience and relationships

provide unmatched value. Our team speaks more than 25 languages

and works with clients in more than 40 countries. When clients can

conduct business in their native languages and gain the cultural

perspectives that drive success, a world of new opportunities appear.

Aprio further expands its global reach as a proud member of Morison

KSi, an international association of leading professional services firms spanning over 80 countries.

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Serving clients wherever

business or life may take them

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Defined by the highest level of 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, cloud accounting and private

client services, bringing their best thinking and their personal commitment to each client.

At Aprio, our advisors have a passion for understanding our

clients today and exploring the possibilities of tomorrow.

Whether that involves analyzing data to make more informed

business decisions, buying or selling a business, improving

operations, settling a dispute, preparing for blockchain or

managing a company’s retirement plan, we provide clients with

rational facts and careful guidance evolved from the rigor and

integrity of our CPA heritage.

ADVISORY

Blockchain Consulting

Business Technology Consulting

Business Valuation

Data Analytics

Financial Consulting

Litigation Support & Forensic Accounting

Retirement Plan Services

Transaction Advisory

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ASSURANCE

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 better business decisions.

We prove to owners, executives and stakeholders that financial statement reporting, business operations and controls are sound and that sensitive

data is protected. As a result, clients have the peace of mind to

focus on the future.

Financial Assurance

Non-Financial Assurance

Information Assurance

PCI DSS

ISO 27001 and ISO 22301

SOC Reporting

GDPR

HiTRUST

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quaeperectam quissit aborendelias aspeles

aut eosam, sum faccatist et intet accuptis

eatem velesec uptatur? Cidi recum labo.

Ut haruntis magnam repelibu. ti occulpa

rchitisint.

TAX

In today’s ever-changing regulatory environment, proactive tax planning is a

crucial aspect of business and personal financial strategy. Proper tax planningand preparation can provide money to invest in the future, whether that is

the next product innovation or planning for retirement. From inbound and

outbound international business expansion to taking full advantage of the

federal, state and local tax credits and incentives available to your business,

Aprio can help you achieve your “next.”

Business Tax

Individual and Family Tax

International Tax

Property Tax

State and Local Tax

Tax Credits and Incentives

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PRIVATE CLIENT

As a natural extension of the trusted relationships we build with our Tax

and Assurance clients, Aprio’s Private Client Services group provides the

financial advice individuals and families need to grow, manage and pass on wealth. By integrating tax, estate and investment planning, all aspects

of our clients’ financial lives are coordinated to provide the best contextual advice and seamless execution – across life stages and generations.

Financial, Estate and

Gift Planning

Investment Advisory

Tax Planning and

Preparation

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APRIO CLOUD

Aprio Cloud‘s global entrepreneurs and small-to-medium business clients enjoy

peace of mind knowing that a dedicated team of professionals is providing

the real-time financial advisory, accounting accuracy and sales tax compliance outsourcing they need to control costs, increase profitability and manage risk. Aprio Cloud brings together more than 50 best-in-class applications, from

companies such as Xero, Bill.com, Receipt Bank, Karbon and Expensify, to

deliver anytime, anywhere financial information through data visualizations and dashboards that drive smarter, faster business decisions.

Cloud Accounting

Sales Tax Outsourcing

Virtual CFO Services

“ Aprio Cloud enables us

to make forward-focused

business decisions by

putting holistic financial metrics at our fingertips.”

Stuart McLeod,

CEO & Co-Founder, Karbon

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Act with integrity

Do what’s right for the client

Look forward

Be a fanatic about response time

Honor commitments

Be proactive

Be the expert advisor

Pay attention to the details

Provide a great client and team member

experience

Deliver results

We want your experience with Aprio

to be far beyond that of other firms –and for you to feel our services are

professionally valuable and personally

attentive.

With genuine care and deep expertise,

Aprio is here to serve you today and

help guide you to tomorrow.

Our goal is for you to always get the very

best from us.

The Aprio Way =

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Practice blameless problem-solving

Listen generously

Speak straight

Get clear on expectations

Be curious

Be relentless about improvement

“Bring it” every day

Think one Aprio

Work smart

Share information

Embrace change

Walk in your clients’ shoes

Be kind

Make a difference

Build meaningful personal relationships

Think and act like an owner

Be a brand ambassador

Celebrate success

Respect confidentiality

Keep things fun

= 30 behaviors we are committed to living and delivering for our clients and each other, every day.

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Helping those who help others do more.

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In keeping with The Aprio Way, we empower every one of our team members to

become engaged in community service through volunteerism, sharing professional

expertise and providing financial support. To further this mission, the Aprio Foundation is making a real impact on charitable, community and professional organizations in our

community.

Aprio proudly sponsors a

student at the Ron Clark

Academy. Meet Issac,

Aprio’s 2015 - 2019

scholarship recipient.

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A RECOGNIZED LEADER

Aprio has been recognized as a “Best of the Best” Accounting Firm in the United States.

We rank in the top 100 accounting

firms in the nation, and we have also been acknowledged as a “Top Workplace” since 2017.

Aprio.com

Since 1952, clients throughout the U.S. and across more than 40

countries have trusted Aprio for guidance on how to achieve what’s

next. As a premier, CPA-led professional services firm, Aprio deliversadvisory, assurance, tax, private client and cloud-based services to drive

profitable growth, manage risk and protect wealth. With proven expertise and genuine care, Aprio’s over 450 team members serve individuals and

businesses, from promising start-ups to market leaders alike.

Passionate forwhat’s next.SM

APRIO and are Registered in U.S. Patent and Trademark Office. They are marks of Aprio, LLP. The “PASSIONATE FOR WHAT’S NEXT” tagline is a mark of Aprio, LLP.