Internal Playbook to support M&A activity


  • Aprio is a US based CPA-led business advisory firm that delivers advisory, assurance, tax and private client services to build value, drive growth, manage risk and protect wealth
  • Aprio has acquired 3 moderate size professional service firms, but needed an internal playbook to support a more aggressive M&A strategy as part of a 3 year growth plan
  • Global PMI Partners worked with Aprio to build a comprehensive integration playbook covering all phases from post LOI due diligence thru post close. Playbook solution included platform build in Sharepoint and Smartsheet, and all applicable tools and templates to support current and future M&A activities

Professional Services

Services delivered
M&A Capabilities

Countries involved
United States

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