#Atlanta #US #Aprio #Mize CPAs #Prism Financial

Aprio's Expansion in the Midwest

Aprio, a prominent player in business advisory and accounting services, is making major strides in the Midwest by announcing its acquisition of two firms: Mize CPAs Inc. and Prism Financial Group, L.L.C. This strategic decision underscores Aprio's commitment to redefining professional services and enhancing its capabilities in the region.

A Grand Acquisition

The acquisitions, expected to finalize by November 1, 2025, will add significant resources and reach to Aprio. Mize CPAs is a well-regarded firm known for its service to over 300 McDonald's Owner/Operators, while Prism Financial Group specializes in wealth management. Together, these firms will expand Aprio’s footprint in key locations including Topeka and Overland Park in Kansas, increasing the firm’s professional workforce to over 450, a substantial growth less than a year after entering the market with its three Chicago offices.

According to Aprio's CEO, Richard Kopelman, the integration of Mize and Prism aligns with their vision of delivering superior service and value to franchisees and business owners across the Midwest. This move is part of an ambitious plan to scale the team to 1,000 professionals in the next three years.

Targeting Franchisees and Entrepreneurs

Aprio aims to unlock new opportunities for franchise owners through the expertise brought in by Mize and Prism. As the largest accounting service provider to McDonald's Owner/Operators, Mize has a rich history dating back to 1956 and boasts experience across various sectors including construction, manufacturing, and distribution. The combined resources from both firms are set to bolster Aprio’s capabilities in Quick Service Restaurant (QSR) services, enabling franchisees to achieve their goals through enhanced operational support and innovative solutions.

Prism Financial Group will now enhance Aprio’s wealth management offerings, which already provide comprehensive financial planning and investment management. By integrating Prism, Aprio Wealth Management will manage $5 billion in assets, significantly amplifying its extensive suite of services including tax strategies, retirement planning, and investment advice tailored for high-net-worth clients, business owners, and franchisees spread across 42 states.

Leadership and Market Leadership

With the merger, Mize's managing partner James Hilbert and Prism’s managing partner Tim Shmidl will join Aprio as partners, further solidifying their place within a leading firm. Bryan Phillips is appointed as the McDonald's Owner/Operator Market Leader, bringing specialized knowledge and experience to the role, which is pivotal for the strategic direction focused on the franchising sector.

Allan Koltin from Koltin Consulting Group, who served as an advisor during the transaction, commented on the significant synergies between the firms, calling it a transformative moment that establishes a powerhouse in the Midwest region. The collaboration not only signals an enhancement in client service but also a chance for professionals within these firms to build rewarding careers in a rapidly evolving landscape.

The Future of Aprio

This acquisition marks yet another chapter in Aprio's growth strategy as it continually seeks to attract firms eager to enhance their capabilities and client services. Having completed more than 40 successful mergers since 2017, Aprio possesses a well-established reputation as a go-to destination for firms looking to scale and thrive in an increasingly competitive marketplace.

The commitment to providing unparalleled services remains at the forefront of Aprio's mission, with strategies aimed at nurturing talent and supporting clients as they pursue ambitious projects. With Mize and Prism now part of its family, Aprio is well-poised to make waves not only in the Midwest but across the entire industry.

To explore further about Aprio and its extensive range of services, visit Aprio's official website.