#United States #Boston #Aprio #Waldron Rand

Aprio Expands Its Footprint in Greater Boston

In a strategic move to enhance its capabilities in Greater Boston, Aprio, the 20th largest business advisory and accounting firm in the United States, recently completed the acquisition of Waldron H. Rand & Company, P.C. This firm, with its roots dating back more than 110 years, stands as a testament to enduring client service in New England. The official integration of both firms’ operations commenced on June 1, 2026.

A Legacy of Excellence

Waldron Rand, established in 1912 by the influential accountant Waldron H. Rand, has a storied history intertwined with the development of the accounting profession in the U.S. The firm has garnered an esteemed reputation for serving closely held businesses, high-net-worth individuals, real estate ventures, and non-profit organizations throughout the region. Richard Kopelman, CEO of Aprio, expressed pride in carrying forward the legacy of Waldron Rand, assuring that clients will now experience enhanced accounting, advisory, tax, wealth, and legal services from a single integrated team.

Expansion of Services

The acquisition not only strengthens Aprio’s service offerings but also adds a fresh perspective to client management. Rick Dlugasch, Managing Shareholder of Waldron Rand, remarked on the positive implications for both clients and team members, stating that they will gain access to expanded resources and career opportunities associated with Aprio’s larger scale. The combined expertise is designed to foster significant growth for clients navigating complex business landscapes.

Sharon Shaff, another managing shareholder of Waldron Rand, noted that the expansion into Aprio allows for even greater resource accessibility while firmly preserving the relationships and values that have defined their firm for over a century. This strategic alignment aims to deepen the commitment to client service by leveraging enhanced capabilities, including specialty tax and wealth management.

Integrating Technology and Legal Expertise

Waldron H. Rand's offerings will be complemented by the integration of Rand Sweet, a Client Accounting Services practice that uses technology to provide robust accounting support to owner-managed businesses. Additionally, Aprio's legal capabilities will be bolstered by the in-house legal services led by CPA and attorney Beth Grossman. Combining these diversified strengths positions Aprio as a comprehensive service provider adept to cater to the evolving needs of businesses and families across Massachusetts and the broader New England region.

Growth Strategy in Action

This acquisition forms part of Aprio's broader growth strategy, which has seen an impressive expansion across various states. Recent acquisitions, including firms in Philadelphia and Phoenix, reflect Aprio's commitment to building a multi-disciplinary platform that can offer clients a wide array of services tailored to modern challenges in business management. To this end, Aprio is well-positioned to serve clients with cross-border needs, ensuring that they are equipped with the resources needed to succeed in an increasingly complex financial environment.

Conclusion

As Aprio augments its presence in Boston with the inclusion of Waldron H. Rand, the firm sets the stage for an exciting new chapter that integrates a reputation for excellence with comprehensive service delivery. The message is clear—Aprio is not just expanding; it is evolving to meet the future needs of its clientele with assurance and expertise. To learn more about the firm and its services, visit Aprio's website.