PE doesn't have to strip your culture. With Jean Caragher For CPA Trendlines On a recent episode of Gear Up for Growth, powered by CPA Trendlines, Aprio CEO Richard Kopelman offered a behind-the-scenes look at what’s powering his firm’s remarkable trajectory—from a traditional CPA firm to a diversified advisory powerhouse. In conversation with Jean Caragher, president of Capstone Marketing, Kopelman credited Aprio’s sustained momentum to two key drivers: a relentlessly reinforced culture and a bold leap into private equity. <ul><li>
Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More <a href="https://cpatrendlines.com/tag/gear-up-for-growth/">Gear Up for Growth here</a> | More <a href="https://cpatrendlines.com/author/jean-caragher/">Jean Caragher here</a> | Get her best-selling handbook, <a href="https://cpatrendlines.com/shop/the-90-day-marketing-plan-for-cpa-firms/">The 90-Day Marketing Plan for CPA Firms, here</a> | More <a href="https://cpatrendlines.com/category/podcast,video/">CPA Trendlines videos and podcasts here</a>
</li></ul>Since stepping into the CEO role in 2013, Kopelman has steered Aprio into the ranks of the top 25 U.S. accounting firms. At the heart of that rise? A set of “31 Fundamentals” that shape everything from team interactions to client engagements.

PE doesn't have to strip your culture. With Jean Caragher For CPA Trendlines On a recent episode of Gear Up for Growth, powered by CPA Trendlines, Aprio CEO Richard Kopelman offered a behind-the-scenes look at what’s powering his firm’s remarkable trajectory—from a traditional CPA firm to a diversified advisory powerhouse. In conversation with Jean Caragher, president of Capstone Marketing, Kopelman credited Aprio’s sustained momentum to two key drivers: a relentlessly reinforced culture and a bold leap into private equity. Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth here | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here Since stepping into the CEO role in 2013, Kopelman has steered Aprio into the ranks of the top 25 U.S. accounting firms. At the heart of that rise? A set of “31 Fundamentals” that shape everything from team interactions to client engagements.

PE doesn't have to strip your culture. With Jean Caragher For CPA Trendlines On a recent episode of Gear Up for Growth, powered by CPA Trendlines, Aprio CEO Richard Kopelman offered a behind-the-scenes look at what’s powering his firm’s remarkable trajectory—from a traditional CPA firm to a diversified advisory powerhouse. In conversation with Jean Caragher, president of Capstone Marketing, Kopelman credited Aprio’s sustained momentum to two key drivers: a relentlessly reinforced culture and a bold leap into private equity. <ul><li>
Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More <a href="https://cpatrendlines.com/tag/gear-up-for-growth/" rel="noopener noreferrer">Gear Up for Growth here</a> | More <a href="https://cpatrendlines.com/author/jean-caragher/" rel="noopener noreferrer">Jean Caragher here</a> | Get her best-selling handbook, <a href="https://cpatrendlines.com/shop/the-90-day-marketing-plan-for-cpa-firms/" rel="noopener noreferrer">The 90-Day Marketing Plan for CPA Firms, here</a> | More <a href="https://cpatrendlines.com/category/podcast,video/" rel="noopener noreferrer">CPA Trendlines videos and podcasts here</a>
</li></ul>Since stepping into the CEO role in 2013, Kopelman has steered Aprio into the ranks of the top 25 U.S. accounting firms. At the heart of that rise? A set of “31 Fundamentals” that shape everything from team interactions to client engagements.

Aprio CEO: Culture and Capital Fuel Firm’s Rapid Growth | Gear Up For Growth

Exclusive information. Extraordinary insight. See all podcast episodes here: <a href="https://cpatrendlines.com/category/podcast/">https://cpatrendlines.com/category/podcast/</a> CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.  We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities.  We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives.  Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

Exclusive information. Extraordinary insight. See all podcast episodes here: <a href="https://cpatrendlines.com/category/podcast/" rel="noopener noreferrer">https://cpatrendlines.com/category/podcast/</a> CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.&nbsp; We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities.&nbsp; We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives.&nbsp; Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.&nbsp;

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