Episode Details
Back to EpisodesAprio CEO: Culture and Capital Fuel Firm’s Rapid Growth | Gear Up For Growth
Description
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.