Aprio Acquires Midwest Accounting Firm Mize CPAs and Affiliated Wealth Management Business Prism Financial Group, Boosting Assets Under Management to Over $5 Billion

Aprio, a business advisory and accounting firm based in Atlanta, has acquired Midwest-based accounting firm Mize CPAs, including its affiliated $1.98 billion wealth management business, Prism Financial Group. The deal adds Aprio offices in Kansas, 20 partners, and over 300 employees, pushing its assets under management above $5 billion. Mize CPAs was founded in 1956 and specializes in servicing McDonald's franchisees, while Prism works with individuals and businesses nationwide. The deal is set to close on November 1.

Aprio, a leading business advisory and accounting firm based in Atlanta, has announced its acquisition of Midwest-based accounting firm Mize CPAs, including its affiliated wealth management business, Prism Financial Group. The deal, expected to close on November 1, 2025, will add significant value to Aprio's Midwest operations and assets under management.

Mize CPAs, founded in 1956, specializes in serving McDonald's franchisees and has extensive experience in construction, manufacturing, distribution, and automotive industries. Prism Financial Group, a wealth management firm based in Kansas, provides comprehensive financial planning and investment advice to individuals, business owners, and franchisees across 42 states, managing $1.8 billion in assets. The acquisition will bring 20 partners and over 300 employees to Aprio, bolstering its regional team to more than 450 professionals.

The acquisition will also strengthen Aprio's Quick Serve Restaurant (QSR) outsourcing capabilities and expand its wealth management services. With this deal, Aprio will have offices in Topeka and Overland Park, Kansas, and will scale its team to 1,000 professionals over the next three years, reinforcing its commitment to growth and leadership in the Midwest.

The combined Quick Serve Restaurant and Franchise team will help franchise owners unlock new opportunities and achieve their boldest goals. By building on its world-class capabilities, Aprio is committed to supporting even more admirable brands across the industry and delivering greater value to franchisees as they grow.

Aprio's CEO, Richard Kopelman, commented, "With the powerful addition of Mize and Prism, we will continue to deliver best-in-class service and transformative value to franchisees and business owners across the Midwest and beyond. It's exciting to bring together firms that share our culture and vision for building the professional services firm of the future, while fulfilling our commitment to help our clients and team members achieve their boldest ambitions."

The acquisition will also add to Aprio's wealth management services, increasing its assets under management to over $5 billion. Prism Financial Group will join Aprio Wealth Management, providing fiduciary-based financial planning and investment management services that complement the firm's broader tax, legal, and advisory capabilities.

In a newly created role that reinforces Aprio's deep commitment to the McDonald's Owner/Operator community, Bryan Phillips will serve as the McDonald's Owner/Operator Market Leader, bringing decades of specialized experience supporting franchisees nationwide.

Aprio's growth strategy continues to attract firms that want to grow faster, enhance client service, and provide opportunities for team members to build careers. Having completed more than 40 combinations since 2017, Aprio is recognized as a destination for organizations looking to scale and boost capabilities that add value to the client experience.

To learn more about Aprio, visit [aprio.com](https://www.aprio.com/).