Aprio Adds Unclaimed Property Compliance Capabilities with Addition of JMS Advisory Group

ATLANTA, March 4, 2025 /PRNewswire/ -- Aprio, the 25^th largest business advisory and accounting firm in the U.S., announced today that it has acquired JMS Advisory Group, LLC (JMS), a firm specializing in unclaimed property compliance and escheat process development and improvement, located in Atlanta.

Founded in 2006, JMS has built a strong reputation for helping clients mitigate risk and capitalize on opportunities through managed unclaimed property compliance. The team includes 14 professionals, including attorneys, CPAs, CFEs, and others with a combined 100+ years of experience to draw upon.

JMS serves a wide range of clients in more than two dozen industry segments, including enterprise companies, financial institutions, credit unions, insurance companies, hospitality, and healthcare organizations.

"As Aprio continues its rapid growth, we are committed to expanding our services to meet the evolving needs of our clients," said Richard Kopelman, CEO of Aprio. "The addition of JMS gives us the opportunity to continue strengthening our position as a future-focused advisory firm. JMS's focus on escheat management and asset recovery not only enhances our current capabilities but also allows us to deliver even more impactful solutions to help businesses navigate complex compliance challenges."

JMS President & CEO James Santivanez is joining Aprio as a partner. James provides guidance to clients across all industries regarding unclaimed property and state and local tax matters. He is recognized for his ability to work alongside clients to design and implement complex compliance solutions, negotiate amnesty/voluntary disclosure agreements to mitigate and resolve unclaimed property liabilities, and provide representation for third-party and state unclaimed property audits.

JMS Founder & Director Sherridan Santivanez is joining Aprio as a partner. Sherridan specializes in representing clients before state enforcement authorities and managing complex audits and voluntary disclosures for some of the world's largest companies. She provides strategic guidance on audit preparation and navigates interactions with state and third-party auditors.

"We created JMS to make an impact nationally in the unclaimed property consulting industry, and I'm proud of our nearly 20-year history of helping clients mitigate risk and capitalize on opportunities resulting from accurate and properly managed unclaimed property compliance," said James Santivanez, partner. "Joining with Aprio takes us to the next level, allowing us to build upon our success while providing even greater value to our clients. This is an exciting next step in our journey."

For more information about Aprio and its growing suite of advisory services, visit aprio.com.

About Aprio  

Aprio is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC, deliver professional services. Since 1952, clients throughout the U.S. and across more than 50 countries have trusted Aprio for guidance on how to achieve what's next. As a premier business advisory and accounting firm, Aprio Advisory Group, LLC, delivers advisory, tax, managed, and private client services to build value, drive growth, manage risk, and protect wealth, and Aprio, LLP, provides audit and attest services. With proven experience and genuine care, Aprio serves individuals, entrepreneurs, and businesses, from promising startups to market leaders alike. Aprio has grown to 2,000+ team members providing solutions to clients in industries including Manufacturing and Distribution, Non-Profit and Education, Professional Services, Real Estate, Construction, Restaurant, Franchise & Hospitality, Government Contracting, and Technology. Aprio.com  

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SOURCE Aprio