Wipfli Analysis
What is Wipfli?
Integrated tax, assurance, and advisory solutions
Product Features & Capabilities
- Assurance and audit services tailored to industry needs
- Tax services including international and specialty tax
- Risk advisory services for compliance and operational resilience
- Digital solutions for enhanced efficiency and data management
- Outsourcing services for finance, HR, and technology.
Pricing
Investment Geography
Wipfli provides its business valuation services across various states in the U.S. The specific geographic areas include: - Arizona (Scottsdale) - Arkansas (Siloam Springs) - California (Irvine, Oakland) - Colorado (Denver, Loveland) - Connecticut (Middlebury) - Illinois (Chicago, Lincolnshire, Naperville) - Indiana - Iowa - Kansas - Maryland - Minnesota - Missouri - Montana - Nebraska - New Jersey - New Mexico - North Carolina - North Dakota - Ohio - Pennsylvania - South Carolina - South Dakota - Texas - Virginia - Washington - Wisconsin These locations reflect Wipfli's extensive reach in providing valuation services to clients across the country.
Other Considerations
Target Industries
- Construction - Wipfli provides valuation services to general contractors, specialty contractors, architecture firms, and engineering companies, helping them assess the value of their businesses and assets.
- Financial Services
- Real Estate - Wipfli specializes in the valuation of real estate businesses and intangible assets, assisting with sale and purchase transaction support.
- Healthcare - The firm provides valuation services tailored to healthcare organizations, helping them navigate complex regulatory environments and assess the value of their operations.
- Manufacturing - Wipfli assists manufacturing companies in understanding the value of their businesses, which is crucial for mergers, acquisitions, and financial reporting.
- Retail - Valuation services for retail businesses help in understanding market positioning and financial health, essential for strategic planning and investment decisions.
- Nonprofit Organizations - Wipfli offers valuation services to nonprofits, helping them assess their financial health and the value of their programs and services.
Notable Clients
- Kasting, Kauffman & Mersen - Wipfli provided business valuation and litigation support to determine a fair divorce settlement, which was upheld by the court. - [Case Study Link](https://www.wipfli.com/success-stories/vflt-valuation-and-litigation-support)
- AccuWeather - Wipfli assisted in valuing startup companies and helped AccuWeather eliminate hours of manual work through their valuation practices. - [Case Study Link](https://cm.wipfli.com/insights/articles/vflt-valuing-startup-companies-from-lessons-learned)
Certifications
Wipfli holds several relevant certifications and qualifications in the field of business valuation, including:
- Certified Public Accountant (CPA)
- Accredited in Business Valuation (ABV)
- Certified in Financial Forensics (CFF)
- Accredited Senior Appraiser (ASA)
- Certified Valuation Analyst (CVA)
Services
- Asset-Based Approach
- Income-Based Approach
- Market-Based Approach
