Wipfli LLP
Wipfli is an accounting and business consulting firm established in 1930 and headquartered in Milwaukee, Wisconsin. The firm offers a range of industry-focused services, including assurance, accounting, tax, and consulting, aimed at addressing the various challenges faced by its clients. Wipfli serves a diverse clientele that includes manufacturers, construction companies, healthcare organizations, financial institutions, and nonprofit organizations, among others. With a team of over 1,500 professionals, Wipfli is dedicated to helping both small businesses and large enterprises streamline processes, enhance performance, and leverage technology to achieve financial growth and success. The firm remains committed to the core values instilled by its founder, emphasizing excellence, teamwork, integrity, and care in its operations.
Top Stages
Past deals in Accounting
Strategem
Acquisition in 2020
Strategem provides advisory, accounting and tax services to hundreds of privately held businesses and individuals.
Porter Keadle Moore
Acquisition in 2019
Founded in 1977, Porter Keadle Moore is a professional services firm specializing in auditing, accounting, tax, and advisory services. With a strong focus on financial services, insurance, technology, and craft brewing industries, the company serves both public and privately held businesses. Its comprehensive range of services includes internal audit, risk management, strategic planning, and business intelligence consulting.
Patke & Associates
Acquisition in 2019
Patke & Associates is an audit, tax, and consulting firm based in Lincolnshire, Illinois. As a subsidiary of Wipfli LLP since August 1, 2019, it has developed a strong reputation in the investment partnership and broker-dealer sectors. The firm is known for its commitment to quality and customer service, which has allowed it to build a nationwide clientele. Fund managers benefit from competitive pricing and expert guidance to help establish and grow their funds.
Howe, Riley & Howe, PLLC
Acquisition in 2019
Howe, Riley & Howe provides accounting, assurance and tax services to hundreds of privately held businesses and enterprises, nonprofit organizations and entrepreneurs.
Macpage
Acquisition in 2018
Macpage is an accounting firm located in northern New England, providing a range of services including accounting, auditing, tax, and consulting. Locally owned and independently operated, the firm employs over 100 professionals across Maine and Massachusetts. Macpage adopts an integrated team approach, ensuring clients benefit from the convenience of a single point of contact while receiving support from a dedicated team with extensive service and industry expertise. The firm is recognized for its commitment to delivering personalized and comprehensive solutions to meet the diverse needs of its clients.
Kessler Orlean Silver
Acquisition in 2018
Kessler Orlean Silver & Co. was an accounting firm based in Deerfield, Illinois, offering business consulting, auditing, and accounting services. In 2018 it was acquired by Wipfli LLP and became part of its operations.
Sattell, Johnson, Appel & Company
Acquisition in 2017
Sattell, Johnson, Appel & Company was an accounting, audit, and tax firm based in Menomonee Falls, Wisconsin, established in 1954. The firm specialized in providing a range of services, including accounting, auditing, tax preparation, and financial planning. It primarily catered to privately held businesses, nonprofit organizations, and high-net-worth individuals, emphasizing a personalized approach to meet the unique needs of its clients. The company was acquired by Wipfli on December 1, 2017, marking a significant transition in its operational structure and service offerings.
Horwich Coleman Levin
Acquisition in 2017
Horwich Coleman Levin was an accounting and auditing firm based in Chicago, Illinois, specializing in providing comprehensive services to investment funds. The firm offered a range of services, including forensic accounting, litigation support, alternative dispute resolution, and IT consulting. Known for its expertise in the financial sector, Horwich Coleman Levin played a significant role in assisting clients with complex financial matters. The firm has since been acquired by Wipfli, further expanding its capabilities and service offerings.
Weltman Bernfield
Acquisition in 2016
Weltman Bernfield is a certified public accounting and business consulting firm based in Buffalo Grove, a suburb of Chicago. Established in the 1920s, the firm offers a comprehensive range of services, including audit and attest, tax preparation, and business consulting, catering to individuals and private companies across various industries. With a commitment to delivering personalized service, Weltman Bernfield combines the expertise of a large CPA firm with the attention of a smaller practice, ensuring clients benefit from efficient service and value. The firm emphasizes ongoing education and training for its accountants, enabling them to stay current with industry standards and best practices.
Brittenford Systems
Acquisition in 2016
Brittenford Systems is a professional services firm specializing in integrated technology solutions, education, and support for organizations in the Mid-Atlantic region. As a Microsoft Gold Certified Partner and a member of the Microsoft President's Club, the company has achieved certification in six Microsoft competencies, providing support for various Microsoft products, including Dynamics GP, Dynamics SL, Dynamics CRM, and SharePoint. Brittenford is recognized as the largest provider of learning opportunities for Dynamics users in the Mid-Atlantic, offering over 40 hands-on training classes across four facilities in the greater Washington, DC area. In May 2016, Brittenford Systems became part of Wipfli LLP, which enhances its service offerings with a broader range of consulting and accounting expertise.
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