Valuation, Litigation and Transaction Services
Wipfli offers a full suite of valuation, litigation, and transaction support services. With each engagement you can expect a multi-facted team comprised of credentialed professionals who will work to maximize your competitive advantage and minimize your risk.
Business Valuations
Business valuations are needed for a variety of reasons, including financial reporting, shareholder planning, corporate reorganizations, employee stock ownership plan valuation, gift and estate planning, estate settlement, tax planning, and litigation. Through information gathering, analysis, research, and client contact, Wipfli’s accredited appraisers will determine the appropriate value of your business in one of three levels of service. By hiring Wipfli you get a comprehensive team that specializes in working exclusively in this area. We have extensive experience providing valuations for:
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Buy/sell agreements
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Corporate reorganizations
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Divorce proceedings/settlement
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Employee stock ownership plans
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Estate settlement
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Gifting
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Management planning
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Mergers and acquisitions
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Subchapter S election
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Succession planning
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Litigation support
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Financial reporting
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SFAS 141 asset allocation
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SFAS 142 impairment testing
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Transitioning
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Litigation Support Services
Preparation is the key to successful litigation. No matter what avenue is chosen for resolution—mediation, arbitration, judge, or jury trial—having a complete picture of the strengths and weaknesses of your case is vital. Often this includes financial information. Wipfli’s litigation support services can help you efficiently and expertly gather, evaluate, and report the financial data necessary to prepare your case.
After discussing your needs for each individual situation, we tailor a program to meet those. Our professionals can work behind the scenes as consultants, advisors, or independent neutrals to help you gain a complete understanding of the case’s financial implications. If your negotiations could benefit from a formal written report, our specialists on the financial issues at hand will prepare one. When the proceedings require the insight of an expert witness, our CPAs and business advisors will testify. Since Wipfli is an independent party, our opinions and input are always objective. And in each scenario, our assistance on the financial matters allows you to spend more time on the legal process.
If you’re in need of forensic support, we can provide that too! Read more about our forensic support services here.
Transaction Support Services
Clients receive a customized approach to due diligence based on their needs and budget. Wipfli associates maintain confidentiality and treat information with great sensitivity. Using state-of-the-art technology, your cross-functional team will use virtual data rooms and multi-layered electronic security to streamline the communication process and reduce travel time and expenses. Seasoned business professionals provide a complete spectrum of analytical and investigative services to present a detailed report to assist with your decision-making process rather than just providing data. Together, we coordinate an assignment with other professionals and work for you in a cooperative manner to analyze the issues that are important to you.
Our subsidiary, WCF Advisors, LLC, can help you further navigate through mergers and acquisitions, including assisting in negotiating deal terms and structure. Read more about WCF here.