Merger and Acquisition

Merger, Acquisition & Business Sale Solutions Firm

Wipfli’s merger and acquisition specialists assist clients in positioning themselves as credible buyers, recommend avenues of diversification, and locate attractive businesses that complement their existing holdings or prior background. We have helped numerous public and privately-held companies and individual buyers navigate their way through mergers and acquisitions.

Merger & Acquisition Services
  • Planning and developing the strategy for the transaction
  • Locating, valuing, and pricing an acquisition
  • Assisting with negotiations
  • Determining tax implications of the proposed structure and asset allocation
  • Assisting in due diligence on the entity
  • Reviewing the legal agreements drafted by your attorney for accounting, valuation, and/or tax issues
  • Perform business valuation allocating intangible assets in accordance with SFAS No. 141
  • Transition planning
  • Projections and forecasts

See also our Corporate Finance services

Featured Expertise

Karen Monfre, CPA/ABV, ASA, CFF

Karen Monfre possesses expertise in business valuations and assisting clients in acquiring a business or in the sale of their business. Her time is spent exclusively doing business valuation, litigation support, merger and acquisition, and related engagements. 

Featured Success Story

Stepp Equipment

Wipfli’s skill and knowledge puts sellers of a family owned business in a stronger negotiating position garnering a 16% increase in the sales price.


Merger and Acquisition
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