Merger and Acquisition Services

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.

Featured Solutions
Merger and Acquisition Services
 
Business Sale Assistance
 
Due Diligence
 
Projections and Forecasts



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

Lord’s Dental: Timing the Marketplace for a Successful Sell

A broad market perspective combined with a solid business valuation led to the right timing for a successful sell.




Feldmann Imports, Inc.

Julie Feldmann, Owner

"Life takes us on journeys and sets challenges that we may not be equipped to take without help and advice. I am confident that the Wipfli team will be with my family as we continue to grow and improve."

Broadway Automotive, Inc.

David Cuene, President

"I consider the team at Wipfli to be true professionals.  Each of them is an integral part in facilitating the growth of our company."