Eric Gillis is a manager in Wipfli's transaction advisory services practice, specializing in financial due diligence for mergers, acquisitions and other strategic transactions. He provides buy-side and sell-side transaction support to private equity firms, strategic buyers and business owners, helping them evaluate financial performance, identify transaction risks and make informed investment decisions.
Eric specializes in quality of earnings analyses, working capital assessments and financial diligence engagements. Drawing on a strong understanding of financial operations and business performance, he helps clients look beyond the numbers to understand the drivers of earnings, cash flow and operational and financial performance. He also helps clients evaluate the sustainability of historical results, identify transaction-related risks and understand financial considerations that may impact transaction outcomes. Whether assisting buyers evaluating an investment opportunity or sellers preparing for a transaction, he provides practical insights that help clients focus on the factors most important to achieving their strategic objectives.
As an advisor dedicated to providing exceptional client service, Eric focuses on building strong relationships and understanding each client's investment objectives, transaction strategy and long-term goals. He is known for his collaborative approach, attention to detail and ability to communicate complex financial matters clearly to investors, business owners and management teams throughout the deal process.
certified public accountant (CPA).
Certified Public Accountant (CPA)
MICPA
Bachelors in accounting from Walsh College
