Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.


170 North Radnor-Chester Road
Radnor, PA 19087

Tel: 484.445.0564



Areas of Focus

  • Strategic business planning
  • Succession planning
  • Transition planning
  • Buy-side advice
  • Sell-side advice
  • Merger consulting
  • Intercompany transfers/buyout planning


Widener University
  • Bachelor of arts degree

Paul T. Lally


Paul Lally leads Wipfli’s business transition group, specializing in transition and succession planning for business owners. Leveraging 28 years of experience, he assists clients in making sound decisions as they navigate the growth and perpetuation of their business. As an industry speaker, Paul is known for his lively, on-target delivery of timely topics, practical strategies, and thought-provoking insights.  He has delivered keynote speeches to thousands of executives from a multitude of companies. Paul has extensive knowledge of industry trends, the transformations going on within various companies, and the realities of operating a privately owned company in today’s market.