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.

Karen Monfre
Green Bay

469 Security Blvd.
Green Bay, WI
54313

Tel: 9206622802
Email: kmonfre@wipfli.com

Services

Consulting

Areas of Focus

Merger and acquisition assistance

Sell-side business brokerage

Due diligence

Buy-side brokerage and transaction support

Business valuations

Industries

Private Equity

Education

University of Wisconsin-Madison
  • Bachelor of business administration degree with a double major in accounting and computer information systems

Karen Monfre, CPA/ABV, ASA, CFF

Partner

Karen Monfre has spent more than 20 years assisting clients in acquiring a business or in the sale of their closely held business.  Her time is spent exclusively doing business sell-side brokerage, buy-side brokerage, transaction support, valuation, litigation support, and related engagements.  Karen is highly sought after for her experience and forthright consultation services.

Karen has assisted in the successful sale of a wide range of clients from $1 million to over $100 million in revenue and in a wide array of industries including manufacturing, distribution, health care, construction services, automobile and truck dealerships, and life sciences.

Certifications
  • Certified Public Accountant
  • Accredited in Business Valuation
  • Accredited Senior Appraiser
  • Certified in Financial Forensics
  • Series 79 Securities License (Limited Representative - Investment Banker)
  • Series 63 Securities License (Uniform Securities Agent)
Professional Memberships and Activities
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Wisconsin Institute of Certified Public Accountants (WICPA) - Member
  • Greater Green Bay YMCA - Board member and treasurer
  • Great Lakes Asset Corporation - Board member and treasurer
  • UW-Madison Alumni Club of Brown County - Board member and past treasurer
  • Wisconsin Foundation and Alumni Association - Board member
  • Shawano Area Waterways Management, Inc. - Board member and treasurer