Secure growth with the right insights and strategy
In a volatile industry, success requires agility to adapt and visibility to make smarter decisions about the future of your business.
Wholesale distributors face a shrinking labor pool and a growing demand for leadership capable of supporting retention and engagement at every level of the business. They also need data to drive everything from demand planning and inventory optimization to personalized customer experiences — but achieving that through integration, automation and AI can be a complex, resource-intensive process.
Wipfli’s wholesale distribution consulting team can help, taking your business from reacting to disruption to leading with strategic action.
Why Wipfli?
Wipfli leverages our decades of serving distributors to understand your business and the solutions that can transform it.
Our wide range of services are all delivered with the personal attention of local support, backed by the resources of a national firm. Whether you’re navigating tariffs, facing margin pressures or planning for growth, we take the time to get to know your operations and tailor guidance to meet your unique challenges.
We’re ready to help you drive performance improvement and stay resilient despite rising costs and uncertainty.
Assurance service
Gain confidence in your financial reporting with Wipfli’s assurance services. From financial statement reviews to specialized inventory audits, we help ensure accuracy, compliance and transparency across your operations. We also deliver insights beyond the numbers so you can make informed business decisions.
Tax services
Wipfli’s tax services help you stay compliant while optimizing your tax position for growth. Our team provides comprehensive tax planning and compliance, including cost segregation, state and local tax guidance and international tax strategies to support your global operations.
Digital services
Transform your operations with technology built to streamline processes and position your business for growth. Wipfli’s digital services help you create a secure IT ecosystem that drives efficiency and insight, including support for cybersecurity, AI strategy, automation, CRM for distributors and modern cloud solutions, such as NetSuite.
Organizational performance consulting
Wipfli’s organizational performance team helps you improve operational efficiency, strengthen leadership and build agile strategies that drive results. Our support for strategic planning, leadership development, operations and process improvement can help you adapt and thrive in any business environment.
Outsourced services
Wipfli provides the specialized, experienced talent you need without the overhead of full-time staff. We offer comprehensive services, including back-office and C-suite talent for your accounting, HR, technology and operations teams. Our flexible, scalable services help you stay focused on growth while we support the back-office functions that keep your business running smoothly.
Transaction advisory services
Wipfli gives you critical insights for informed decisions and successful transaction outcomes. Our services cover the full deal life cycle, including buy-side and sell-side advisory, due diligence, quality of earnings and integration planning. Whether you’re preparing for private equity investment or strategic acquisitions, we’re ready to help you evaluate opportunities, mitigate risks and maximize value at every stage.
Private client services
Wipfli can help you maximize wealth and mitigate taxes with private client services that connect your personal and business finances with your goals. With support for estate and gift planning, wealth management and business transition, we can help you preserve your legacy.
Risk advisory services
Wipfli’s proactive risk management support can help you identify vulnerabilities, strengthen internal controls and manage compliance. From enterprise risk assessments and cybersecurity reviews to fraud prevention and internal audit support, we deliver practical solutions that safeguard your operations and build resilience.
Our team
Christopher R. Blaylock, CPA
Since 2002, Chris has been assisting clients with financial accounting and reporting matters and related business considerations to help them achieve their goals. He utilizes his exemplary analytical and client service skills to gain a thorough understanding of core operations to better help businesses achieve their objectives. Chris is able to leverage his broad experience to help companies maximize the value of the research and development tax credit.
Thomas P. Schiesl, CISA
Tom focuses on helping clients develop and confirm their business strategies and turn them into implementation roadmaps with real performance metrics and a business case to drive short-term and long-term value. His mission is to help clients clearly articulate how they want to grow and not only help them identify solutions, but ensure that they adopt those solutions to achieve their maximum value.
Margaret Amsden, CPA, MST, AEP
Margaret Amsden is a partner with over 35 years of experience. She specializes in working with high-net-worth individuals and their families including real estate professionals and family offices. Margaret is a trusted advisor who takes a proactive approach to planning for her client’s estate, trust and individual tax needs.
Brett Polglaze
Brett Polglaze brings over 20 years of experience to Wipfli’s organizational performance management consulting team and has a passion for tackling complex organizational questions. From improving business process flows to assisting clients through complex system selections, his focus has always been to architect solutions that solve critical business issues. He has led all aspects of technology selection, implementation, and operations improvement initiatives.
Kate E. Brown
Kate Brown is a Business Intelligence and Analytics Manager in Wipfli’s Business Solutions Group, she is focused on designing and building analytics platforms that improve organizational performance and drive actionable analytics for our diverse clientele.
Tom Wojcinski
Tom Wojcinski is a partner in Wipfli’s cybersecurity and technology management practice. He specializes in helping organizations reduce and manage the risks to modern technology and information systems.
Fill out the form below, and we’ll be in touch to discuss your business’s needs.
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Client success story
Wipfli helped Sage Freight implement an ERP and unified data, decreasing their month-end close process by 33% and increasing on-time collections by 18%.
