Why Wipfli?
Wipfli provides a broad range of transaction advisory services tailored for financial institutions. We’re dedicated to our clients’ strategic and transactional needs, providing ongoing support at every step of the valuation process with an objective, independent perspective.
Wipfli offers both buy-side and sell-side advisory for financial intuitions. Our services include:
- Deal modeling
- Due diligence (including loan review, compliance review, cybersecurity and IT review, HR review and tax support)
- Pro forma financials for regulatory application
- Deal closing support
- Purchase agreement support
Let Wipfli’s investment banking team handle your transaction with our industry knowledge and experience. We can provide your financial institution with support throughout the investment banking process, including:
- Preparation
- Marketing
- Buyer due diligence
- Negotiating
- Regulatory approval and closing
Wipfli’s valuation services combine deep industry knowledge with third-party objectivity to bring meaningful, useful information along with a list of actionable recommendations to your valuation. Our services are ready to support you with:
- Financial due diligence on an acquisition
- Valuing earn-outs for financial statement presentation
- Opening balance sheets
- Valuing intangibles
- Financial reporting, including ASC 805
Reach out to our team
Our advisors bring industry knowledge and objective insight to help financial institutions make informed transaction decisions and achieve strategic goals.
Insights and resources
ARTICLE
2027 private equity trends: People matter more than ever
Get the industry outlook for lower middle market private equity firms in 2027, including key trends, growth opportunities and action steps for leaders to win more deals.
PODCAST
Bank on Wipfli podcast: How to reduce your tax burden when selling an RIA firm
Selling an RIA firm? Learn how to structure your firm to reduce your tax burden and walk away with more cash after the sale.
WEBINAR | May 7, 2026
CFO Roundtable: Exploring the evolving M&A landscape
As M&A activity accelerates and accounting standards evolve, staying informed is essential for strong decision making and audit readiness. The spring CFO Roundtable explored the evolving M&A landscape — and what recent activity means for financial institutions. Our panel also discussed upcoming…
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