Healthtech

Scaling at speed brings risk — especially in healthtech, where the data at play is protected health information. Wipfli conducts HITRUST assessments, SOC audits and cybersecurity assessments to lower your chances of a breach. We also advise on relevant control frameworks and processes that work for your organization. And, we stay on top of complex, changing healthcare regulations to help you protect against compliance and regulatory risks.

Sometimes, building the best healthcare solution calls for acquiring the right components or joining forces with another company. Wipfli helps handle every phase of the M&A life cycle, from financial due diligence and business valuation to post-close tax services and systems integration. We help you achieve sustainable growth and build new competitive advantages.

Spend more time on your mission and less time on tasks that you (and your staff) don’t have the time or experience to handle. Whether that’s running payroll, closing the books or managing your IT infrastructure — we’ve got you. Wipfli offers outsourced finance and accounting, operations, technology, HR and C-suite roles to help you reclaim time and energy for innovation.

In healthtech, the bar for trust is high. Wipfli associates evaluate your firm’s financial position — and optimize it for growth. We provide technical accounting, financial planning, IPO and audit readiness services. We also offer fractional CFO and controller services to augment and support your team. Leverage our accounting and audit experience to mitigate operational risks and build stakeholder trust.

Taxes are complicated. And in healthtech, you have to add private and federal payers, R&D tax credits, price transparency and private equity into the equation. We take a proactive and comprehensive approach to make taxes easier to plan for and manage, even if you operate in multiple cities, states or regions. We handle tax planning, reporting and filing — and help you predict the tax consequences of future strategies. When you see the entire financial picture, you can create more opportunities for tax-advantaged growth.

We help healthtech companies build the data foundations they need to make sound decisions, communicate with investors, accelerate operations and solve healthcare challenges. Where’s your roadblock? We can build a solution to fill your talent gap, tighten security or help you clear regulatory hurdles.

Having a hard time finding the talent and insight you need? We help healthtech companies recruit, train and keep strong leaders and teams, leveraging data-backed tools like Predictive Index and one-on-one leadership coaching. Our advisors help identify the root causes of your biggest challenges and design strategies to build high-performing teams. We also help you decide what, when and how to outsource. Develop the team you need and the culture you want.

Business is personal. Our advisors understand how hard you’ve worked to build your company and care as much about protecting it as you do. Our advisors address a full range of financial planning needs, from business succession and transition to specialized tax services, investment strategies and planning for longer-term objectives like retirement.