Wipfli LLP, a top 20 accounting and advisory firm, announced today a transaction that will result in the team from the Oliver Group joining the firm, bringing with it 30 years of experience in leadership development, team coaching and people insights.
The Oliver Group expands Wipfli’s organizational performance offerings and client footprint. Through its accounting and advisory services, Wipfli helps businesses transform their digital capabilities, optimize finances, meet compliance regulations and drive decisions with data and analytics. Oliver Group’s clients will benefit from these enhanced service options.
Together, the combined firms will have one of the largest Predictive Index® practices in the U.S.
“Predictive Index is a powerful tool that relies on data to measure what motivates and drives people so we can help clients drive tangible change through optimized teams,” said Thomas Bradley Cox, the Oliver Group’s president. “Now, with Wipfli, we can offer even more workshops while providing our clients with more core business solutions.”
“We are excited to welcome Oliver Group to Wipfli,” said Kurt Gresens, Wipfli’s managing partner. “By adding their skilled team to our growing capabilities, we can better help business leaders be prepared to tackle the opportunities and challenges of a rapidly evolving environment.”
A shared culture focused on client impact, associate development and social responsibility was also a driver in the decision. Both firms are deeply committed to diversity, equity and inclusion and back up their beliefs with benefits, such scholarships for under-represented groups and supporting associates’ commitment to volunteering in their communities.
The Oliver Group, based out of Louisville, KY, also expands Wipfli’s client base in the healthcare, nonprofit, financial services and manufacturing industries.
The deal, which is set to close on Oct. 31, will add more than 20 associates to Wipfli’s approximately 3,100.