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Achieving growth while balancing compliance
The middle market and deal environment are fiercely competitive.
To stay on top of your complex business model and continue to grow, your firm needs relevant insights and strategies designed to help you deliver returns. And you need to balance growth and opportunities with evolving tax laws and regulations.
Wipfli can help accelerate your firm, with support for the latest technology, regulatory challenges and opportunities for firm encounters.
Why Wipfli?
Wipfli’s integrated approach means that all services are ready when needed — at the deal stage and every stage of the investment life cycle.
With a focus on increasing EBITDA, we provide actionable data quicker and put meaningful information in usable formats to support quality decisions. We also use technology and process improvement to protect your investments and create greater value.
Our professionals are ready to apply our deep industry specialization in coveted industries like manufacturing and distribution, healthcare, hospitality accommodations, technology, construction and real estate.
Portfolio company services
Wipfli’s portfolio company services help you keep pace with a rapidly changing, complex business. We help you stay competitive with guidance for improving performance and realizing value.
Digital services
Wipfli’s comprehensive digital services for private equity can help your firm leverage technology effectively in your value creation plan. Our practical guidance focuses on quick remediation and business outcomes, addressing challenges across various industries and IT landscapes.
Transaction advisory services
Wipfli brings industry-specific agility and experience to your transaction. We provide you with end-to-end diligence and quality of earnings backed by technology solutions and a global network of audit, tax and financial advisory professionals so that you can maximize your return.
Asset management firm services
Our team applies our deep industry experience and knowledge to provide you with the answers and insights you need for quick, confident decision-making. We can help support your continued success with a range of services in critical areas, including fund organization and structuring consultation, technology, tax compliance, and fund auditing and valuation.
Our team
Michael L. Vaccarella
Leveraging nearly 25 years of public accounting experience, including over 10 years specializing in mergers and acquisitions, Michael is a leader in Wipfli's private equity services practice. As a leader in the transaction advisory services, he provides and coordinates buy-side and sell-side transaction support and consulting for closely held corporations, family offices, and private equity funds and their portfolio holdings.
Kevin S. Owens, CPA
Kevin Owens is a partner in our private equity services group, where he focuses on annual financial statement audits and reviews for private equity-owned and closely held businesses. He has extensive experience with financial statement preparation and interpretation, and his technical expertise includes various purchase transactions, leveraged recapitalizations, and consolidation accounting concepts.
Ben Smith, CPA, ABV
Ben Smith provides advisory services to middle-market, closely held clients in a variety of sectors, including high-technology, manufacturing, and distribution. He specializes in financial reporting and analysis, financial and tax due diligence, and quality of earnings studies.
