Business succession planning
Our team collaborates with you to fully understand your specific succession planning needs and to candidly identify clear objectives and evaluate options.
Experienced valuation professionals provide value calculations and consulting services, or more comprehensive fair market value appraisal services using either a summary or detailed report.
Investment banking services
Get Wall Street caliber investment banking services tailored for middle market companies ($10-$500 million of revenue) and capital providers.
Featured Thought Leader
Kevin Janke, CPA, ABV, ASA
Kevin Janke has spent over 20 years assisting clients to acquire a business or to sell their closely held businesses. His time is spent exclusively doing business sell-side brokerage, buy-side brokerage, valuation, and related engagements. Kevin is highly sought after for his easy-going demeanor and technical skills.
Michael L. Vaccarella, CPA, CGMA, CM&AA
Leveraging nearly 20 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.