Get clarity and confidence in determining the value of your business
Business valuations are complex and nuanced.
Wipfli understands how every aspect of a business contributes to determining its true value. Our business valuation service team has helped thousands of stakeholders across the nation with:
- Mergers and acquisitions
- Management and business succession planning
- Shareholder transactions: buy-sell and litigation
- Divorce proceedings/settlements
- Gifting and estate settlement
- Financial reporting: purchase price allocation and goodwill impairment
- Buy-sell agreements
We don’t provide cookie-cutter business appraisal services. From an ASC 805 valuation to financial modeling, our services are delivered by a team with deep industry knowledge and experience. We provide clients with meaningful data that meets legal and compliance regulations — all while delivering a list of actionable recommendations to increase the value of the business
Featured Thought Leader
Kevin Janke, CPA, ABV
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.
Audra M. Moncur, CPA, ABV
Audra works with clients and attorneys to provide business appraisal services for the purposes of litigation support, buying or seling businesses, divorce, and estate planning or gifting. In addition, she performs due diligence analysis for mergers and acquisitions.
Francis P. Egan, CFA, ASA
Fran a seasoned professional, with more than 15 years of finance experience, more than 10 years of which has been specifically devoted to valuation services. Fran’s recent experience has included a strong focus on the health care industry, however, he has performed business appraisals for litigation support purposes in a variety of industries.