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Buy-side advisory

Navigate the complex world of M&A with confidence

Transactions are an emotional journey, so when it comes to buy-side M&A, you need more than just timely information and responsive analysis. You also need the right touch.

Wipfli’s buy-side advisors deliver the combination of emotional and business intelligence needed to help you and the seller close a successful deal.

Why Wipfli?

We have a proven track record of working through complicated transactions, and we’re highly referred by our clients.

We specialize in a range of industries, including industrial and consumer products, healthcare specialty practices, construction specialty subcontractors, technology companies and community financial institutions.

Our high-touch, phased approach is one of continual collaboration, helping you feel confident from start to finish. At each step, Wipfli delivers critical analysis to help you make equally critical decisions.

How we help you

You’ve got your target, and you’re working on your letter of intent (LOI). But what’s next? Let Wipfli assist you with your transaction readiness.

Our pre-transaction advisory services include:

  • Pre-LOI deal evaluation
  • Business valuation
  • Transaction strategy planning and development
  • Projections and forecasting
  • Investment thesis evaluation or development
  • Culture and people due diligence, including Predictive Index, performance and management assessments
  • Negotiation assistance
  • Recommendations to build out M&A advisory team
  • Outsourced accounting and staff augmentation

Buy-side due diligence is what separates a great deal from a disastrous one. From quality of earnings to quality of people, Wipfli delivers insights that help you decide whether to move through negotiations or move on to the next opportunity.

Our transaction services include:

  • Quality of earnings (QoE)
  • Quality of assets and net working capital
  • Cybersecurity due diligence
  • Quality of data (e.g., data and IT due diligence)
  • Culture and people due diligence
  • Quality of revenue (e.g., customer due diligence)
  • Tax due diligence (federal, SALT, international and cross-border)
  • Negotiation assistance
  • Legal agreements review

Once your transaction closes, there’s still crucial work to be done. Wipfli can help ensure you’ve got everything from your 805 valuation to your M&A integration covered.

Our post-transaction planning services include:

  • ASC 805 valuation
  • Post-close outsourced accounting and tax services
  • Strategy development for data integration
  • Data and systems management
  • Accounting, operating and CRM systems upgrade and data migration
  • M&A dispute resolution and consulting
  • Independent third-party arbitration
  • Annual financial statement audit
  • Annual attestation services
  • Annual tax compliance
Our perspective drives growth

For more than 90 years, Wipfli has used our unique perspective to deliver practical yet transformational solutions to our clients. Our integrated approach helps mitigate risk, optimize performance and accelerate growth.