Wipfli

Wipfli is an accounting and business consulting firm established in 1930 and headquartered in Milwaukee, Wisconsin. The firm offers a range of industry-focused services, including assurance, accounting, tax, and consulting, aimed at addressing the various challenges faced by its clients. Wipfli serves a diverse clientele that includes manufacturers, construction companies, healthcare organizations, financial institutions, and nonprofit organizations, among others. With a team of over 1,500 professionals, Wipfli is dedicated to helping both small businesses and large enterprises streamline processes, enhance performance, and leverage technology to achieve financial growth and success. The firm remains committed to the core values instilled by its founder, emphasizing excellence, teamwork, integrity, and care in its operations.

Mark Elliott

Partner

Ed Koth

Partner

Scott Krueger

Director, Corporate Development

Past deals in Accounting

Strategem

Acquisition in 2020
Strategem provides advisory, accounting and tax services to hundreds of privately held businesses and individuals.

Porter Keadle Moore

Acquisition in 2019
Porter Keadle Moore, LLC is an accounting and advisory firm based in Atlanta, Georgia, founded in 1977. The firm specializes in a range of services including auditing, tax compliance, management consulting, and risk advisory services. It also offers internal auditing, computer network installation, and strategic planning and business intelligence consulting. PKM serves a diverse clientele, which includes public and privately held businesses, with particular expertise in the financial services, insurance, technology, and craft brewing sectors. As of October 1, 2019, Porter Keadle Moore operates as a subsidiary of Wipfli LLP.

Patke & Associates

Acquisition in 2019
Patke & Associates is an audit, tax, and consulting firm that specializes in serving the investment partnership and broker-dealer industries. The firm has built a strong nationwide reputation due to its commitment to quality and customer service. Fund managers rely on Patke & Associates for competitive pricing and expert guidance as they establish and grow their funds. As of August 1, 2019, Patke & Associates operates as a subsidiary of Wipfli LLP, further enhancing its resources and capabilities in providing comprehensive financial services.

Howe, Riley & Howe, PLLC

Acquisition in 2019
Howe, Riley & Howe provides accounting, assurance and tax services to hundreds of privately held businesses and enterprises, nonprofit organizations and entrepreneurs.

Macpage

Acquisition in 2018
Macpage is one of the accounting firms in northern New England. Locally owned and independently controlled, we employ over 100 professionals from Maine to Massachusetts, offering accounting, audit, tax & consulting services. We offer an integrated team approach to all clients – blending the convenience & simplicity of a single point of contact with support from a full team of professionals with deep service and industry expertise.

Sattell, Johnson, Appel & Co.

Acquisition in 2017
Sattell, Johnson, Appel & Co. was an accounting, audit, and tax firm located in Menomonee Falls, Wisconsin, established in 1954. The firm specialized in providing a range of financial services, including accounting, auditing, tax preparation, and financial planning, primarily for privately held businesses, nonprofit organizations, and high-net-worth individuals. On December 1, 2017, the company was acquired by Wipfli, expanding its resources and capabilities in the accounting sector.

Horwich Coleman Levin

Acquisition in 2017
Horwich Coleman Levin, based in Chicago, Illinois, was an accounting and auditing firm that specialized in supporting investment funds. The firm provided a range of services, including forensic accounting, litigation support, alternative dispute resolution, and IT consulting. Horwich Coleman Levin's expertise in these areas allowed it to effectively assist clients in navigating complex financial and legal challenges. The firm was ultimately acquired by Wipfli, expanding its capabilities and reach within the industry.

Weltman Bernfield

Acquisition in 2016
Weltman Bernfield is a certified public accounting and business consulting firm based in Buffalo Grove, a suburb of Chicago. The firm offers a comprehensive range of services, including audit and attest, tax preparation, and business consulting, catering to individuals and private companies across various industries. With a legacy dating back to the 1920s, Weltman Bernfield combines the expertise typically found in larger CPA firms with a personalized approach to client service. Their team of experienced accountants is dedicated to delivering efficient and valuable service through ongoing education and training, ensuring clients receive tailored solutions to meet their unique needs.
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