Wipfli LLP

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.

Kurt Gresens

Managing Partner

17 past transactions

ApostleTech

Acquisition in 2022
ApostleTech, based in Chandler, Arizona, specializes in implementing and supporting Salesforce solutions for businesses in the Southwest United States. The company focuses on delivering training, software integration, and innovative solutions designed to enhance sales productivity. With services such as homecloudpro, saleslogy, and mulesoft, ApostleTech enables sales teams to engage with customers in new and effective ways. The firm is dedicated to addressing the needs of unconventional and complex environments, utilizing an agile model that emphasizes technology implementation best practices. By leveraging cloud technology, ApostleTech helps organizations improve efficiency and adaptability, allowing them to move beyond outdated systems and embrace modern methods of customer and employee engagement.

Oliver Group

Acquisition in 2022
Oliver Group is a business consulting firm that collaborates with organizations to enhance their operational performance and prepare for future challenges. The company specializes in a range of services, including data acquisition, forensic analysis, media and tape restoration, and electronic discovery consulting. Its expertise spans various industries such as financial services, manufacturing, logistics, consumer brands, hospitality, and the US Military. By offering tailored solutions, Oliver Group aims to support teams and businesses in achieving new levels of efficiency and effectiveness.

Tidestone Solutions

Acquisition in 2020
Tidestone Solutions is a software solutions provider based in Portland, Maine, founded in 1995. The company specializes in the implementation of Dynamics software and offers a range of services including training, software upgrades, customization, and business process consulting. It caters to various industries, particularly focusing on recipe manufacturing, wholesale distribution, and field service. In April 2020, Tidestone Solutions became a subsidiary of Wipfli LLP, enhancing its capabilities in delivering tailored software solutions to its clients.

Punchkick Interactive

Acquisition in 2020
Punchkick Interactive, Inc. is a Chicago-based company that specializes in designing and developing custom software and mobile applications aimed at enhancing brand engagement through innovative digital experiences. Incorporated in 2005, Punchkick provides a range of services including user research and business intelligence, which support its core offerings of mobile app development, web experiences, and user experience design. The company focuses on integrating lean UX principles and strong mobile strategies into its agile development processes, ensuring that clients remain competitive in the evolving digital landscape. By creating tailored solutions that connect brands with their communities, Punchkick aids businesses in driving customer engagement and growth through technology. As of March 2020, Punchkick operates as a subsidiary of Wipfli LLP.

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 (PKM) is an accounting and advisory firm headquartered in Atlanta, Georgia, that has been operating since 1977. The firm specializes in providing a comprehensive range of services, including auditing, tax auditing, compliance, management consulting, and risk advisory services. PKM also offers internal audit services, computer network installation, and consulting for strategic planning and business intelligence projects. The firm's diverse clientele includes organizations from various sectors, such as financial services, insurance, technology, and craft brewing. As of October 1, 2019, PKM operates as a subsidiary of Wipfli LLP, enhancing its capabilities and reach in the advisory landscape.

Patke & Associates

Acquisition in 2019
Patke & Associates is an audit, tax, and consulting firm based in Lincolnshire, Illinois. As a subsidiary of Wipfli LLP since August 1, 2019, it has developed a strong reputation in the investment partnership and broker-dealer sectors. The firm is known for its commitment to quality and customer service, which has allowed it to build a nationwide clientele. Fund managers benefit from competitive pricing and expert guidance to help establish and grow their funds.

TopLine Strategies

Acquisition in 2019
TopLine Strategies, founded in 1987 and headquartered in Scottsdale, Arizona, specializes in developing software that provides customer relationship management (CRM) and business intelligence services to businesses. The company focuses on integrating and developing technologies for sales, marketing, and customer service. As of June 2019, TopLine Strategies operates as a subsidiary of Wipfli LLP.

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 an accounting firm located in northern New England, providing a range of services including accounting, auditing, tax, and consulting. Locally owned and independently operated, the firm employs over 100 professionals across Maine and Massachusetts. Macpage adopts an integrated team approach, ensuring clients benefit from the convenience of a single point of contact while receiving support from a dedicated team with extensive service and industry expertise. The firm is recognized for its commitment to delivering personalized and comprehensive solutions to meet the diverse needs of its clients.

Kessler Orlean Silver

Acquisition in 2018
Kessler Orlean Silver, established in 1975, is an accounting firm headquartered in Deerfield, Illinois. It operates as a subsidiary of Wipfli LLP, providing a range of professional services including auditing, business consulting, tax planning, payroll services, and bookkeeping. The firm caters to both individual and organizational clients, assisting them with personalized business consulting services.

Sattell, Johnson, Appel & Company

Acquisition in 2017
Sattell, Johnson, Appel & Company was an accounting, audit, and tax firm based in Menomonee Falls, Wisconsin, established in 1954. The firm specialized in providing a range of services, including accounting, auditing, tax preparation, and financial planning. It primarily catered to privately held businesses, nonprofit organizations, and high-net-worth individuals, emphasizing a personalized approach to meet the unique needs of its clients. The company was acquired by Wipfli on December 1, 2017, marking a significant transition in its operational structure and service offerings.

Barefoot Technologies

Acquisition in 2017
Barefoot Technologies is a niche IT consulting firm that focuses on providing development, integration, implementation, consulting and support services for the NetSuite platform.

Horwich Coleman Levin

Acquisition in 2017
Horwich Coleman Levin was an accounting and auditing firm based in Chicago, Illinois, specializing in providing comprehensive services to investment funds. The firm offered a range of services, including forensic accounting, litigation support, alternative dispute resolution, and IT consulting. Known for its expertise in the financial sector, Horwich Coleman Levin played a significant role in assisting clients with complex financial matters. The firm has since been acquired by Wipfli, further expanding its capabilities and service offerings.

Weltman Bernfield

Acquisition in 2016
Weltman Bernfield is a certified public accounting and business consulting firm based in Buffalo Grove, a suburb of Chicago. Established in the 1920s, 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 commitment to delivering personalized service, Weltman Bernfield combines the expertise of a large CPA firm with the attention of a smaller practice, ensuring clients benefit from efficient service and value. The firm emphasizes ongoing education and training for its accountants, enabling them to stay current with industry standards and best practices.

HFS Consultants

Acquisition in 2016
HFS Consultants specializes in providing financial advisory services tailored to the healthcare industry. The firm supports healthcare organizations in various aspects of their operations, including clinical operations, executive search, and interim management. Additionally, HFS Consultants offers services in financial feasibility and capital planning, health information management, and healthcare business valuation. The company also assists with management and operational consulting, marketing and public relations, reimbursement strategies, government programs, and revenue cycle management. Through its comprehensive service offerings, HFS Consultants plays a vital role in enhancing the financial and business operations of healthcare organizations.

Brittenford Systems

Acquisition in 2016
Brittenford Systems is a professional services firm specializing in integrated technology solutions, education, and support for organizations in the Mid-Atlantic region. As a Microsoft Gold Certified Partner and a member of the Microsoft President's Club, the company has achieved certification in six Microsoft competencies, providing support for various Microsoft products, including Dynamics GP, Dynamics SL, Dynamics CRM, and SharePoint. Brittenford is recognized as the largest provider of learning opportunities for Dynamics users in the Mid-Atlantic, offering over 40 hands-on training classes across four facilities in the greater Washington, DC area. In May 2016, Brittenford Systems became part of Wipfli LLP, which enhances its service offerings with a broader range of consulting and accounting expertise.
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