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 enhancing productivity through its training and software integration services, which include offerings such as homecloudpro, saleslogy, and mulesoft. ApostleTech is dedicated to addressing the unique challenges of unconventional and complex environments by employing an agile model that emphasizes best practices in technology implementation. This approach allows organizations to tackle business problems incrementally, yielding tangible results while minimizing project risk. By leveraging cloud technology, ApostleTech helps clients improve efficiency and adaptability, enabling them to engage customers and employees effectively.
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, based in Portland, Maine, specializes in providing dynamic software solutions, particularly focusing on software implementations, training services, and upgrades. Founded in 1995, the company offers custom development and business process consulting tailored to various industries, including recipe manufacturing, wholesale distribution, and field service. As of April 2020, Tidestone Solutions operates as a subsidiary of Wipfli LLP, enhancing its capabilities to deliver on-premise and cloud-hosted solutions.
Punchkick Interactive
Acquisition in 2020
Punchkick Interactive, Inc. is a software development company based in Chicago, Illinois, established in 2005. It specializes in designing and developing custom software and mobile applications aimed at helping brand marketers engage with their communities through innovative digital experiences. The company offers a range of services, including user research and business intelligence, to enhance customer engagement and support effective mobile strategies. Punchkick focuses on creating mobile apps and web experiences that prioritize user experience design and business analytics. By integrating lean UX design and agile development processes, Punchkick enables brands to remain competitive in a rapidly evolving digital landscape. 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, based in Lincolnshire, Illinois, is an audit, tax, and consulting firm that specializes in serving the investment partnership and broker-dealer industries. Known for its commitment to quality and customer service, the firm has built a strong national reputation, providing competitive pricing and expert guidance to fund managers as they establish and grow their funds. As of August 1, 2019, Patke & Associates operates as a subsidiary of Wipfli LLP, enhancing its capabilities and resources in the financial services sector.
TopLine Strategies
Acquisition in 2019
TopLine Strategies specializes in software solutions that provide customer relationship management and business intelligence services to businesses. Founded in 1987 and headquartered in Scottsdale, Arizona, the company focuses on the integration and development of technologies related to sales, marketing, and customer service. As of June 2, 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, audit, tax, and consulting. As a locally owned and independently operated entity, Macpage employs over 100 professionals across Maine and Massachusetts. The firm emphasizes an integrated team approach, offering clients the convenience of a single point of contact while ensuring access to the expertise of a full team knowledgeable in various services and industries. Macpage has been recognized for its commitment to quality service and deep industry insight.
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 & 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.
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, 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.
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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