Post-Acquisition Integration Since Bauerle and Company's acquisition by Wipfli in 2018, the firm has expanded its service offerings and geographic reach, presenting opportunities to offer tailored solutions that leverage Wipfli’s comprehensive accounting, tax, and consulting expertise.
Growth Investment & Innovation Wipfli recently secured significant strategic funding from New Mountain Capital, enabling accelerated growth and innovation initiatives. This investment creates a chance to introduce advanced technological solutions and innovative service models to support their expansion goals.
Technology-Driven Services With a tech stack that includes ADP, Azure Active Directory, Guidewire, and Windows Server, Wipfli emphasizes digital solutions. There is a clear opportunity to propose additional cloud, automation, or AI-driven tools to enhance client efficiency and data security.
Industry-Specific Leadership Recent leadership hires in manufacturing, retail, distribution, and data analytics highlight targeted growth in these sectors. Tailored industry-specific solutions and consulting services could meet their evolving client needs.
Market Position & Opportunities As a top 25 accounting firm with revenues between 25M and 50M, Wipfli is positioned for strategic partnerships to scale operations and elevate their digital transformation offerings—creating opportunities for scalable, high-impact solutions.