Acquisition leverage Steinberg Advisors, Ltd. has been acquired by Wipfli LLP, presenting a cross-sell opportunity to offer Wipfli’s broader services to former Steinberg clients, including audit, tax, technology consulting, and strategic planning.

Geographic expansion The combined entity maintains Illinois operations with a national reach through Wipfli, enabling targeted sales efforts to expand services to existing clients across the United States.

Tech stack synergies Wipfli’s use of enterprise tools such as Workday Recruiting, Anaplan, Azure DevOps, Google Cloud Platform, and Optimizely suggests cross-sell opportunities to clients seeking modern cloud, planning, and engagement technologies.

Recognition and credibility Recent awards and a strong employer reputation position Wipfli as a trusted partner, aiding sales conversations with prospects seeking award-winning, people-first advisory and accounting firms.

Financial foothold With a revenue range of 10M-25M and an established footprint, there is potential to upsell higher-value advisory, technology consulting, and strategic offerings to growing mid-market clients within the Wipfli ecosystem.