Strategic Acquisition Wise Consulting was acquired by RSM US LLP in May 2023, signaling validation and potential access to RSM’s broader client base and cross-sell opportunities in HR and payroll technology services.

Leadership Continuity Tobias Berglund was made permanent CEO in March 2023, providing stable leadership for pursuing growth initiatives and formalizing sales plays around HR/payroll technology implementations and outsourcing.

Mid-Market Focus With revenue in the $25M–$50M range and a 51–200 employee base, Wise targets mid-market organizations that typically seek integrated HR, payroll, and technology support solutions—a sweet spot for cross-sell with ERP and HRIS vendors.

Technology Stack Alignment Current tech stack including QuickBooks, ADP, Power BI, Salesforce, Google Workspace, and Office 365 supports broad HR/payroll workflows, presenting opportunities to upsell analytics, automation, and integration services for clients using or expanding these tools.

Service Expansion Core offerings in Implementation, Outsourcing, Technology Support, and Special Projects position Wise to sell end-to-end HR/payroll modernization, process optimization, and vendor relationship management services to clients transitioning to cloud-based HR ecosystems.