Search Results for: Wipfli

Wipfli Admits 12 to Partnership

Milwaukee-based Wipfli LLP, an IPA 100 firm, admitted the following 12 partners and principals effective June 1:

  • Marcie Bomberg, financial services, Wisconsin
  • William P. Carroll, construction and real estate, Philadelphia
  • Joshua A. Graham, construction and real estate, Illinois
  • Nathan Henrigillis, manufacturing, Wisconsin
  • Craig Hirt, non-profit and government, Wisconsin
  • Anne Kirschling, manufacturing, Wisconsin
  • Karen Lloyd, health care, Wisconsin
  • Sarah Lutzke, financial services, Minnesota
  • Audra Moncur, valuations, Illinois
  • Paul Ouweneel, valuations, Wisconsin
  • Maureen Pistone, talent and culture, Wisconsin
  • Reed Sellers, construction and real estate, Colorado

“On behalf of our entire firm, I am proud to welcome these highly accomplished individuals to the partnership” says MP Kurt Gresens. “They have each displayed exemplary dedication and commitment to their teams and clients. Their efforts have added a tremendous amount of value to our firm and I’m confident they will continue to do so in their new roles.”

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Wipfli Merges in Tidestone Solutions

Milwaukee-based Wipfli (FY19 net revenue of $362.5 million) has acquired consulting firm Tidestone Solutions of Portland, Maine, effective April 16.

Since its founding in 1995, Tidestone Solutions has focused largely on Microsoft Dynamics software implementations, and in 2014 launched Your Cloud™ for Microsoft Dynamics GP, an Azure-based cloud alternative for companies operating Microsoft Dynamics GP on in-house hardware servers.

“In today’s marketplace, technology consulting, along with the insights and data provided by exceptional software platforms, are helping to enhance business performance,” says Kurt Gresens, MP at Wipfli. “The exceptional skills and service offerings that Tidestone Solutions brings to Wipfli will accentuate the firm’s ability to continue to support our large client base of Microsoft Dynamics clients.”

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Wipfli Acquires Punchkick Interactive to Expand its Digital Services

Punchkick Interactive of Chicago, a digital consulting firm, will join Milwaukee-based Wipfli (FY19 net revenue of $362.5 million) on March 1.

Since 2006, Punchkick has focused on designing and developing mobile apps and websites for some of the world’s noteworthy brands. Punchkick’s engineers and designers will become part of Wipfli Digital, which offers digital and technology services that include strategy, experience, process and security.

“We’ve been quite impressed with Punchkick’s track record and technical expertise in delivering custom software development services to businesses seeking creative ways to better connect to their customers,” says Wipfli MP Kurt Gresens.

Co-founder and CEO of Punchkick, Zak Dabbas, says, “As part of Wipfli Digital, we’ll be able to better serve and drive impactful results for our mid-market clients who often stand to benefit the most from digital innovation but are largely under-served. With this combination, we’ll also be able to offer our clients the flexibility and approachability of a boutique firm with the resources and expertise of a large consultancy.”

Wipfli Digital will now offer the following expanded services:

  • Mobile application and software development
  • Data analytics and customer insights
  • Platforms that enhance customer experience
  • eCommerce, sales and marketing

Following the effective date, the firm will have more than 2,600 associates in 50 offices.

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Wipfli Promotes Anna Kooi to Lead National Financial Services Practice

Anna Kooi

Milwaukee-based Wipfli (FY19 net revenue of $362.5 million) announces the appointment of Anna Kooi to lead the national financial services practice in 2021.

Kooi joined Wipfli in 2019 with more than 20 years of experience serving a variety of public and private clients in the financial services industry.

Kooi will oversee the practice, with more than 300 associates serving over 1,000 organizations in the financial services industry across the U.S. She will be responsible for the financial results, strategic direction and alignment of service offerings within the practice, as well as partner and associate development.

Mike Vesel, the current national financial services practice leader, says she “has the background and vision to help us grow our financial services practice and continue our national expansion in Wipfli’s financial services practice area.” Kooi will succeed Vesel in this role as he transitions into retirement in 2021.

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Denver-area Stratagem Joins Wipfli

Milwaukee-based Wipfli (FY19 net revenue of $362.5 million) one of the top 20 accounting firms in the U.S., announced its acquisition of Stratagem (FY18 net revenue of $9.2 million) of Lakewood, Colo., effective Jan. 1.

The deal adds 56 Stratagem employees to the firm’s Denver-area presence.

“Colorado’s marketplace is booming due to a high concentration of professionals, incubators and accelerators that encourage business growth, and significant venture capital investments in the market,” says MP Kurt Gresens. “As a firm that focuses on serving privately held businesses in a variety of industries, Wipfli views Colorado as one of our key markets for geographic expansion.”

Founded in 1983, Stratagem provides advisory, accounting and tax services to hundreds of privately held businesses and individuals in Colorado with focuses on serving construction and real estate businesses, nonprofit organizations, governmental entities and high-net-worth individuals. Stratagem was named one of IPA’s 2018 Best of the Best accounting firms because of its superior financial and operational results.

Stratagem CEO Paul Leroue says, “By joining Wipfli, a firm with a similar service philosophy and reputation, we will have access to the firm’s national resources and broader capabilities to offer our clients, while continuing to provide them with the personal service that they expect from our firm. It will also provide our employees with enhanced training and professional development opportunities as they progress in their careers.”

Wipfli first expanded into the Denver market in February 2018, when Denver-based Bauerle and Company joined Wipfli. Wipfli now has more than 2,400 associates and 51 offices.

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Klein Hall Joins Wipfli

Milwaukee-based Wipfli (FY19 net revenue of $362.5 million) has announced that the partners and associates of Klein Hall of Aurora, Ill., joined the firm Nov. 1.

This transaction marks the firm’s seventh in the Chicago area in five years and will add 25 Klein Hall employees, including five partners, to Wipfli’s presence there.

“This will add an office to our footprint in the western suburbs of Chicago, enhancing our physical presence in the market and helping Wipfli to become an even stronger leader in providing audit, tax and consulting services to Chicagoland’s organizations and businesses,” says Kurt Gresens, Wipfli’s MP.

Klein Hall focuses primarily on business advisory services and consulting, serving as controllers and CFOs for mid-size companies. The firm has a strong practice serving businesses in the construction industry, as well as professional services, manufacturing and distribution businesses and conducting audits of local governments.

Klein Hall MP Christina Klein Trapp says, “We are proud of Klein Hall’s success over the years and our strong reputation for delivering quality solutions to our clients while also providing exceptional service. Joining forces with Wipfli provides us with national resources and more extensive capabilities to continue to serve our clients’ evolving needs while also providing career and development opportunities to our employees, which will help us continue to retain and attract the best and brightest professionals in the industry.”

Allan Koltin, CEO of Koltin Consulting Group, who advised both firms on the transaction, says, “Wipfli continues with their strategic journey throughout Chicago by finding another very dynamic and entrepreneurial firm in Klein Hall. Wipfli’s rapid expansion and growth in the Chicago market has received national attention due to its successful integration and excellent results. Klein Hall has also been recognized nationally as one of the fastest-growing private companies in the United States and has received many national workplace awards. This is a great step for both firms.”

The firm now has more than 2,400 associates and 50 offices.

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Atlanta-based Porter Keadle Moore Joins Wipfli

Milwaukee-based Wipfli LLP (FY19 net revenue of $362.5 million) announces that Porter Keadle Moore (PKM) of Atlanta joined the firm Oct. 1.

“This transaction provides Wipfli the opportunity to establish a foothold in the Southeastern United States, a key geographic priority in our firm’s growth strategy,” says MP Kurt Gresens. “The addition of PKM, a firm with a long history in the region and an exceptional track record in the industry related to quality and client service, will uncover many opportunities for additional growth as we move forward. In addition, through this transaction Wipfli will have an even greater depth and breadth of services and resources in the financial services industry, helping our firm to become a stronger leader in serving businesses in the industry across the nation.”

Founded in 1977, PKM provides accounting, tax and advisory services to hundreds of public and privately held businesses and enterprises, with strong focuses on the financial services, insurance, technology and craft brewing industries.

PKM MP Phil Moore says the union with Wipfli means clients can access a broader range of resources. “In addition, this transaction will help our firm to continue to attract and retain top talent due to our enhanced ability to provide additional training and professional development opportunities in more specialized areas to our staff.”

As part of this transaction, 70 PKM professionals, including nine partners, have joined Wipfli, which now has about 2,400 associates in 49 offices.

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Wipfli Builds Hedge Fund Niche with Acquisition of Patke & Associates

Milwaukee-based Wipfli LLP (FY19 net revenue of $362.5 million) announces that the shareholders and associates of Patke & Associates of Lincolnshire, Ill., have joined the firm.

The 12 professionals from Patke & Associates will join more than 2,300 professionals at Wipfli, including approximately 250 in the Chicago area. The firm will do business as Wipfli.

“The addition of Patke & Associates provides Wipfli with an opportunity to add specialized resources and build a special industry niche focused on hedge funds,” says MP Kurt Gresens. “Given our combined knowledge and strength in the financial institutions and financial services industry and our shared dedication to our clients and helping them achieve their goals, this is an excellent addition for our firm.”

Paul Patke, managing shareholder of Patke & Associates, says, “For our clients, this will broaden and deepen the specialized services we can provide, allowing our team to continue to meet clients’ needs as they face new challenges in the years ahead. For our associates, the combination will provide advanced training opportunities and increased career opportunities as they become associates in a larger firm.”

Allan D. Koltin, CEO of Koltin Consulting Group who advised both firms on the transaction, says Wipfli is “very strategic in their selection of firms they invite to join them and very disciplined in their commitment to ‘going deep’ in the industries in which they specialize.” He adds, “Patke loved the opportunity to take their hedge fund practice to the next level and expand their service offerings to their clients and contacts in the financial services industry.”

Founded in 1990, Patke & Associates serves more than 100 global investment funds. Patke & Associates’ services include investment partnership and hedge fund audits, surprise examinations for RIAs and tax planning and preparation.

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Wipfli Announces Changing Roles for Leaders

Milwaukee-based Wipfli LLP (FY18 net revenue of $317.9 million) has announced several changes to its leadership team, which became effective on June 1.

Seven of the firm’s senior partners are taking on expanded leadership roles as Wipfli welcomes Kurt Gresens as its new MP and 12 new partners from within the firm’s ranks. These changes are a result of Wipfli’s continued growth and its focus on preparing the firm for the future.

Partners with new roles are:

Kelly Arduino, Health Care Industry Leader, has over 18 years of experience in health care, with an emphasis in health care finance and strategy. She functions as a business advisor and facilitator for her clients and is often the liaison between and among health care organizations as they develop “partnerships” or other joint planning efforts.

Stephanie Cavadeas, Audit and Accounting Quality Control Partner, has more than 16 years of experience working in the nonprofit and governmental practice group overseeing audits of grant-funded nonprofits, community-based organizations, and associations/membership organizations. For the past several years, she has been in charge of Wipfli’s internal inspection program and has been highly involved with our triannual outside peer review.

Kelly Fisher, Practice Partner, has more than 17 years of public accounting experience in manufacturing, technology, professional services and international operations, including experience with a Big 4 accounting firm. Most recently, she focused on leadership and management of the firm’s tax practice. In her new role, innovation and strategic transformation will be a primary focus.

Ken Kortas, Business Solutions Group Leader, has more than 25 years of management and information technology consulting experience. He is a specialist in identifying business requirements and defining and implementing management plans. Business processes, organizational designs and information technology strategies are integral parts of his skill set.

Scott Nelson, Audit and Accounting Leader, has more than 30 years of experience serving clients in the manufacturing, wholesale, broadcasting, relocation and service industries. As a client relationship executive, he focuses on gaining an understanding of the client’s goals and managing Wipfli’s client service team to assist in achieving those goals.

Scott Schumacher, Tax Practice Leader, has more than 20 years of experience working with businesses to claim and substantiate a tax incentive for research and development activities. In addition, he works with closely held and family-owned businesses in the manufacturing and distribution sectors, providing them and their ownership group with tax compliance and planning services.

Dan Szidon, Core Services Leader, has nearly 30 years of professional experience at Wipfli, working in audit and accounting services, as well as consulting on various business issues. More recently, he has focused the practice on providing financial and consulting services and firmwide management.

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Wipfli Admits 11 New Partners

Milwaukee-based Wipfli LLP (FY18 net revenue of $317.9 million) announced the continued growth of the firm with the promotion of 11 new partners effective June 1.

The newly promoted partners are based in the firm’s various offices across Colorado, Illinois, Minnesota, Montana and Wisconsin.

“We are very pleased to welcome this diverse group of partners to Wipfli’s partnership. They embrace the firm’s core values and the outward mindset and will play a key part in helping us create a lasting, positive impact,” says Kurt Gresens, MP.

The firm’s new partners include:

  • Jaili Fajardo
  • Brian Gaumont
  • Casey Kretz
  • Chris Lockhart
  • Anita Mahamed
  • Kevin Scully
  • Nick Smith
  • Dana Springer
  • Ryan Swiderski
  • Michelle Swoboda
  • Mike Vaccarella

Wipfli’s 2019 partner class joins amid continued growth for the firm, which has also announced a new managing partner.

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