Wipfli

Wipfli LLP, based in Milwaukee, US, is a national firm specializing in audit, tax, and advisory services primarily for middle-market organizations targeting growth. Wipfli LLP provides audit, tax, and advisory services focused on middle-market companies. The firm is headquartered in Milwaukee, Wisconsin, and has expanded its operations through various strategic initiatives. The company was founded by professionals with extensive backgrounds in finance and consulting.

As of August 2025, New Mountain Capital acquired a 40% minority stake in Wipfli LLP to support its growth strategy. The firm has completed a total of 1 deal. Wipfli LLP is a prominent national provider of audit, tax, and advisory services tailored for middle-market organizations with significant growth ambitions. The firm's core offerings encompass comprehensive audit and assurance services, tax planning and compliance, and a range of advisory services that address operational efficiencies and strategic growth.

Wipfli leverages close, collaborative relationships with clients to provide tailored solutions addressing complex challenges across various sectors, including construction, healthcare, and manufacturing. Their services are designed to stabilize technology environments, enhance reporting capabilities, and integrate software solutions, ultimately empowering clients to achieve their business objectives. Wipfli serves a diverse client base throughout the United States, with specific focus on markets including the Midwest and the Northeast, ensuring that their expertise aligns with regional client needs. Wipfli generates revenue primarily through service fees associated with its audit, tax, and advisory offerings.

Revenue is structured through various transaction models, including fee-for-service arrangements for individual projects, ongoing consulting contracts, and retainers for continuous advisory support. The firm's clients typically engage Wipfli for specific projects, such as financial audits or software integration, which are billed based on the complexity and scope of the services rendered. For instance, clients in the construction sector may utilize Wipfli's expertise in financial reporting and compliance, leading to structured advisory agreements that facilitate project oversight. The company’s pricing plans may vary based on the specific services provided, emphasizing the value derived from their tailored approach to client needs without disclosing specific pricing details.

In August 2025, New Mountain Capital acquired a minority stake in Wipfli LLP, enabling the company to accelerate its growth, expand its investments in talent and technology, and fuel innovation to deepen its impact. Wipfli is focusing on launching new products designed to enhance its service offerings and plans to expand into new geographic markets, particularly targeting regions in the Midwest and Northeast by 2026. The recent acquisition supports these initiatives by providing the necessary resources for development.