Financial advisory

Delivering targeted advice throughout the lifecycle of your business

Wipfli Corporate Finance’s senior professionals have devoted their careers to serving the core middle market.

From the initial purchase of the business, through growth organically and via acquisition, to divestiture or partial recap and final exit, we deliver valuable and targeted advice. Our thorough strategic analyses involve market valuation work and extensive research on key components of company strengths and weaknesses. And our experience has led to numerous successful financial advisory partnerships with owners, stakeholders and management.

Let us serve your business with any of the following:

  • Strategic M&A advisory for sellers (e.g., market assessments, strategic alternatives, execution plans)
  • Strategic M&A advisory for buyers (e.g., growth strategy, market opportunity assessments, execution plans)
  • Optimal capital structure analysis (e.g., assessments, optimization of capital cost and balance sheet flexibility)
  • Strategic funding plans
  • Transition planning
  • Family and management team transitions

Looking for financial guidance? Let’s talk.