Valuation, Litigation, and Transaction Services

Wipfli offers a full suite of valuation, litigation, and transaction support services. With each engagement you can expect a multi-facted team comprised of credentialed professionals who will work to maximize your competitive advantage and minimize your risk.


Business Valuations
 
Business valuations are needed for a variety of reasons, including financial reporting, shareholder planning, corporate reorganizations, employee stock ownership plan valuation, gift and estate planning, estate settlement, tax planning, and litigation. Through information gathering, analysis, research, and client contact, Wipfli’s accredited appraisers will determine the appropriate value of your business in one of three levels of service. By hiring Wipfli you get a comprehensive team that specializes in working exclusively in this area. We have extensive experience providing valuations for:

  • Buy/sell agreements
  • Corporate reorganizations
  • Divorce proceedings/settlement
  • Employee stock ownership plans
  • Estate settlement
  • Gifting
  • Management planning
  • Mergers and acquisitions
  • Subchapter S election
  • Succession planning
  • Litigation support
  • Financial reporting
  • SFAS 141 asset allocation
  • SFAS 142 impairment testing
  • Transitioning
 
 

Litigation Support Services
 

Preparation is the key to successful litigation. No matter what avenue is chosen for resolution—mediation, arbitration, judge, or jury trial—having a complete picture of the strengths and weaknesses of your case is vital. Often this includes financial information. Wipfli’s litigation support services can help you efficiently and expertly gather, evaluate, and report the financial data necessary to prepare your case.

After discussing your needs for each individual situation, we tailor a program to meet those. Our professionals can work behind the scenes as consultants, advisors, or independent neutrals to help you gain a complete understanding of the case’s financial implications. If your negotiations could benefit from a formal written report, our specialists on the financial issues at hand will prepare one. When the proceedings require the insight of an expert witness, our CPAs and business advisors will testify. Since Wipfli is an independent party, our opinions and input are always objective. And in each scenario, our assistance on the financial matters allows you to spend more time on the legal process.

If you’re in need of forensic support, we can provide that too! Read more about our forensic support services here.

 

Transaction Support Services
 
Clients receive a customized approach to due diligence based on their needs and budget.  Wipfli associates maintain confidentiality and treat information with great sensitivity. Using state-of-the-art technology, your cross-functional team will use virtual data rooms and multi-layered electronic security to streamline the communication process and reduce travel time and expenses.  Seasoned business professionals provide a complete spectrum of analytical and investigative services to present a detailed report to assist with your decision-making process rather than just providing data. Together, we coordinate an assignment with other professionals and work for you in a cooperative manner to analyze the issues that are important to you.

Our subsidiary, WCF Advisors, LLC, can help you further navigate through mergers and acquisitions, including assisting in negotiating deal terms and structure. Read more about WCF here.

 

Featured Expertise
 

Kevin Janke, CPA/ABV, ASA

Kevin has performed over 1,000 business appraisals and his expertise is sought after by clients from a wide variety of industries. Beyond business valuation, his well-rounded experience in auditing, accounting, tax, and other business areas make Kevin a knowledgeable business and management consultant. He also brings to the table experience as a licensed real estate broker.  

 

Terry Hoover, CPA/ABV

Terry assists clients with financial valuation and litigation support needs, as well as deal initiation and intermediary services, transaction negotiation and structure, finance sourcing, and deal closing services. His experience includes initiating or managing over 100 transactions, ranging up to $100 million in enterprise value. 

 

Allen Jacque, CFA, CFE

Allen provides financial, accounting, and economic analyses in connection with disputes involving contractual breaches, infringement of intellectual property assets, professional malpractice, fraud/misrepresentation, and personal injury-related losses. He has testified as an expert witness in federal court regarding financial damages.
 
 
 
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Featured Success Story


The Pineries Bank


With so many third-party companies willing to perform business valuations at wildly varying fees, The Pineries Bank chose Wipfli’s expert appraisers. The results of that first valuation have kept the bank’s shareholders confidently coming back for its annual valuation.



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Valuation, Litigation, and Transaction Services
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Looking for an appraiser?

There are a considerable number of business valuation accreditations. Download our quick reference guide - The ABCs of Valuation Accreditation - to help you select the right one.