Support for staying ahead in the retail market
As markets, trends and customer expectations change, your objectives stay the same. Retailers are looking for greater profitability, agility and efficiency — and achieving that requires the right strategy and insights.
Leveraging retail data analytics
Advancing data and analytics capabilities can help you quickly respond to changing demands and effectively source the right products while optimizing inventory management. It also gives you the visibility into operations you need to streamline your supply chain, forecast demand and cut costs.
Focusing on customer experience
Enhancing your omnichannel capability makes it easier to provide a frictionless, personalized experience for customers both online and in person. The right solutions help you maintain consistent branding across channels — an increasingly important detail as the way customers shop continues to evolve.
Improving workforce management
High turnover rates expose your business to greater costs and risks. Outsourcing gives you access to consistency in critical departments, including finance, HR and IT. And retail leadership development can help you grow leaders capable of increasing retention and employee engagement.
Industry-experienced retail consulting
Achieving operational excellence in these areas requires an integrated tech ecosystem, the right staff and industry-experienced guidance.
Wipfli’s retail consulting services team has served as a trusted advisor for over 7,000 clients across a variety of CPG and retail sectors. We’re ready to help you stay ahead of heavy competition and rising costs so that you can build sustainable success across your footprint.
Why Wipfli?
Wipfli takes a holistic approach to increasing growth.
We know that sales and service training aren’t the only roadblocks to profitability. That’s why we look at every area of your company to identify the obstacles limiting your success today and in the future. We also approach our service with a retail mindset, bringing genuine curiosity about your business to each engagement and maintaining continuity, efficiency and responsiveness.
From technology solutions for multi-location operations to tax and accounting support, Wipfli’s retail advisors are ready to help you stay resilient and competitive.
Wipfli’s retail consulting services
Tax services
Wipfli provides industry-experienced tax support to help you navigate challenges from sales and international tax to cost segregation and energy incentives. With extensive tax knowledge, we can help you develop strategies to minimize exposure and maximize opportunity.
Assurance services
Wipfli’s assurance services go beyond verifying financial statements and mitigating risks; they provide essential insights for faster, better decision-making. Our audit and accounting teams help maintain compliance, optimize performance and drive growth by offering actionable recommendations.
Outsourced services
Wipfli can help you build a scalable, streamlined back office with our retail outsourcing services. Our team brings industry experience to help you manage finances, talent and technology. We also offer executive outsourcing to guide strategy and the highest levels of your business.
Organizational performance consulting
Develop high-performing leadership, effective strategy and optimized processes with Wipfli’s organizational performance services. From strategic planning and customer journey mapping to process improvement and leadership development, we can help you create and achieve your vision of success.
Digital services
Create a more capable technology ecosystem with support from Wipfli’s digital services team. We offer retail technology roadmapping and implementation support so that you can effectively adopt critical solutions like CRM and financial systems. We also help you leverage data — including support for integration and AI strategy — while building a robust cybersecurity program to keep it secure.
Transaction advisory services
See more value from your transaction with the right team. Wipfli can guide you through all phases of the M&A life cycle, leveraging our retail experience to help you make the right strategic decisions. With support for buy-side and sell-side advisory, investment banking and valuations, we can help you maximize your return.
Risk advisory services
Effective risk management is crucial for profitability, productivity and long-term success, especially in today’s challenging business environment. Wipfli offers integrated risk management services that address critical areas, including internal controls, fraud investigation and litigation support.
Private client services
Wipfli offers private client services that help you understand the economic and tax implications of your investment, business structure and wealth transfer strategies. Our advisors prioritize listening, not talking, so that we can develop comprehensive solutions tailored to your needs and multigenerational goals.
Who we serve
We support a diverse range of retailers, from restaurants, automotive dealerships and retail stores to franchises and franchisors. Whether you’re a regional brand looking to scale or a national retailer seeking to optimize operations, our team understands the unique challenges and opportunities across the retail spectrum.
We apply our retail experience and comprehensive services to help you thrive in a competitive and ever-evolving marketplace.
Our team
Ryan Swiderski
Ryan Swiderski is a technology partner serving the MRD practice. He leads Wipfli’s retail and consumer products industry, specializing in CX tech, including Microsoft Dynamics 365, Salesforce, ERPs, business intelligence solutions and more.
Kelly R. Runge, CPA
Kelly Runge is a partner in Wipfli’s business advisory services practice. She provides consulting services for small and medium-sized companies. Kelly helps her clients meet their ongoing compliance needs as well as their short- and long-term business objectives.
Kevin Cherney, CPA
Kevin Cherney is focused on serving the auto dealership industry, as well as various small businesses. He works with businesses from start-up operations to companies with over $500 million in annual revenue. Kevin is a leader of Wipfli’s dealership practice, which serves approximately 250 retail rooftops across 25 states.
Let’s talk. Fill out the form below, and we will be in touch to discuss your business’s needs.
CASE STUDY
Wipfli’s outsourced accounting helped Ace Hardware of Coalinga change its accounting method, set KPIs and streamline processes.
