Legal Disclaimers

The following online privacy policy outlines Wipfli Corporate Finance Advisors LLC's information gathering and handling practices of your personal information through our Web site.

Access WCF does not require Web site visitors to register to gain access to our Web site. However, there may be instances in which visitors must create a user ID and password to utilize certain areas of the site.

Information Collection and Use WCF collects personal data voluntarily provided by visitors to our Web site for a variety of purposes.

  • Information requests
  • Publication distribution (newsletters, white papers, etc.)
  • Surveys
  • Event registration (seminars, workshops, golf outings, etc.)
  • Resume submission

Information collected generally includes name, company name, job title, mailing address, e-mail address, phone number, fax number, and credit card information (for event fee payment). WCF uses reasonable efforts to maintain an accurate record of information submitted to our Web site. However, WCF is not responsible for verifying the continued accuracy of this information. Visitors may update their information by using the subscribe form in the applicable section of the Web site. In addition, it is our policy to honor any visitor's request to discontinue receiving information or notices regarding our services or products, and we will accordingly refrain from sending further information.

Information Disclosure WCF does not sell, trade, or rent any non-public personal information to third parties for marketing purposes. Such information may, however, be disclosed in the situations outlined below.

  • As required by law through search warrant, subpoena, or other legal process
  • When required, in order to deliver publications or materials as requested by a Web site visitor
  • As needed to facilitate seminars and events hosted by a third party or WCF when disclosure is necessary for event planning and materials development

Use of Cookies It is not WCF's policy to utilize cookies on any of our Web site pages to gather information about site visitors to

Linked Sites/Third Party Links There are various instances throughout where a link is provided to other Web sites. WCF's online privacy policy does not apply to these Web sites; therefore, we recommend that you review the privacy policies for such sites.

Security WCF employs generally accepted standards of technology to ensure the security of your information from loss, misuse, or destruction. When credit card information is transmitted through forms on our Web site, WCF utilizes secure socket layer (SSL) encryption technology.

Electronic Communications In order to communicate effectively with you, WCF offers you the opportunity to complete a subscribe form to receive all communications from WCF via e-mail including, but not limited to, newsletters, communiqués, seminar invitations, and industry updates. If at any time you choose to stop receiving electronic communications from us, you may unsubscribe or send an e-mail to WCF Information.

Events Throughout the year, WCF sponsors a variety of educational and networking events such as seminars, golf outings, and discussion groups. Registration for such events may require the collection of personal information to be used in the development of attendance lists, nametags, and other event materials and may be shared with third parties involved in the planning and preparation of the event.

Contact Us WCF appreciates feedback from visitors to our Web site. Information provided by the completion of this form is used for internal purposes such as improving the online experience set our Web site visitors, and answering visitors' general questions. If you have questions about a specific service or engagement, please contact one of WCF's offices listed in the Locations section of our Web site.

Children WCF's Web site is not specifically designed for, or directed at children 13 years of age or younger, nor is it the intention of WCF to collect or maintain information about anyone under the age of 13.

Comments We reserve the right to refusing post comments that are spam, inappropriate, defamatory, use profanity, or otherwise violate our policies or Terms of Use.

  • Corrections on any inaccurate or misleading postings must be made in a timely manner.
  • Most changes will be made by adding to posts, and we will mark any additions clearly.

Modifications WCF reserves the right to amend this privacy policy at any time. We will post the effective/revision date of the policy at the beginning of this page. If you have any questions or concerns regarding online privacy at, please feel free to contact us.

Legal Disclaimer The information on this site is provided solely for general illustration and guidance and does not create a business or professional services relationship. The application and impact of laws can vary widely based on the specific facts involved. Given the changing nature of laws, rules and regulations, and the inherent hazards of electronic communication, there may be delays, omissions or inaccuracies in information contained in this site. Accordingly, the information on this site is provided with the understanding that the authors and publishers are not herein engaged in rendering legal, accounting, tax, or other professional advice and services. As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers. Before making any decision or taking any action, you should obtain appropriate professional guidance.

While we have made every attempt to ensure that the information contained in this site has been obtained from reliable sources, WCF is not responsible for any errors or omissions, or for the results obtained from the use of this information. All information in this site is provided "as is", with no guarantee of completeness, accuracy, timeliness or of the results obtained from the use of this information, and without warranty of any kind, express or implied, including, but not limited to warranties of performance, merchantability and fitness for a particular purpose. In no event will WCF, its related partnerships or corporations, or the partners, agents or employees thereof be liable to you or anyone else for any decision made or action taken in reliance on the information in this site or for any consequential, special or similar damages, even if advised of the possibility of such damages.

This site may contain links to services maintained by other organizations. WCF cannot provide any warranty about the accuracy or source of information found on any of these servers, or the content of any file the user might choose to download from a third-party site. WCF assumes no responsibility for anything found on any such sites and does not endorse, warrant, promote, or recommend any services or products, that may be provided or accessed through them or any person or body which may provide them.  Such sites may or may not be presented within a frame on this site.

All trademarks referred to on WCF's site are the properties of their respective owners. Except where otherwise noted, all site contents are copyrighted by WCF, and WCF reserves all rights thereto. For a request to commercially reuse any content, please contact WCF.