Articles from Wolf & Company, P.C.

Wolf & Company, P.C., a nationally recognized advisory and accounting firm, today announced its Transaction Advisory Services (TAS) practice and the appointment of Phillip Whitaker as Principal and Lead. The practice is purpose-built to serve middle-market companies, private equity sponsors, and investors navigating mergers, acquisitions, and capital transactions, following the repeated interest for such services from legacy Wolf & Company clients.

The Boston-based firm provides advisory, assurance, digital, and tax services to clients across the continental United States.

Wolf & Company, P.C., a nationally recognized accounting and advisory firm, announced today Nelson Obando will lead the dedicated Artificial Intelligence Practice. Built to meet clients at their current stage of maturity, the practice supports organizations as they move from AI exploration to responsible scale with a governance-first approach.

Boston-based firm reinforces its standing as one of the country’s premier accounting and advisory firms

Recognition underscores the firm’s continued growth, client trust, and industry leadership

Wolf & Company, P.C., a nationally recognized accounting and consulting firm, today announced a strategic acquisition of The Kafafian Group, Inc., a Pennsylvania-based bank consulting group with an emphasis on strategic planning, performance measurement, and operations consulting. Both firms will unite under the Wolf & Company brand, creating a more comprehensive advisory platform for financial institutions navigating rapid industry change and helping banks and credit unions address rising regulatory complexity, technology disruption, and margin pressure through a single, integrated advisory partner.