Nohre & Co

What Nohre & Co does

Nohre & Co., S.C. is a privately-held Certified Public Accounting and business consulting firm founded in 1991 by Dirk Nohre in Eau Claire, Wisconsin. The firm provides audit and assurance, tax planning and preparation, mergers and acquisitions advisory (including business valuations), and consulting services targeting owner-managed closely-held businesses. Its primary vertical focus is insurance agents and brokers, supported by additional industry practices in construction and development, manufacturing and distribution, and healthcare and medical practices.

The firm differentiates through proprietary benchmarking methodologies including the Best In Class Profit Model and Best In Class Productivity Model, which leverage an accumulated insurance agency performance database to benchmark client outcomes. Service delivery is organized around a flat organizational structure that ensures direct client access to senior CPAs, with proactive quarterly or semi-annual advisory meetings rather than reactive compliance-only engagement. The team includes professionals with Big Four public accounting experience at Grant Thornton, Ernst & Young, and Deloitte, alongside specialized designations such as ABV and CPCU held by senior leadership.

The firm operates a sales-led and event-driven go-to-market model, generating demand through professional referrals, industry speaking engagements, publishing in insurance trade periodicals, and an active LinkedIn presence. Revenue is generated through quote-based professional services engagements. The firm opened a second office in Eden Prairie, Minnesota in 2023, expanding from a single Wisconsin location to a two-state Upper Midwest footprint while maintaining founder-led independence with no external funding, parent company, or institutional ownership.

Name

Nohre & Co

Legal name

Nohre & Co., S.C.

Website

https://nohre.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

11–50 employees

Short description

Nohre & Co is a privately-held CPA and business consulting firm founded in 1991, serving owner-managed closely-held businesses across Wisconsin and Minnesota. The firm specializes in audit, tax, M&A advisory, and consulting with deep vertical focus on insurance agents and brokers.

Ownership category

akta.pro rank

Product category

Accounting & Business Consulting Services

NAICS

Professional, Scientific, and Technical Services (54)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro industry

PRIMARYFSAEAAAL

Fee-Only Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

• Professional accounting services
• Audit assurance services
• Tax planning preparation
• Business valuation services
• Mergers acquisitions advisory

Headquarters

HQ city

Eau Claire

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Audit & Assurance Services: Full range of assurance services including Audits (highest level with independent professional opinion), Reviews (limited assurance), Compilations (assembly without assurance), and Agreed Upon Procedure Engagements.
2. Tax Planning & Preparation: Integrated tax consultation and strategic planning including tax compliance services, federal tax planning, state and local tax planning, and sales and use tax services. Engages proactively with quarterly or semi-annual client meetings.
3. Consulting Services: Strategic planning, succession planning, and corporate governance consulting services focused on owner-managed closely-held businesses.
4. Mergers & Acquisitions / Business Valuations: Business valuation services for insurance, retail and wholesale markets including full written documented reports, estimates of value for internal purposes, and application of Statement on Standards for Valuation Services (SSVS). Services include buy/sell agreements, ESOP services, estate and gift tax valuation, litigation support, and insurance agency appraisals.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Nohre & Co is a Certified Public Accounting and business consulting firm providing audit & assurance, tax planning & preparation, mergers & acquisitions/business valuation, and strategic consulting services. The firm concentrates on owner-managed, closely-held businesses across specialized verticals including insurance agents & brokers, construction & development, manufacturing & distribution, and healthcare/medical practices, delivering proactive quarterly/semi-annual advisory engagements rather than reactive compliance work.

Product overview

Nohre & Co is a Certified Public Accounting and Business Consulting firm offering a comprehensive suite of professional services organized around core accounting functions and industry specializations. The firm operates a platform-plus-modules service architecture centered on four main service pillars: Audit & Assurance Services, Tax Planning & Preparation, Mergers & Acquisitions, and Consulting Services. These core services are augmented by specialized industry practices targeting Insurance Agents & Brokers, Construction & Development, Manufacturing & Distribution, and Healthcare and Medical Practices. Within Consulting Services, the firm offers sub-service modules including Strategic Planning, Succession Planning, Corporate Governance, Appraisals and Valuations, Internal Perpetuation, Buyer & Seller Representation, and Due Diligence. The firm also provides proprietary methodologies including the Best In Class Profit Model and Best In Class Productivity Model for benchmarking client performance. Additionally, the firm offers Compensation Planning & Management, Agency Accounting Issues support, and operational consulting services including Leadership Development, Personnel Consulting, and Sales & Growth Management. The service portfolio is delivered through a flat organizational structure with direct client access to experienced CPAs.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit & Assurance Services Full range of assurance services including Audits (highest level with independent professional opinion), Reviews (limited assurance through management inquiries and analytical procedures), Compilations (financial statement assembly without assurance), and Agreed Upon Procedure Engagements. Targeted at owner-managed closely-held businesses needing independent verification.
• Tax Planning & Preparation Integrated tax consultation and strategic planning including Tax Compliance Services, Federal Tax Planning, State and Local Tax Planning, and Sales and Use Tax Services. Proactive engagement model with quarterly or semi-annual client meetings.
• Mergers & Acquisitions Full range of business valuation services for insurance, retail and wholesale markets, including business appraisals, buy/sell agreements, ESOP services, estate and gift tax valuation, litigation support, and succession planning. Services follow Statement on Standards for Valuation Services (SSVS).
• Consulting Services Strategic management advisory including Strategic Planning (benchmarked financial reporting, operating environment analysis, goal setting, corporate governance), Succession Planning (tax consequences, business impact analysis, family control design), and Corporate Governance (control structure, internal governance, risk management).
• Insurance Agents & Brokers Services Specialized services for retail and wholesale insurance agencies and brokers, including profitability consulting targeting 20-25% operating profit, organic growth consulting targeting 5-10% annual growth, M&A and internal perpetuation, financial management, and strategic operational consulting.
• Construction & Development Services Construction-focused accounting and advisory services including job costing systems, bonding capacity analysis, tax credit assessment, organizational and leadership development, and reliable reporting for external bonding and banking requirements.
• Manufacturing & Distribution Services Services for manufacturers and distributors including inventory management strategies, cash flow planning, productivity benchmarks, and financial planning to maximize tax advantages and manage equipment and facilities.
• Healthcare and Medical Practices Services CPA services for healthcare providers and medical practices including financial statement formatting, proactive tax planning, balance sheet management, key performance indicators, perpetuation planning, organizational structure, and business strategy.

Quantifiable outcome

• Agencies can achieve 20-25% operating profit with proper consulting and implementation
• +2 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Wipfli: Top-20 U.S. accounting and consulting firm headquartered in Wisconsin. Highly comparable as a regional CPA with similar industry specialization (insurance, manufacturing, construction) and a comparable focus on closely-held and mid-market businesses in the Upper Midwest.
• Eide Bailly: Large regional CPA and business advisory firm serving closely-held businesses across the Midwest and Mountain West. Comparable in client base (insurance agencies, construction, healthcare) and full-service audit/tax/M&A offerings.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm with strong presence in closely-held business advisory, tax planning, and wealth advisory. Direct competitor in the middle-market CPA space with similar industry-vertical service model.
• Plante Moran: Major Midwest-based CPA and business consulting firm serving owner-managed and middle-market companies. Comparable in regional concentration, industry specialization, and full-service audit/tax/consulting offerings.
• Baker Tilly US: Top-15 U.S. advisory CPA firm with deep insurance industry practice and closely-held business advisory. Strong overlap with Nohre's insurance agency M&A, valuation, and consulting service lines.
• Rea & Associates: Mid-size regional CPA firm serving closely-held businesses in the Midwest with industry specializations in construction, manufacturing, and healthcare. Highly comparable size and service profile to Nohre & Co.
• Wegner CPAs: Mid-size Wisconsin-based CPA and advisory firm serving nonprofits, closely-held businesses, and insurance agencies. Direct regional competitor with overlapping audit, tax, and consulting offerings.
• Smith Schafer CPAs: Minnesota-based regional CPA firm with construction, real estate, and closely-held business specializations. Comparable size and Midwest geographic footprint with similar full-service advisory model.

Broad incumbents

• RSM US: National mid-market-focused CPA and consulting firm with broad industry coverage. Comparable in serving closely-held and mid-market clients across audit, tax, and consulting, though much larger and broader in scope.
• BDO USA: Global accounting and advisory firm serving closely-held and middle-market businesses. Comparable in M&A, valuation, and tax advisory for owner-managed businesses, though operates at significantly larger scale with international reach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/nohre
• Xx.com/nohreandcosc

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Nohre & Co