Bob is one of Accounting Today’s Top 100 Most Influential People, boasting an extensive 25+ year dedication to supporting accounting firm innovation and growth. He has been trusted by many of the top 100 firms as well as countless emerging practices. Bob’s primary focus revolves around amplifying the direction of CPA Firms by leveraging a blend of mergers and acquisitions, succession planning, capacity expansion, and bolstering a firm’s advisory service capabilities. His guidance aids firms to refine their target client base and build their overall enterprise value.
For firms active or interested in M&A, Bob leads a team adept at identifying transition opportunities, integrating tuck-ins, establishing platform locations, and navigating private equity options. He has deep experience sourcing, structuring, and negotiating M&A transactions, partner buy-ins/buy-outs, and compensation plans. Organic growth and seamless succession planning fall under Bob’s domain of expertise as well where he enables firms to upscale their client base, leverage better pricing structures, and increase profitability.
Nationally sought-after as a speaker within the accounting world, Bob commands attention at major industry forums and exclusive firm gatherings, sharing invaluable insights. There are very few areas he cannot speak to when it comes to innovation and advancing the accounting profession. With an accounting background, a Bachelor of Science in Finance, and an MBA from DePaul University in Chicago, Bob isn’t just an influencer; he’s the guiding force shaping the trajectory of the CPA profession.