Education

Bachelor of science, accounting and finance, Illinois State University

Overview

Joe is a leader in CLA's Private Equity Industry group and has been with CLA since 2001. He has significant experience in both assurance and consulting, which includes working with a wide range of closely held companies. He has worked with manufacturing and distribution companies as they deal with the challenges of mergers and acquisitions. Through this experience Joe has gained a comprehensive understanding of the concerns confronting owners and managers of middle market companies.

Upcoming speaking engagements

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Resources and event materials

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In the community

American Institute of Certified Public Accountants

Illinois CPA Society

Association for Corporate Growth, Chicago Chapter (Board Member)

2016 “The M&A Advisor” Emerging Leaders Award Winner