Joe Baez


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.


Bachelor of science, accounting and finance, Illinois State University

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