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
Resources and events
News release 8/25/2022CLA Expands in Northwest Indiana, Grows Greater Chicagoland Presence
News release 6/11/2021Growing CLA Chicago Office Relocates
Media coverage 12/9/2020ACG Chicago - 2020 Success Stories in the Age of COVID
Article 10/2/2020Middle Market M&A and Coronavirus: What’s Next?
Media coverage 5/18/2020CLA’s Baez Talks with Dealmakers About a CEOs Focus During COVID-19
Article 8/14/2018Why Gross Margin Doesn’t Matter for Manufacturers