TESTIMONIALS
Our Firm is in the process of passing the leadership role from the founding shareholder group to the next generation of leaders. The four founders started our Firm in 1987 and have a strong one firm culture, which makes us all very optimistic about our future. Currently we are approaching 100 employees and annual revenue exceeding $20M. We were looking for a consultant to help us improve operational efficiencies and to develop a long-term growth strategy that also included an evolution plan for our people, services and governance systems.Our desire was to work with a consultant who had held leadership positions at a larger firm to interact and guide our next generation of leaders. We found this person to be Greg Barber. Greg facilitated our firm’s annual shareholder planning retreat and provided us with very valuable and practical insight on what it takes to evolve to the next generation firm, including his “Pyramid of Success” relative to new services. We continue to work with Greg and would highly recommend him if you want to take your firm to the next level. We can already see the growth in our next generation of leaders and will continue to work with Greg to aid us on our journey to that next generation firm.
Steven L. Parkhill, Managing Shareholder, EEPB Company
“I’ve worked with Greg for several years when he served as CEO of Wipfli and again when he was CEO of Schenck. While he has many talents, three stand out in my mind:
– He has always had a strong understanding of what the “firm of the future” needs to look like.
– From his many years serving as a large firm CEO, he really understands the challenges of integrating change in the CPA firm environment.
– His background in building a large consulting practice at Wipfli equips him quite well to help CPA firms move into the much needed advisory space as traditional services such as audit and tax compliance continue to come under technology and competitive pressure”
Bob Bunting, RL Bunting Consulting, Former CEO of Moss Adams LLP
“I’ve known and interacted with Greg now for nearly twenty years, initially through common membership within Moores Rowland and later through interactions and sharing thoughts with our firms. His “can-do” attitude, vision of the future and ability to move things to the next level has always been refreshing. And his ability to articulate the “future state” and get people to see what things can become is second to none. I would think his deep exposure and experience with the two major firms he has lead allows him to provide a breadth of perspective and alternatives for firms looking for assistance and guidance as they grow. And his thirst to continually learn and grow should position him well to maintain an ongoing fresh perspective and pulse on the profession.”
Bill Hermann, Retired & Former Managing Partner of Plante Morgan