Rob joined Windes in 2013 and is currently the Partner-in-Charge of Windes Advisory Services. He leads the firm's Client Accounting Services (CAS), Financial Planning & Analysis (FP&A), Trusted Advisor and Wealth Management practices. In addition, Rob has provided income tax advisory and compliance services to closely held businesses and high net worth individuals for over twenty years. As part of CAS, Rob and team work with business owners and leaders to outsource their accounting and finance needs across a spectrum of financial, accounting and advisory related services. CAS provides value to clients and deepens the trusted advisor relationship. As part of FP&A, Rob and team work with business owners and leaders to leverage technology and develop financial modeling that is the foundation of proper business planning. His goal is to provide our clients with financial data, and expert insights and advice that will help owners and their teams make decisions that will enhance business profitability and accelerate growth. As a Certified Exit Planning Advisor and Certified Mergers & Acquisition Advisor, Rob also specializes in exit planning and M&A advisory services. Rob works closely with business owners to maximize business value, optimize timing for exit, increase attractiveness to buyers, ensure a smooth transition, minimize tax implications, reduce risk, secure financial independence, and ultimately preserve the owner's legacy.