Derek A. Barnard's Professional Profile

Derek engages privately held companies with strategic planning, future and current tax planning, and integrating value drivers. His ultimate goal for his clients is to increase the value of the company for the owner, potential lenders, current and potential investors, and successor ownership groups. He consults with business owners in tactical exit and succession planning to help them exceed their goal of maximizing business value, minimizing transaction risk and maintaining control of the process. Derek also works with clients in the manufacturing and distribution, real estate and professional services industries, as well as labor and not-for-profit organizations.

Firm Info

  • Joined in 1999

Specialties

  • Exit Planning for Privately Held Companies
  • Tax Planning and Compliance
  • Corporate, Partnership and Individual Taxation
  • Family Wealth and Estate Planning
  • Union and Trade Organizations
  • Manufacturing and Distribution
  • Professional Services

Education & Certification

  • B.S., Accountancy, Southern Illinois University–Edwardsville
  • Certified Public Accountant, State of Missouri (CPA)
  • Certified Exit Planning Advisor (CEPA), Exit Planning Institute

Professional Organizations

  • Missouri Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Missouri Venture Forum
  • Turnaround Management Association

Community Leadership

  • Southern Illinois University - Edwardsville
    • Accounting Advisory Board
  • Leadership Council of Southwestern Illinois
    • Board Member
  • Dance St. Louis
    • Board Member

Awards

  • 2013 Top Accountant, Small Business Monthly

Presentations

  • Guest Speaker, Business Enterprise Institute Exit Planning Conference, August 2014