Derek A. Barnard, CPA, CEPA

Professional Profile

Derek engages privately held companies with strategic planning, cryptocurrency tax planning, business transition and succession planning, and integrating value drivers. His ultimate goal for his clients is to significantly increase the value of the company for the owner, lenders, investors and successor ownership groups. He consults with business owners on tactical business transition planning to help them maximize business value and streamline business processes, minimizing transaction risk and maintaining control of the process. Derek is a frequent speaker at succession planning and business growth events. He works with clients in the manufacturing and distribution, real estate and professional services industries, as well as labor and not-for-profit organizations.

Joined the firm in 1999

Education & Certifications

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

Professional Organizations

• Missouri Society of Certified Public Accountants (MOCPA)
• American Institute of Certified Public Accountants (AICPA)
• Missouri Venture Forum
• Turnaround Management Association

Community Leadership

• Southern Illinois University – Edwardsville
  • Accounting Advisory Board
  • Business School Advisory Board
• Leadership Council of Southwestern Illinois
  • Board Member
  • Manufacturing Steering Committee

Awards

• 2013 Top Accountant, Small Business Monthly
• 2020 Top Accountant, Small Business Monthly