The Advisor CEOs/MPs Turn To For Future-Shaping Decisions
Carl George brings the perspective of a former CPA firm CEO, helping today’s Managing Partners and CEOs navigate succession, governance, M&A, and partner dynamics with clarity and confidence.
I’ve lived the challenges of leading a CPA firm. Now I help leaders make decisions that shape culture, strengthen alignment, and move firms forward with clarity.
CARL GEORGE, CPA, CGMA
Master Negotiator
Proven Track Record in Mergers & Acquisitions
Customized Succession Planning
Conflict Resolution Expertise
Industry Leadership Perspective
Master Negotiator
Proven Track Record in Mergers & Acquisitions
Customized Succession Planning
Conflict Resolution Expertise
Industry Leadership Perspective
Master Negotiator
Proven Track Record in Mergers & Acquisitions
Customized Succession Planning
Conflict Resolution Expertise
Industry Leadership Perspective
Why Leaders Work With Carl
Leading a CPA firm means balancing culture, partners, and growth — often all at once.
Carl George has lived those challenges, and today he helps other leaders move through them with clear direction.
Whether coaching MPs, guiding strategic retreats, advising on governance and compensation, or serving as an outside Executive Committee member, his role is to bring perspective and alignment to the decisions that matter most.
Carl George’s Expertise
Managing Partners and CEOs often turn to Carl when the guidance they need can’t be found inside their own firm. Having led a Top 20 CPA firm himself, Carl brings the perspective of someone who has sat in their chair — and the skill to translate that experience into practical, actionable solutions.
Executive Coaching: What sets Carl apart is relatability. He’s led a firm from the top seat, so when he coaches today’s MPs and CEOs, his guidance reflects the realities they face, not theory from the outside.
Strategic Planning Retreats: Having led countless retreats, Carl knows a plan only matters if it’s usable. He helps firms build concise, actionable strategies — not 100-page reports — so leaders stay aligned and accountable.
Partner Compensation: Few advisors combine Carl’s technical skill and leadership experience. He helps CEOs assess outdated models, design new structures, and communicate changes in a way partners will embrace.
Governance & Decision-Making: Carl has lived the evolution of governance. He shows firms how to adapt structures and decision-making processes as they grow — ensuring authority, accountability, and alignment keep pace with scale.
Succession: Transitioning leadership is among the most delicate moments a firm will face. Carl draws on his own succession experience to help firms prepare successors and manage the cultural and personal dynamics of change.
Mergers & Acquisitions: With hundreds of transactions behind him, Carl helps firms evaluate when to merge, when to walk away, and how to weigh today’s trends like private equity and outside investors. His guidance balances opportunity with long-term stability.
Executive Committee & Board Service: Many firms benefit from an outside presence at the leadership table. Carl serves as a trusted Executive Committee member and board advisor — providing independent perspective and a steady voice of reason.
Where It All Began
Carl George’s perspective comes from experience few advisors can match.
As CEO of Clifton Gunderson, he guided the firm through decades of sustained growth — scaling revenue fivefold and building a culture of leadership that carried well beyond his tenure.
His career reached a high point with the merger of Clifton Gunderson and LarsonAllen, creating CliftonLarsonAllen, now one of the largest CPA firms in the nation. That merger was recognized across the profession as a transformative step in reshaping the competitive landscape and strengthening opportunities for future generations of leaders.
Accolades and Recognition
Recognized Leadership in Empowering Firms to Succeed
I’ve been fortunate to be recognized multiple times by Accounting Today as one of the “Top 100 Most Influential People in Accounting.” What I’ve always enjoyed most is helping other firms succeed—whether it’s facilitating strategic planning retreats, creating succession plans, resolving partner conflicts, coaching the next generation of leaders, or guiding firms through mergers and acquisitions. That’s why, after retiring from CLA, I launched Carl George Advisory in 2013 to continue doing what I love: advising professional service firms in the areas I know best.
A Proven Track Record of Industry Recognition
Unlocking Solutions For Firms Challenges
Building a Legacy of Excellence Through Advisory
Shaping the Industry Through Leadership and Advocacy
My involvement in the industry has gone far beyond my work with Clifton Gunderson and CLA. I’ve been honored to serve on the AICPA board and to chair key committees, including the Major Firms Group and the Management of an Accounting Practice (MAP) Committee. In 2007, the AICPA recognized my contributions with its Special Recognition Award for Financial Literacy.
I’ve also served as chair of the National CPA Financial Literacy Commission and was inducted into the Advisory Board Hall of Fame in 2009. Today, I remain active with the Illinois and Indiana CPA societies, continuing to stay connected to the profession that has meant so much to me.
Honoring Roots, Building Futures, and Shaping Excellence
I’m proud to be a Ball State University alumnus, where I earned both my bachelor’s degree in accounting and my master’s degree in management. For over 30 years, I’ve personally funded a scholarship for accounting students and served on the College of Business’ Advisory Board. I’ve been deeply honored to receive Ball State’s Lifetime Achievement Award, induction into the Miller College of Business Hall of Fame, and the Alumni Award of Distinction.
My career has been defined by a commitment to growth, leadership, and innovation. I take great pride in helping firms navigate their challenges, seize opportunities, and achieve their fullest potential. It’s been an incredible journey, and I’m excited to continue making an impact in this ever-evolving profession.
Tailored Solutions, Proven Results.
Having guided CPA firms through mergers, compensation restructuring, and governance, I bring an unparalleled depth of industry knowledge. I don’t just advise; I walk with you every step of the way.
“As a consultant, I’m dedicated to sharing my experiences, best practices, and lessons learned with professional service firms. I help clients overcome challenges, seize opportunities, and strategically shape the future of their organizations for long-term success.”
Partner
Compensation
Aligning compensation with performance is key to driving firm success. At Carl George Advisory, we design fair, transparent, and strategic partner compensation structures that reward contributions, incentivize growth, and align with your firm’s long-term objectives. Our approach ensures clarity, fosters collaboration, and helps firms retain top talent while achieving sustainable results.
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Mergers
and Acquisitions
Successful mergers and acquisitions require careful planning, expert negotiation, and seamless execution. At Carl George Advisory, we guide firms through every stage of the process—identifying opportunities, structuring deals, and ensuring smooth integration. Our approach maximizes value, minimizes disruption, and positions your firm for long-term growth and success.
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Governance
and Structure
Effective governance is the backbone of a well-run firm. At Carl George Advisory, we help firms establish clear structures, streamline decision-making, and enhance leadership effectiveness. By building robust frameworks, we create a foundation for accountability, efficiency, and sustainable growth.
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CEO and Partner
Coaching
Strong leadership drives firm success. At Carl George Advisory, we provide personalized coaching for CEOs and partners to enhance leadership skills, improve collaboration, and navigate complex challenges. Our tailored approach empowers leaders to inspire teams, align strategies, and achieve lasting results.
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Strategic
Planning
Achieving long-term success requires a clear vision and actionable strategy. At Carl George Advisory, we work closely with firms to develop tailored plans that align leadership, prioritize goals, and drive sustainable growth. Our strategic approach ensures your firm stays focused, adaptable, and positioned for the future.
Learn MoreWhat Firm Leaders Say
Deepa Bhat, CPA, CFE, ACA
Bradley J. Weckwerth
Heidi LaMarca, CPA
Josh Beaird, CPA, CIA
Michael Platt
Kris McMasters, CPA
Featured News and Insights
Insights and updates on the issues shaping CPA firm leadership today.
Why CPA Firm Governance and Structure Must Evolve as You Grow
How to Increase Profitability and Growth In Your CPA Firm
The Future Of Your Firm Depends On Today’s Decisions
Work with Carl George, a CPA firm advisor with the experience to guide succession, compensation, and growth.
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