Barry is a strategic Certified Public Accountant that provides business advisory services to entrepreneurs and owners of closely held privately owned businesses for over 30 years. Barry also started, built and sold my own firm, so I understand what it’s like to be a business owner. He started and built his own CPA firm and did his own transition and merged his firm in 2001 into Steinberg Advisors Ltd. Knowing that 83% of owners don’t have a plan to transition their companies to the next leader, Barry founded Birkdale Transition Partners to focus solely on succession and exit planning and value enhancement.
Barry works with small and middle market companies in a variety of industries: technology, manufacturing, distribution and personal services. This includes coaching executives to think strategically. This supports them in building the value of their companies well before they intend to move on—then they can reap the benefit of their actions when they do.
In addition to being a Certified Public Accountant, Barry is a Certified Exit Planner and a Certified Merger and Acquisition Advisor. He is a member of the Exit Planning Institute and President of the Chicago Chapter; Member of the Family Firm Institute and Treasurer of the Chicago Chapter; Member of the Alliance for Merger and Acquisition Advisors, American Institute of Certified Public Accountants and the Illinois Society of CPA’s. In addition, Barry graduated from Northern Illinois University.