Joined in 2001

Howard Cox

CPA, CMA, CIA, CGMA

Principal

“Strategy without Tactics is the slowest route to victory. Tactics without Strategy is the noise before the defeat.”- Sun Tzu

Howard practices on our advisory team. He focuses on mergers and acquisitions, exit planning, succession planning, strategic planning and performance management and incentive compensation design. He is motivated to serve established organizations looking to push themselves to higher levels of achievement. He helps clients orchestrate enterprise growth through strategic planning best practices, incentive compensation design to align employee and shareholder interests, understanding and leveraging their most profitable customer relationships, uncovering hidden profit improvement potential within their organizations and maximizing cash flow by optimizing the cash conversion cycle. With a passion for supporting the entrepreneurial community, Howard conducts numerous seminar series, roundtables, and workshops.

Howard will tell you that his greatest honor is being a father to an outstanding young woman. He is also dedicated to daily Tai chi practice.

Professional Experience

  • Exit Planning (Focused on the Owner Perspective)
  • Succession Planning (Focused on the Organization Perspective)
  • General Business Advisor
  • Health Care Reform, Strategy and Compliance
  • Mergers and Acquisitions
    • Quality of Earning Analysis
    • Buy Side Financial Due Diligence
    • Sell-Side Advisory
  • Performance Management and Incentive Compensation Design
  • Strategic Planning
  • BS – Accounting, Indiana University
  • Indiana CPA Society — Member
  • American Institute of CPAs – Member

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