Carl George, CEO

"Carl is uniquely qualified to counsel the executive committees of forward thinking CPA firms.  He knows how to build leadership teams and business plans that create momentum toward high profit sustainable growth, tear down the resistance and operating friction that slows growth, build culture to maximize human potential, establish excellence standards for performance, resolve the classic conflicts that arise in all CPA firms, and develop the talented leaders needed for future prosperity. 

Carl is a passionate advocate for the CPA profession and is intensely focused to further elevate it as the most trustworthy, admired and capable profession in America."

 Tony Batman, Chairman & CEO

 1st Global Research & Consulting

Carl George has been in the profession since 1971.  In fact, he spent his entire career with one public accounting firm – Clifton Gunderson.  He started in an office with a volume of $200,000.  After just 3 years, he was put in charge of the office and was determined to grow the office, both internally and through mergers and acquisitions.  Within 6 years, his office grew to $4 million, after acquiring the 3 largest firms in the local market. 


Carl was admitted as a partner in 1976, just 6 years out of college.  In 1980, the Clifton Gunderson board asked Carl to leave client practice and become the COO of the firm.  His responsibilities included practice management, budgeting, office and firm operations, and mergers/acquisitions.  Carl spent 13 years in the role of COO.  In 1993, he was selected as his firm’s CEO, a position he held until 2009. The company's volume was $50 million in 1993, and when he stepped down in a planned CEO succession transition in 2009, volume had increased to $250 million. 


As senior executive partner from 2009-2012, Carl’s primary focuses were in mentoring the current management team and assisting them with mergers and acquisitions.  In fact, Carl was on the task force that put together the largest non-Big 4 merger with Larson Allen, to form CliftonLarsonAllen.  Throughout his career, he has always enjoyed assisting other firms by facilitating retreats for strategic planning, succession planning, or assisting them with their merger/acquisition process.


It is no surprise that Carl wants to continue advising firms after retiring from CliftonLarsonAllen, as he has over 45 years of practice management and M&A experiences to offer.  So, Carl formed Carl George Advisory in 2013, with a primary focus of doing just that - advising with professional service firms in those practice management areas he knows best.

© Carl George Advisory, LLC


P.O. Box 6214

Fishers, IN  46038 


T: 317-850-1921