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Rob Henderson, CPA, MST, CEPA

Partner-in-Charge, Advisory

Rob joined Windes in 2013 and is the Partner-in-Charge of the firm’s Advisory services. Additionally, he leads the firm’s Value Acceleration & Exit Planning practice.

Rob’s expertise is providing tax advisory, accounting, and compliance services to middle-market businesses and their owners, with an emphasis on assisting clients to plan for, and manage, their income tax liabilities.

As a Certified Exit Planning Advisor and Certified Mergers & Acquisition Advisor, Rob specializes in value acceleration and succession planning. Rob works closely with business owners to uncover business, financial and post-transition questions involved in transferring a privately owned business. By focusing on value drivers and risk factors, he formulates strategies to maximize the business enterprise value, and provides owners with a scorecard of how their business compares to similar businesses in the industry and what buyers look for when evaluating a business. Rob helps owners strategically build their company into a valuable asset, providing business owners with the confidence and peace of mind knowing that their company’s value is maximized when a transition or eventual exit takes place.

Rob serves various industries, including manufacturing, resell and distribution, technology, real estate, service companies, online retailers, franchise owners, restaurant owners, as well as high-net-worth individuals.


Bachelor of Science, Business Administration
San Diego State University

Master of Science, Taxation
San Diego State University

Professional Affiliations

  • American Institute of Certified Public Accountants, Member
  • California Society of Certified Public Accountants, Member
  • Alliance of Mergers & Acquisition Advisors, Member
  • Exit Planning Institute, Member

Community Affiliations

  • Boys and Girls Club of Laguna Beach, Board Member
Payments Online TaxCaddy
Secure File Transfer Windes Portal