Alan Sobel

Examiner
DISC Type : cs

Principal at CLA (CliftonLarsonAllen)

Livingston, New Jersey, United States

Overview

Alan Sobel is a Principal in Real Estate Tax at CLA, specializing in strategic, succession, and tax planning for business owners. A Certified Public Accountant with degrees from Bentley University and Fairleigh Dickinson, he has extensive experience in mergers and acquisitions, and previously led SobelCo through its successful merger with CLA.

Beyond his financial expertise, Alan is passionate about community involvement and has been formally recognized for his leadership and advocacy in New Jersey. He previously served as an adjunct professor of tax at Fairleigh Dickinson University and was President of the New Jersey Society of CPAs.

He also serves on the Board of Directors for CytoSorbents, a critical care immunotherapy company, where he is the Chairman of the Audit Committee.

Personality Overview

Unexpressive

Process Oriented

Overcautious

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Real Estate Tax
As a Principal in CLA's Real Estate practice, he is an expert in advising clients on tax strategy for various property types and asset classes.
Succession Planning
His professional focus involves guiding private business owners through pivotal decisions, including structuring their exit and long-term succession strategies.
Biotech Governance
As Chairman of the Audit Committee for CytoSorbents, he advocates for strong financial oversight in the critical care immunotherapy sector.

Media Appearances

SobelCo Team Members Join CLA, Establishing New Jersey Offices. Featured in Yahoo Finance

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CPA Firm SobelCo Acquired by CLA. Featured in NJ Business Magazine

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Alan Sobel - CLA (CliftonLarsonAllen) Directory Profile. Featured in CLA Connect

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Work History

1-2025
Principal at CLA (CliftonLarsonAllen)
2-2023 - 12-2024
Managing Principal New Jersey Offices at CLA (CliftonLarsonAllen)
11-2014
Member Board of Directors and Chairman of Audit Committee at CytoSorbents
8-1987 - 2-2023
Managing Member at SobelCo
9-1983 - 8-1987
CPA at Kennedy & Lehan, CPA's

Education

1979 - 1983
BS from Bentley University
1989 - 1992
Masters of Science from Fairleigh Dickinson University

More Information

Social Presence :

Prographics :

Exp : 42 Location : Livingston, New Jersey, United States Job Level : Senior Designation : Principal at CLA (CliftonLarsonAllen)
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Insights For Selling To Alan

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alan is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Alan

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Alan move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Alan take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Alan

Personality Compatibility


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