Bob Call

Wildcard
DISC Type : sci

Partner at Deloitte

Park City, Utah, United States

Overview

Bob is a Global Leader at Deloitte Tax with 30 years of experience leading complex M&A integrations, divestitures, and global transaction services. He earned his Masters of Accountancy from Brigham Young Universitys Marriott School of Business and specializes in Day 1 readiness planning and legal entity rationalization.

Outside of his professional work, Bob is a passionate golfer. His commitment to the sport is highlighted by his role as the Golf Committee Chair at Glenwild, and he has mentioned the importance of his golfing partners in his personal life.

He was recognized as one of the most highly recommended tax advisors in North America.

Personality Overview

ROI Driven

Friendly But Slow

Requires Proof

They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

M&A Strategy
His career focuses on M&A transactions, and he frequently shares insights on divestiture deals, carve-outs, and achieving transaction value.
Post-Merger Integration
As a global leader in this specific practice at Deloitte, he is an expert in managing the complexities of combining companies after a merger.
AI in Transactions
He has spoken about employing AI for data analysis and synergy capture to enhance the value of M&A deals.

Media Appearances

Bob has no verified media appearances

Work History

4-2000
Partner at Deloitte

Education

Master's of Accountancy from Brigham Young University Marriott School of Business
1983 - 1987
Bachelor's degree from Brigham Young University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Park City, Utah, United States Job Level : N/A Designation : Partner at Deloitte
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Insights For Selling To Bob

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Be prepared for a lot of questions, answer them objectively
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bob is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Bob

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Bob move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Bob take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Bob

Personality Compatibility


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