Professional Business Management, Inc. Joins Savant Accounting & Business Advisory
–Partnership Expands Services for Healthcare Practice Owners and Strengthens Savant’s Accounting, Tax, and Advisory Capabilities–
Key Facts at a Glance
- Partner firm: Professional Business Management, Inc. (PBM)
- Headquarters: Barrington, Illinois
- Founded: 1932
- Leadership: Paul Wadin, president; Christopher Spoerl; Brian Swire; Joe Lessard
- Specialization: Physicians, dentists, veterinarians, and other healthcare providers
- Services: Practice management and consulting, payroll, accounting, tax, retirement planning support, payroll, and other related business services
- Closing Date: Aug. 31, 2026
- Strategic impact: Expands Savant’s capabilities serving healthcare-related private practices
ROCKFORD, Ill. (Sep. 15, 2026) – Savant Accounting & Business Advisory (SABA), a wholly owned subsidiary of Savant Wealth Management, announced it has partnered with Professional Business Management, Inc. (PBM), a Barrington, Illinois-based accounting and consulting firm that has specialized in serving healthcare professionals and private practices for more than nine decades. The deal closed Aug. 31, 2026. Savant did not disclose financial details.
Founded in 1932, PBM has built its reputation by helping physicians, dentists, veterinarians, and other healthcare providers navigate the financial and operational challenges of running private practices. The firm provides practice management and consulting, payroll, accounting, tax, retirement planning support, payroll, and other related services designed to support healthcare professionals throughout the lifecycle of their businesses.
The partnership helps strengthen SABA’s ability to serve healthcare practice owners while expanding the resources available to PBM clients. It also supports Savant’s long-term strategy of growing its accounting, tax, consulting, and business advisory capabilities through the addition of specialized talent and services.
“PBM has spent more than 90 years helping healthcare professionals address the challenges and opportunities that come with owning and operating successful practices,” said Melissa Orlando, EA, Head of Savant Accounting & Business Advisory. “Their consultative approach, commitment to client relationships, and deep understanding of healthcare practices align closely with how we serve clients. We are excited to welcome the PBM team to Savant Accounting & Business Advisory.”
The firm’s principals, Paul Wadin, EA, CFP®, Christopher Spoerl, CPA, CFP®, Joe Lessard, CPA, EA, CHBC, and Brian Swire, CPA, have all joined Savant as member-owners. The firm’s 18 team members are now SABA employees.
Wadin, president of PBM, said the partnership enables the firm to maintain its client-centered approach while expanding the services and resources available to clients.
“Our clients rely on us to provide guidance that extends beyond tax preparation,” Wadin said. “Through this partnership, we can continue helping provide the proactive and collaborative service our clients expect while providing access to additional resources and capabilities that support both their businesses and their personal financial lives.”
Wadin said cultural alignment played an important role in the firm’s decision to join Savant.
“We were excited by the opportunity to offer additional services and expanded resources while partnering with an organization that approaches client relationships much the same way we do,” he said. “The ability to bring more solutions, including wealth management, to our clients while preserving the collaborative approach that has defined PBM for generations made this a natural fit.”
The partnership coincides with Savant’s rebranding of Savant Tax & Consulting as Savant Accounting & Business Advisory (SABA), reflecting the firm’s broader suite of accounting, advisory, consulting, payroll, and tax services. SABA includes more than 140 accounting, tax, and advisory professionals. In 2026, Accounting Today named Savant No. 1 on its Billion-Dollar Wealth Magnets list for the fourth consecutive year.
Accounting Today Billion-Dollar Wealth Magnet (2023–2026): These annual rankings were published by Accounting Today in June 2023, June 2024, June 2025, and June 2026 and were based on March 31 Form ADV filings for the corresponding year. The ranking includes CPA financial planners with wealth management or financial planning practices and is based on assets under management. Savant did not pay a fee to be included in these rankings.
About Savant Accounting & Business Advisory
Savant Accounting & Business Advisory (SABA) provides integrated accounting, tax, consulting, payroll, business succession planning, retirement planning, and business advisory services to businesses, business owners, individuals, and families. Through a collaborative, planning-driven approach, SABA helps clients address complex financial and business challenges while supporting their personal and business goals. As a wholly owned subsidiary of Savant Wealth Management, SABA delivers integrated accounting, tax, and advisory services designed to help clients make informed decisions and plan for the future. For more information, visit SavantWealth.com.
Savant Accounting & Business Advisory (“SABA”) provides accounting, tax, consulting, payroll, retirement plan, and business advisory services to businesses, business owners, individuals, and families. SABA is a wholly owned subsidiary and an affiliate of Savant Wealth Management. The scope of services to be provided depends upon the needs of the client and the terms of the engagement.
Frequently Asked Questions About the Savant Accounting & Business Advisory / PBM Partnership
What is the relationship between Savant Accounting & Business Advisory and PBM?
PBM has joined Savant Accounting & Business Advisory as a long-term partner. The firms share a commitment to helping healthcare professionals, business owners, and individuals address complex financial, tax, and operational challenges through integrated advice and planning.
Will PBM continue serving physicians, dentists, veterinarians, and other healthcare providers?
Yes. PBM’s longstanding focus on healthcare professionals remains an important part of the combined organization and expands Savant’s ability to serve healthcare-related private practices.
What additional resources will PBM clients gain access to?
PBM clients will have access to additional accounting, tax, consulting, payroll, and business advisory resources through Savant Accounting & Business Advisory. Clients who are interested in broader financial planning and investment management services will also have the opportunity to work with Savant Wealth Management, providing access to a more integrated approach that can help coordinate both business and personal financial matters under one roof.
What will remain the same for PBM clients?
Clients will continue working with the professionals they know and have built relationships with. The partnership is designed to preserve existing relationships while providing access to additional resources and capabilities.
Why did PBM choose to partner with Savant?
According to firm leadership, the partnership provides opportunities to expand services and resources while aligning with an organization that shares PBM’s collaborative, proactive approach to serving clients.
How does this partnership benefit healthcare practice owners?
The partnership is expected to help enhance Savant’s ability to serve physicians, dentists, veterinarians, and other healthcare professionals by combining PBM’s decades of experience with the broader resources and capabilities of Savant Accounting & Business Advisory and Savant Wealth Management.