Doug manages our customized CPA firm merger and acquisition searches. Most of his time is spent working with our client’s unique merger and acquisition search needs that Visionary has been engaged to conduct for them. He handles the firm profiling, development of candidate targets, assessing the potential candidate fit, coordination of candidate meetings with our clients, and communication of each opportunity from on-boarding a search client to successfully completing deals. The balance of his time is spent assisting in the sales function of growing Visionary through outreach to firms seeking to grow their practice organically and/or through merger and acquisition.
He holds a Bachelor degree in Marketing from Illinois State University. Prior to joining the Visionary team, Doug comes from heavy client-facing roles in the professional sports and software industries.