Vic Jacobs

Account Manager

Vic is a seasoned consultant who helps Visionary’s clients with their organic business development goals, identifies CPA firm merger and acquisition search candidates interested in an exit strategy or wishing to affiliate with a growing practice, and discusses firm succession needs. He spends half of his time speaking directly to Managing Partners across the country daily. The balance of his effort is spent speaking with CEOs, CFOs, and Executive Directors about their tax, accounting, and financial reporting issues.  Vic has an exceptional ability to engage a prospect or candidate firm so they feel comfortable talking about their needs, so he can help them understand their options and next potential best step.

Vic holds a Bachelor degree in Education from Indiana State University and has years of executive level experience in the Information Technology and Advertising industries prior to joining Visionary.