Dan specializes in conducting customized CPA firm merger and searches to help our clients augment their organic growth strategy. He helps firms identify tuck-in opportunities to increase the size and depth of their current location(s), as well as helps firm locate opportunities in new markets.
Each of his clients have a different set of needs. Some are searching to add staff, a specialty service area or an industry niche. His clients range from smaller practices to some of the top firms in the country. Most of his time is working with Managing Partners discussing their firm’s succession or exit needs to determine the potential fit as a merger or acquisition. Dan also works with practices looking to sell or merge their firm upward.
Prior to joining Visionary, Dan worked in the financial and insurance service industries and was previously a business owner. Dan holds a Bachelor of Science Degree in Hospitality Services from Eastern Illinois University. He also attended Roosevelt University and Maryville University as a post-graduate. He has held Series 6, 63 and 65 licenses. Dan is a crypto currency enthusiast.