Doug specializes in conducting CPA firm M&A searches and Visionary’s strategic partnership execution. He focuses on onboarding and managing search clients from initial planning through signed letter of intent. Doug handles our clients firm profiling, development of candidate targets, assessing the potential candidate fit, coordination of candidate meetings with our clients, and communication of each opportunity.
The balance of his time is spent assisting in the sales function of growing Visionary’s client base and strategic partnership network of trusted consultants and advisors. He assists our in-house Account Managers with sales strategies to help create opportunities for Visionary’s Chief Growth Officer clients.
He holds a Bachelor of Science 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.