Sam is an Account Manager at The Visionary Group, actively involved in client growth by managing M&A searches around the United States. He helps clients achieve their growth goals through the merger or acquisition of ‘right fit’ CPA firms by learning as much about the client and prospect firms as possible. Sam prides himself on client service.
He serves as the main point of contact between and prospective CPA firms looking for a transition in their day-to-day business. Sam has years of experience in sales consulting, primarily focusing on professional services, manufacturing, construction, and technology. Sam studied Business Finance at The University of Kentucky.