Bob is a Mergers & Acquisition Consultant who is 100% focused on the CPA profession. He has a strong understanding of the industry needs and works with both buy-side and sell-side firms interested in either growing or developing a transition plan.
He has a deep understanding of what firms are worth and is able to quickly assess the drivers that add and detract from firm value. Bob can help firms plan a search strategy and identify candidate firms that fit their needs. He is active in firm negotiations, deal structures, and works to identify a fair deal for both parties.
Prior to joining Visionary, Bob’s career has been in business development within the IT, telecom, financial & insurance services, and employee benefit industries. He graduated from Northern Illinois with a Bachelor of Science in Marketing and attended Graduate School at DePaul University. Bob holds a private pilot’s license and plays guitar at festivals and non-profit events.