Cari is a Mergers & Acquisitions Consultant working exclusively with CPA firms. She interacts daily with partners to help them identify candidate firms that would work well as an acquisition or a merger. Cari is extremely diligent in following through on every opportunity to ensure no details are missed.
One of her strengths is getting firms comfortable with the potential transition process. Helping them understand both the pros and cons of merging or selling as well as explaining how the mergers and acquisition process works. She breaks opportunities into simple steps to help increase the success with every opportunity.
She has a bachelor’s degree from Bradley University and graduated Cum Laude. Prior to joining the Visionary team, Cari held multiple business development leadership roles for a global leader in the entertainment industry. She also held sales and merchandising positions in the branding industry, with a primary focus on revenue generation.