David Farby

David is an Accounting Firm Consultant at The Visionary Group, working exclusively with CPA firms. He interacts with partners to help them identify candidate firms that would work well as an acquisition or merger. David is extremely diligent with these opportunities, making sure no details are missed. He brings a versatile skill set and a unique perspective cultivated through his diverse career.

He collaborates with prospective firms to help them better understand how the M&A process works and their options in the market. David helps managing partners through the steps of a deal to increase the success of every opportunity.

Prior to joining the Visionary team, David spent five years in sports sales with the Milwaukee Bucks, rising from Sales Associate to Account Executive. Following this, David transitioned into the logistics industry, where he focused on customer operations and expedited freight, further enhancing his expertise in client relations and operational strategy. He has a Bachelor of Science in Broadcast & Digital Journalism from Syracuse University.