Elizabeth is a Mergers & Acquisitions Consultant. She concentrates heavily on identifying candidate firms for our CPA firm clients to begin the conversation. In this role, she also provides the initial screening of an opportunity to help assess the strength of the potential candidate.
She has a dual role at Visionary. Beyond her M&A expertise, she leads our client’s organic growth needs. Elizabeth manages client nurture marketing programs and collaborates with clients to develop opportunity pipelines. She takes the time to coach professionals on basic selling tactics. Elizabeth has an uncanny ability to follow through and engage prospects moving them from the initial firm awareness stage to a qualified prospect. She routinely helps the Partners and selects professional staff at our client locations to create business development strategies and develop a sales culture.
Prior to joining Visionary, Elizabeth worked in account management and business development for over fifteen years.