About
Julie is an Accounting Firm Consultant at The Visionary Group, working exclusively with CPA firms. She interacts with partners to help them identify candidate firms that would work well as an acquisition or merger. Julie is extremely organized and detail-oriented, making sure every opportunity is followed through and no details are missed.
She works closely with prospective firms to help them understand how the M&A process works and what options are available to them in the market. Julie's strong project management skills help keep each opportunity moving forward on schedule. She anticipates potential challenges and addresses them early, which helps increase the success of every opportunity.
Prior to her current role, Julie served as Firm Administrator for The Visionary Group, where she managed multiple projects simultaneously and streamlined processes across the team. She holds a Bachelor of Arts in Communications from Culver-Stockton College.
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Every conversation is confidential, with no cost and no obligation.