Accounting Transformation

Bob is President of The Visionary Group and one of Accounting Today’s Top 100 Most Influential People, with an extensive 25+ year dedication to supporting accounting firm innovation and growth. He has been trusted by firms in the top 500 to countless emerging practices. Bob’s focus is to help firms develop and implement a growth strategy that utilizes both organic methods and the use of mergers and acquisitions. His guidance helps firms build their overall enterprise value.

For firms active or interested in M&A, Bob leads a team adept at identifying transition opportunities, integrating tuck-ins, establishing platform locations, and navigating private equity options. He has deep experience sourcing, structuring, and negotiating M&A transactions, partner buy-ins/buy-outs, and compensation plans. Organic growth and seamless succession planning fall under Bob’s experience. He helps firms with upscaling their client base, leveraging better pricing structures, addressing capacity management, expanding their advisory services, and increasing profitability.

Nationally sought-after as a speaker within the accounting world, Bob commands attention at major industry forums and exclusive firm gatherings, sharing invaluable insights. There are few areas he cannot speak to when it comes to innovation and advancing the accounting profession. With an accounting background, Bob holds a Bachelor of Science in Finance, and an MBA from DePaul University in Chicago.

Doug is the Managing Director at The Visionary Group and is one of Accounting Today’s Top 100 Most Influential “Ones to Watch”. He balances his focus between overseeing Visionary’s M&A department and bridging the gap between the existing and next-generation leadership inside accounting firms nationwide. He brings a unique viewpoint to the industry as a younger professional who is helping senior leadership navigate through complex changes in where firms are heading.

At the heart of his role is the facilitation and structuring of fair traditional and private equity M&A transactions for both sides in any deal. Most of his time is spent engaging primarily with Managing Partners, CEOs, and key leaders within CPA firms. He’s known for building strong relationships with industry leaders, fostering innovative approaches in M&A activities, and cultivating a network of trusted consultants and advisors.

You probably have seen Doug speak at an industry event or running a webinar as he is quickly becoming a requested speaker and facilitator across the accounting world. Before joining The Visionary Group, Doug held client-facing positions in professional sports and startup technology. There, he led diverse sales, marketing, and account management efforts catering to Fortune 500 and 1000 companies. Doug holds a Bachelor of Science from Illinois State University.

Bob is President of The Visionary Group and one of Accounting Today’s Top 100 Most Influential People, with an extensive 25+ year dedication to supporting accounting firm innovation and growth. He has been trusted by firms in the top 500 to countless emerging practices. Bob’s focus is to help firms develop and implement a growth strategy that utilizes both organic methods and the use of mergers and acquisitions. His guidance helps firms build their overall enterprise value.

For firms active or interested in M&A, Bob leads a team adept at identifying transition opportunities, integrating tuck-ins, establishing platform locations, and navigating private equity options. He has deep experience sourcing, structuring, and negotiating M&A transactions, partner buy-ins/buy-outs, and compensation plans. Organic growth and seamless succession planning fall under Bob’s experience. He helps firms with upscaling their client base, leveraging better pricing structures, addressing capacity management, expanding their advisory services, and increasing profitability.

Nationally sought-after as a speaker within the accounting world, Bob commands attention at major industry forums and exclusive firm gatherings, sharing invaluable insights. There are few areas he cannot speak to when it comes to innovation and advancing the accounting profession. With an accounting background, Bob holds a Bachelor of Science in Finance, and an MBA from DePaul University in Chicago.

Doug is the Managing Director at The Visionary Group and is one of Accounting Today’s Top 100 Most Influential “Ones to Watch”. He balances his focus between overseeing Visionary’s M&A department and bridging the gap between the existing and next-generation leadership inside accounting firms nationwide. He brings a unique viewpoint to the industry as a younger professional who is helping senior leadership navigate through complex changes in where firms are heading.

At the heart of his role is the facilitation and structuring of fair traditional and private equity M&A transactions for both sides in any deal. Most of his time is spent engaging primarily with Managing Partners, CEOs, and key leaders within CPA firms. He’s known for building strong relationships with industry leaders, fostering innovative approaches in M&A activities, and cultivating a network of trusted consultants and advisors.

You probably have seen Doug speak at an industry event or running a webinar as he is quickly becoming a requested speaker and facilitator across the accounting world. Before joining The Visionary Group, Doug held client-facing positions in professional sports and startup technology. There, he led diverse sales, marketing, and account management efforts catering to Fortune 500 and 1000 companies. Doug holds a Bachelor of Science from Illinois State University.

Bob is President of The Visionary Group and one of Accounting Today’s Top 100 Most Influential People, with an extensive 25+ year dedication to supporting accounting firm innovation and growth. He has been trusted by firms in the top 500 to countless emerging practices. Bob’s focus is to help firms develop and implement a growth strategy that utilizes both organic methods and the use of mergers and acquisitions. His guidance helps firms build their overall enterprise value.

For firms active or interested in M&A, Bob leads a team adept at identifying transition opportunities, integrating tuck-ins, establishing platform locations, and navigating private equity options. He has deep experience sourcing, structuring, and negotiating M&A transactions, partner buy-ins/buy-outs, and compensation plans. Organic growth and seamless succession planning fall under Bob’s experience. He helps firms with upscaling their client base, leveraging better pricing structures, addressing capacity management, expanding their advisory services, and increasing profitability.

Nationally sought-after as a speaker within the accounting world, Bob commands attention at major industry forums and exclusive firm gatherings, sharing invaluable insights. There are few areas he cannot speak to when it comes to innovation and advancing the accounting profession. With an accounting background, Bob holds a Bachelor of Science in Finance, and an MBA from DePaul University in Chicago.

Doug is the Managing Director at The Visionary Group and is one of Accounting Today’s Top 100 Most Influential “Ones to Watch”. He balances his focus between overseeing Visionary’s M&A department and bridging the gap between the existing and next-generation leadership inside accounting firms nationwide. He brings a unique viewpoint to the industry as a younger professional who is helping senior leadership navigate through complex changes in where firms are heading.

At the heart of his role is the facilitation and structuring of fair traditional and private equity M&A transactions for both sides in any deal. Most of his time is spent engaging primarily with Managing Partners, CEOs, and key leaders within CPA firms. He’s known for building strong relationships with industry leaders, fostering innovative approaches in M&A activities, and cultivating a network of trusted consultants and advisors.

You probably have seen Doug speak at an industry event or running a webinar as he is quickly becoming a requested speaker and facilitator across the accounting world. Before joining The Visionary Group, Doug held client-facing positions in professional sports and startup technology. There, he led diverse sales, marketing, and account management efforts catering to Fortune 500 and 1000 companies. Doug holds a Bachelor of Science from Illinois State University.

Bob is President of The Visionary Group and one of Accounting Today’s Top 100 Most Influential People, with an extensive 25+ year dedication to supporting accounting firm innovation and growth. He has been trusted by firms in the top 500 to countless emerging practices. Bob’s focus is to help firms develop and implement a growth strategy that utilizes both organic methods and the use of mergers and acquisitions. His guidance helps firms build their overall enterprise value.

For firms active or interested in M&A, Bob leads a team adept at identifying transition opportunities, integrating tuck-ins, establishing platform locations, and navigating private equity options. He has deep experience sourcing, structuring, and negotiating M&A transactions, partner buy-ins/buy-outs, and compensation plans. Organic growth and seamless succession planning fall under Bob’s experience. He helps firms with upscaling their client base, leveraging better pricing structures, addressing capacity management, expanding their advisory services, and increasing profitability.

Nationally sought-after as a speaker within the accounting world, Bob commands attention at major industry forums and exclusive firm gatherings, sharing invaluable insights. There are few areas he cannot speak to when it comes to innovation and advancing the accounting profession. With an accounting background, Bob holds a Bachelor of Science in Finance, and an MBA from DePaul University in Chicago.

Doug is the Managing Director at The Visionary Group and is one of Accounting Today’s Top 100 Most Influential “Ones to Watch”. He balances his focus between overseeing Visionary’s M&A department and bridging the gap between the existing and next-generation leadership inside accounting firms nationwide. He brings a unique viewpoint to the industry as a younger professional who is helping senior leadership navigate through complex changes in where firms are heading.

At the heart of his role is the facilitation and structuring of fair traditional and private equity M&A transactions for both sides in any deal. Most of his time is spent engaging primarily with Managing Partners, CEOs, and key leaders within CPA firms. He’s known for building strong relationships with industry leaders, fostering innovative approaches in M&A activities, and cultivating a network of trusted consultants and advisors.

You probably have seen Doug speak at an industry event or running a webinar as he is quickly becoming a requested speaker and facilitator across the accounting world. Before joining The Visionary Group, Doug held client-facing positions in professional sports and startup technology. There, he led diverse sales, marketing, and account management efforts catering to Fortune 500 and 1000 companies. Doug holds a Bachelor of Science from Illinois State University.

Bob is President of The Visionary Group and one of Accounting Today’s Top 100 Most Influential People, with an extensive 25+ year dedication to supporting accounting firm innovation and growth. He has been trusted by firms in the top 500 to countless emerging practices. Bob’s focus is to help firms develop and implement a growth strategy that utilizes both organic methods and the use of mergers and acquisitions. His guidance helps firms build their overall enterprise value.

For firms active or interested in M&A, Bob leads a team adept at identifying transition opportunities, integrating tuck-ins, establishing platform locations, and navigating private equity options. He has deep experience sourcing, structuring, and negotiating M&A transactions, partner buy-ins/buy-outs, and compensation plans. Organic growth and seamless succession planning fall under Bob’s experience. He helps firms with upscaling their client base, leveraging better pricing structures, addressing capacity management, expanding their advisory services, and increasing profitability.

Nationally sought-after as a speaker within the accounting world, Bob commands attention at major industry forums and exclusive firm gatherings, sharing invaluable insights. There are few areas he cannot speak to when it comes to innovation and advancing the accounting profession. With an accounting background, Bob holds a Bachelor of Science in Finance, and an MBA from DePaul University in Chicago.

Doug is the Managing Director at The Visionary Group and is one of Accounting Today’s Top 100 Most Influential “Ones to Watch”. He balances his focus between overseeing Visionary’s M&A department and bridging the gap between the existing and next-generation leadership inside accounting firms nationwide. He brings a unique viewpoint to the industry as a younger professional who is helping senior leadership navigate through complex changes in where firms are heading.

At the heart of his role is the facilitation and structuring of fair traditional and private equity M&A transactions for both sides in any deal. Most of his time is spent engaging primarily with Managing Partners, CEOs, and key leaders within CPA firms. He’s known for building strong relationships with industry leaders, fostering innovative approaches in M&A activities, and cultivating a network of trusted consultants and advisors.

You probably have seen Doug speak at an industry event or running a webinar as he is quickly becoming a requested speaker and facilitator across the accounting world. Before joining The Visionary Group, Doug held client-facing positions in professional sports and startup technology. There, he led diverse sales, marketing, and account management efforts catering to Fortune 500 and 1000 companies. Doug holds a Bachelor of Science from Illinois State University.

Bob is President of The Visionary Group and one of Accounting Today’s Top 100 Most Influential People, with an extensive 25+ year dedication to supporting accounting firm innovation and growth. He has been trusted by firms in the top 500 to countless emerging practices. Bob’s focus is to help firms develop and implement a growth strategy that utilizes both organic methods and the use of mergers and acquisitions. His guidance helps firms build their overall enterprise value.

For firms active or interested in M&A, Bob leads a team adept at identifying transition opportunities, integrating tuck-ins, establishing platform locations, and navigating private equity options. He has deep experience sourcing, structuring, and negotiating M&A transactions, partner buy-ins/buy-outs, and compensation plans. Organic growth and seamless succession planning fall under Bob’s experience. He helps firms with upscaling their client base, leveraging better pricing structures, addressing capacity management, expanding their advisory services, and increasing profitability.

Nationally sought-after as a speaker within the accounting world, Bob commands attention at major industry forums and exclusive firm gatherings, sharing invaluable insights. There are few areas he cannot speak to when it comes to innovation and advancing the accounting profession. With an accounting background, Bob holds a Bachelor of Science in Finance, and an MBA from DePaul University in Chicago.

Doug is the Managing Director at The Visionary Group and is one of Accounting Today’s Top 100 Most Influential “Ones to Watch”. He balances his focus between overseeing Visionary’s M&A department and bridging the gap between the existing and next-generation leadership inside accounting firms nationwide. He brings a unique viewpoint to the industry as a younger professional who is helping senior leadership navigate through complex changes in where firms are heading.

At the heart of his role is the facilitation and structuring of fair traditional and private equity M&A transactions for both sides in any deal. Most of his time is spent engaging primarily with Managing Partners, CEOs, and key leaders within CPA firms. He’s known for building strong relationships with industry leaders, fostering innovative approaches in M&A activities, and cultivating a network of trusted consultants and advisors.

You probably have seen Doug speak at an industry event or running a webinar as he is quickly becoming a requested speaker and facilitator across the accounting world. Before joining The Visionary Group, Doug held client-facing positions in professional sports and startup technology. There, he led diverse sales, marketing, and account management efforts catering to Fortune 500 and 1000 companies. Doug holds a Bachelor of Science from Illinois State University.

Bob is President of The Visionary Group and one of Accounting Today’s Top 100 Most Influential People, with an extensive 25+ year dedication to supporting accounting firm innovation and growth. He has been trusted by firms in the top 500 to countless emerging practices. Bob’s focus is to help firms develop and implement a growth strategy that utilizes both organic methods and the use of mergers and acquisitions. His guidance helps firms build their overall enterprise value.

For firms active or interested in M&A, Bob leads a team adept at identifying transition opportunities, integrating tuck-ins, establishing platform locations, and navigating private equity options. He has deep experience sourcing, structuring, and negotiating M&A transactions, partner buy-ins/buy-outs, and compensation plans. Organic growth and seamless succession planning fall under Bob’s experience. He helps firms with upscaling their client base, leveraging better pricing structures, addressing capacity management, expanding their advisory services, and increasing profitability.

Nationally sought-after as a speaker within the accounting world, Bob commands attention at major industry forums and exclusive firm gatherings, sharing invaluable insights. There are few areas he cannot speak to when it comes to innovation and advancing the accounting profession. With an accounting background, Bob holds a Bachelor of Science in Finance, and an MBA from DePaul University in Chicago.

Doug is the Managing Director at The Visionary Group and is one of Accounting Today’s Top 100 Most Influential “Ones to Watch”. He balances his focus between overseeing Visionary’s M&A department and bridging the gap between the existing and next-generation leadership inside accounting firms nationwide. He brings a unique viewpoint to the industry as a younger professional who is helping senior leadership navigate through complex changes in where firms are heading.

At the heart of his role is the facilitation and structuring of fair traditional and private equity M&A transactions for both sides in any deal. Most of his time is spent engaging primarily with Managing Partners, CEOs, and key leaders within CPA firms. He’s known for building strong relationships with industry leaders, fostering innovative approaches in M&A activities, and cultivating a network of trusted consultants and advisors.

You probably have seen Doug speak at an industry event or running a webinar as he is quickly becoming a requested speaker and facilitator across the accounting world. Before joining The Visionary Group, Doug held client-facing positions in professional sports and startup technology. There, he led diverse sales, marketing, and account management efforts catering to Fortune 500 and 1000 companies. Doug holds a Bachelor of Science from Illinois State University.

Bob is President of The Visionary Group and one of Accounting Today’s Top 100 Most Influential People, with an extensive 25+ year dedication to supporting accounting firm innovation and growth. He has been trusted by firms in the top 500 to countless emerging practices. Bob’s focus is to help firms develop and implement a growth strategy that utilizes both organic methods and the use of mergers and acquisitions. His guidance helps firms build their overall enterprise value.

For firms active or interested in M&A, Bob leads a team adept at identifying transition opportunities, integrating tuck-ins, establishing platform locations, and navigating private equity options. He has deep experience sourcing, structuring, and negotiating M&A transactions, partner buy-ins/buy-outs, and compensation plans. Organic growth and seamless succession planning fall under Bob’s experience. He helps firms with upscaling their client base, leveraging better pricing structures, addressing capacity management, expanding their advisory services, and increasing profitability.

Nationally sought-after as a speaker within the accounting world, Bob commands attention at major industry forums and exclusive firm gatherings, sharing invaluable insights. There are few areas he cannot speak to when it comes to innovation and advancing the accounting profession. With an accounting background, Bob holds a Bachelor of Science in Finance, and an MBA from DePaul University in Chicago.

Doug is the Managing Director at The Visionary Group and is one of Accounting Today’s Top 100 Most Influential “Ones to Watch”. He balances his focus between overseeing Visionary’s M&A department and bridging the gap between the existing and next-generation leadership inside accounting firms nationwide. He brings a unique viewpoint to the industry as a younger professional who is helping senior leadership navigate through complex changes in where firms are heading.

At the heart of his role is the facilitation and structuring of fair traditional and private equity M&A transactions for both sides in any deal. Most of his time is spent engaging primarily with Managing Partners, CEOs, and key leaders within CPA firms. He’s known for building strong relationships with industry leaders, fostering innovative approaches in M&A activities, and cultivating a network of trusted consultants and advisors.

You probably have seen Doug speak at an industry event or running a webinar as he is quickly becoming a requested speaker and facilitator across the accounting world. Before joining The Visionary Group, Doug held client-facing positions in professional sports and startup technology. There, he led diverse sales, marketing, and account management efforts catering to Fortune 500 and 1000 companies. Doug holds a Bachelor of Science from Illinois State University.

Bob is President of The Visionary Group and one of Accounting Today’s Top 100 Most Influential People, with an extensive 25+ year dedication to supporting accounting firm innovation and growth. He has been trusted by firms in the top 500 to countless emerging practices. Bob’s focus is to help firms develop and implement a growth strategy that utilizes both organic methods and the use of mergers and acquisitions. His guidance helps firms build their overall enterprise value.

For firms active or interested in M&A, Bob leads a team adept at identifying transition opportunities, integrating tuck-ins, establishing platform locations, and navigating private equity options. He has deep experience sourcing, structuring, and negotiating M&A transactions, partner buy-ins/buy-outs, and compensation plans. Organic growth and seamless succession planning fall under Bob’s experience. He helps firms with upscaling their client base, leveraging better pricing structures, addressing capacity management, expanding their advisory services, and increasing profitability.

Nationally sought-after as a speaker within the accounting world, Bob commands attention at major industry forums and exclusive firm gatherings, sharing invaluable insights. There are few areas he cannot speak to when it comes to innovation and advancing the accounting profession. With an accounting background, Bob holds a Bachelor of Science in Finance, and an MBA from DePaul University in Chicago.

Doug is the Managing Director at The Visionary Group and is one of Accounting Today’s Top 100 Most Influential “Ones to Watch”. He balances his focus between overseeing Visionary’s M&A department and bridging the gap between the existing and next-generation leadership inside accounting firms nationwide. He brings a unique viewpoint to the industry as a younger professional who is helping senior leadership navigate through complex changes in where firms are heading.

At the heart of his role is the facilitation and structuring of fair traditional and private equity M&A transactions for both sides in any deal. Most of his time is spent engaging primarily with Managing Partners, CEOs, and key leaders within CPA firms. He’s known for building strong relationships with industry leaders, fostering innovative approaches in M&A activities, and cultivating a network of trusted consultants and advisors.

You probably have seen Doug speak at an industry event or running a webinar as he is quickly becoming a requested speaker and facilitator across the accounting world. Before joining The Visionary Group, Doug held client-facing positions in professional sports and startup technology. There, he led diverse sales, marketing, and account management efforts catering to Fortune 500 and 1000 companies. Doug holds a Bachelor of Science from Illinois State University.

Bob is President of The Visionary Group and one of Accounting Today’s Top 100 Most Influential People, with an extensive 25+ year dedication to supporting accounting firm innovation and growth. He has been trusted by firms in the top 500 to countless emerging practices. Bob’s focus is to help firms develop and implement a growth strategy that utilizes both organic methods and the use of mergers and acquisitions. His guidance helps firms build their overall enterprise value.

For firms active or interested in M&A, Bob leads a team adept at identifying transition opportunities, integrating tuck-ins, establishing platform locations, and navigating private equity options. He has deep experience sourcing, structuring, and negotiating M&A transactions, partner buy-ins/buy-outs, and compensation plans. Organic growth and seamless succession planning fall under Bob’s experience. He helps firms with upscaling their client base, leveraging better pricing structures, addressing capacity management, expanding their advisory services, and increasing profitability.

Nationally sought-after as a speaker within the accounting world, Bob commands attention at major industry forums and exclusive firm gatherings, sharing invaluable insights. There are few areas he cannot speak to when it comes to innovation and advancing the accounting profession. With an accounting background, Bob holds a Bachelor of Science in Finance, and an MBA from DePaul University in Chicago.

Doug is the Managing Director at The Visionary Group and is one of Accounting Today’s Top 100 Most Influential “Ones to Watch”. He balances his focus between overseeing Visionary’s M&A department and bridging the gap between the existing and next-generation leadership inside accounting firms nationwide. He brings a unique viewpoint to the industry as a younger professional who is helping senior leadership navigate through complex changes in where firms are heading.

At the heart of his role is the facilitation and structuring of fair traditional and private equity M&A transactions for both sides in any deal. Most of his time is spent engaging primarily with Managing Partners, CEOs, and key leaders within CPA firms. He’s known for building strong relationships with industry leaders, fostering innovative approaches in M&A activities, and cultivating a network of trusted consultants and advisors.

You probably have seen Doug speak at an industry event or running a webinar as he is quickly becoming a requested speaker and facilitator across the accounting world. Before joining The Visionary Group, Doug held client-facing positions in professional sports and startup technology. There, he led diverse sales, marketing, and account management efforts catering to Fortune 500 and 1000 companies. Doug holds a Bachelor of Science from Illinois State University.

Bob is President of The Visionary Group and one of Accounting Today’s Top 100 Most Influential People, with an extensive 25+ year dedication to supporting accounting firm innovation and growth. He has been trusted by firms in the top 500 to countless emerging practices. Bob’s focus is to help firms develop and implement a growth strategy that utilizes both organic methods and the use of mergers and acquisitions. His guidance helps firms build their overall enterprise value.

For firms active or interested in M&A, Bob leads a team adept at identifying transition opportunities, integrating tuck-ins, establishing platform locations, and navigating private equity options. He has deep experience sourcing, structuring, and negotiating M&A transactions, partner buy-ins/buy-outs, and compensation plans. Organic growth and seamless succession planning fall under Bob’s experience. He helps firms with upscaling their client base, leveraging better pricing structures, addressing capacity management, expanding their advisory services, and increasing profitability.

Nationally sought-after as a speaker within the accounting world, Bob commands attention at major industry forums and exclusive firm gatherings, sharing invaluable insights. There are few areas he cannot speak to when it comes to innovation and advancing the accounting profession. With an accounting background, Bob holds a Bachelor of Science in Finance, and an MBA from DePaul University in Chicago.

Doug is the Managing Director at The Visionary Group and is one of Accounting Today’s Top 100 Most Influential “Ones to Watch”. He balances his focus between overseeing Visionary’s M&A department and bridging the gap between the existing and next-generation leadership inside accounting firms nationwide. He brings a unique viewpoint to the industry as a younger professional who is helping senior leadership navigate through complex changes in where firms are heading.

At the heart of his role is the facilitation and structuring of fair traditional and private equity M&A transactions for both sides in any deal. Most of his time is spent engaging primarily with Managing Partners, CEOs, and key leaders within CPA firms. He’s known for building strong relationships with industry leaders, fostering innovative approaches in M&A activities, and cultivating a network of trusted consultants and advisors.

You probably have seen Doug speak at an industry event or running a webinar as he is quickly becoming a requested speaker and facilitator across the accounting world. Before joining The Visionary Group, Doug held client-facing positions in professional sports and startup technology. There, he led diverse sales, marketing, and account management efforts catering to Fortune 500 and 1000 companies. Doug holds a Bachelor of Science from Illinois State University.

Bob is President of The Visionary Group and one of Accounting Today’s Top 100 Most Influential People, with an extensive 25+ year dedication to supporting accounting firm innovation and growth. He has been trusted by firms in the top 500 to countless emerging practices. Bob’s focus is to help firms develop and implement a growth strategy that utilizes both organic methods and the use of mergers and acquisitions. His guidance helps firms build their overall enterprise value.

For firms active or interested in M&A, Bob leads a team adept at identifying transition opportunities, integrating tuck-ins, establishing platform locations, and navigating private equity options. He has deep experience sourcing, structuring, and negotiating M&A transactions, partner buy-ins/buy-outs, and compensation plans. Organic growth and seamless succession planning fall under Bob’s experience. He helps firms with upscaling their client base, leveraging better pricing structures, addressing capacity management, expanding their advisory services, and increasing profitability.

Nationally sought-after as a speaker within the accounting world, Bob commands attention at major industry forums and exclusive firm gatherings, sharing invaluable insights. There are few areas he cannot speak to when it comes to innovation and advancing the accounting profession. With an accounting background, Bob holds a Bachelor of Science in Finance, and an MBA from DePaul University in Chicago.

Doug is the Managing Director at The Visionary Group and is one of Accounting Today’s Top 100 Most Influential “Ones to Watch”. He balances his focus between overseeing Visionary’s M&A department and bridging the gap between the existing and next-generation leadership inside accounting firms nationwide. He brings a unique viewpoint to the industry as a younger professional who is helping senior leadership navigate through complex changes in where firms are heading.

At the heart of his role is the facilitation and structuring of fair traditional and private equity M&A transactions for both sides in any deal. Most of his time is spent engaging primarily with Managing Partners, CEOs, and key leaders within CPA firms. He’s known for building strong relationships with industry leaders, fostering innovative approaches in M&A activities, and cultivating a network of trusted consultants and advisors.

You probably have seen Doug speak at an industry event or running a webinar as he is quickly becoming a requested speaker and facilitator across the accounting world. Before joining The Visionary Group, Doug held client-facing positions in professional sports and startup technology. There, he led diverse sales, marketing, and account management efforts catering to Fortune 500 and 1000 companies. Doug holds a Bachelor of Science from Illinois State University.