2024 revenue: $38.11 mn
Growth rate: 55.81%

Headquarters: Vancouver, WA

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.

2025 revenue: $55.00 mn
Growth rate: 41.03%

Headquarters: New York City, NY

Attending + Speaking 

2024 revenue: $37.66 mn
Growth rate: 75.82%

Headquarters: Coral Gables, FL

Bob is President of The Visionary Group and one of Accounting Today’s Top 100
Most Influential People. He has relationships with key leaders in accounting firms
nationwide and is a frequent speaker on M&A, private equity, and organic growth.
Bob helps firms assess their ability to remain independent, build enterprise value,
and creates and facilitates dozens of material transactions annually.

He created an in-depth Firm Valuation model and Build to Evolve process. The
valuation model shows firms their market value and how to impact value. The
Build process assesses a firm’s alignment, accountability, profit refinement
opportunities and creates an Independence Plan. He focuses on getting firms to
make decisions based on data and facts and to avoid making emotional
decisions.

His thirty-plus years of exclusive support in the accounting profession has
provided Bob with the opportunity to learn from great firm leaders. Beyond his
deep experience in M&A and private equity he helps firms with pricing, client
upscaling, and overall growth tactics.

Bob Co-Chairs the Accounting Today Private Equity Summit, has an accounting
background, and his formal education is a Bachelor of Science in Finance, and
an MBA, both from DePaul University in Chicago.

Attending

2024 revenue: $2,760 mn
Growth rate: 94.37%

Headquarters: Cleveland, OH

2024 revenue: $31.77 mn
Growth rate: 137.62%

Headquarters: San Antonio, TX

2025 revenue: $164.65 mn
Growth rate: 84.17%

Headquarters: Dallas, TX

2025 revenue: $590.53 mn
Growth rate: 87.62%

Headquarters: Arlington, VA

2025 revenue: $73.08 mn
Growth rate: 103.74%

Headquarters: Chicago, IL