Bob, named one of Accounting Today’s Most Influential People, leads The Visionary Group with 30 years of insight. He specializes in M&A and private equity, guiding firms through deals and growth strategies that build long-term enterprise value.
He advises top and emerging CPA firms nationwide, presenting at 30+ events yearly. As a board member of Accounting Today’s advisory group, Bob brings unmatched experience, sharp strategy, and industry-leading influence to every engagement.