The Visionary Group
Accounting industry specialists. Visionary works exclusively with CPA and accounting firms to build enterprise value. Are You At An Inflection Point? We have thirty years of helping firms understand their best next steps and how to implement those plans. Our sole focus on accounting firms eliminates learning curves and brings practical solutions to M&A, PE, succession, and organic growth. Who Are Our Clients? They include Top 20 firms to emerging $2M practices. Visionary’s leadership is recognized as one of the Top 100 Most Influential People in Accounting.
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Verified contacts
14
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
1
tools in use
Monthly traffic
388
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- BR
Bobby Riesterer
Managing Director · General Business & Management
EmailPhone - ML
Mike Lewis
Operations Director · Operations
EmailPhone - JH
Julie Hoadley
Firm Administrator · General Business & Management
EmailPhone - BL
Bob Lewis
the Visionary Group, Inc · Other
EmailPhone - DF
David Farby
the Visionary Group · Other
EmailPhone - SC
Steve Connolly
Director of Client Services · Customer/Client Service
EmailPhone - AG
Amy Grimes
Research Analyst · Research & Development
EmailPhone - CZ
Cari Zorns
Mergers and Acquisitions Consultant · Finance & Accounting
EmailPhone - EB
Elizabeth Bell
Merger & Acquisition Consultant · Finance & Accounting
EmailPhone
Showing 9 of 14 verified contacts
Top roles at The Visionary Group
14 distinct titles indexed · top 10 shown.
- 1accounting firm consultant
- 1cpa firms mergers & acquisitions consultant
- 1crew member
- 1digital marketing & design specialist
- 1director of client services
- 1firm administrator
- 1managing director
- 1marketing specialist
- 1merger & acquisition consultant
- 1mergers and acquisitions consultant
- +4more titles
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