Doug Lewis

The Visionary Group
(800) 995-9186

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Doug is a Director at The Visionary Group responsible for the overall success of Visionary’s Mergers & Acquisitions sector. He specializes in conducting M&A searches from inception, through onboarding and the final closing of transactions. Doug leads our candidate firm profiling, development of targets, assessing the potential candidate fits, and deal structure & negotiations. 

A major component of his role is to facilitate structured and fair opportunities for all parties involved in M&A transactions. He spends the majority of his time speaking with Managing Partners, CEOs, and other key leadership positions inside CPA firms and non-accounting organizations. His focus is to increase deal flow and overcome obstacles as they arise during the M&A process. Doug has a proven track record of successfully establishing relationships with industry leaders to think outside the box when conducting M&A-related activities. The balance of his time is spent on building a strategic partnership network of trusted consultants and advisors. 

Prior to joining The Visionary Group, Doug spent time in key client-facing roles in the professional sports and startup technology industries. In these roles, he was responsible for leading several different sales, marketing, and account management campaigns catered towards Fortune 500 and 1000 companies. He holds a Bachelor of Science in Marketing from Illinois State University.

About Us: Visionary Marketing helps to drive innovative thinking for CPA firms by implementing the activities that build firm value. Visionary Marketing is actively involved in the entire deal process and starts conversations with firms and non-accounting businesses looking at their exit strategy or opening a merger or sale. Examples are VARs, CRM/ERP providers, or other specialty companies. It provides industry-leading advice that builds the enterprise value of a CPA firm. Visionary works with leadership to focus on key metrics that make an impact and help firms adapt and transform as the CPA profession changes. Visionary's Advisory Officer role helps firms refine whom to add as a client, advisory capabilities, pricing strategies, client mining, referral partner development, partnership agreements, and every aspect of a firm’s profitability.