One of the first steps in a successful business development outreach campaign is determining the type of client to target.
Building CPA Firm Value
Our entire client base is composed of CPA firms. They range in size from emerging firms to the Top 100. We provide solutions to build firm value. These solutions include complete leadership of a firm’s growth efforts to project based initiatives.
Our growth strategies do not just focus on additional revenue, but are driven by an encompassing process that engages professionals. We create tightly focused business development efforts, introduce new services, make staff comfortable selling and networking, and enhance the firm’s value.
The industry is shifting and so should your approach to organic growth. We grow firms by conducting strategic client mining, focused referral partner development, and selective direct prospecting. We center our efforts around engaging staff in the process. Learn More.
CPA Mergers & Acquisitions
Our customized searches identify firms to acquire or merge into your practice, enter a new geography, or assist a firm seeking to sell or merge upward find a good fit. We provide succession planning, deal consulting, and support to address firm transition and growth strategies. Learn More.
Firm Value Assessments
Based on our in-depth conversations with hundreds of Managing Partners annually through our merger and acquisition searches, we developed our CPA Firm Value Assessment. The initial assessment is at no-cost and conducted over the phone. We evaluate your practice as if you were a candidate firm we contacted to acquire or merge into one of our clients.
We provide immediate feedback on the phone to help you understand areas of strength and potential areas to refine. This assessment provides ideas to assist with profit enhancement, suggest new advisory services, develop staff leverage, address succession, and impact recruiting.
The 4 Corners of CPA Firm Growth
Every CPA firm should be following these growth segments to guide their direction. Visionary assesses each of these four areas inside a firm and creates tactical strategies, then implements the steps. Our solutions incorporate an integrated plan weaving in growth, succession, staff leverage, and the development of advisory services to build firm value.
Mergers & Acquisitions
Identify growth & succession solutions
Mining & Outreach
Build client value & engage staff through cross-selling
Strategies to engage & open doors with banks & law firms
Selective outreach to add strategic new clients