A Strategic Growth Option
The Visionary Group conducts customized M&A searches for firms. Whether you are seeking to acquire another firm to increase your leverage, or find a new home your current practice, Visionary will identity candidate firms for you to begin the process of growth or transition.
Organic Growth is Only One Path
Firms need to be looking at every possible growth option. It can be difficult to achieve sustainable growth by solely relying on organic initiatives. Supplementing growth efforts by considering acquiring or merging in another firm is the most efficient method to achieving scalable growth. Our custom searches are designed to meet your specific growth goals, and can include:
- Finding firms to tuck-in to existing locations
- Adding firms in a new geographic location to expand reach
- Acquiring a firm with a specific niche to increase your service offerings
- Identification of succession professionals
- An alternative resource to one-on-one recruiting efforts
In Need of an Exit Strategy
We are not brokers, and will never list practices for sale online. If it is time to transition out of your practice, or you wish to align with another firm, we can market your practice for you. Our team provides a unique method of preparing a firm to sell or merge upward.
Related Service Areas
- Consulting on opportunities you have identified on your own
- Succession planning
- Letter of intent development
- Deal negotiation between both parties
- Post-merger integration services
For detailed information on about our M&A and succession expertise, please visit our M&A website www.cpagrowth.com.