Innovative Thinking for CPA Firms
We make an impact with our clear industry insight.
- Custom Buy-side & Sell-side/Upward Merger Searches
- Succession Team Assessments & Next Gen Development
- Managing Partner Roundtables & Retreats
- Chief Growth Officer Role (CGO)
- Outsourced Advisory Officer Role (OAO)
- Rapid Growth Accelerator
Implementing Activity That Builds Firm Value
CPA Firm Partners
Helping firms make progress on their goals and put them in a position to move to the next level.
No-cost, customized educational conference sessions & breakout roundtables for members.
We provide buy & sell side searches to identify the right fit for your growth or succession.
CGO + OAO
Ownership of your growth as your Chief Growth Officer or Outsourced Advisory Officer.
Discover How to Achieve Your Goals Today
No automated emails or chatbots, you will always speak with a real person. All conversations are confidential. Visionary can provide you with a NDA at your request