Mergers & Acquisitions

We Source & Close Transactions

Firm Consulting

Industry Leading Advice

CPA Associations

Retain & Add Members

Advisory Officer

Increasing Firm Profitability

M&A + Advisory Consultants

  • A full-scale CPA M&A search + consulting team.
  • Advisory Officer + Profitability Officer role.
  • Testing + developing internal succession plans.
  • Partnership agreements, buy-ins + compensation.
  • Firm strategy, growth alignment + execution of plans.
  • Capacity expansion, value pricing + advisory services.
  • Managing Partner roundtables + firm retreats.

Our President, Bob Lewis, was Named an Accounting Today Top 100 Most Influential People  –  Learn More.

About Visionary

Visionary has worked for over 25 years with top 100 firms to emerging practices and speaks nationally on firm transformation, CPA M&A, and succession. Our team engages with firms with different obstacles or opportunities and customizes efforts based on their unique objectives.

The Industry is at an Inflection Point

M&A is widespread, succession is challenging, and outside investment is a factor. Labor shortages are forcing firms to offshore, upscale clients, change pricing, and seek ways to increase capacity. Visionary helps firms evaluate options, realign a growth path, and build firm value.

M&A Has Become a Survival Tool

Firms of all sizes are looking at an upward merger as a growth option. A core reason is to join a firm who has made the investments in people development, capacity expansion, offshoring, and advisory. Learn More

The Advisory Spectrum

This is a range of non-compliance services that can grow a firm. The spectrum includes what services to offer, how to identify opportunities, what training is needed, and how to deliver highly valued client support. Learn More

Partner Consulting

Value Pricing

Client Upscaling

Data Analytics

Advisory Officer


Visionary News

Is Your Firm at an Inflection Point?

Is Your Firm at an Inflection Point?

Another busy season has passed. The profession continues to wrestle with labor issues, forcing firms to try to expand their capacity and find ways to sustain profitability or continue growth. The continued reduction in the supply of CPAs is simple math. Aging CPA Baby...

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Core Metrics Impacting CPA Firm Values

Core Metrics Impacting CPA Firm Values

Are You Looking At The Right Metrics! The M&A activity in the accounting profession continues to increase and strategies continue to adapt. More practices than ever are hitting the market due to a lack of session plans and increased competition as firms...

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Explore Your Growth or Transition Options

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