M&A and Growth Advisors to Accounting Firms
Clear options.
Informed decisions.
Plans built for your firm.
We advise accounting firms nationwide on private equity, M&A, and growth, and we work closely with firm leadership to develop a clear, actionable pathway.
What We Do
Four ways we help firms move forward
M&A and Private Equity
We help potential sellers understand their value, explain the M&A process, introduce acquirers, and manage a transaction from start to LOI to closure.
Organic Growth
We instill contemporary thinking on pricing, client capacity, upscaling clients, partner alignment and accountability, and moving the needle.
Build to Evolve (BTE)
BTE is an engagement that provides a clear firm vision. We survey and interview your team, then use your data to create an Independence Plan and clarify if independence is possible.
No Cost Valuation Model
Calculate Your Firm’s Value
Our Valuation Model accurately estimates market value, reviews key metrics, and shows what drivers build value. There is no cost to run this model.
Industry Transformation
The accounting profession is undergoing the greatest transformation ever to hit the industry.
The impact of private equity, aging professionals, artificial intelligence, and the move to enhance advisory has changed how firms are valued and the processes needed to compete. We will explain your options and help you make informed decisions, backed by implementation plans built for your firm.
About Visionary
Recognized leaders in accounting firm growth.
Our thirty-plus years of exclusively supporting accounting firms has provided a deep understanding of firm financial, operational, and cultural dynamics. Visionary advises firms nationwide on growth, private equity, and M&A, completing twenty-plus transactions annually. We work closely with firm leadership to explain industry options and develop a clear, actionable pathway.
- 30+Years exclusively supporting accounting firms
- 20+Transactions completed annually
- Top 100Accounting Today Most Influential People
Alliances and Industry Platforms
Firm Credentials
Trusted by independent firms, PE-backed firms, and investors.
Visionary’s leaders are recognized as Accounting Today’s Top 100 Most Influential People, Co-Chair the Accounting Today PE Summit, and speak nationally at key association and alliance conferences. We help firms that are independent, those that have accepted outside capital, and private equity groups.
Upcoming Speaking
Where you can hear us next
Client Perspectives
In their words.
“Visionary laid out every option we had, from staying independent to private equity, and showed us what each one meant for our partners. We made the decision with confidence instead of guesswork.”
“Visionary introduced us to buyers who were a real fit and kept the process transparent from the first call to close. Both sides came out of it with a deal they were happy with.”
“The Build to Evolve process gave our leadership team a shared plan for the first time. We’re growing faster than we have in a decade, and we stayed independent.”
Insights
Latest from Visionary
Let’s talk about your goals.
A confidential conversation about where your firm stands and what comes next.