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.
As a global company, we work with many M&A advisors around the world, and I can confidently say that the Visionary Group is one of the best.
Armando Hernandez, MBA, CPA
President & CEO, H&CO
The Visionary Group has been an invaluable partner on our M&A journey, providing insightful guidance, strategic perspective, and practical solutions.
Jeremy Jones, CPA
CEO and Managing Partner, Frazier & Deeter
Working with Bob and the Visionary Group has been a tremendous value to our firm. I would highly recommend them to any organization looking to drive meaningful results.
Andy Spillum
Chief Operating Officer, Eide Bailly
We are very proud of our longstanding Alliance relationship with The Visionary Group, an incredible resource with decades of experience. Bob and Doug are true luminaries.
Michael Horwitz
Executive Director, BDO Alliance USA
The combined expertise that The Visionary Group brings together on the major issues of importance to accountants is astounding.
Daniel Hood
Editor-in-Chief, Accounting Today
They bring a thoughtful perspective, ask the right questions, and have a remarkable ability to help leadership teams align around a vision for the future.
Dean Sengstock
Partner, Aprio Alliance
The Visionary Group helped us recognize the value of our firm and educated us on what was necessary to grow and to scale.
Sara Dayton
Managing Partner, Lumsden & McCormick, LLP
Their guidance was thoughtful, actionable, and tailored to our needs, making them a valuable partner. We would gladly recommend them to others.
Jack Goldstein, CPA
Managing Partner, Davies, Goldstein & Associates, CPAs, PLLC
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
How It Works
Three steps from first conversation to a clear plan.
01
Start a conversation
Tell us where your firm is today. In a short, confidential call, we talk through your goals and the options in front of you, from staying independent to a merger or private equity.
02
Understand your value
If you are weighing a transaction, we sign an NDA, you upload your financials through a secure link, and we prepare a valuation of your firm.
03
Build your plan
We show you what each option means for your partners and your people, then help you carry out the path you choose, from growth strategy through LOI and closing.
Insights
Latest from Visionary
Let’s talk about your goals.
A confidential conversation about where your firm stands and what comes next.