Building Enterprise Value
100% Accounting Industry Focused
Firm Growth and M&A
Are You At An Inflection Point? We have thirty years of helping firms understand their best next steps and how to implement those plans. Our sole focus on accounting firms eliminates learning curves and brings practical solutions to M&A, PE, succession, and organic growth.
Who Are Our Clients? They include Top 20 firms to emerging $2M practices.
Qualifications. Our leadership is recognized by Accounting Today for our influence in the profession.
Customized Firm Roadmaps
Mergers & Acquisitions
Practice Management
Market Value Accelerator
Speaking
Market Value Accelerator
Are You at an Inflection Point?
Overview. Our MVA was developed for accounting firms to determine their best next steps. It identifies drivers adding or detracting from firm value. We tell you what we would do if we owned your practice.
Stages. A deep assessment using an online survey, interviews, and a complex data analysis.
Deliverable. A custom roadmap with detailed steps and how to implement those steps.
Post-MVA. Learn more about this in our Practice Management section.
News
Cool Stuff
Stay up to date on valuable news and information that may influence your business. Use these resources to learn more and stay ahead!
Visionary’s 2024 Recap & 2025 Predictions
Visionary’s 2024 Recap & 2025 Predictions It has been a wild year for the accounting profession. Mergers and acquisitions have continued to accelerate, private equity has pushed deeper into the industry, and many firms have reported record profits.
Is Private Equity or Merging on Your Mind?
In 2024, The Visionary Group will have completed over $150,000,000 in M&A transactions, including three...
Poking the PE Bear
Everyone is Aware of Private Equity in Accounting. The true catalyst behind the surge in mergers and acquisitions (M&A) and private equity (PE)...
2025 Options For Your Firm
Looking Forward. Although we still have a few months left in 2024, most firms that are making significant moves are already deep in those processes....
Prefer to Talk In Person?
Initial conversation about your firm and what you are trying to accomplish. We look forward to connecting with you shortly!