Building Enterprise Value
100% Accounting Industry Focused
Who is Visionary?
Depth. Visionary only works in the accounting industry. Our M&A services, consulting, fractional COO role, and speaking engagements are exclusively designed for firms in the Top 20 to emerging practices.
Outcomes. We help identify their next best steps, implement plans, address obstacles, and build firm value. Visionary’s leadership is recognized as one of the Top 100 Most Influential People in Accounting.
Customized Firm Roadmaps
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!
Mergers vs Acquisitions vs Private Equity?
Does a Firm Need to Look at Any of This? If you do the same things, are you sustainable? Do you need to make investments? Are you missing an opportunity window? M&A and PE may be the path some need to survive and plug into already established resources like...
Podcast: The changing of the guard
The profession is seeing wholesale shifts in generational approaches across a range of areas, say Bob Lewis and Doug Lewis of the Visionary Group,...
PE Makes a Big Splash
PE is changing the accounting M&A landscape and impacting traditional deals. Listen to the podcast Bob Lewis at Visionary and Dan Hood of...
Bill.com Accounting Firm Succession: Will You Have to Sell or Merge?
Buying into the CPA profession is a tremendous opportunity for young professionals. Income levels are high, and the demand for the services will...
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!