Building Enterprise Value
100% Accounting Industry Focused
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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.
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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!
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Inflection Points are Forcing Decisions in Firms
Colliding Factors There is so much change occurring that many firms are trying to assess major steps. The 800-pound gorilla in the room is private equity, but that is not the primary driver. The core driver is aging leadership. The sub-drivers are diminished...
Building Revenue per Professional Head (RPH) in a CPA Firm
Accounting firms have long used benchmarking, but are they leveraging it to understand the drivers behind each metric? In our latest video, Bob and...
Identical Looking Deals May Not Be the Same
The value multiple may look the same, but that is only one piece of a deal structure. Beyond financial elements, there are intangibles. Are you a...
BDO Alliance USA Award Honors The Visionary Group
The Visionary Group and Bob Lewis are thrilled to announce that we've won the prestigious Growth Strategy category at the BDO Alliance Awards! This...
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!