Our Expertise
We Help Firms Refine & Implement
The best strategic plan in the world will fail without implementation. If your vision is clear, does your team have the sales skills and time to implement your growth steps? Are efforts underway to get in front of select prospects and referral partners? Is a client mining effort in place? Our team of implementation experts becomes an extension of your firm.
Our Team
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CPA Mergers & Acquisitions
We custom source potential deals exclusively for you. Whether you are seeking to acquire or merge upward yourself, our team will discreetly and effectively find the best fit for your solution. We know how to talk to firms and extract factors to evaluate the opportunity. Succession teams who cannot sell is fueling CPA M&A. We know how to begin, advance and as needed terminate conversations with firms.What Is the Value of Your Firm?
There are a lot of misconceptions on this topic. An aging partner base, recruiting, technology and advisory services are making it difficult for smaller firms to compete. Each practice will be valued differently. Before considering any M&A activity with your firm, let our team conduct our Firm Value Assessment to give you clear direction of what we believe the market value of your firm is today.
Organic Growth
Set your firm up for long term success. We provide options for firms who need someone to lead their growth and create a sales culture. We offer project consulting for firms who need limited assistance.The key is we implement these plans. We generally collaborate with your in-house resources but take complete responsibility for your growth.
What Is Your Impaired Leverage?
Impaired Leverage is the limited number of professionals that bring in material work. This is one of the biggest challenges facing CPA firms. In order to achieve growth targets and build a succession team that can develop business, a firm needs to overcome their Impaired Leverage. Our team understands how to solve this problem.Firm Alignment & Transformation
We can help your firm transform. Visionary brings best practices and ideas from firms across the country. The services below are inclusive for our monthly clients, but some firms need limited support. We help evaluate their in-house team, clarify or refine the vision and identify steps to implement. For others, we create and implement their entire plan.Some of Our Project Support Include:
- Firm Vision Planning & Growth Realignment
- Firm Value Assessment: Understand the Triggers Impacting Value
- Growth, Change & Risk Monitoring
- Partner & Key Staff Coaching
- Partner Compensation & Conflict Resolution
- Firm Retreats & Transition Planning
- Image & Branding: Websites & Literature
Are You Poised To Adapt To The Changing Industry?
Visionary’s support was built exclusively to support CPA firms. Building CPA firm value requires adding the type of clients that want a deeper relationship and need a firm who can deliver complex compliance support and advice. This may require a minor or a material change in how firms target and go to market.Speaking
Increase value for your members. Visionary’s team can speak at your local and national events. We bring unique thought leadership for CPA firms. Our presentations and roundtable sessions are customized to fit your association’s needs and agenda.Our Highly Requested Topics Often Consist Of:
- Rebuilding Client Value Post COVID-19
- Understanding What Builds CPA Firm Value
- Realigning Legacy Marketing & Business Development
- Conduct a Successful M&A Search Including Common Deal Killers
- The Sales Chain: Understanding the Complete Sales Cycle
- How to Elevate Firm Value by Developing Niches
- Marketing to the Client Lifecycle
- Engaging Staff in the Growth Process Through Client Mining
What Problems Can We Solve For You?
No two firms are alike, we are here to solve your specific pain points. We speak to the changes in the profession and create solutions firms can implement. Our support is designed around your firm and resources, we do not take a “One size fits all” approach.Blog
Start The Conversation Today
Contact our team of professionals
Energize and focus your firm’s strategy. Fill out the contact fields and our team will reach out to you. No automated emails or chatbots, you will always speak with a real person.- All conversations are confidential
- Visionary can provide you with a NDA at your request
Prefer to Talk Live Right Now?
Call 800.995.9186 and we will connect you with the right Visionary team member to begin the discussion.