M&A + Advisory Consultants
- A full-scale CPA M&A search + consulting team.
- Advisory Officer + Profitability Officer role.
- Testing + developing internal succession plans.
- Partnership agreements, buy-ins + compensation.
- Firm strategy, growth alignment + execution of plans.
- Capacity expansion, value pricing + advisory services.
- Managing Partner roundtables + firm retreats.
Our President, Bob Lewis, was Named an Accounting Today Top 100 Most Influential People – Learn More.
Who is Visionary?
A consulting group with over 25 years of experience exclusively working with accounting firms nationwide. Our clients include major firms to emerging practices.
What services does Visionary provide?
We specialize in buy and sell-side M&A, succession assessments, capacity expansion, setting up offshoring solutions, expanding advisory services, adding wealth management, investment banking, instilling a value pricing mentality and upscaling your client base.
How does the Market Value Accelerator (MVA) work?
Our MVA answers the questions of what is my firm worth? What drivers are building the enterprise value of my firm? What steps you should take? We look at your firm with the eyes of an outside buyer.
Partner Consulting
Value Pricing
Client Upscaling
Data Analytics
Advisory Officer
Speaking
Visionary News
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 never end. Yet, many mergers and acquisitions occur due to either a non-existent, incomplete, or failed succession. For...
The BDO Deal Will Change M&A Transactions
BDO agreed to a $1.3 billion deal with Apollo Global Management. Add in the 600-person Bergen KDV acquisition by Creative Planning, a registered investment advisor, in June and it is clear the M&A world has changed. These announced investments and future...
Disruption & Opportunity in Accounting Firm Mergers & Acquisitions
When it comes to mergers and acquisitions, where should you start? This session will dig into understanding and redefining a firm’s value. Private equity is the big buzz term, but it is the primary driver. Far from it. The CPA world is large, and private equity is a...