Build to Evolve
Helping accounting firms remain independent, merge upward, or sell.
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 Market Value Accelerator™ 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 Build to Evolve 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!
Merging or Selling After Tax Season
Deal Volume is Increasing Consolidation among accounting firms continues to accelerate, with a post-tax season surge expected. Many leadership groups are realizing it is increasingly difficult to remain independent at their current size. Competition from larger firms...
Seeking to Remain Independent? Need to Merge, Sell or Explore PE?
Build to Evolve is a structured partnership that enables firms to best position themselves for their specific short-term and long-term growth...
Navigate Your Merger or PE Process
Do You Need a Navigator? Getting flooded with calls and emails? Not all PE groups or upward merger firms are equal, and deal structures can be...
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...
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!