Building Enterprise Value

100% Accounting Industry Focused

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 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!

Is Private Equity or Merging on Your Mind?

Is Private Equity or Merging on Your Mind?

In 2024, The Visionary Group will have completed over $150,000,000 in M&A transactions, including three private equity investments. Private equity is an option that has entered the market and is getting the most publicity in...

read more

Poking the PE Bear

Everyone is Aware of Private Equity in Accounting. The true catalyst behind the surge in mergers and acquisitions (M&A) and private equity (PE)...

read more

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!