Innovative Thinking for CPA Firms
We construct and implement a firm’s strategy.
- Managing Partner Roundtables & Retreats
- Chief Growth Officer Role (CGO)
- Outsourced Advisory Officer Role (OAO)
- Advisory Bootcamps
- Custom Buy-side & Sell-side/Upward Merger Searches
- Succession Team Assessments & Next Gen Development
- Rapid Value Accelerator
Our Team Keeps Steady Efforts in Place
Speaking & Facilitation Engagements
National Expertise
We help CPA firms transform, grow, and adapt. Visionary can work directly with a firm or an Association’s members. We will lead Partner Retreats, facilitate Managing Partner Roundtables, conduct educational sessions for Associations, or assist with one-on-one needs. We can deliver support virtually or in person.
Stay Tuned
We follow the industry and proactively adapt our approach to building a CPA firm’s value. The CPA profession will always be changing. New regulatory issues, changing client appetites, different stages of the client lifecycle, technology, and the economy are always in flux.
Our Style
Engaging and interacting with the audience. We bring participants into our sessions to get a conversation going. We score high on our presentations because we pour a lot of energy into the delivery and a lot of time into the content development.
Examples of Industry Needs
We custom-create topics for your firm or Association. The industry is evolving and so are we in how we support firms nationally.
- Understanding CPA Firm Values
- Identifying CPA M&A Opportunities
- M&A Deal Structures
- Closing Techniques
- Testing Your Succession Solution
- Creating an Advisory Culture Inside a Firm
- Developing Advisory Bootcamps
- How to Create Industry & Service Niches
- Tactics to Deploy for New Client Growth
- Existing Client Value Pricing
- Building Client Value
- Client Shedding Strategies
Examples of Recent Engagements
- NACVA Keynote
- NACVA CPA M&A Session
- BDO Alliance Annual Conference: Multiple Sessions
- BDO Alliance Area Meetings
- BDO Alliance CPA M&A Series
- Managing Partner Roundtables
- RSM Firm Foundation CPA M&A
- CPAmerica Northeast Regional Conference
- CPAmerica Southeast Regional Conference
- AGN International
- Oak Street Funding
- Florida State CPA Society
Discover How to Achieve Your Goals Today
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