Mergers & Acquisitions

We Source & Close Transactions

Firm Consulting

Industry Leading Advice

CPA Associations

Retain & Add Members

Advisory Officer

Increasing Firm Profitability

M&A + Advisory Consultants

  • A full-scale CPA M&A search + consulting team.
  • Advisory Officer + Chief Growth Officer roles.
  • Testing + developing internal succession plans.
  • Partnership agreements, buy-ins + compensation programs.
  • 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.

Visionary Group’s Credentials

Our firm has 25 years of experience supporting the CPA profession. We bring a team of professionals with diverse skills. Visionary works with top 100 firms to emerging practices and speaks nationally on growth, strategy, CPA M&A, and firm succession. Our experienced team engages with firms with different obstacles or opportunities, and we customize efforts based on your unique objectives.

What Do Your Clients Remember?

Clients need audits, tax returns, and accounting, but they remember and highly value advice that overcomes obstacles or assists in moving opportunities forward. 

Consulting, M&A, Capacity & Advisory

Visionary focuses on key metrics that make an impact and helps firms adapt and transform as the profession changes. We implement the steps each firm determines are critical to its success. These steps range from partnership needs, deal consulting, client pricing, and utilizing industry partners to help fuel growth or resolve problems.

Speaking Engagements

View our detailed Speaking Topics Deck

  • BDO Alliance USA – multiple sessions annually
  • CPAmerica, Leading Edge, AGN, DFK, BKR
  • Accounting Today Forum
  • State Societies: MD, KS, GWS/DC, HI, KY & many more
  • Eide Bailly’s Alliance
  • Aprio’s Firm Foundation
Core Metrics Impacting CPA Firm Values

Core Metrics Impacting CPA Firm Values

Are You Looking At The Right Metrics! The M&A activity in the accounting profession continues to increase and strategies continue to adapt. More practices than ever are hitting the market due to a lack of session plans and increased competition as firms...

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Firms Give Away Profits in Revenue Adjustments

Firms Give Away Profits in Revenue Adjustments

Busy Season Is Here Firms are so buried they often lose focus on profitability by client. Our team consults with hundreds of CPA firms ranging from the top 25 to emerging practices. We created our proprietary Market Value Accelerator, that reviews and analyzes the...

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Is There a Pricing Ceiling?

Is There a Pricing Ceiling?

The ceiling is often what the CPA perceives as too high. We are in a dynamic market created by a major staffing shortage. Demand for services is far exceeding the labor supply, but not all firms are catching on to how to price services.  When talking to a firm...

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Explore Your Growth or Transition Options

Visionary is an industry leading consultant. We know how to build the enterprise value of a firm, source & close M&A transactions, address succession needs, and become the resource to help firms grow or transition.

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