Implementing Your Plans
Strategy. We implement actions that build firm value. Our CGO role creates or refines a growth strategy and implements the steps in the plan. The CGO can assume complete leadership of business development and marketing or work in collaboration with in-house resources.
Action. The key is execution. We develop a consistent implementation of industry and advisory niches and start conversations with key prospects, referral sources, Associations and with other CPA firms.
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.