A Comprehensive Growth Approach

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.

Core Implementation Areas

Create a plan that addresses every growth aspect:

  • CPA M&A opportunities
  • Existing client advisory needs
  • Selective direct prospecting
  • Referral partner network development

  • Incorporate value pricing in every opportunity
  • Examine the lifecycle of each client and prospect
  • Conduct selective new prospect outreach
  • Increase prospect & referral partner outreach
  • Target Associations to gain access to their member


  • Start a Next Gen Group inside the firm
  • Creating industry & services niches
  • Assign one champion to lead each niche
  • Train professionals to sell & network
  • Expand your advisory service capabilities

    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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