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
Strategic
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
Developmental
- 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.