Create an Impactful Edge
Differentiate the Firm. Build client value, train staff how to sell and think like consultants, and change the perception of your firm with referral partners and prospects.
Attract Staff. Struggling to make your advisory side soar? The OAO is for CPA firms who want to establish or deepen their advisory capabilities. Visionary will lead your advisory efforts by identifying and selling the consulting needs inside your client base. Your Visionary OAO will manage the growth of the advisory sector.
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.