Visionary partners with both BDO Alliance CPA member firms and BRNs to solve succession challenges, explore M&A options, and drive growth inside firms. We only work with accounting firms ranging from $1M practices to the top 25 in the country.


  • Are you a CPA member firm? Let’s talk about building your enterprise value.
  • Are you a BRN? Let’s talk about how we can partner to add value to CPA firms.

Focal Points

  • 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.
  • Firm strategy, growth alignment + execution of plans.
  • Capacity expansion, value pricing + advisory services.
  • Managing Partner roundtables + firm retreats.

Explore Your Growth or Transition Options

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