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.