Blog
Blog
Bill.com Accounting Firm Succession: Will You Have to Sell or Merge?
Buying into the CPA profession is a tremendous opportunity for young professionals. Income levels are high, and the demand for the services will never end. Yet, many mergers and...
The BDO Deal Will Change M&A Transactions
BDO agreed to a $1.3 billion deal with Apollo Global Management. Add in the 600-person Bergen KDV acquisition by Creative Planning, a registered investment advisor, in June and...
Disruption & Opportunity in Accounting Firm Mergers & Acquisitions
When it comes to mergers and acquisitions, where should you start? This session will dig into understanding and redefining a firm’s value. Private equity is the big buzz term,...
Accounting Today: The Value of Disruption
With so much disruption being thrust upon them, you'd think the last thing accounting firms would want to do is to disrupt themselves — yet that may be exactly what they need to...
Universal Transition Planning Division
Significant Profit Generator Every CPA firm has clients that need to sell or exit. For most, this will be the only time they will ever exit a company. It is an emotional process...
State of the CPA Profession
Webinar – How Modern Accounting Firms Are Solving for the Capacity Conundrum
The talent shortage in the accounting industry is creating significant challenges in managing workloads and impacting firm growth. In this webinar, we will explore ways in which...
Is Your Firm at an Inflection Point?
Another busy season has passed. The profession continues to wrestle with labor issues, forcing firms to try to expand their capacity and find ways to sustain profitability or...
Core Metrics Impacting CPA Firm Values
Are You Looking At The Right Metrics! The M&A activity in the accounting profession continues to increase and strategies continue to adapt. More practices than ever are...
Speaking Opportunities
Increase value for your members.
Visionary’s team can speak at your local and national events. We bring unique thought leadership for CPA firms. Our presentations and roundtable sessions are customized to fit your association’s needs and agenda.
We Focus on Major Factors that Drive the Value of a CPA Firm and Impact Succession.
- Understanding the Drivers that Impact CPA Firm Value
- What Motives a Firm to Merge Upward
- Conducting a Successful M&A Search Including Common Deal Killers
- Developing a Succession Team that Can Bring in Work
- Engaging Your Staff in the Growth Process Starting with Client Mining
- Creating Engaging and Impactful Managing Partner Roundtables
- Realigning Your Business Development Process to Align with Today’s Strategy
- The Sales Chain: Understanding the Complete Sales Cycle
- Recognizing and Selling Into the Different Stages of the Client Lifecycle
- Creating Industry Niches to Open Doors with Larger Prospects
- Increasing Your Advisory Services Mix and Revenue Streams
- Build CPA Firm Value by Creating Solutions that Build Client Value