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...
Firms Give Away Profits in Revenue Adjustments
Busy Season Is Here Firms are so buried they often lose focus on profitability by client. Our team consults with hundreds of CPA firms ranging from the top 25 to emerging...
Is There a Pricing Ceiling?
The ceiling is often what the CPA perceives as too high. We are in a dynamic market created by a major staffing shortage. Demand for services is far exceeding the labor supply,...
Bill.com – Expand Your CPA Firm’s Capacity to Accelerate Growth – Breaking Down 5 Methods
Panel Discussion: M&A and Succession Planning | Aprio Firm Alliance 2022
State of MA in the CPA Profession | Aprio Firm Alliance 2022
Accounting Automation – Podcast
Here are a few of the topics we’ll discuss on this episode of Accounting Automation: What ‘The Great Liberation’ is and what it means for the Accounting industry. How to...
The Great CPA Firm Liberation
Join Bob Lewis, Dan Hood, Michael Horwitz, Heather Mesquita, and Pat Morrell as they discuss the The Great CPA Firm Liberation! Check out The Great Liberation article in...
How to Sell Your CPA Firm | Discussion Panel
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