by Lori Bowden | Apr 17, 2025 | News
Deal Volume is Increasing Consolidation among accounting firms continues to accelerate, with a post-tax season surge expected. Many leadership groups are realizing it is increasingly difficult to remain independent at their current size. Competition from larger firms...
by Lori Bowden | Mar 19, 2025 | News
Build to Evolve is a structured partnership that enables firms to best position themselves for their specific short-term and long-term growth objectives. Whether you want to “Build to Remain Independent,” “Build to Merge Upward/Sell” or examine PE, the core items of...
by Lori Bowden | Feb 18, 2025 | News
Do You Need a Navigator? Getting flooded with calls and emails? Not all PE groups or upward merger firms are equal, and deal structures can be complex. The financial elements of getting to adjusted EBITDA, the scrape, the multiple, the earnout target, working capital,...
by Lori Bowden | Dec 13, 2024 | News
Visionary’s 2024 Recap & 2025 Predictions It has been a wild year for the accounting profession. Mergers and acquisitions have continued to accelerate, private equity has pushed deeper into the industry, and many firms have reported record profits.
by Lori Bowden | Oct 17, 2024 | News
In 2024, The Visionary Group will have completed over $150,000,000 in M&A transactions, including three private equity investments. Private equity is an option that has entered the market and is getting the most publicity in the M&A world. Many firms want to...
by Lori Bowden | Sep 17, 2024 | News
Everyone is Aware of Private Equity in Accounting. The true catalyst behind the surge in mergers and acquisitions (M&A) and private equity (PE) transactions is the widespread lack of qualified succession teams. Either a succession team does not exist, is not large...
