Firm Growth Leadership

Organic growth. We act as your Chief Growth Officer (CGO) or assume a specialized role as your Outsourced Advisory Officer (OAO). The CGO focuses on organic growth, as well as M&A and succession team development. The OAO concentrates only on a firm’s advisory services to help you advance the development and promotion of your advisory to existing clients and with referral partners.

We operate on a month-to-month basis. This is a partnership, and you should not be locked into a long-term contract. Visionary’s professionals only work with CPA firms and our services are exclusively designed to help firms address growth, succession, and M&A.

Chief Growth Officer (CGO).

Our CGO role creates or refines a growth strategy and then implements it for your firm. This role can assume complete leadership of the business development and marketing functions or work in collaboration with in-house resources. We have deep experience in CPA firm growth tactics and a significant network of advisory businesses that can support your clients and be used in business development efforts.

Outsourced Advisory Officer (OAO).

This role is for CPA firms struggling to make the transition into advisory services or for firms with established consulting services that want to take it to the next level. You may have in-house marketing or business development in place, but our OAO role just focuses on the ability to capture opportunities inside your existing client base. We can introduce external consulting solutions to work with clients or work with in-house advisory professionals.

Organic Growth Actions

  • Growth Plan Development or Realignment
  • Industry & Service Niche Development
  • Development or Expansion of Advisory Services
  • Introduction of Outside Advisors as Needed
  • Existing Client Mining & Cross-selling
  • Referral Partner Relationship Enhancement
  • Training Your Succession Team & Next Gen Group
  • Sales Training & Complete Sales Cycle Support
  • Management of Social Media & Newsletters
  • Websites, Literature, Presentations, Proposals

Complete Leadership or Collaboration with
In-house Marketing

Discover How to Achieve Your Goals Today

No automated emails or chatbots, you will always speak with a real person. All conversations are confidential. Visionary can provide you with a NDA at your request

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