COO Diagnostic - The Visionary Group

Explore How Others Would Value Your Firm

What is your firm worth to a buyer, merger partner or succession candidate? Understanding how others view your firm enables you to modify the drivers that increase your potential and refine items that detract from your value.

Let our professionals analyze your firm’s operations and growth possibilities. We will uncover ways to increase the value of your practice. Visionary profiles hundreds of firms annually. We know exactly what to look for and how to better prepare a firm for future growth or to become saleable when the time is right.

Examples of What the Diagnostic Will Cover

Analyze. Financial performance with an outside set of eyes.
Identify. Your value drivers, opportunities and potential weaknesses.
Investigate. Operating cost reduction opportunities.
Assess. The strengths of your succession plan or the potential to develop one.
Demonstrate. How to look differently at an M&A candidate to bring into your firm.
Align. Your growth plan to the identified value drivers, opportunities and weaknesses.
Examine. Client mining possibilities.

Begin A Conversation

For complete details on the diagnostic, contact our team today to schedule your COO Diagnostic. Discover how simple it can be to identify potential major opportunities.

Accounting Today: Monetize Clients While Building Their Value
The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today. Monetize Clients While Building Their Value This is what CPAs should be focused on. The client’s perceived value is not in compliance. It is in how they can use you to build the value of their business, help them make more…
January 21, 2020
Accounting Today: So, you failed your succession test. Now what?
The president of The Visionary Group, Bob Lewis was recently featured as a Succession Planning expert in Accounting Today. So, you failed your succession test. Now what? So, you failed your succession test. (Take the test here). Now what do you do? This is not a comfortable place. You have three options: Read More…
December 23, 2019
Transition Planning – Option 2 Family Succession
Owners need to understand that conducting a family succession requires a very different path than an owner who is looking to sell to an outside party. Most family successions involve some form of gifting in order to begin transferring family wealth. It’s a different mindset than trying to get maximum value for the company. …
December 11, 2019
Test Your Firms Succession Plan
The President of The Visionary Group, Bob Lewis, recently had an article published in Accounting Today. Click the link below to test your firm's succession plan and find out if you are as prepared as you think!
December 6, 2019